HIGHOutside partyCustomer
59%
top ten customers
“10-K Item 1: 'Our top ten customers represented approximately 59% of revenues'”
ULH · Concentration risk · 10-K extracted
Universal Logistics Holdings, I (ULH) concentration risks
Updated
The most significant concentration Universal Logistics Holdings, I discloses is top ten customers at 59%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Universal Logistics Holdings, I’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH1
MEDIUM2
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMOutside partyCustomer
45%
automotive customers
“10-K Item 1: 'Automotive customers represented approximately 45% of total revenues'”
MEDIUMOutside partyCustomer
25%
General Motors
“10-K Item 1: 'Our top customer, General Motors, represented approximately 25% of revenues'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-08-02Universal Logistics Holdings shows layered customer concentration across three levels of granularity. The top ten customers represented approximately 59% of revenues, a high-share dependency spread across a group of counterparties. Within that base, automotive customers specifically represented approximately 45% of total revenues, a medium-share dependency on a single end-market whose cyclicality — production schedules, vehicle demand, and supply chain conditions in the auto sector — flows directly into results. And within the automotive book, the company's top customer, General Motors, represented approximately 25% of revenues on its own, also a medium-share dependency on one counterparty. The three figures nest inside each other rather than describing independent exposures: roughly a quarter of total revenue traces to General Motors alone, a substantial share of the remaining top-ten concentration is also automotive-sector business, and automotive as a category makes up close to half of total revenue. This layering means a downturn in North American auto production or a change in General Motors' sourcing decisions would flow through directly to a large share of ULH's revenue base, making the automotive/General Motors relationship the single most consequential concentration factor disclosed here.
For the engine’s reasoning on ULH’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Trucking
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ULH● | Universal Logistics Holdings, I | 1 | 2 | 0 | 3 |
| CVLG | Covenant Logistics Group, Inc. | 0 | 1 | 1 | 2 |
| KNX | Knight-Swift Transportation Hol | 0 | 1 | 1 | 2 |
| ARCB | ArcBest Corporation | 0 | 0 | 0 | 0 |
| HTLD | Heartland Express, Inc. | 0 | 0 | 0 | 0 |
| ODFL | Old Dominion Freight Line, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.