showing the working

← Universal Logistics Holdings

The business behind the dividend

MeasureULHMedianFormula
Return on equity-18.5%10.6%Net income ÷ shareholders’ equity
Return on capital employed-4.8%10.0%Operating income ÷ (equity + total debt)
Owner earnings$-177.80m$120.90mNet income + depreciation & amortisation − capital expenditure
Free cash flow$-41.13m$155.08mOperating cash flow − capital expenditure
Operating margin-4.1%14.3%Operating income ÷ revenue
Net margin-6.4%10.1%Net income ÷ revenue
Debt to equity1.48x0.73xTotal debt ÷ shareholders’ equity
Interest cover-1.31x4.22xOperating income ÷ interest expense
Current ratio1.20x1.55xCurrent assets ÷ current liabilities
Long-term debt to working capital10.54x1.88xLong-term debt ÷ (current assets − current liabilities)
Cash conversionOperating cash flow ÷ net income
Accruals-16.0%-3.1%(Net income − operating cash flow) ÷ total assets

Not computed here: Cash conversion — why a blank is not a zero.

Ten years of it

The same measures, for every year the filings support. One year is a fact; a row is a business.

Measure2025202420232022202120202019201820172016Median
Return on equity-18.5%20.1%17.5%37.7%24.4%20.1%18.3%24.9%16.7%16.4%18.3%
Return on capital employed-4.8%14.4%15.9%29.1%14.1%11.5%9.9%13.7%6.1%11.4%11.5%
Operating margin-4.1%11.0%8.8%11.9%5.9%5.8%4.3%5.7%2.1%4.3%5.7%
Net margin-6.4%7.0%5.6%8.4%4.2%3.5%2.5%3.6%2.3%2.3%3.5%
Debt to equity1.48x1.17x0.72x0.85x1.41x1.92x2.23x1.91x1.47x1.77x1.47x
Current ratio1.20x1.35x1.40x1.60x1.35x1.18x1.09x1.24x1.15x1.44x1.24x
Cash conversion0.87x2.26x1.27x1.13x2.06x3.41x1.82x2.98x2.83x2.06x