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AI brief of an SEC Form 8-K · UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH)

Universal Logistics amends credit facility, extends maturity to 2029, cuts revolver to $350 million

Neutral Impact 3 of 5 financing Written later

Universal Logistics Holdings' subsidiaries signed a Fourth Amendment to their credit agreement with KeyBank on September 29, 2026. The amendment extends the facility's maturity to September 30, 2029 and lowers aggregate revolving commitments from $500.0 million to $350.0 million, while allowing an uncommitted increase of up to $150.0 million.

Key points

  • Maturity extended from September 30, 2027 to September 30, 2029
  • Aggregate revolving commitments reduced from $500.0 million to $350.0 million
  • Accordion feature allows up to $150.0 million in increases, subject to conditions and lender commitments
  • Interest-rate margins and unused commitment fees tied to revised leverage-based pricing grids

The filing

CompanyUNIVERSAL LOGISTICS HOLDINGS, INC. (ULH)
Form8-K, current report
Filed with the SECOct 1, 2026, 4:15 PM ET
Accession number0001193125-26-410681

Items reported: 1.01 Material Definitive Agreement2.03 New Direct Financial Obligation

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:36 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 01, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.