US · Industrials · Rental & Leasing Services
EPS came in at 0.58 against a street estimate of 0.85 — a miss of 31.8%.
Analysts rate U-Haul Holding Company a hold (0 buy, 2 hold, 0 sell out of 2) with an average price target of $87.67.
MIXED Q1 FY27: earnings down YoY to $123M; storage revenue +7% but occupancy -456bps from delinquency cleanup. Equipment rental revenue +$29M. Freight costs a major headwind (+$22.5M). Dealer expansion halfway done, showing momentum. Q1 FY27 No portfolio pruning stated. U-Haul targeting high-opportunity markets (e.g., Laredo TX) where competitors absent; expanding in lower-density states (WY, MT). Wage pressures on West Coast driving storage co-location strategy. Analysts pressed on U-Box weakness (tough comp + freight), storage development pace (slowing but not pruning), and OpEx inflation (freight dominates). Management confident on dealer momentum and storage recovery; cautious on macro freight/wage headwinds. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| Dimensional Fund Advisors, Inc. | 0.35% |
| Two Sigma Investments LLC | 0.31% |
| NORGES BANK | 0.29% |
| D. E. Shaw & Co LP | 0.26% |
| BlackRock Inc | 0.25% |
| Millennium Management LLC | 0.22% |
| Scharf Investments | 0.22% |
| Vanguard Capital Management, LLC | 0.22% |
| Document | Date |
|---|---|
| Shareholder vote results · Q2 FY2027 U-HAUL HOLDING COMPANY - 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held August 20, 2026 • Company: U-Haul Holding Company (UHAL, UHAL.B on NYSE) | 2026-08-24 |
| Quarterly report · Q1 FY2027 U-HAUL HOLDING COMPANY - 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total Revenues: $1,682,027 thousand (Q1 2026) vs. $1,6 | 2026-08-05 |
| Results announced · Q2 FY2027 U-HAUL HOLDING COMPANY Q1 FISCAL 2027 FINANCIAL SUMMARY HEADLINE NUMBERS • Net earnings available to common shareholders: $122.9 million (down from | 2026-08-05 |
| Proxy statement · Q2 FY2027 U-HAUL HOLDING COMPANY - PROXY STATEMENT SUMMARY HEADLINE NUMBERS • Annual Meeting scheduled for Thursday, August 20, 2026 at 9:00 a.m. PDT / 12:00 | 2026-07-01 |
| Annual report FY2026 U-HAUL HOLDING COMPANY 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Fiscal year ended: March 31, 2026 • Public float (non-affiliate market v | 2026-05-27 |
| Results announced · Q1 FY2027 U-HAUL HOLDING COMPANY FISCAL 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Full-year net earnings: $83.1 million (fiscal 2026) vs. $367.1 milli | 2026-05-27 |
| Quarterly report · Q3 FY2026 U-HAUL HOLDING COMPANY – 10-Q SUMMARY (Q3 FY2026, ended December 31, 2025) HEADLINE NUMBERS • Total Assets: $21.62 billion (Dec 31, 2025) vs. $20.48 | 2026-02-04 |
| Results announced · Q4 FY2026 U-HAUL HOLDING COMPANY – Q3 FISCAL 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q3 2026 Net Loss: ($37.0) million vs. net earnings of $67.2 million in | 2026-02-04 |
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Google PlayApp StoreData updated 2026-09-18.