The earnings call reflects a mixed performance, with some areas showing growth, such as equipment rental and self-storage revenues, while others, like earnings and depreciation costs, present challenges. Despite the growth in specific segments, the overall decline in earnings and increased expenses suggest a cautious outlook.
Company Guidance
During the U-Hall Holding Company First Quarter Fiscal 2026 Investor Call, several key metrics were discussed by the management team. The company reported first-quarter earnings of $142 million, down from $195 million the previous year, equating to an EPS of $0.73 per nonvoting share compared to $1 last year. Adjusted EBITDA for the Moving and Storage segment increased by 6%, driven by strong revenue growth across all product lines. Equipment rental revenue rose by $44 million, a 4% increase, while self-storage saw a 9% revenue increase, contributing an additional $19 million. Capital expenditures for new rental equipment totaled $585 million, a $46 million year-over-year rise. The company also invested $294 million in real estate acquisitions and self-storage development, down from the previous year. Overall, U-Hall continues to see positive trends in revenue growth, particularly in the U-Box segment, which experienced a 16% revenue increase, although challenges remain with depreciation and the resale market for retired rental equipment.
Increase in Equipment Rental Revenue
Equipment rental revenue rose by $44 million, a 4% increase, with revenue per transaction going up for both in-town and one-way markets.
Growth in Self-Storage Revenue
Self-storage revenues grew by $19 million, marking a 9% increase, with average revenue per foot improving by just over 1% across the portfolio.
U-Box Revenue Growth
U-Box revenue increased by 16%, with continued success in increasing moving transactions and the number of containers kept in storage.
Strong Cash Position
Cash and availability from the corporate revolver at the Moving and Storage segment totaled $1.19 billion.
U-Haul (UHAL) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
UHAL Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 06, 2025
$56.72
$58.44
+3.03%
May 28, 2025
$62.32
$63.23
+1.46%
Feb 05, 2025
$71.57
$70.54
-1.44%
Nov 06, 2024
$76.44
$74.75
-2.21%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does U-Haul Holding Company (UHAL) report earnings?
U-Haul Holding Company (UHAL) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).
What is U-Haul Holding Company (UHAL) earnings time?
U-Haul Holding Company (UHAL) earnings time is at Nov 05, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.