U-Haul Holding Company (UHAL)
NYSE:UHAL
Want to see UHAL full AI Analyst Report?
Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.76Last Year’s EPS
0.68Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of positive operational progress and strategic moves (adjusted EBITDA growth, storage revenue gains, improved per-foot yields, liquidity and a $350M buyback, consolidation and product expansion) alongside meaningful near-term challenges (widening GAAP losses, sharply higher fleet depreciation, occupancy and delinquency cleanup impacts, and resale/depreciation mismatches on cargo vans). Management outlined concrete actions — pausing truck fleet growth, reducing net equipment purchases, consolidating U-Box warehousing, and allocating capital to buybacks — which position the company to improve margins over time, but near-term earnings and margin headwinds remain significant.Company Guidance
Adjusted EBITDA Growth
Moving and storage adjusted EBITDA increased $6 million in the fourth quarter to $223 million and rose $26 million for the full fiscal year to $1.646 billion, with a reconciliation provided in the supplement.
Equipment Rental and Storage Revenue Increases
Equipment rental revenue increased $12 million in the quarter and about $86 million (≈2%) for the full year. Storage revenue rose $16 million (7%) in the quarter and ~8% (~$74 million) over the trailing 12 months.
Rate and Yield Improvements
Average revenue per occupied foot improved by over 6% (same-store and total portfolio) and average new customer rental rates increased roughly 3% year-over-year.
Strong Balance Sheet and Liquidity
Cash and availability at moving and storage totaled $1.479 billion as of March 31, 2026, and the Board authorized a $350 million share repurchase program across both share classes.
Capital Deployment and Growth Investments
Fiscal 2026 capex for new rental equipment was $2.08 billion (up $218 million YoY). Proceeds from sale of retired equipment increased $48 million to $700 million, resulting in net equipment purchases of $1.381 billion; estimated ~$780 million of that was growth-related. The company added 66 storage locations (5.3 million net rentable sq ft) and has ~5.5 million sq ft under development across 99 projects.
Product Expansion and Operational Initiatives
Company rolled out toy-hauler trailers and expanded U-Box capacity; U-Box activity (moves and boxes in storage) is up and the company consolidated U-Box warehousing to increase storage/shipping efficiency (added ~49 warehouses >500-box capacity and increased container warehouse capacity by ~52,000 boxes).
Intentional Capital Allocation Shift to Improve Returns
Management signaled a pause in truck fleet growth for the coming year (no planned truck fleet growth) and expects lower net equipment purchases (~$560 million decrease projected next fiscal year), freeing capital for the share buyback and to improve returns on existing assets.
UHAL Earnings History
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 |
|---|---|---|---|
May 27, 2026 | $52.04 | $59.05 | +13.47% |
Feb 04, 2026 | $59.04 | $50.35 | -14.72% |
Nov 05, 2025 | $53.40 | $53.10 | -0.56% |
Aug 06, 2025 | $56.72 | $58.44 | +3.03% |
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 Aug 12, 2026, After Close (Confirmed).
What is U-Haul Holding Company (UHAL) earnings time?
U-Haul Holding Company (UHAL) earnings time is at Aug 12, 2026, 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.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is UHAL EPS forecast?
UHAL EPS forecast for the fiscal quarter 2027 (Q1) is 0.76.