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U-Haul Holding Company (UHAL)
NYSE:UHAL
Earnings Data
Report Date
Jun 03, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
-0.62Last Year’s EPS
-0.46Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call presented a mixed picture: meaningful operational and strategic strengths (storage revenue growth, U-Box scale, expanded distribution, strong liquidity and a plan to materially reduce next-year fleet purchases) are overshadowed in the near term by significant earnings pressures tied to elevated depreciation, losses on disposal of 2023–2024 cargo van cohorts, rising operating and insurance expenses, and a decline in same-store occupancy. Management has concrete mitigation plans (selling older units, opening more dealerships, slowing fleet purchases, reserve adjustments and targeted development), but the company is facing material near-term headwinds that will likely take multiple quarters to fully resolve.Company Guidance
Storage Revenue Growth
Storage revenues increased $18 million, up 8% year-over-year for the quarter; average revenue per foot improved just under 7% and same-store revenue per occupied foot rose 5%, reflecting successful rate initiatives and pricing strategy.
U-Box Scale and Expansion
U-Box now has a significant presence with over 700 locations, ~200,000 containers in service and >100,000 containers with customers; ongoing projects planned in underserved metros (D.C., L.A., Boston, NYC, Bay Area) and select Canadian markets to expand capacity.
Network and Distribution Growth
Comparing end of Dec 2025 to Dec 2024, added 65 new company-operated locations and a net increase of 365 independent dealers, strengthening distribution to put fleet to work and improve transaction volumes.
Capital Deployment and Planned Pullback
Gross fleet spend for calendar 2025 was approximately $2.025 billion (net of equipment sales $1.331 billion). Initial estimates indicate a planned decrease in new truck purchases next fiscal year of more than $500 million to correct overfleet and reduce future depreciation pressure.
Improving Unit Economics for New Purchases
Model year 2026 cargo van purchases are expected to be ~12% lower in average cost versus last year's model year and ~20% lower versus two years ago, which should reduce future acquisition cost pressure if resale values stabilize.
Liquidity and Capital Flexibility
As of December 2025, cash plus availability from existing loan facilities at the moving and storage segment totaled $1.475 billion; additionally, a $100 million dividend from the property & casualty insurance subsidiary was made available for corporate use.
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 |
|---|---|---|---|
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% |
May 28, 2025 | $62.32 | $63.23 | +1.46% |
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 Jun 03, 2026, After Close (Confirmed).
What is U-Haul Holding Company (UHAL) earnings time?
U-Haul Holding Company (UHAL) earnings time is at Jun 03, 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 2026 (Q4) is -0.62.