U-Haul Reports FY Earnings Beat, Profitability Concerns Persist
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Source: seekingalpha
- Strong Earnings Report: U-Haul's FY GAAP EPS of $0.44 exceeded expectations by $0.10, indicating potential in the company's profitability despite existing challenges.
- Revenue Growth: The company reported revenue of $6.04 billion, a 3.6% year-over-year increase, surpassing market expectations by $30 million, demonstrating stable business growth.
- Profitability Concerns: Analysts highlight that U-Haul needs significant improvements in profitability, which could affect its attractiveness to future investors despite the positive earnings report.
- Market Reaction: Mid-cap industrial stocks are experiencing a sell-off, with U-Haul, Smiths, and GXO Logistics leading the decline, reflecting investor concerns over profitability outlooks.
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Analyst Views on UHAL
Wall Street analysts forecast UHAL stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 59.050
Low
80.00
Averages
80.00
High
80.00
Current: 59.050
Low
80.00
Averages
80.00
High
80.00
About UHAL
U-Haul Holding Company is a do-it-yourself moving and storage operator through its subsidiary U-Haul International, Inc. (U-Haul). Its primary focus is to provide its customers with a selection of moving rental equipment, convenient self-storage rental facilities and portable moving and storage units and related moving and self-storage products and services. Its segments include Moving and Storage, Property and Casualty Insurance, and Life Insurance. The Moving and Storage segment consists of the rental of trucks and trailers, portable moving and storage units, specialty rental items and self-storage spaces primarily to the household mover, as well as sales of moving supplies, towing accessories and propane. Its Property and Casualty Insurance segment provides loss adjusting and claims handling for U-Haul through regional offices in the United States and Canada. The Life Insurance segment provides life and health insurance products primarily for the senior market.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
U-Haul Reports Q4 Fiscal 2026 Loss Amid Increased Depreciation
- Financial Performance: U-Haul reported a Q4 fiscal 2026 loss of $128 million, with full-year earnings at $83 million, primarily due to increased fleet depreciation, which rose from $181 million to $221 million, indicating pressure on asset management.
- EBITDA Growth: Despite the loss, adjusted EBITDA for Moving and Storage increased by $6 million to $223 million in the quarter, and by $26 million to $1.646 billion for the full year, demonstrating resilience in core operations.
- Share Repurchase Plan: The U-Haul Board authorized a $350 million share repurchase plan, reallocating capital from reduced growth CapEx, reflecting confidence in the current stock price and a commitment to returning value to shareholders.
- Future Outlook: Management indicated no planned growth for the truck fleet in fiscal 2027, with new purchases expected to decrease by approximately $560 million, suggesting a focus on optimizing existing assets rather than expansion, which may impact future revenue growth.
See More
U-Haul (UHAL) Q4 2026 Earnings Transcript
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U-Haul to Participate in Bank of America Self-Storage Conference
- Conference Participation: U-Haul Holding Company will participate in the Bank of America Self-Storage Virtual Conference on May 28, 2026, where CFO Jason Berg will speak on the Development and Supply Panel, highlighting the company's leadership in the self-storage industry.
- Company Overview: As North America's largest 'do-it-yourself' moving and self-storage company, U-Haul operates over 25,000 locations and offers 1,136,000 rentable storage units, showcasing its significant market influence.
- Business Scale: U-Haul's fleet includes approximately 204,800 trucks and 136,600 trailers, and it is the largest propane retailer in the U.S., further solidifying its market position in moving and storage services.
- Industry Recognition: U-Haul has been repeatedly recognized as a leading 'Best for Vets' employer and was recently named one of the 15 Healthiest Workplaces in America, reflecting its commitment to employee welfare and corporate culture.
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U-Haul Reports FY Earnings Beat, Profitability Concerns Persist
- Strong Earnings Report: U-Haul's FY GAAP EPS of $0.44 exceeded expectations by $0.10, indicating potential in the company's profitability despite existing challenges.
- Revenue Growth: The company reported revenue of $6.04 billion, a 3.6% year-over-year increase, surpassing market expectations by $30 million, demonstrating stable business growth.
- Profitability Concerns: Analysts highlight that U-Haul needs significant improvements in profitability, which could affect its attractiveness to future investors despite the positive earnings report.
- Market Reaction: Mid-cap industrial stocks are experiencing a sell-off, with U-Haul, Smiths, and GXO Logistics leading the decline, reflecting investor concerns over profitability outlooks.
See More
U-Haul Q3 Earnings Announcement Scheduled
- Earnings Release Date: U-Haul is set to announce its Q3 earnings on May 27 after market close, with a consensus EPS estimate of -$0.68, reflecting a staggering 294.3% year-over-year decline, indicating significant profitability challenges for the company.
- Revenue Decline Forecast: The expected revenue for Q3 is $1.25 billion, representing a 9.4% year-over-year decrease, which highlights the sales pressure U-Haul is facing in the current economic environment, potentially impacting its market share and future growth prospects.
- Profitability Challenges: Over the past year, U-Haul has only beaten EPS estimates 50% of the time, with the same percentage for revenue estimates, suggesting a pressing need for the company to improve its profitability to restore investor confidence.
- Market Impact: U-Haul, along with other mid-cap industrial stocks like Smiths and GXO Logistics, is experiencing a sell-off, reflecting a broader market sentiment of uncertainty towards mid-cap stocks, which could lead to wider industry adjustments.
See More
NYSE Issues Daily Pre-Market Advisory
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- Opening Bell: The American Battle Monuments Foundation commemorates all Americans who made the ultimate sacrifice during the opening bell, reflecting respect and gratitude for national heroes.
- Closing Bell: U-Haul (NYSE: UHAL.B) honors the heroes who sacrificed their lives to protect freedoms and thanks their families during the closing bell, emphasizing corporate social responsibility.
- Access Market Insights: Investors can download the NYSE TV app to access market insights, IPO activities, and today's opening bell information, enhancing trading efficiency.
See More
U-Haul Reports Q4 Fiscal 2026 Loss Amid Increased Depreciation
- Financial Performance: U-Haul reported a Q4 fiscal 2026 loss of $128 million, with full-year earnings at $83 million, primarily due to increased fleet depreciation, which rose from $181 million to $221 million, indicating pressure on asset management.
- EBITDA Growth: Despite the loss, adjusted EBITDA for Moving and Storage increased by $6 million to $223 million in the quarter, and by $26 million to $1.646 billion for the full year, demonstrating resilience in core operations.
- Share Repurchase Plan: The U-Haul Board authorized a $350 million share repurchase plan, reallocating capital from reduced growth CapEx, reflecting confidence in the current stock price and a commitment to returning value to shareholders.
- Future Outlook: Management indicated no planned growth for the truck fleet in fiscal 2027, with new purchases expected to decrease by approximately $560 million, suggesting a focus on optimizing existing assets rather than expansion, which may impact future revenue growth.
See More
U-Haul (UHAL) Q4 2026 Earnings Transcript
See More
U-Haul to Participate in Bank of America Self-Storage Conference
- Conference Participation: U-Haul Holding Company will participate in the Bank of America Self-Storage Virtual Conference on May 28, 2026, where CFO Jason Berg will speak on the Development and Supply Panel, highlighting the company's leadership in the self-storage industry.
- Company Overview: As North America's largest 'do-it-yourself' moving and self-storage company, U-Haul operates over 25,000 locations and offers 1,136,000 rentable storage units, showcasing its significant market influence.
- Business Scale: U-Haul's fleet includes approximately 204,800 trucks and 136,600 trailers, and it is the largest propane retailer in the U.S., further solidifying its market position in moving and storage services.
- Industry Recognition: U-Haul has been repeatedly recognized as a leading 'Best for Vets' employer and was recently named one of the 15 Healthiest Workplaces in America, reflecting its commitment to employee welfare and corporate culture.
See More
U-Haul Reports FY Earnings Beat, Profitability Concerns Persist
- Strong Earnings Report: U-Haul's FY GAAP EPS of $0.44 exceeded expectations by $0.10, indicating potential in the company's profitability despite existing challenges.
- Revenue Growth: The company reported revenue of $6.04 billion, a 3.6% year-over-year increase, surpassing market expectations by $30 million, demonstrating stable business growth.
- Profitability Concerns: Analysts highlight that U-Haul needs significant improvements in profitability, which could affect its attractiveness to future investors despite the positive earnings report.
- Market Reaction: Mid-cap industrial stocks are experiencing a sell-off, with U-Haul, Smiths, and GXO Logistics leading the decline, reflecting investor concerns over profitability outlooks.
See More
U-Haul Q3 Earnings Announcement Scheduled
- Earnings Release Date: U-Haul is set to announce its Q3 earnings on May 27 after market close, with a consensus EPS estimate of -$0.68, reflecting a staggering 294.3% year-over-year decline, indicating significant profitability challenges for the company.
- Revenue Decline Forecast: The expected revenue for Q3 is $1.25 billion, representing a 9.4% year-over-year decrease, which highlights the sales pressure U-Haul is facing in the current economic environment, potentially impacting its market share and future growth prospects.
- Profitability Challenges: Over the past year, U-Haul has only beaten EPS estimates 50% of the time, with the same percentage for revenue estimates, suggesting a pressing need for the company to improve its profitability to restore investor confidence.
- Market Impact: U-Haul, along with other mid-cap industrial stocks like Smiths and GXO Logistics, is experiencing a sell-off, reflecting a broader market sentiment of uncertainty towards mid-cap stocks, which could lead to wider industry adjustments.
See More
NYSE Issues Daily Pre-Market Advisory
- Market Update Released: The New York Stock Exchange (NYSE) issued a daily pre-market advisory on May 22, 2026, aimed at providing investors with insights before the market opens, thereby assisting them in making informed trading decisions.
- Opening Bell: The American Battle Monuments Foundation commemorates all Americans who made the ultimate sacrifice during the opening bell, reflecting respect and gratitude for national heroes.
- Closing Bell: U-Haul (NYSE: UHAL.B) honors the heroes who sacrificed their lives to protect freedoms and thanks their families during the closing bell, emphasizing corporate social responsibility.
- Access Market Insights: Investors can download the NYSE TV app to access market insights, IPO activities, and today's opening bell information, enhancing trading efficiency.
See More
