U-Haul Reports Q4 Revenue of $1.27B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 27 2026
0mins
Reports Q4 revenue $1.27B vs. $1.23B last year. "This is the second time in recent years we have had a real loss in this quarter," stated Joe Shoen, Chairman of U-Haul Holding Company. "The issues with loss on disposal of rental equipment are working themselves through. CapEx on rental trucks will likely be down this time next year helping moderate fleet depreciation. Liability cost growth will normalize, continuing to vary with fleet size and growing with inflation. We are pushing a bow wave of costs associated with built but not rented storage units. These are well located and will rent. Construction of additional storage units has been declining for several months, but until we rent more than we add, these costs will remain an increasing drain. We are increasing our dealer locations in both the US and Canada to better serve the customer. Our relations with our customer base remain solid."
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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: 61.270
Low
80.00
Averages
80.00
High
80.00
Current: 61.270
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.
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- Fire Impact Assessment: Reports indicate that the Upriver Fire has burned over 200 acres and damaged or destroyed at least 15 homes, with only 10% containment, and evacuation orders still in effect, highlighting the urgent need for storage solutions in the community.
- Storage Service Details: The free offer applies to new self-storage and U-Box rentals based on availability at participating locations, with U-Haul also providing on-site storage and delivery services to ensure affected residents can easily access the storage they need.
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- Service Availability: The free offer applies to new self-storage and U-Box rentals based on availability at participating locations, ensuring that more residents can quickly recover their lives after the disaster.
- Long-Term Storage Options: U-Haul has also introduced a 1-Year Price Lock service, guaranteeing customers no rental price increases for the next 12 months, further enhancing its competitive edge and customer loyalty in the North American market.
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- 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.
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See More
U-Haul (UHAL) Q4 2026 Earnings Transcript
See More
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- Disaster Relief Program: U-Haul is offering 30 days of free self-storage and U-Box container use at six facilities in Spokane County to assist residents affected by the Upriver Fire, ensuring they have a secure place to store their belongings post-disaster.
- Fire Impact Assessment: Reports indicate that the Upriver Fire has burned over 200 acres and damaged or destroyed at least 15 homes, with only 10% containment, and evacuation orders still in effect, highlighting the urgent need for storage solutions in the community.
- Storage Service Details: The free offer applies to new self-storage and U-Box rentals based on availability at participating locations, with U-Haul also providing on-site storage and delivery services to ensure affected residents can easily access the storage they need.
- Long-Term Storage Options: In addition to the 30 days of free storage, U-Haul has introduced a 1-Year Price Lock service available at 2,100 company-owned facilities, ensuring customers' rental rates remain unchanged for 12 months, thereby enhancing customer trust and satisfaction.
See More
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- Disaster Relief Initiative: U-Haul is providing 30 days of free self-storage and U-Box container use at 84 centers across Louisiana, Mississippi, Alabama, and Florida to assist residents impacted by Tropical Storm Arthur, aiming to support community recovery efforts.
- Flood Impact Assessment: The remnants of Tropical Storm Arthur resulted in rainfall of several inches to feet across coastal areas, causing severe flash flooding and property damage in locations such as New Orleans, Gulfport-Biloxi, and Mobile, making U-Haul's storage solutions vital for affected residents.
- Storage Service Details: The free offer applies to new self-storage and U-Box rentals based on availability at participating locations, ensuring that impacted residents can access dry and secure storage for one month, alleviating their financial burden during recovery.
- Long-Term Storage Options: In addition to the 30 days of free storage, U-Haul has introduced a 1-Year Price Lock service that guarantees no rental price increases for 12 months, further enhancing its competitive position in the North American market.
See More
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- Disaster Relief Program: U-Haul is offering 30 days of free self-storage and U-Box container use at 60 locations in the Chicago area to assist residents impacted by severe weather, aiming to support communities in facing the challenges posed by natural disasters.
- Weather Impact: This week, severe storms swept through the Midwest, causing property damage, power outages, and flooding in Chicago and surrounding areas, making U-Haul's free storage service essential for affected residents seeking dry and secure storage solutions.
- Service Availability: The free offer applies to new self-storage and U-Box rentals based on availability at participating locations, ensuring that more residents can quickly recover their lives after the disaster.
- Long-Term Storage Options: U-Haul has also introduced a 1-Year Price Lock service, guaranteeing customers no rental price increases for the next 12 months, further enhancing its competitive edge and customer loyalty in the North American market.
See More
Valuation Analysis of U.S. Industrial Stocks
- Valuation Overview: Seeking Alpha's valuation grades highlight that among U.S. companies with market caps over $10 billion, Southwest Airlines (LUV), U-Haul (UHAL), and Stanley Black & Decker (SWK) are among the most attractively valued, indicating their competitive edge in the industry.
- Southwest Airlines Performance: Southwest Airlines (LUV) received an A valuation grade, suggesting a relatively low valuation compared to peers, which may attract investor interest and enhance its market performance.
- U-Haul and Stanley Black & Decker: U-Haul (UHAL) and Stanley Black & Decker (SWK) received A and A- ratings respectively, reflecting their robust financial performance and investment appeal in their sectors, potentially driving future capital inflows.
- Other Notable Stocks: Companies like United Airlines (UAL), United Parcel Service (UPS), and Paychex (PAYX) also performed well in valuation ratings, indicating market confidence in these large firms, which could influence their stock price movements.
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
