Seeking Alpha·Aug 20, 2026
U-Haul Holding Company (UHAL) Analyst/Investor Day TranscriptU-Haul Holding Company (UHAL) Analyst/Investor Day Transcript
U-Haul's asset-heavy model continues to expand its rental fleet, with net PPE growing from $13.5B to $16.8B over ten quarters, but this growth has strained profitability and cash flow. Revenue growth remains stable at ~3% annually, yet gross margins have swung...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has been stable at 3.2% in 2027Q1, but gross margins have been highly volatile, ranging from 95.7% to 4.8% in 2026Q3, with net income negative in four of the last ten quarters.
U-Haul Holding Company reported net earnings of $83.1 million for the year ended March 31, 2026, demonstrating financial resilience.
The aggregate market value of U-Haul Holding Company common stock held by non-affiliates was over $5 billion, indicating strong investor confidence.
U-Haul Holding Company's participation in the Bank of America Self-Storage Virtual Conference highlights its active engagement in industry growth opportunities.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $0.58-12.5% vs $0.66 | $1.7B+0.0% vs $1.7B |
Q2 2026 May 27, 2026 | -$0.70-2.9% vs -$0.68 | $1.3B-2.8% vs $1.3B |
Q1 2026 Feb 4, 2026 | -$0.23+4.2% vs -$0.24 | $1.4B-1.0% vs $1.4B |
Q4 2025 Nov 5, 2025 | $0.49-43.5% vs $0.87 | $1.7B-0.5% vs $1.7B |
U-Haul Holding Company (UHAL) Analyst/Investor Day Transcript
RENO, Nev.--(BUSINESS WIRE)--U-Haul Holding Company (NYSE: UHAL, UHAL.B), parent of U-Haul International, Inc., Oxford Life Insurance Company, Repwest Insurance Company and Amerco Real Estate Company, on August 20, 2026 declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock (NYSE: UHAL.B). The dividend will be payable September 25, 2026 to holders of record on September 14, 2026. This is the sixteenth dividend issued under the Company's dividend policy ann.
RENO, Nev.--(BUSINESS WIRE)--U-Haul Holding Company (NYSE: UHAL, UHAL.B), the parent company of U-Haul International, Inc., Oxford Life Insurance Company, Repwest Insurance Company and Amerco Real Estate Company will hold its twentieth annual virtual analyst and investor meeting on Thursday, August 20, 2026 at 11 a.m. Arizona time (2 p.m. Eastern Time). To participate in our virtual meeting, please visit investors.uhaul.com and register under the “Latest Event” section on the homepage or throug.
U-Haul Holding Company (UHAL) Q1 2027 Earnings Call Transcript
Benchmark UHAL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for U-Haul Holding Company (UHAL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $61.58 | $12.04B | 256.58 | 3.59% | 1.38% | 1.1% | 0.29% | |
| $40.33 | $285.84M | 18.76 | 14.74% | 5.13% | 37.92% | — | |
| $38.15 | $8.72B | 44.36 | 7.13% | -39.74% | -4.55% | — | |
| $43.40 | $3.35B | 62.00 | -2.26% | 10.48% | 5.05% | — | |
| $38.14 | $8.66B | 26.12 | 5.33% | 29.41% | 12.17% | — | |
| $133.84 | $28.28B | 29.16 | 1.19% | 27.96% | 6.7% | — |
U-Haul Holding Company (UHAL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
U-Haul Holding Company (UHAL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
May 27, 2026·SEC
Feb 4, 2026·SEC
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U-Haul Holding Company (UHAL) stock FAQ — growth, dividends, profitability & financials explained
U-Haul Holding Company (UHAL) reported $6.09B in revenue for fiscal year 2026. This represents a 340% increase from $1.39B in 1997.
U-Haul Holding Company (UHAL) grew revenue by 3.6% over the past year. Growth has been modest.
Yes, U-Haul Holding Company (UHAL) is profitable, generating $46.1M in net income for fiscal year 2026 (1.4% net margin).
Yes, U-Haul Holding Company (UHAL) pays a dividend with a yield of 0.29%. This makes it attractive for income-focused investors.
U-Haul Holding Company (UHAL) has a return on equity (ROE) of 1.1%. This is below average, suggesting room for improvement.
U-Haul Holding Company (UHAL) generated $893.2M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
