U-Haul Holding Dirección
Dirección controles de criterios 4/4
El CEO de U-Haul Holding es Joe Shoen , nombrado en Jan 1987, tiene una permanencia de 39.5 años. compensación anual total es $1.02M, compuesta por 66.4% salario y 33.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.13% de las acciones de la empresa, por valor de $14.96M. La antigüedad media del equipo directivo y de la junta directiva es de 8.8 años y 9.9 años, respectivamente.
Información clave
Joe Shoen
Chief Executive Officer (CEO)
US$1.0m
Compensación total
| Porcentaje del salario del CEO | 66.45% |
| Permanencia del CEO | 39.5yrs |
| Participación del CEO | 0.1% |
| Permanencia media de la dirección | 8.8yrs |
| Promedio de permanencia en la Junta Directiva | 9.9yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • Jun 29
U-Haul: The Earnings Collapse Is Too Big To Ignore
Summary U-Haul boasts valuable assets, a dominant brand, and a vast moving and storage network, but current earnings remain weak. Revenue growth is nearly flat, with two consecutive quarters of negative non-GAAP EPS and FY2026 earnings collapsing to $83 million from $367 million in FY2025. Fleet depreciation is the main earnings drag, but management expects relief as capex slows, no new truck fleet is planned, and depreciation growth moderates. I rate UHAL a Hold; the stock trades at ~50x forward earnings, and Q1 FY2027 must demonstrate tangible recovery before considering an upgrade. Read the full article on Seeking AlphaArtículo de análisis • Nov 01
The Returns At U-Haul Holding (NYSE:UHAL) Aren't Growing
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Feb 28
U-Haul: Moving Forward (Rating Upgrade)
Summary U-Haul Holding Company is the largest DIY moving and storage operator in North America, with strong positions in rental vehicles, self-storage, and portable moving/storage. Post-pandemic, U-Haul resumed growth aligned with historical trends, making it a solid long-term investment for steady growth. UHAL boasts strong operating cash flow and a solid balance sheet, supporting continued expansion. Self-storage demand is projected to grow at 5.9% CAGR until 2030, driven by urbanization, population growth, and e-commerce expansion. Read the full article on Seeking Alpha
Nueva narrativa • Jan 19
Self-Storage And U-Box Expansion Expected To Drive Future Performance
Expanding self-storage and investing in U-Box infrastructure could drive future revenue growth and enhance margins.Seeking Alpha • Dec 26
U-Haul Is Making Some Favorable Moves, But I Recommend A Strong Sell
Summary U-Haul's self-moving equipment rentals demand increased for the second consecutive quarter after seven quarters of declines, indicating potential early signs of a turnaround. Despite a 7.7% increase in self-storage revenue, recent acquisitions are insignificant, adding only 2,065 units to an existing portfolio of 490,000. I recommend a "strong sell" for U-Haul shares due to an overvalued stock price and suggest exiting positions via covered call options for profit maximization. U-Haul's strategic move into self-storage is promising, but the market has overreacted; I prefer undiscovered stocks for investment opportunities. Read the full article on Seeking AlphaSeeking Alpha • Aug 02
U-Haul: Still A Solid Play For The Long Haul
Summary U-Haul operates as a do-it-yourself moving business with a significant self-storage business. Despite revenue and profit declines, the company's self-storage business has shown consistent growth over the past three years. The company's self-storage operations represent a significant portion of its overall value, making shares look attractively priced for potential upside. Read the full article on Seeking AlphaSeeking Alpha • Jul 23
U-Haul: Long-Term Economics Present, Valuation Asymmetry To The Downside
Summary U-Haul Holding Company is one of the largest DIY moving and storage companies, boasting hard-to-replicate brand advantages. The company operates through a vast network of retail stores and dealers, offering trucks, trailers, and storage units. Despite reasonably sound business characteristics, valuations appear stretched, especially indexed to more selective opportunities in this stage of the cycle. Read the full article on Seeking AlphaSeeking Alpha • May 11
Tweedy, Browne - U-Haul Holding Co.: Quietly And Progressively Growing The Franchise And Shareholder Value
Summary Over the last twelve months, we established a new position in U-Haul, adding to a number of positions where insider buying played a meaningful role in our decision-making. The business has high barriers to entry and strong network effects. Importantly, we believe the rapid expansion of this business segment masks underlying, latent earnings power. The company under Joe Shoen's leadership has maintained management stability for the last 30-plus years, quietly and progressively growing the franchise and shareholder value. Read the full article on Seeking AlphaSeeking Alpha • Apr 29
U-Haul: Free Cash Flow Decline Approaching Its Limit
Summary U-Haul is the largest "Do-It-Yourself" moving and storage operator in North America with 1,904 self-storage locations and 949,000 rental storage units. U-Haul's revenue growth has turned negative due to a decline in temporary or permanent moves induced by the pandemic. The company's high CapEx spending and debt levels are unsustainable, in our opinion, and its earnings are expected to decline in the coming quarters. A trend has formed that US workers are less willing to relocate. The geographic reshuffle after the pandemic is coming to an end. Read the full article on Seeking AlphaSeeking Alpha • Apr 18
U-Haul: A Closer Look At The Storage Industry Giant
Summary U-Haul Holding Company has made significant capital expenditures and acquired a new location, which could drive net sales growth. The company is a leader in the domestic storage market, offering rental products for the transfer and storage of goods. U-Haul has focused on developing its online marketplace, web-based technology, and expanding its network of independent distributors, which could lead to increased net income and FCF growth. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
Old West - U-Haul: A Solid Owner/Manager Run Company
Summary A real sweet spot for our investment style is discovering companies run by owner/managers. Joe Shoen, UHAL's CEO and Chairman, owns 55% of the company, and has more to gain from a higher stock price than his paycheck. Revenue has grown 70% over the past five years. We prefer to invest in solid companies like UHAL run by owner/operators. Read the full article on Seeking AlphaSeeking Alpha • Jan 06
U-Haul: Long Term Compounder Awaiting A Decline In Rates
Summary UHAL’s revenue, CFO, and EBITDA have grown at a healthy 8–9% during the last decade, with Capex investment positioning the company to maintain this level. It operates with an impressive EBITDA-M of 35%, as the company benefits heavily from its scale across the US and low marginal cost to deliver. UHAL has a strong business model, underpinned by a leading brand and a shrewd management team. Its revenue profile is increasingly becoming diversified, further increasing its quality. UHAL is outperforming its peers while investing more in growth (asset base), suggesting its outperformance could potentially widen. UHAL’s valuation is fair, particularly given the execution risk present, but we are hesitant to rate the business a buy yet given the macroeconomic environment. Read the full article on Seeking AlphaSeeking Alpha • Nov 04
Still Optimistic About U-Haul As We Move Into Earnings
Summary Things have not been going all that great for U-Haul, thanks to weakening demand for some of its services. Even so, the firm looks cheap enough to warrant optimism. Management is also doing well to continue to grow the company's self-storage operations, which will add value in the long run. While shares are cheap enough now, investors should be watchful over earnings that come out in the coming days. Read the full article on Seeking AlphaSeeking Alpha • Oct 06
U-Haul: Long-Term Trajectory Undisturbed
Summary U-Haul has achieved a good amount of growth in the self-moving equipment rental and storage unit industry through a strategy of reinvesting into expansion. The company's financials have been strong, with a compounded annual growth rate of 5.2% and currently quite strong EBIT margin. U-Haul is currently facing a tougher market, with declining revenues and a decrease in the EBIT margin, as demand is softer than usual. The stock seems to be valued fairly according to my DCF model estimates - I have a hold-rating for the stock. Read the full article on Seeking AlphaSeeking Alpha • Jul 24
U-Haul: Major Headwinds On The Horizon
Summary U-Haul is considered a strong long-term investment due to its flywheel effect and efficiency of scale, which have helped it maintain its leading position and growth for decades. The company's tangible book value has grown by an average of 16.25% per year since 2003, demonstrating its long-term compounding potential. The company's reliance on home movers is a concern in the current macro environment, with high mortgage rates reducing the number of people moving homes. The company is very capital intensive and thus has taken on large amounts of debt to grow. As interest rates have gone higher this will drastically raise the company's interest expense. Read the full article on Seeking AlphaSeeking Alpha • May 26
U-Haul: A Shortage Of Sellers In May
Summary U-Haul's value continues to rise year after year on steady management of its truck rental and real estate storage businesses. Exceptionally low share trading volume during April-May could be setting up a price spike higher on any good news into early summer. Absent a severe recession, shares have the potential to rise +20% to +35% over the coming 12 months. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | US$1m | US$675k | US$83m |
| Dec 31 2025 | n/a | n/a | US$129m |
| Sep 30 2025 | n/a | n/a | US$233m |
| Jun 30 2025 | n/a | n/a | US$314m |
| Mar 31 2025 | US$1m | US$675k | US$367m |
| Dec 31 2024 | n/a | n/a | US$449m |
| Sep 30 2024 | n/a | n/a | US$481m |
| Jun 30 2024 | n/a | n/a | US$567m |
| Mar 31 2024 | n/a | n/a | US$629m |
| Dec 31 2023 | n/a | n/a | US$667m |
| Sep 30 2023 | n/a | n/a | US$767m |
| Jun 30 2023 | n/a | n/a | US$843m |
| Mar 31 2023 | US$1m | US$675k | US$924m |
| Dec 31 2022 | n/a | n/a | US$974m |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | US$1m | US$675k | US$1b |
| Dec 31 2021 | n/a | n/a | US$1b |
| Sep 30 2021 | n/a | n/a | US$1b |
| Jun 30 2021 | n/a | n/a | US$868m |
| Mar 31 2021 | US$998k | US$675k | US$611m |
| Dec 31 2020 | n/a | n/a | US$659m |
| Sep 30 2020 | n/a | n/a | US$507m |
| Jun 30 2020 | n/a | n/a | US$397m |
| Mar 31 2020 | US$800k | US$675k | US$442m |
Compensación vs. Mercado: La compensación total de Joe($USD1.02M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD14.46M).
Compensación vs. Ingresos: La compensación de Joe ha sido consistente con los resultados de la empresa en el último año.
CEO
Joe Shoen (77 yo)
39.5yrs
Permanencia
US$1,015,838
Compensación
Mr. Edward Joseph Shoen, also known as Joe, has been the President of U-Haul Holding Company (formerly known as AMERCO) since 1987 and serves as its Chief Executive Officer. Mr. Shoen has been the Chairman...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman of the Board | 39.5yrs | US$1.02m | 0.13% $ 15.0m | |
| Vice Chairman of the Board & U-Box Project Manager | 11.3yrs | US$725.84k | 0.018% $ 2.1m | |
| Chief Financial Officer | 10.1yrs | US$743.64k | 0.0057% $ 664.8k | |
| President of U-Haul International Inc. | 36.5yrs | US$615.78k | 0.013% $ 1.5m | |
| President of Repwest Insurance Company | 13.4yrs | US$390.29k | 0.0049% $ 569.3k | |
| Chief Accounting Officer | 6.9yrs | sin datos | sin datos | |
| Director of Investor Relations | no data | sin datos | sin datos | |
| General Counsel | 3.2yrs | sin datos | sin datos | |
| President of Amerco Real Estate Company | 7.5yrs | sin datos | sin datos | |
| President of Oxford Life Insurance Company | 2.3yrs | sin datos | sin datos |
8.8yrs
Permanencia media
56yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de UHAL es experimentado (8.8 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman of the Board | 40.5yrs | US$1.02m | 0.13% $ 15.0m | |
| Vice Chairman of the Board & U-Box Project Manager | 11.3yrs | US$725.84k | 0.018% $ 2.1m | |
| Independent Director | 13.5yrs | US$170.00k | sin datos | |
| Independent Director | 27.9yrs | US$222.50k | 0.024% $ 2.8m | |
| Independent Director | 9.9yrs | US$172.50k | 0.00099% $ 115.3k | |
| Independent Director | 8.8yrs | US$105.00k | 0.00014% $ 16.3k | |
| Member of Advisory Board | less than a year | US$22.50k | 0.00051% $ 59.4k | |
| Independent Director | 6.6yrs | US$142.50k | sin datos | |
| Independent Director | 9.9yrs | US$145.00k | 0.014% $ 1.6m |
9.9yrs
Permanencia media
72yo
Promedio de edad
Junta con experiencia: La junta directiva de UHAL se considera experimentada (9.9 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/07 22:21 |
| Precio de las acciones al final del día | 2026/07/07 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2026/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
U-Haul Holding Company está cubierta por 6 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| George Godfrey | CL King & Associates, Inc. |
| Robert Dunn | Sidoti & Company, LLC |
| Andrew Rosivach | Wolfe Research, LLC. |