U-Haul Holding Company

NYSE:UHAL Rapport sur les actions

Capitalisation boursière : US$12.7b

U-Haul Holding Gestion

Gestion contrôle des critères 4/4

Le PDG U-Haul Holding est Joe Shoen, nommé en Jan1987, a un mandat de 39.5 ans. La rémunération annuelle totale est $ 1.02M, composée du salaire de 66.4% et des bonus 33.6%, y compris les actions et options de la société. détient directement 0.13% des actions de la société, d'une valeur de $ 16.38M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 8.8 ans et 9.9 ans.

Informations clés

Joe Shoen

Directeur général

US$1.0m

Rémunération totale

Pourcentage du salaire du PDG66.45%
Durée du mandat du directeur général39.5yrs
Propriété du PDG0.1%
Durée moyenne d'occupation des postes de direction8.8yrs
Durée moyenne du mandat des membres du conseil d'administration9.9yrs

Mises à jour récentes de la gestion

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 Alpha
Article d’analyse 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
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Nouveau récit 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Analyse de la rémunération des PDG

Comment la rémunération de Joe Shoen a-t-elle évolué par rapport aux bénéfices de U-Haul Holding?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026US$1mUS$675k

US$83m

Dec 31 2025n/an/a

US$129m

Sep 30 2025n/an/a

US$233m

Jun 30 2025n/an/a

US$314m

Mar 31 2025US$1mUS$675k

US$367m

Dec 31 2024n/an/a

US$449m

Sep 30 2024n/an/a

US$481m

Jun 30 2024n/an/a

US$567m

Mar 31 2024n/an/a

US$629m

Dec 31 2023n/an/a

US$667m

Sep 30 2023n/an/a

US$767m

Jun 30 2023n/an/a

US$843m

Mar 31 2023US$1mUS$675k

US$924m

Dec 31 2022n/an/a

US$974m

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022US$1mUS$675k

US$1b

Dec 31 2021n/an/a

US$1b

Sep 30 2021n/an/a

US$1b

Jun 30 2021n/an/a

US$868m

Mar 31 2021US$998kUS$675k

US$611m

Dec 31 2020n/an/a

US$659m

Sep 30 2020n/an/a

US$507m

Jun 30 2020n/an/a

US$397m

Mar 31 2020US$800kUS$675k

US$442m

Rémunération vs marché: La rémunération totale de Joe ($USD 1.02M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.63M ).

Rémunération et revenus: La rémunération de Joe a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Joe Shoen (77 yo)

39.5yrs
Titularisation
US$1,015,838
Compensation

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...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Edward Shoen
Chairman of the Board39.5yrsUS$1.02m0.13%
$ 16.4m
Samuel Shoen
Vice Chairman of the Board & U-Box Project Manager11.3yrsUS$725.84k0.018%
$ 2.3m
Jason Berg
Chief Financial Officer10.1yrsUS$743.64k0.0057%
$ 728.5k
John Taylor
President of U-Haul International Inc.36.5yrsUS$615.78k0.013%
$ 1.7m
Douglas Bell
President of Repwest Insurance Company13.4yrsUS$390.29k0.0049%
$ 623.0k
Maria Bell
Chief Accounting Officer6.9yrspas de donnéespas de données
Sebastien Reyes
Director of Investor Relationsno datapas de donnéespas de données
Kristine Campbell
General Counsel3.2yrspas de donnéespas de données
Matthew Braccia
President of Amerco Real Estate Company7.5yrspas de donnéespas de données
Robert Simmons
President of Oxford Life Insurance Company2.3yrspas de donnéespas de données
8.8yrs
Durée moyenne de l'emploi
56yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de UHAL est chevronnée et expérimentée (8.8 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Edward Shoen
Chairman of the Board40.5yrsUS$1.02m0.13%
$ 16.4m
Samuel Shoen
Vice Chairman of the Board & U-Box Project Manager11.3yrsUS$725.84k0.018%
$ 2.3m
James Acridge
Independent Director13.5yrsUS$170.00kpas de données
John Brogan
Independent Director27.9yrsUS$222.50k0.024%
$ 3.0m
James Grogan
Independent Director9.9yrsUS$172.50k0.0010%
$ 127.1k
Richard Herrera
Independent Director8.8yrsUS$105.00k0.00014%
$ 17.8k
Laurence De Respino
Member of Advisory Boardless than a yearUS$22.50k0.00051%
$ 64.8k
Roberta Shank
Independent Director6.6yrsUS$142.50kpas de données
Karl Schmidt
Independent Director9.9yrsUS$145.00k0.014%
$ 1.7m
9.9yrs
Durée moyenne de l'emploi
72yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de UHAL sont considérés comme expérimentés (ancienneté moyenne 9.9 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/28 16:19
Cours de l'action en fin de journée2026/07/28 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

U-Haul Holding Company est couverte par 7 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Jeffrey KauffmanCitizens JMP Securities, LLC
George GodfreyCL King & Associates, Inc.
Robert DunnSidoti & Company, LLC