U-Haul Holding Company

Report azionario NYSE:UHAL

Capitalizzazione di mercato: US$11.6b

U-Haul Holding Crescita futura

Criteri Future verificati 0/6

Si prevede che U-Haul Holding aumenterà i ricavi a una percentuale annua pari a 3.4%.

Informazioni chiave

n/a

Tasso di crescita degli utili

n/a

Tasso di crescita dell'EPS

Transportation crescita degli utili14.2%
Tasso di crescita dei ricavi3.4%
Rendimento futuro del capitale proprion/a
Copertura analitica

Low

Ultimo aggiornamento24 Jun 2026

Aggiornamenti recenti sulla crescita futura

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
Articolo di analisi • 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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Nuova narrazione • 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
Seeking 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:UHAL - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
3/31/20286,461N/AN/AN/A1
3/31/20276,272288N/AN/A2
3/31/20266,03883-1,3601,795N/A
12/31/20256,000129-1,6031,589N/A
9/30/20255,972233-1,8201,620N/A
6/30/20255,911314-1,8071,599N/A
3/31/20255,829367-1,9981,454N/A
12/31/20245,691449-1,9871,469N/A
9/30/20245,642481-1,7561,500N/A
6/30/20245,634567-1,7421,441N/A
3/31/20245,626629-1,5401,453N/A
12/31/20235,718667-1,5941,454N/A
9/30/20235,754767-1,5741,479N/A
6/30/20235,807843-1,3071,544N/A
3/31/20235,865924-9941,730N/A
12/31/20225,874974-8871,673N/A
9/30/20225,9031,056-8171,615N/A
6/30/20225,8651,116-4711,803N/A
3/31/20225,7401,124-1901,946N/A
12/31/20215,6011,110-1841,948N/A
9/30/20215,3671,0122332,052N/A
6/30/20215,0288682992,000N/A
3/31/20214,542611941,535N/A
12/31/20204,3046591461,499N/A
9/30/20204,062507-421,340N/A
6/30/20203,887397-6871,025N/A
3/31/20203,979442-1,2341,076N/A
12/31/20193,883321N/A1,050N/A
9/30/20193,874368N/A1,011N/A
6/30/20193,828375N/A987N/A
3/31/20193,769371N/A976N/A
12/31/20183,801381N/A977N/A
9/30/20183,725831N/A958N/A
6/30/20183,663792N/A931N/A
3/31/20183,601791N/A938N/A
12/31/20173,553789N/A966N/A
9/30/20173,501326N/A988N/A
6/30/20173,457377N/A1,073N/A
3/31/20173,422398N/A1,059N/A
12/31/20163,395441N/A1,118N/A
9/30/20163,350458N/A1,061N/A
6/30/20163,314465N/A1,026N/A
3/31/20163,275489N/A1,045N/A
12/31/20153,235446N/A1,091N/A
9/30/20153,197431N/A1,013N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Dati insufficienti per determinare se la crescita degli utili prevista UHAL è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Dati insufficienti per determinare se si prevede che gli utili di UHAL cresceranno più velocemente del mercato US

Guadagni ad alta crescita: Dati insufficienti per determinare se si prevede che gli utili di UHAL cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di UHAL ( 3.4% all'anno) crescerà più lentamente rispetto al mercato US ( 13% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di UHAL ( 3.4% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di UHAL è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/10 23:02
Prezzo dell'azione a fine giornata2026/07/10 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

U-Haul Holding Company è coperta da 6 analisti. 2 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
George GodfreyCL King & Associates, Inc.
Robert DunnSidoti & Company, LLC
Andrew RosivachWolfe Research, LLC.