View ValuationU-Haul Holding 将来の成長Future 基準チェック /06 U-Haul Holdingは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Transportation 収益成長13.9%収益成長率3.4%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日24 Jun 2026今後の成長に関する最新情報Price Target Changed • Jun 07Price target increased by 7.3% to US$80.95Up from US$75.45, the current price target is an average from 2 analysts. New target price is 41% above last closing price of US$57.55. Stock is down 8.5% over the past year. The company posted earnings per share of US$0.42 last year.Price Target Changed • Feb 04Price target decreased by 17% to US$80.45Down from US$96.74, the current price target is an average from 2 analysts. New target price is 36% above last closing price of US$59.04. Stock is down 18% over the past year. The company is forecast to post earnings per share of US$0.55 for next year compared to US$1.87 last year.Price Target Changed • Nov 12Price target increased by 11% to US$77.10Up from US$69.70, the current price target is provided by 1 analyst. New target price is 7.1% above last closing price of US$72.01. Stock is up 32% over the past year. The company is forecast to post earnings per share of US$2.86 for next year compared to US$3.21 last year.Price Target Changed • Nov 15Price target decreased by 8.8% to US$64.10Down from US$70.30, the current price target is provided by 1 analyst. New target price is 18% above last closing price of US$54.45. Stock is up 4.6% over the past year. The company is forecast to post earnings per share of US$3.74 for next year compared to US$4.71 last year.Price Target Changed • Aug 30Price target increased by 9.8% to US$70.30Up from US$64.00, the current price target is provided by 1 analyst. New target price is 23% above last closing price of US$57.24. Stock is up 6.4% over the past year. The company is forecast to post earnings per share of US$4.33 for next year compared to US$4.71 last year.すべての更新を表示Recent updatesお知らせ • Jul 02U-Haul Holding Company, Annual General Meeting, Aug 20, 2026U-Haul Holding Company, Annual General Meeting, Aug 20, 2026. Location: shoen family conference and fitness center, 45 e. roanoke ave, arizona 85004, investors.uhaul.com, phoenix United StatesSeeking Alpha • Jun 29U-Haul: The Earnings Collapse Is Too Big To IgnoreSummary 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お知らせ • Jun 29+ 5 more updatesU-Haul Holding Company(NYSE:UHAL.B) dropped from Russell 1000 Growth-Defensive IndexU-Haul Holding Company(NYSE:UHAL.B) dropped from Russell 1000 Growth-Defensive Indexライブニュース • Jun 25U-Haul Approves $350 Million Buyback Following Quarterly Loss and Revenue GrowthU-Haul Holding reported a Q4 net loss of $127.8 million and fiscal 2026 net earnings of $83.1 million, and authorized a $350 million share repurchase program that will be partly funded by lower capital spending expected in fiscal 2027. Management linked the weaker results to equipment disposal costs and storage units that are not yet occupied, and noted a 3.6% rise in total revenue from self-moving equipment rentals, self-storage and dealer network expansion across North America. U-Haul’s stock trades at $64.09, with the share price up 24.3% over the past 30 days, including a move of more than 20% after the earnings and buyback announcement. The tension between reported losses and a large buyback presents U-Haul as a case where capital allocation, depreciation trends and storage utilization rates may be as important as headline earnings for assessing risk and potential reward.Price Target Changed • Jun 07Price target increased by 7.3% to US$80.95Up from US$75.45, the current price target is an average from 2 analysts. New target price is 41% above last closing price of US$57.55. Stock is down 8.5% over the past year. The company posted earnings per share of US$0.42 last year.お知らせ • Jun 04U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on June 26, 2026U-Haul Holding Company declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock . The dividend will be payable June 26, 2026 to holders of record on June 15, 2026.ライブニュース • May 29U-Haul Net Earnings Drop as Depreciation and Disposal Costs Pressure Fiscal ResultsU-Haul Holding reported a wider Q4 loss of $128 million, or $0.65 per share, compared with a $82 million loss, or $0.41 per share, in the same quarter a year earlier. For fiscal 2026, net earnings fell to $83.1 million from $367.1 million, as higher depreciation expenses and losses on rental equipment disposals weighed on results despite higher revenue from self-moving equipment rentals and self-storage. The company approved a $350 million share repurchase plan and indicated it expects depreciation expenses to ease in the second half of 2027 while aiming to grow revenue through a larger dealer network and additional self-storage offerings. The key tension is that U-Haul is seeing revenue support from its core moving and storage operations while profitability is being pressured by heavy depreciation and asset disposal costs. Investors may want to watch how quickly depreciation trends evolve relative to the pace of fleet and self-storage expansion, since that balance will influence how effective the new buyback and capital allocation plans can be.お知らせ • May 28U-Haul Holding Company (NYSE:UHAL) announces an Equity Buyback for $350 million worth of its shares.U-Haul Holding Company (NYSE:UHAL) announces a share repurchase program. Under the program, the company will repurchase up to $350 million worth of its Voting Common Stock and Non-Voting Common Stock.Reported Earnings • May 28Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: US$0.42 (down from US$1.87 in FY 2025). Revenue: US$6.04b (up 3.6% from FY 2025). Net income: US$83.1m (down 77% from FY 2025). Profit margin: 1.4% (down from 6.3% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 28%. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • May 22U-Haul Holding Company Debuts 29-Foot Easy Mover TruckU-Haul Holding Company announced there is a new titan of moving trucks on the roads thanks to the latest U-Haul vision for a vehicle that is easier to load, drive and move a lot more stuff. The U-Haul “Easy Mover” (EM) truck with a 29-foot-long cargo space arrives just in time for the busy summer moving season. In-town rentals start at $49.95 plus mileage, fees and fuel costs. U-Haul plants in Pomona, Calif., and Warrington, Pa., manufactured the trucks as part of a limited initial run, with inventory going to the metro L.A. and Philadelphia markets to start. The U-Haul “Easy Mover” (EM) truck with a 29-foot-long cargo space arrives just in time for the busy summer moving season, when almost half of all residential relocations occur between Memorial Day and Labor Day weekends. The EM marks the first collaboration between U-Haul and Peterbilt and offers a superior, surprisingly affordable solution for families planning a large do-it-yourself move. The cargo area is able to accommodate the household goods of most 4- to 6-bedroom homes. U-Haul last introduced a new size of box truck in 2011 with its 20-foot TT model. The EM’s length, cubic footage, and torque surpass the 26-foot JH model, which debuted as the largest U-Haul fleet vehicle in 1988 and held that title until now. The EM’s features include: Quiet cab seats 3 comfortably; Compact front-end configuration for easier turning; 8-speed automatic smart transmission; hydraulic brakes; low step; low door handle; XL windshield for improved visibility; power windows/locks; cruise control; ergonomic cab; 2,057 cubic feet of cargo area; 29 ft. truck box length: 26 ft. floor, 3 ft. Mom’s Attic storage over cab; 6.7L turbo-charged direct injection; 660 lb-ft torque; 300 horsepower; 10,000 lbs. towing capacity; 25,999 lbs. max gross vehicle weight; 11,939 lbs. payload; Deck height of 30 inches and load ramp angle of 16.8 degrees in lowered position for easy load/unload; Takes regular unleaded gas like all U-Haul trucks. The 29-foot truck packs plenty of power, looking and feeling like a diesel engine while running on regular unleaded fuel. U-Haul trucks always prioritize safety and reliability first. The EM does this while also addressing specific customer demands. With a deck height that rides at 34 inches and drops to 30 with air bags, a bigger truck that is actually easier to load and unload. EM in-town rentals start at $49.95 plus mileage, fees and the customer’s fuel costs. That’s the same base rate as a 26-foot truck in most markets. One-way rates vary based on origin, destination and other factors. U-Haul plants in Pomona, Calif., and Warrington, Pa., manufactured the trucks as part of a limited initial run, distributing inventory across the Greater Los Angeles and Philadelphia markets to start. One-way U-Haul truck rentals continue to include a free month of self-storage at Company facilities at or near the customer’s destination. All new self-storage rentals qualify for the 1-Year Price Lock, a budget-friendly program introduced in 2026 to ensure your monthly storage rate won’t change for at least a year.お知らせ • May 14U-Haul Holding Company to Report Q4, 2026 Results on May 27, 2026U-Haul Holding Company announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on May 27, 2026Buy Or Sell Opportunity • Apr 08Now 22% overvaluedOver the last 90 days, the stock has fallen 7.6% to US$50.18. The fair value is estimated to be US$41.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 48%.お知らせ • Mar 05U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on March 27, 2026U-Haul Holding Company announced on March 4, 2026 declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable March 27, 2026 to holders of record on March 16, 2026.Buy Or Sell Opportunity • Feb 26Now 21% overvaluedOver the last 90 days, the stock has fallen 4.0% to US$50.52. The fair value is estimated to be US$41.87, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 48%.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$49.52, the stock trades at a forward P/E ratio of 68x. Average forward P/E is 31x in the Transportation industry in the US. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$41.76 per share.Buy Or Sell Opportunity • Feb 10Now 22% overvaluedOver the last 90 days, the stock has fallen 4.5% to US$50.23. The fair value is estimated to be US$41.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 48%.Reported Earnings • Feb 05Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: US$0.19 loss per share (down from US$0.34 profit in 3Q 2025). Revenue: US$1.42b (up 1.9% from 3Q 2025). Net loss: US$37.0m (down 155% from profit in 3Q 2025). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Price Target Changed • Feb 04Price target decreased by 17% to US$80.45Down from US$96.74, the current price target is an average from 2 analysts. New target price is 36% above last closing price of US$59.04. Stock is down 18% over the past year. The company is forecast to post earnings per share of US$0.55 for next year compared to US$1.87 last year.お知らせ • Jan 22U-Haul Holding Company to Report Q3, 2026 Results on Feb 04, 2026U-Haul Holding Company announced that they will report Q3, 2026 results After-Market on Feb 04, 2026お知らせ • Dec 04U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on December 30, 2025U-Haul Holding Company, on December 3, 2025 declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable December 30, 2025 to holders of record on December 15, 2025.お知らせ • Nov 05U-Haul Holding Company Closes Repair Shop in Little Rock After 50 YearsU-Haul Holding Company ceased operations on Sunday at its regional repair shop at 4809 W. 65th St. The Little Rock Repair Shop had been in operation since 1975. U-Haul will maintain ownership of the 65th Street property, where the U-Haul Company of Arkansas regional offices continue to be housed. The former repair shop will become a storage space for internal purposes. As a result of the Nov. 2 closing, 24 Team Members were let go. U-Haul regional fleet equipment is now being serviced at 7000 Innerplan Drive in North Little Rock.分析記事 • Nov 01The Returns At U-Haul Holding (NYSE:UHAL) Aren't GrowingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Oct 23U-Haul Holding Company to Report Q2, 2026 Results on Nov 05, 2025U-Haul Holding Company announced that they will report Q2, 2026 results After-Market on Nov 05, 2025お知らせ • Aug 22U-Haul Holding Company Declares Quarterly Cash Dividend, Payable on September 26, 2025U-Haul Holding Company declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable September 26, 2025 to holders of record on September 15, 2025.お知らせ • Jul 24+ 1 more updateU-Haul Closes Repair Shop in San Bernardino After 54 YearsThe U-Haul repair shop at 891 S. Arrowhead Ave. has closed after servicing regional moving equipment since 1971. Repair operations and routine maintenance at the facility ceased in late June. As a result of the repair shop closing, 37 Team Members were let go. U-Haul will maintain ownership of its S. Arrowhead property, which houses the U-Haul Company of San Bernardino regional offices. The repair shop will be repurposed as U-Box of San Bernardino, a 30,000-square-foot warehouse that can store up to 2,500 of the Company’s popular portable moving containers. U-Haul rental equipment in the region will soon be serviced at 1235 E. Baseline St. in San Bernardino, site of a new repair shop that is set to begin operations on July 28.お知らせ • Jul 03U-Haul Holding Company, Annual General Meeting, Aug 21, 2025U-Haul Holding Company, Annual General Meeting, Aug 21, 2025. Location: shoen family conference and fitness center, 45 e. roanoke avenue, arizona 85004, phoenix United Statesお知らせ • Jun 05U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on June 27, 2025U-Haul Holding Company on June 4, 2025 declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable June 27, 2025 to holders of record on June 16, 2025.お知らせ • May 17U-Haul of Mount Branson Closes Retail Showroom, Other ServicesThe U-Haul®? facility at 889 State Hwy. 76 has closed most services and converted to a remote self-storage site. The transition was completed on May 13. As a result of the closed services at U-Haul Moving & Storage of Mount Branson, six Team Members were let go. U-Haul of Mount Branson continues to offer self-storage service. No action is needed by current storage customers. The store's retail showroom is no longer operating and moving equipment rentals are no longer available. The Mount Branson site will be run by parent store U-Haul Moving & storage of Branson at 1487 State Hwy. 248, just four miles away. Customers can find an expanded lineup of U-Haul services at the State Highway 248 store, including truck and trailer rentals, professional hitch installation and towing accessories, moving supplies and boxes, and more. Local U-Haul Companies are always exploring opportunities for growth as they pursue means to better serve the needs of customers, but sometimes find it necessary to close or relocate stores, shops, offices and services. reasons for closures can include: long-term strategic plans; safety and security concerns; physical site conditions and limitations; shifts in demographics; availability of local Team Members; trends in migration; expansion of the U-Haul neighborhood dealer network; proximity to other new or existing Company locations; and external factors.お知らせ • May 15U-Haul Holding Company to Report Q4, 2025 Results on May 28, 2025U-Haul Holding Company announced that they will report Q4, 2025 results After-Market on May 28, 2025お知らせ • Mar 31+ 1 more updateU-Haul At I-35 and Airport Blvd. in Austin Closing After 20 YearsU-Haul® is closing its store at 1032 E. 46th St. at the end of business March 31, 2025. The retail, moving and storage center has been serving customers since 2005. Once U-Haul closes its doors, the property will go to the Texas Department of Transportation to become part of the Interstate 35 expansion in Austin. Due to operations ceasing at the U-Haul Moving & Storage at I-35 and Airport Boulevard center, seven Team Members will be let go. Customers of U-Haul at I-35 and Airport Boulevard can find solutions to their moving and self-storage needs less than a mile away at U-Haul at University Texas or two miles away at U-Haul at North Lamar. Local U-Haul Companies are always exploring opportunities for growth as they pursue means to better serve the needs of customers, but sometimes find it necessary to close or relocate stores, shops, offices and services. Reasons for closures can include: long-term strategic plans; safety and security concerns; physical site conditions and limitations; shifts in demographics; availability of local Team Members; trends in migration; expansion of the U-Haul neighborhood dealer network; proximity to other new or existing Company locations; and external factors.お知らせ • Mar 06U-Haul Holding Company Announces Quarterly Cash Dividend, Payable March 28, 2025U-Haul Holding Company on March 5, 2025 declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable March 28, 2025 to holders of record on March 17, 2025.Seeking Alpha • Feb 28U-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お知らせ • Feb 27U-Haul Introduces Propane Delivery Across Greater Los AngelesU-Haul Companies across the Los Angeles metropolitan area have announced the addition of propane delivery to homes and businesses, expanding upon the propane refills and exchanges offered at most U-Haul centers. U-Haul propane delivery lets customers order their desired number of full 20-pound tanks and have them brought to their home or business on a scheduled date of their choosing. Customers can also exchange an empty 20-pound tank for each full cylinder they purchase and receive a $30 per tank discount. This option functions like a standard tank exchange, only U-Haul is bringing the product to the customer. Transparent pricing and online payment are available. Los Angeles is the first introductory market for propane delivery. Plans call for U-Haul Propane to Your Door service to be offered in other U.S. and Canadian markets in the near future. U-Haul offers a variety of tanks, gauges and grilling accessories right at the propane pump, where certified technicians perform free safety inspections on every tank. In addition to filling barbecue tanks, U-Haul welcomes RVs and food trucks for propane refills. U-Haul technicians have experience filling a multitude of tank sizes including ASME tanks, 100-pound tanks and forklift tanks. U-Haul also boasts the largest autogas infrastructure in North America to service alternative-fuel vehicles that run on propane.お知らせ • Jan 25U-Haul Holding Company to Report Q3, 2025 Results on Feb 05, 2025U-Haul Holding Company announced that they will report Q3, 2025 results After-Market on Feb 05, 2025新しいナラティブ • Jan 19Self-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 26U-Haul Is Making Some Favorable Moves, But I Recommend A Strong SellSummary 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お知らせ • Dec 18U-Haul Closes Zanesville Store on Pine Street After 46 YearsU-Haul®? ceased business and closed its doors at 618 S. Pine St. for the final time on Dec. 8. The U-Haul of Zanesville store had been meeting the community's self-move needs since 1978. As a result of the facility closing, eight Team Members were let go. U-Haul plans to maintain ownership and lease the 1,680-square-foot building on a half-acre lot. Before the property was repurposed 46 years ago to provide self-move services and hitches, it was a gas station. Customers of the former store will find a full lineup of U-Haul services at Ohio's newest moving and self-storage center at 3742 Northpointe Drive. Local U-Haul Companies are always exploring opportunities for growth as they pursue means to better serve the needs of customers, but sometimes find it necessary to close or relocate stores, shops, offices and services.お知らせ • Dec 05U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on December 27, 2024U-Haul Holding Company declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable December 27, 2024 to holders of record on December 16, 2024.Price Target Changed • Nov 12Price target increased by 11% to US$77.10Up from US$69.70, the current price target is provided by 1 analyst. New target price is 7.1% above last closing price of US$72.01. Stock is up 32% over the past year. The company is forecast to post earnings per share of US$2.86 for next year compared to US$3.21 last year.Reported Earnings • Nov 07Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$0.95 (down from US$1.40 in 2Q 2024). Revenue: US$1.66b (flat on 2Q 2024). Net income: US$186.8m (down 32% from 2Q 2024). Profit margin: 11% (down from 17% in 2Q 2024). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 31%. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Oct 31U-Haul Holding Company (NYSE:UHAL) acquired Two Self-Storage Facilities in Baldwin County.U-Haul Holding Company (NYSE:UHAL) acquired Two Self-Storage Facilities in Baldwin County on October 22, 2024. U-Haul Holding Company (NYSE:UHAL) completed the acquisition of Two Self-Storage Facilities in Baldwin County on October 22, 2024.お知らせ • Oct 24U-Haul Holding Company to Report Q2, 2025 Results on Nov 06, 2024U-Haul Holding Company announced that they will report Q2, 2025 results After-Market on Nov 06, 2024お知らせ • Aug 23U-Haul Holding Company announced that it has received $500 million in fundingU-Haul Holding Company announced that it has entered into a Note Purchase Agreement for a private placement of a senior unsecured notes for gross proceeds of $500 million on August 21, 2024. The transaction included participation from new lenders Oxford Life Insurance Company,Repwest Insurance Company and AMERCO Real Estate Company. The notes consists of $100 million aggregate principal amount of its 5.86% Senior Notes, Series A due August 21, 2032, $100 million aggregate principal amount of its 5.91% Senior Notes, Series B due August 21, 2033, $100 million aggregate principal amount of its 5.95% Senior Notes, Series C due August 21, 2034 and $200 million aggregate principal amount of its 6.00% Senior Notes, Series D due August 21, 2035. The issue price for the Notes was 100% of the aggregate principal amount thereof.お知らせ • Aug 16U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on September 27, 2024U-Haul Holding Company declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock . The dividend will be payable September 27, 2024 to holders of record on September 16, 2024.Reported Earnings • Aug 08First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: US$1.00 (down from US$1.31 in 1Q 2024). Revenue: US$1.55b (flat on 1Q 2024). Net income: US$195.4m (down 24% from 1Q 2024). Profit margin: 13% (down from 17% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Seeking Alpha • Aug 02U-Haul: Still A Solid Play For The Long HaulSummary 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お知らせ • Jul 25U-Haul Holding Company to Report Q1, 2025 Results on Aug 07, 2024U-Haul Holding Company announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Aug 07, 2024Seeking Alpha • Jul 23U-Haul: Long-Term Economics Present, Valuation Asymmetry To The DownsideSummary 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お知らせ • Jun 28U-Haul Holding Company, Annual General Meeting, Aug 15, 2024U-Haul Holding Company, Annual General Meeting, Aug 15, 2024. Location: shoen family conference and fitness center, 45 e. roanoke rd, arizona 85004, phoenix United Statesお知らせ • Jun 06U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on June 28, 2024U-Haul Holding Company on June 5, 2024 declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable June 28, 2024 to holders of record on June 17, 2024.Reported Earnings • May 30Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: US$3.21 (down from US$4.71 in FY 2023). Revenue: US$5.63b (down 4.1% from FY 2023). Net income: US$628.7m (down 32% from FY 2023). Profit margin: 11% (down from 16% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 9.7%. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • May 17U-Haul Holding Company to Report Q4, 2024 Results on May 29, 2024U-Haul Holding Company announced that they will report Q4, 2024 results After-Market on May 29, 2024Seeking Alpha • May 11Tweedy, Browne - U-Haul Holding Co.: Quietly And Progressively Growing The Franchise And Shareholder ValueSummary 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 29U-Haul: Free Cash Flow Decline Approaching Its LimitSummary 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 18U-Haul: A Closer Look At The Storage Industry GiantSummary 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 AlphaNew Risk • Feb 14New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 63% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risks High level of debt (63% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.New Risk • Feb 08New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 65% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risks High level of debt (65% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Feb 08Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: US$0.51 (down from US$1.02 in 3Q 2023). Revenue: US$1.34b (down 2.6% from 3Q 2023). Net income: US$99.2m (down 50% from 3Q 2023). Profit margin: 7.4% (down from 14% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 44%. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Seeking Alpha • Feb 07Old West - U-Haul: A Solid Owner/Manager Run CompanySummary 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お知らせ • Jan 25U-Haul Holding Company to Report Q3, 2024 Results on Feb 07, 2024U-Haul Holding Company announced that they will report Q3, 2024 results After-Market on Feb 07, 2024お知らせ • Jan 12U-Haul Holding Company Announces Appointment of Doug Ducey as Advisory Board MemberU-Haul Holding Company announced the appointment of Governor Doug Ducey as an Advisory Board Member. Doug Ducey is the CEO of Citizens for Free Enterprise (CFFE), an organization that stands at the center of the fight for continued American prosperity. CFFE promotes free enterprise so that all Americans can understand the role it has in creating a dynamic economy and their own ability to climb the income ladder. Elected in 2014 as Arizona’s 23rd governor, Ducey served two terms in the state’s post. During his tenure, Ducey championed historic policy initiatives and led unparalleled growth in the Arizona’s economy. Ducey served as CEO of Cold Stone Creamery prior to holding office. He led the expansion of the ice cream franchise from a single store into a business with 1,400 locations in the U.S. and 10 other countries. Ducey sold the company in 2007 and was elected Arizona State Treasurer in 2010, serving in that capacity for four years before winning the governorship. Ducey is an Ohio native and a graduate of Arizona State University. Ducey begins his Board service with U-Haul Holding Company in January 2024. The Company’s most recognizable subsidiary, U-Haul International, has been headquartered in Phoenix, Ariz., since 1967.Seeking Alpha • Jan 06U-Haul: Long Term Compounder Awaiting A Decline In RatesSummary 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お知らせ • Dec 08+ 1 more updateU-Haul Holding Company Adopts an Amendment to its Dividend PolicyOn December 7, 2023, U-Haul Holding Company announced that its Board of Directors had adopted an amendment to its dividend policy in respect of the Company's Series N Non-Voting Common Stock, par value $0.001 per share, (the "Non-Voting Common Stock"). Pursuant to the amended dividend policy, the Company has increased to $0.05 per share per quarter the amount of the quarterly cash dividends it intends to pay on its Non-Voting Common Stock, beginning in the third quarter of fiscal 2024. This dividend policy may be reviewed, modified or terminated from time to time by the Board.Price Target Changed • Nov 15Price target decreased by 8.8% to US$64.10Down from US$70.30, the current price target is provided by 1 analyst. New target price is 18% above last closing price of US$54.45. Stock is up 4.6% over the past year. The company is forecast to post earnings per share of US$3.74 for next year compared to US$4.71 last year.Reported Earnings • Nov 10Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: US$1.40 (down from US$1.80 in 2Q 2023). Revenue: US$1.65b (down 3.1% from 2Q 2023). Net income: US$273.5m (down 22% from 2Q 2023). Profit margin: 17% (down from 21% in 2Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.Seeking Alpha • Nov 04Still Optimistic About U-Haul As We Move Into EarningsSummary 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お知らせ • Oct 26U-Haul Holding Company to Report Q2, 2024 Results on Nov 08, 2023U-Haul Holding Company announced that they will report Q2, 2024 results After-Market on Nov 08, 2023Seeking Alpha • Oct 06U-Haul: Long-Term Trajectory UndisturbedSummary 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お知らせ • Aug 31U-Haul Holding Company (NYSE:UHAL) acquired Former Storage Hotel facility at 5060 High Meadows Drive.U-Haul Holding Company (NYSE:UHAL) acquired Former Storage Hotel facility at 5060 High Meadows Drive. on August 29, 2023. U-Haul Holding Company (NYSE:UHAL) completed the acquisition of Former Storage Hotel facility at 5060 High Meadows Drive. on August 29, 2023.Price Target Changed • Aug 30Price target increased by 9.8% to US$70.30Up from US$64.00, the current price target is provided by 1 analyst. New target price is 23% above last closing price of US$57.24. Stock is up 6.4% over the past year. The company is forecast to post earnings per share of US$4.33 for next year compared to US$4.71 last year.Board Change • Aug 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Director Sissie Shank was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 18U-Haul Holding Company Announces Quarterly Cash Dividend on Series N Non-Voting Common Stock, Payable on September 29, 2023U-Haul Holding Company, on August 17, 2023 declared a quarterly cash dividend of $0.04 per share on its Series N Non-Voting Common Stock. The dividend will be payable September 29, 2023 to holders of record on September 19, 2023.お知らせ • Jul 28U-Haul Holding Company to Report Q1, 2024 Results on Aug 09, 2023U-Haul Holding Company announced that they will report Q1, 2024 results After-Market on Aug 09, 2023Seeking Alpha • Jul 24U-Haul: Major Headwinds On The HorizonSummary 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お知らせ • Jul 08U-Haul Holding Company, Annual General Meeting, Aug 17, 2023U-Haul Holding Company, Annual General Meeting, Aug 17, 2023, at 12:00 US Eastern Standard Time. Location: Shoen Family Conference and Fitness Center 45 E. Roanoke Rd Phoenix Arizona United States Agenda: To consider and approve the election of the Directors; to consider an advisory vote to approve the compensation paid to the Company’s Named Executive Officers as disclosed in the Proxy Statement; to ratify and affirm the decisions and actions taken by the Board and executive officers of the Company with respect to U-Haul Holding Company, its subsidiaries, and its various constituencies, for the fiscal year ended March 31, 2023.お知らせ • Jun 08U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on June 30, 2023U-Haul Holding Company on June 7, 2023 declared a quarterly cash dividend of $0.04 per share on its Series N Non-Voting Common Stock. The dividend will be payable June 30, 2023 to holders of record on June 20, 2023.お知らせ • May 31U-Haul Holding Company announced delayed annual 10-K filingOn 05/30/2023, U-Haul Holding Company announced that they will be unable to file their next 10-K by the deadline required by the SEC.Seeking Alpha • May 26U-Haul: A Shortage Of Sellers In MaySummary 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業績と収益の成長予測NYSE:UHAL - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20286,461N/AN/AN/A13/31/20276,272288N/AN/A23/31/20266,03883-1,3601,795N/A12/31/20256,000129-1,6031,589N/A9/30/20255,972233-1,8201,620N/A6/30/20255,911314-1,8071,599N/A3/31/20255,829367-1,9981,454N/A12/31/20245,691449-1,9871,469N/A9/30/20245,642481-1,7561,500N/A6/30/20245,634567-1,7421,441N/A3/31/20245,626629-1,5401,453N/A12/31/20235,718667-1,5941,454N/A9/30/20235,754767-1,5741,479N/A6/30/20235,807843-1,3071,544N/A3/31/20235,865924-9941,730N/A12/31/20225,874974-8871,673N/A9/30/20225,9031,056-8171,615N/A6/30/20225,8651,116-4711,803N/A3/31/20225,7401,124-1901,946N/A12/31/20215,6011,110-1841,948N/A9/30/20215,3671,0122332,052N/A6/30/20215,0288682992,000N/A3/31/20214,542611941,535N/A12/31/20204,3046591461,499N/A9/30/20204,062507-421,340N/A6/30/20203,887397-6871,025N/A3/31/20203,979442-1,2341,076N/A12/31/20193,883321N/A1,050N/A9/30/20193,874368N/A1,011N/A6/30/20193,828375N/A987N/A3/31/20193,769371N/A976N/A12/31/20183,801381N/A977N/A9/30/20183,725831N/A958N/A6/30/20183,663792N/A931N/A3/31/20183,601791N/A938N/A12/31/20173,553789N/A966N/A9/30/20173,501326N/A988N/A6/30/20173,457377N/A1,073N/A3/31/20173,422398N/A1,059N/A12/31/20163,395441N/A1,118N/A9/30/20163,350458N/A1,061N/A6/30/20163,314465N/A1,026N/A3/31/20163,275489N/A1,045N/A12/31/20153,235446N/A1,091N/A9/30/20153,197431N/A1,013N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: UHALの予測収益成長が 貯蓄率 ( 3.5% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: UHALの収益がUS市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: UHALの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: UHALの収益 ( 3.4% ) US市場 ( 12.7% ) よりも低い成長が予測されています。高い収益成長: UHALの収益 ( 3.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: UHALの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/06 11:21終値2026/07/06 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋U-Haul Holding Company 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関George GodfreyCL King & Associates, Inc.Robert DunnSidoti & Company, LLCAndrew RosivachWolfe Research, LLC.3 その他のアナリストを表示
Price Target Changed • Jun 07Price target increased by 7.3% to US$80.95Up from US$75.45, the current price target is an average from 2 analysts. New target price is 41% above last closing price of US$57.55. Stock is down 8.5% over the past year. The company posted earnings per share of US$0.42 last year.
Price Target Changed • Feb 04Price target decreased by 17% to US$80.45Down from US$96.74, the current price target is an average from 2 analysts. New target price is 36% above last closing price of US$59.04. Stock is down 18% over the past year. The company is forecast to post earnings per share of US$0.55 for next year compared to US$1.87 last year.
Price Target Changed • Nov 12Price target increased by 11% to US$77.10Up from US$69.70, the current price target is provided by 1 analyst. New target price is 7.1% above last closing price of US$72.01. Stock is up 32% over the past year. The company is forecast to post earnings per share of US$2.86 for next year compared to US$3.21 last year.
Price Target Changed • Nov 15Price target decreased by 8.8% to US$64.10Down from US$70.30, the current price target is provided by 1 analyst. New target price is 18% above last closing price of US$54.45. Stock is up 4.6% over the past year. The company is forecast to post earnings per share of US$3.74 for next year compared to US$4.71 last year.
Price Target Changed • Aug 30Price target increased by 9.8% to US$70.30Up from US$64.00, the current price target is provided by 1 analyst. New target price is 23% above last closing price of US$57.24. Stock is up 6.4% over the past year. The company is forecast to post earnings per share of US$4.33 for next year compared to US$4.71 last year.
お知らせ • Jul 02U-Haul Holding Company, Annual General Meeting, Aug 20, 2026U-Haul Holding Company, Annual General Meeting, Aug 20, 2026. Location: shoen family conference and fitness center, 45 e. roanoke ave, arizona 85004, investors.uhaul.com, phoenix United States
Seeking Alpha • Jun 29U-Haul: The Earnings Collapse Is Too Big To IgnoreSummary 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
お知らせ • Jun 29+ 5 more updatesU-Haul Holding Company(NYSE:UHAL.B) dropped from Russell 1000 Growth-Defensive IndexU-Haul Holding Company(NYSE:UHAL.B) dropped from Russell 1000 Growth-Defensive Index
ライブニュース • Jun 25U-Haul Approves $350 Million Buyback Following Quarterly Loss and Revenue GrowthU-Haul Holding reported a Q4 net loss of $127.8 million and fiscal 2026 net earnings of $83.1 million, and authorized a $350 million share repurchase program that will be partly funded by lower capital spending expected in fiscal 2027. Management linked the weaker results to equipment disposal costs and storage units that are not yet occupied, and noted a 3.6% rise in total revenue from self-moving equipment rentals, self-storage and dealer network expansion across North America. U-Haul’s stock trades at $64.09, with the share price up 24.3% over the past 30 days, including a move of more than 20% after the earnings and buyback announcement. The tension between reported losses and a large buyback presents U-Haul as a case where capital allocation, depreciation trends and storage utilization rates may be as important as headline earnings for assessing risk and potential reward.
Price Target Changed • Jun 07Price target increased by 7.3% to US$80.95Up from US$75.45, the current price target is an average from 2 analysts. New target price is 41% above last closing price of US$57.55. Stock is down 8.5% over the past year. The company posted earnings per share of US$0.42 last year.
お知らせ • Jun 04U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on June 26, 2026U-Haul Holding Company declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock . The dividend will be payable June 26, 2026 to holders of record on June 15, 2026.
ライブニュース • May 29U-Haul Net Earnings Drop as Depreciation and Disposal Costs Pressure Fiscal ResultsU-Haul Holding reported a wider Q4 loss of $128 million, or $0.65 per share, compared with a $82 million loss, or $0.41 per share, in the same quarter a year earlier. For fiscal 2026, net earnings fell to $83.1 million from $367.1 million, as higher depreciation expenses and losses on rental equipment disposals weighed on results despite higher revenue from self-moving equipment rentals and self-storage. The company approved a $350 million share repurchase plan and indicated it expects depreciation expenses to ease in the second half of 2027 while aiming to grow revenue through a larger dealer network and additional self-storage offerings. The key tension is that U-Haul is seeing revenue support from its core moving and storage operations while profitability is being pressured by heavy depreciation and asset disposal costs. Investors may want to watch how quickly depreciation trends evolve relative to the pace of fleet and self-storage expansion, since that balance will influence how effective the new buyback and capital allocation plans can be.
お知らせ • May 28U-Haul Holding Company (NYSE:UHAL) announces an Equity Buyback for $350 million worth of its shares.U-Haul Holding Company (NYSE:UHAL) announces a share repurchase program. Under the program, the company will repurchase up to $350 million worth of its Voting Common Stock and Non-Voting Common Stock.
Reported Earnings • May 28Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: US$0.42 (down from US$1.87 in FY 2025). Revenue: US$6.04b (up 3.6% from FY 2025). Net income: US$83.1m (down 77% from FY 2025). Profit margin: 1.4% (down from 6.3% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 28%. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • May 22U-Haul Holding Company Debuts 29-Foot Easy Mover TruckU-Haul Holding Company announced there is a new titan of moving trucks on the roads thanks to the latest U-Haul vision for a vehicle that is easier to load, drive and move a lot more stuff. The U-Haul “Easy Mover” (EM) truck with a 29-foot-long cargo space arrives just in time for the busy summer moving season. In-town rentals start at $49.95 plus mileage, fees and fuel costs. U-Haul plants in Pomona, Calif., and Warrington, Pa., manufactured the trucks as part of a limited initial run, with inventory going to the metro L.A. and Philadelphia markets to start. The U-Haul “Easy Mover” (EM) truck with a 29-foot-long cargo space arrives just in time for the busy summer moving season, when almost half of all residential relocations occur between Memorial Day and Labor Day weekends. The EM marks the first collaboration between U-Haul and Peterbilt and offers a superior, surprisingly affordable solution for families planning a large do-it-yourself move. The cargo area is able to accommodate the household goods of most 4- to 6-bedroom homes. U-Haul last introduced a new size of box truck in 2011 with its 20-foot TT model. The EM’s length, cubic footage, and torque surpass the 26-foot JH model, which debuted as the largest U-Haul fleet vehicle in 1988 and held that title until now. The EM’s features include: Quiet cab seats 3 comfortably; Compact front-end configuration for easier turning; 8-speed automatic smart transmission; hydraulic brakes; low step; low door handle; XL windshield for improved visibility; power windows/locks; cruise control; ergonomic cab; 2,057 cubic feet of cargo area; 29 ft. truck box length: 26 ft. floor, 3 ft. Mom’s Attic storage over cab; 6.7L turbo-charged direct injection; 660 lb-ft torque; 300 horsepower; 10,000 lbs. towing capacity; 25,999 lbs. max gross vehicle weight; 11,939 lbs. payload; Deck height of 30 inches and load ramp angle of 16.8 degrees in lowered position for easy load/unload; Takes regular unleaded gas like all U-Haul trucks. The 29-foot truck packs plenty of power, looking and feeling like a diesel engine while running on regular unleaded fuel. U-Haul trucks always prioritize safety and reliability first. The EM does this while also addressing specific customer demands. With a deck height that rides at 34 inches and drops to 30 with air bags, a bigger truck that is actually easier to load and unload. EM in-town rentals start at $49.95 plus mileage, fees and the customer’s fuel costs. That’s the same base rate as a 26-foot truck in most markets. One-way rates vary based on origin, destination and other factors. U-Haul plants in Pomona, Calif., and Warrington, Pa., manufactured the trucks as part of a limited initial run, distributing inventory across the Greater Los Angeles and Philadelphia markets to start. One-way U-Haul truck rentals continue to include a free month of self-storage at Company facilities at or near the customer’s destination. All new self-storage rentals qualify for the 1-Year Price Lock, a budget-friendly program introduced in 2026 to ensure your monthly storage rate won’t change for at least a year.
お知らせ • May 14U-Haul Holding Company to Report Q4, 2026 Results on May 27, 2026U-Haul Holding Company announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on May 27, 2026
Buy Or Sell Opportunity • Apr 08Now 22% overvaluedOver the last 90 days, the stock has fallen 7.6% to US$50.18. The fair value is estimated to be US$41.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 48%.
お知らせ • Mar 05U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on March 27, 2026U-Haul Holding Company announced on March 4, 2026 declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable March 27, 2026 to holders of record on March 16, 2026.
Buy Or Sell Opportunity • Feb 26Now 21% overvaluedOver the last 90 days, the stock has fallen 4.0% to US$50.52. The fair value is estimated to be US$41.87, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 48%.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$49.52, the stock trades at a forward P/E ratio of 68x. Average forward P/E is 31x in the Transportation industry in the US. Total loss to shareholders of 24% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$41.76 per share.
Buy Or Sell Opportunity • Feb 10Now 22% overvaluedOver the last 90 days, the stock has fallen 4.5% to US$50.23. The fair value is estimated to be US$41.17, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 48%.
Reported Earnings • Feb 05Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: US$0.19 loss per share (down from US$0.34 profit in 3Q 2025). Revenue: US$1.42b (up 1.9% from 3Q 2025). Net loss: US$37.0m (down 155% from profit in 3Q 2025). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Transportation industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Price Target Changed • Feb 04Price target decreased by 17% to US$80.45Down from US$96.74, the current price target is an average from 2 analysts. New target price is 36% above last closing price of US$59.04. Stock is down 18% over the past year. The company is forecast to post earnings per share of US$0.55 for next year compared to US$1.87 last year.
お知らせ • Jan 22U-Haul Holding Company to Report Q3, 2026 Results on Feb 04, 2026U-Haul Holding Company announced that they will report Q3, 2026 results After-Market on Feb 04, 2026
お知らせ • Dec 04U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on December 30, 2025U-Haul Holding Company, on December 3, 2025 declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable December 30, 2025 to holders of record on December 15, 2025.
お知らせ • Nov 05U-Haul Holding Company Closes Repair Shop in Little Rock After 50 YearsU-Haul Holding Company ceased operations on Sunday at its regional repair shop at 4809 W. 65th St. The Little Rock Repair Shop had been in operation since 1975. U-Haul will maintain ownership of the 65th Street property, where the U-Haul Company of Arkansas regional offices continue to be housed. The former repair shop will become a storage space for internal purposes. As a result of the Nov. 2 closing, 24 Team Members were let go. U-Haul regional fleet equipment is now being serviced at 7000 Innerplan Drive in North Little Rock.
分析記事 • Nov 01The Returns At U-Haul Holding (NYSE:UHAL) Aren't GrowingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Oct 23U-Haul Holding Company to Report Q2, 2026 Results on Nov 05, 2025U-Haul Holding Company announced that they will report Q2, 2026 results After-Market on Nov 05, 2025
お知らせ • Aug 22U-Haul Holding Company Declares Quarterly Cash Dividend, Payable on September 26, 2025U-Haul Holding Company declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable September 26, 2025 to holders of record on September 15, 2025.
お知らせ • Jul 24+ 1 more updateU-Haul Closes Repair Shop in San Bernardino After 54 YearsThe U-Haul repair shop at 891 S. Arrowhead Ave. has closed after servicing regional moving equipment since 1971. Repair operations and routine maintenance at the facility ceased in late June. As a result of the repair shop closing, 37 Team Members were let go. U-Haul will maintain ownership of its S. Arrowhead property, which houses the U-Haul Company of San Bernardino regional offices. The repair shop will be repurposed as U-Box of San Bernardino, a 30,000-square-foot warehouse that can store up to 2,500 of the Company’s popular portable moving containers. U-Haul rental equipment in the region will soon be serviced at 1235 E. Baseline St. in San Bernardino, site of a new repair shop that is set to begin operations on July 28.
お知らせ • Jul 03U-Haul Holding Company, Annual General Meeting, Aug 21, 2025U-Haul Holding Company, Annual General Meeting, Aug 21, 2025. Location: shoen family conference and fitness center, 45 e. roanoke avenue, arizona 85004, phoenix United States
お知らせ • Jun 05U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on June 27, 2025U-Haul Holding Company on June 4, 2025 declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable June 27, 2025 to holders of record on June 16, 2025.
お知らせ • May 17U-Haul of Mount Branson Closes Retail Showroom, Other ServicesThe U-Haul®? facility at 889 State Hwy. 76 has closed most services and converted to a remote self-storage site. The transition was completed on May 13. As a result of the closed services at U-Haul Moving & Storage of Mount Branson, six Team Members were let go. U-Haul of Mount Branson continues to offer self-storage service. No action is needed by current storage customers. The store's retail showroom is no longer operating and moving equipment rentals are no longer available. The Mount Branson site will be run by parent store U-Haul Moving & storage of Branson at 1487 State Hwy. 248, just four miles away. Customers can find an expanded lineup of U-Haul services at the State Highway 248 store, including truck and trailer rentals, professional hitch installation and towing accessories, moving supplies and boxes, and more. Local U-Haul Companies are always exploring opportunities for growth as they pursue means to better serve the needs of customers, but sometimes find it necessary to close or relocate stores, shops, offices and services. reasons for closures can include: long-term strategic plans; safety and security concerns; physical site conditions and limitations; shifts in demographics; availability of local Team Members; trends in migration; expansion of the U-Haul neighborhood dealer network; proximity to other new or existing Company locations; and external factors.
お知らせ • May 15U-Haul Holding Company to Report Q4, 2025 Results on May 28, 2025U-Haul Holding Company announced that they will report Q4, 2025 results After-Market on May 28, 2025
お知らせ • Mar 31+ 1 more updateU-Haul At I-35 and Airport Blvd. in Austin Closing After 20 YearsU-Haul® is closing its store at 1032 E. 46th St. at the end of business March 31, 2025. The retail, moving and storage center has been serving customers since 2005. Once U-Haul closes its doors, the property will go to the Texas Department of Transportation to become part of the Interstate 35 expansion in Austin. Due to operations ceasing at the U-Haul Moving & Storage at I-35 and Airport Boulevard center, seven Team Members will be let go. Customers of U-Haul at I-35 and Airport Boulevard can find solutions to their moving and self-storage needs less than a mile away at U-Haul at University Texas or two miles away at U-Haul at North Lamar. Local U-Haul Companies are always exploring opportunities for growth as they pursue means to better serve the needs of customers, but sometimes find it necessary to close or relocate stores, shops, offices and services. Reasons for closures can include: long-term strategic plans; safety and security concerns; physical site conditions and limitations; shifts in demographics; availability of local Team Members; trends in migration; expansion of the U-Haul neighborhood dealer network; proximity to other new or existing Company locations; and external factors.
お知らせ • Mar 06U-Haul Holding Company Announces Quarterly Cash Dividend, Payable March 28, 2025U-Haul Holding Company on March 5, 2025 declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable March 28, 2025 to holders of record on March 17, 2025.
Seeking Alpha • Feb 28U-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
お知らせ • Feb 27U-Haul Introduces Propane Delivery Across Greater Los AngelesU-Haul Companies across the Los Angeles metropolitan area have announced the addition of propane delivery to homes and businesses, expanding upon the propane refills and exchanges offered at most U-Haul centers. U-Haul propane delivery lets customers order their desired number of full 20-pound tanks and have them brought to their home or business on a scheduled date of their choosing. Customers can also exchange an empty 20-pound tank for each full cylinder they purchase and receive a $30 per tank discount. This option functions like a standard tank exchange, only U-Haul is bringing the product to the customer. Transparent pricing and online payment are available. Los Angeles is the first introductory market for propane delivery. Plans call for U-Haul Propane to Your Door service to be offered in other U.S. and Canadian markets in the near future. U-Haul offers a variety of tanks, gauges and grilling accessories right at the propane pump, where certified technicians perform free safety inspections on every tank. In addition to filling barbecue tanks, U-Haul welcomes RVs and food trucks for propane refills. U-Haul technicians have experience filling a multitude of tank sizes including ASME tanks, 100-pound tanks and forklift tanks. U-Haul also boasts the largest autogas infrastructure in North America to service alternative-fuel vehicles that run on propane.
お知らせ • Jan 25U-Haul Holding Company to Report Q3, 2025 Results on Feb 05, 2025U-Haul Holding Company announced that they will report Q3, 2025 results After-Market on Feb 05, 2025
新しいナラティブ • Jan 19Self-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 26U-Haul Is Making Some Favorable Moves, But I Recommend A Strong SellSummary 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
お知らせ • Dec 18U-Haul Closes Zanesville Store on Pine Street After 46 YearsU-Haul®? ceased business and closed its doors at 618 S. Pine St. for the final time on Dec. 8. The U-Haul of Zanesville store had been meeting the community's self-move needs since 1978. As a result of the facility closing, eight Team Members were let go. U-Haul plans to maintain ownership and lease the 1,680-square-foot building on a half-acre lot. Before the property was repurposed 46 years ago to provide self-move services and hitches, it was a gas station. Customers of the former store will find a full lineup of U-Haul services at Ohio's newest moving and self-storage center at 3742 Northpointe Drive. Local U-Haul Companies are always exploring opportunities for growth as they pursue means to better serve the needs of customers, but sometimes find it necessary to close or relocate stores, shops, offices and services.
お知らせ • Dec 05U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on December 27, 2024U-Haul Holding Company declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable December 27, 2024 to holders of record on December 16, 2024.
Price Target Changed • Nov 12Price target increased by 11% to US$77.10Up from US$69.70, the current price target is provided by 1 analyst. New target price is 7.1% above last closing price of US$72.01. Stock is up 32% over the past year. The company is forecast to post earnings per share of US$2.86 for next year compared to US$3.21 last year.
Reported Earnings • Nov 07Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$0.95 (down from US$1.40 in 2Q 2024). Revenue: US$1.66b (flat on 2Q 2024). Net income: US$186.8m (down 32% from 2Q 2024). Profit margin: 11% (down from 17% in 2Q 2024). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 31%. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Oct 31U-Haul Holding Company (NYSE:UHAL) acquired Two Self-Storage Facilities in Baldwin County.U-Haul Holding Company (NYSE:UHAL) acquired Two Self-Storage Facilities in Baldwin County on October 22, 2024. U-Haul Holding Company (NYSE:UHAL) completed the acquisition of Two Self-Storage Facilities in Baldwin County on October 22, 2024.
お知らせ • Oct 24U-Haul Holding Company to Report Q2, 2025 Results on Nov 06, 2024U-Haul Holding Company announced that they will report Q2, 2025 results After-Market on Nov 06, 2024
お知らせ • Aug 23U-Haul Holding Company announced that it has received $500 million in fundingU-Haul Holding Company announced that it has entered into a Note Purchase Agreement for a private placement of a senior unsecured notes for gross proceeds of $500 million on August 21, 2024. The transaction included participation from new lenders Oxford Life Insurance Company,Repwest Insurance Company and AMERCO Real Estate Company. The notes consists of $100 million aggregate principal amount of its 5.86% Senior Notes, Series A due August 21, 2032, $100 million aggregate principal amount of its 5.91% Senior Notes, Series B due August 21, 2033, $100 million aggregate principal amount of its 5.95% Senior Notes, Series C due August 21, 2034 and $200 million aggregate principal amount of its 6.00% Senior Notes, Series D due August 21, 2035. The issue price for the Notes was 100% of the aggregate principal amount thereof.
お知らせ • Aug 16U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on September 27, 2024U-Haul Holding Company declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock . The dividend will be payable September 27, 2024 to holders of record on September 16, 2024.
Reported Earnings • Aug 08First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: US$1.00 (down from US$1.31 in 1Q 2024). Revenue: US$1.55b (flat on 1Q 2024). Net income: US$195.4m (down 24% from 1Q 2024). Profit margin: 13% (down from 17% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Seeking Alpha • Aug 02U-Haul: Still A Solid Play For The Long HaulSummary 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
お知らせ • Jul 25U-Haul Holding Company to Report Q1, 2025 Results on Aug 07, 2024U-Haul Holding Company announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Aug 07, 2024
Seeking Alpha • Jul 23U-Haul: Long-Term Economics Present, Valuation Asymmetry To The DownsideSummary 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
お知らせ • Jun 28U-Haul Holding Company, Annual General Meeting, Aug 15, 2024U-Haul Holding Company, Annual General Meeting, Aug 15, 2024. Location: shoen family conference and fitness center, 45 e. roanoke rd, arizona 85004, phoenix United States
お知らせ • Jun 06U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on June 28, 2024U-Haul Holding Company on June 5, 2024 declared a quarterly cash dividend of $0.05 per share on its Series N Non-Voting Common Stock. The dividend will be payable June 28, 2024 to holders of record on June 17, 2024.
Reported Earnings • May 30Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: US$3.21 (down from US$4.71 in FY 2023). Revenue: US$5.63b (down 4.1% from FY 2023). Net income: US$628.7m (down 32% from FY 2023). Profit margin: 11% (down from 16% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 9.7%. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • May 17U-Haul Holding Company to Report Q4, 2024 Results on May 29, 2024U-Haul Holding Company announced that they will report Q4, 2024 results After-Market on May 29, 2024
Seeking Alpha • May 11Tweedy, Browne - U-Haul Holding Co.: Quietly And Progressively Growing The Franchise And Shareholder ValueSummary 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 29U-Haul: Free Cash Flow Decline Approaching Its LimitSummary 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 18U-Haul: A Closer Look At The Storage Industry GiantSummary 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
New Risk • Feb 14New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 63% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risks High level of debt (63% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
New Risk • Feb 08New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 65% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risks High level of debt (65% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Feb 08Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: US$0.51 (down from US$1.02 in 3Q 2023). Revenue: US$1.34b (down 2.6% from 3Q 2023). Net income: US$99.2m (down 50% from 3Q 2023). Profit margin: 7.4% (down from 14% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 44%. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Seeking Alpha • Feb 07Old West - U-Haul: A Solid Owner/Manager Run CompanySummary 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
お知らせ • Jan 25U-Haul Holding Company to Report Q3, 2024 Results on Feb 07, 2024U-Haul Holding Company announced that they will report Q3, 2024 results After-Market on Feb 07, 2024
お知らせ • Jan 12U-Haul Holding Company Announces Appointment of Doug Ducey as Advisory Board MemberU-Haul Holding Company announced the appointment of Governor Doug Ducey as an Advisory Board Member. Doug Ducey is the CEO of Citizens for Free Enterprise (CFFE), an organization that stands at the center of the fight for continued American prosperity. CFFE promotes free enterprise so that all Americans can understand the role it has in creating a dynamic economy and their own ability to climb the income ladder. Elected in 2014 as Arizona’s 23rd governor, Ducey served two terms in the state’s post. During his tenure, Ducey championed historic policy initiatives and led unparalleled growth in the Arizona’s economy. Ducey served as CEO of Cold Stone Creamery prior to holding office. He led the expansion of the ice cream franchise from a single store into a business with 1,400 locations in the U.S. and 10 other countries. Ducey sold the company in 2007 and was elected Arizona State Treasurer in 2010, serving in that capacity for four years before winning the governorship. Ducey is an Ohio native and a graduate of Arizona State University. Ducey begins his Board service with U-Haul Holding Company in January 2024. The Company’s most recognizable subsidiary, U-Haul International, has been headquartered in Phoenix, Ariz., since 1967.
Seeking Alpha • Jan 06U-Haul: Long Term Compounder Awaiting A Decline In RatesSummary 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
お知らせ • Dec 08+ 1 more updateU-Haul Holding Company Adopts an Amendment to its Dividend PolicyOn December 7, 2023, U-Haul Holding Company announced that its Board of Directors had adopted an amendment to its dividend policy in respect of the Company's Series N Non-Voting Common Stock, par value $0.001 per share, (the "Non-Voting Common Stock"). Pursuant to the amended dividend policy, the Company has increased to $0.05 per share per quarter the amount of the quarterly cash dividends it intends to pay on its Non-Voting Common Stock, beginning in the third quarter of fiscal 2024. This dividend policy may be reviewed, modified or terminated from time to time by the Board.
Price Target Changed • Nov 15Price target decreased by 8.8% to US$64.10Down from US$70.30, the current price target is provided by 1 analyst. New target price is 18% above last closing price of US$54.45. Stock is up 4.6% over the past year. The company is forecast to post earnings per share of US$3.74 for next year compared to US$4.71 last year.
Reported Earnings • Nov 10Second quarter 2024 earnings: EPS misses analyst expectationsSecond quarter 2024 results: EPS: US$1.40 (down from US$1.80 in 2Q 2023). Revenue: US$1.65b (down 3.1% from 2Q 2023). Net income: US$273.5m (down 22% from 2Q 2023). Profit margin: 17% (down from 21% in 2Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.
Seeking Alpha • Nov 04Still Optimistic About U-Haul As We Move Into EarningsSummary 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
お知らせ • Oct 26U-Haul Holding Company to Report Q2, 2024 Results on Nov 08, 2023U-Haul Holding Company announced that they will report Q2, 2024 results After-Market on Nov 08, 2023
Seeking Alpha • Oct 06U-Haul: Long-Term Trajectory UndisturbedSummary 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
お知らせ • Aug 31U-Haul Holding Company (NYSE:UHAL) acquired Former Storage Hotel facility at 5060 High Meadows Drive.U-Haul Holding Company (NYSE:UHAL) acquired Former Storage Hotel facility at 5060 High Meadows Drive. on August 29, 2023. U-Haul Holding Company (NYSE:UHAL) completed the acquisition of Former Storage Hotel facility at 5060 High Meadows Drive. on August 29, 2023.
Price Target Changed • Aug 30Price target increased by 9.8% to US$70.30Up from US$64.00, the current price target is provided by 1 analyst. New target price is 23% above last closing price of US$57.24. Stock is up 6.4% over the past year. The company is forecast to post earnings per share of US$4.33 for next year compared to US$4.71 last year.
Board Change • Aug 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 4 highly experienced directors. Independent Director Sissie Shank was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 18U-Haul Holding Company Announces Quarterly Cash Dividend on Series N Non-Voting Common Stock, Payable on September 29, 2023U-Haul Holding Company, on August 17, 2023 declared a quarterly cash dividend of $0.04 per share on its Series N Non-Voting Common Stock. The dividend will be payable September 29, 2023 to holders of record on September 19, 2023.
お知らせ • Jul 28U-Haul Holding Company to Report Q1, 2024 Results on Aug 09, 2023U-Haul Holding Company announced that they will report Q1, 2024 results After-Market on Aug 09, 2023
Seeking Alpha • Jul 24U-Haul: Major Headwinds On The HorizonSummary 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
お知らせ • Jul 08U-Haul Holding Company, Annual General Meeting, Aug 17, 2023U-Haul Holding Company, Annual General Meeting, Aug 17, 2023, at 12:00 US Eastern Standard Time. Location: Shoen Family Conference and Fitness Center 45 E. Roanoke Rd Phoenix Arizona United States Agenda: To consider and approve the election of the Directors; to consider an advisory vote to approve the compensation paid to the Company’s Named Executive Officers as disclosed in the Proxy Statement; to ratify and affirm the decisions and actions taken by the Board and executive officers of the Company with respect to U-Haul Holding Company, its subsidiaries, and its various constituencies, for the fiscal year ended March 31, 2023.
お知らせ • Jun 08U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on June 30, 2023U-Haul Holding Company on June 7, 2023 declared a quarterly cash dividend of $0.04 per share on its Series N Non-Voting Common Stock. The dividend will be payable June 30, 2023 to holders of record on June 20, 2023.
お知らせ • May 31U-Haul Holding Company announced delayed annual 10-K filingOn 05/30/2023, U-Haul Holding Company announced that they will be unable to file their next 10-K by the deadline required by the SEC.
Seeking Alpha • May 26U-Haul: A Shortage Of Sellers In MaySummary 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
