U-Haul Holding Company

NYSE:UHAL 株式レポート

時価総額:US$11.6b

U-Haul Holding マネジメント

マネジメント 基準チェック /44

U-Haul Holdingの CEO はJoe Shoenで、 Jan1987年に任命され、 の在任期間は 39.5年です。 の年間総報酬は$ 1.03Mで、 65.9%給与と34.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.13%を直接所有しており、その価値は$ 14.90M 。経営陣と取締役会の平均在任期間はそれぞれ8.8年と9.9年です。

主要情報

Joe Shoen

最高経営責任者

US$1.0m

報酬総額

CEO給与比率65.85%
CEO在任期間39.5yrs
CEOの所有権0.1%
経営陣の平均在職期間8.8yrs
取締役会の平均在任期間9.9yrs

経営陣の近況

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
分析記事 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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新しいナラティブ 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

CEO報酬分析

U-Haul Holding の収益と比較して、Joe Shoen の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$83m

Dec 31 2025n/an/a

US$129m

Sep 30 2025n/an/a

US$233m

Jun 30 2025n/an/a

US$314m

Mar 31 2025US$1mUS$675k

US$367m

Dec 31 2024n/an/a

US$449m

Sep 30 2024n/an/a

US$481m

Jun 30 2024n/an/a

US$567m

Mar 31 2024n/an/a

US$629m

Dec 31 2023n/an/a

US$667m

Sep 30 2023n/an/a

US$767m

Jun 30 2023n/an/a

US$843m

Mar 31 2023US$1mUS$675k

US$924m

Dec 31 2022n/an/a

US$974m

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022US$1mUS$675k

US$1b

Dec 31 2021n/an/a

US$1b

Sep 30 2021n/an/a

US$1b

Jun 30 2021n/an/a

US$868m

Mar 31 2021US$998kUS$675k

US$611m

Dec 31 2020n/an/a

US$659m

Sep 30 2020n/an/a

US$507m

Jun 30 2020n/an/a

US$397m

Mar 31 2020US$800kUS$675k

US$442m

報酬と市場: Joeの 総報酬 ($USD 1.03M ) は、 US市場 ($USD 14.54M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Joeの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Joe Shoen (77 yo)

39.5yrs
在職期間
US$1,025,045
報酬

Mr. Edward Joseph Shoen, also known as Joe, has been the President of U-Haul Holding Company (formerly known as AMERCO) since 1987 and serves as its Chief Executive Officer. Mr. Shoen has been the Chairman...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Edward Shoen
Chairman of the Board39.5yrsUS$1.03m0.13%
$ 14.9m
Samuel Shoen
Vice Chairman of the Board & U-Box Project Manager11.3yrsUS$726.52k0.018%
$ 2.1m
Jason Berg
Chief Financial Officer10.1yrsUS$737.39k0.0057%
$ 662.5k
John Taylor
President of U-Haul International Inc.36.5yrsUS$624.91k0.013%
$ 1.5m
Douglas Bell
President of Repwest Insurance Company13.4yrsUS$396.14k0.0049%
$ 567.3k
Maria Bell
Chief Accounting Officer6.9yrsデータなしデータなし
Sebastien Reyes
Director of Investor Relationsno dataデータなしデータなし
Kristine Campbell
General Counsel3.2yrsデータなしデータなし
Matthew Braccia
President of Amerco Real Estate Company7.5yrsデータなしデータなし
Robert Simmons
President of Oxford Life Insurance Company2.3yrsデータなしデータなし
8.8yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: UHALの経営陣は経験豊富で経験豊富です(平均在職期間は8.8年)。


取締役

名称ポジション在職期間報酬所有権
Edward Shoen
Chairman of the Board40.5yrsUS$1.03m0.13%
$ 14.9m
Samuel Shoen
Vice Chairman of the Board & U-Box Project Manager11.3yrsUS$726.52k0.018%
$ 2.1m
James Acridge
Independent Director13.5yrsUS$170.00kデータなし
John Brogan
Independent Director27.9yrsUS$222.50k0.024%
$ 2.8m
James Grogan
Independent Director9.9yrsUS$172.50k0.00099%
$ 114.9k
Richard Herrera
Independent Director8.8yrsUS$105.00k0.00014%
$ 16.2k
Laurence De Respino
Member of Advisory Boardless than a yearUS$541.27k0.00051%
$ 59.2k
Roberta Shank
Independent Director6.6yrsUS$142.50kデータなし
Karl Schmidt
Independent Director9.9yrsUS$145.00k0.014%
$ 1.6m
9.9yrs
平均在職期間
72yo
平均年齢

経験豊富なボード: UHALの 取締役会経験豊富 であると考えられます ( 9.9年の平均在任期間)。


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2026/07/02 12:29
終値2026/07/02 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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。

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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, LLC
Andrew RosivachWolfe Research, LLC.