U-Haul Holding Company

NYSE:UHAL 주식 리포트

시가총액: US$11.5b

U-Haul Holding 과거 순이익 실적

과거 기준 점검 1/6

U-Haul Holding의 수입은 연평균 -27.3%의 비율로 감소해 온 반면, Transportation 산업은 수입이 연평균 0.4% 증가했습니다. 매출은 연평균 2.6%의 비율로 증가해 왔습니다. U-Haul Holding의 자기자본이익률은 1.1%이고 순이익률은 1.4%입니다.

핵심 정보

-27.35%

순이익 성장률

-27.35%

주당순이익(EPS) 성장률

Transportation 산업 성장률15.63%
매출 성장률2.56%
자기자본이익률1.09%
순이익률1.38%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

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
분석 기사 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
User avatar
새로운 내러티브 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

매출 및 비용 세부 내역

U-Haul Holding가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:UHAL 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 266,03883180
31 Dec 256,000129170
30 Sep 255,972233170
30 Jun 255,911314170
31 Mar 255,829367170
31 Dec 245,691449150
30 Sep 245,642481150
30 Jun 245,634567150
31 Mar 245,626629150
31 Dec 235,71866710
30 Sep 235,75476710
30 Jun 235,80784310
31 Mar 235,865924120
31 Dec 225,87497410
30 Sep 225,9031,05610
30 Jun 225,8651,11610
31 Mar 225,7401,12410
31 Dec 215,6011,11010
30 Sep 215,3671,01210
30 Jun 215,02886810
31 Mar 214,54261110
31 Dec 204,30465910
30 Sep 204,06250710
30 Jun 203,88739710
31 Mar 203,97944210
31 Dec 193,88332110
30 Sep 193,87436810
30 Jun 193,82837510
31 Mar 193,76937110
31 Dec 183,80138110
30 Sep 183,72583110
30 Jun 183,66379210
31 Mar 183,60179110
31 Dec 173,55378910
30 Sep 173,50132600
30 Jun 173,45737700
31 Mar 173,42239810
31 Dec 163,39544100
30 Sep 163,35045800
30 Jun 163,31446500
31 Mar 163,27548900
31 Dec 153,23544600
30 Sep 153,19743100

양질의 수익: UHAL는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: UHAL의 현재 순 이익률 (1.4%)은 지난해 (6.3%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: UHAL의 수익은 지난 5년 동안 연평균 27.3% 감소했습니다.

성장 가속화: UHAL은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: UHAL은 지난 1년 동안 수익이 감소(-77.4%)하여 Transportation 업계 평균(-12.3%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: UHAL의 자본 수익률(1.1%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/01 10:58
종가2026/07/01 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

U-Haul Holding Company는 6명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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