U-Haul Holding Framtida tillväxt

Future kriterier kontrolleras 0/6

U-Haul Holding förväntas öka intäkterna med 2.6% per år EPS förväntas tillväxt med 26.7% per år.

Viktig information

n/a

Tillväxttakt i vinsten

26.69%

Tillväxttakt för EPS

Transportation vinsttillväxt	14.1%
Intäkternas tillväxttakt	2.6%
Framtida avkastning på eget kapital	n/a
Bevakning av analytiker	Low
Senast uppdaterad	11 May 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Seeking Alpha • Feb 02

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

Seeking Alpha • Feb 04

Amerco: An Industry Leader But Struggles To Produce Consistent FCF

Summary UHAL is the leader of the North American DIY moving and storage industry. The company has established an impressive track record of revenue growth, return on equity, and shareholder equity. The company continues to build out its fleet of moving trucks, trailers, towable devices, and rental storage units to maintain its spot at the top of its industry. The company's ability to generate free cash flow is a concern as it's bounced up and down over the last decade. Overview AMERCO (UHAL) is a moving and storage company operating in the US and Canada. They offer a range of services, including truck and trailer rentals, portable storage units, self-storage spaces, and moving supplies. They also provide an online marketplace for consumers to connect with independent moving help providers and self-storage affiliates. UHAL organizes itself into three reportable segments which include Moving and Storage, Property and Casualty Insurance, and Life Insurance. The Moving and Storage segment of the company offers rentals of trucks, trailers, portable storage units, specialty rental items, and self-storage spaces primarily for household movers. This segment also sells moving supplies, towing accessories, and propane. The company offers these products and services under the "U-Haul" name. UHAL has a fleet of 186,000 trucks, 128,000 trailers, and 46,000 towing devices, as well as 1,844 self-storage locations with over 876,000 units. This segment usually makes up 90%+ of the company's total revenue. The Property and Casualty Insurance segment of the company provides loss adjusting and claims handling services and underwrites parts of the SafeMove, Safetow, SafeMove Plus, Safestore Mobile, and Safestor protection packages for U-Haul customers. The Life Insurance segment offers life and health insurance products through the direct sale and reinsurance of life insurance, Medicare supplement, and annuity policies. These two segments usually combine for roughly 10% of the company's total revenues. Performance UHAL has consistently reported solid revenue growth over the past decade. For fiscal 2021 the company reported $5.7 billion in revenue which represents an exceptional 26% growth year over year. Over the last ten years, UHAL has more than doubled its revenues, growing 124% during the period. UHAL's consistency over the last decade is even more impressive, as the company has never reported a single year of revenue declines. Data by Stock Analysis In terms of free cash flows, UHAL has reported mixed results over the years. In 2021, the company recorded $432 million in free cash flows, which was -31.43 lower than its 2020 free cash flow. The company's free cash flow has bounced up and down over the past decade, and the company even saw negative free cash flows in 2018 and 2019. This is a bad sign for investors because when a company reports negative free cash flow, it may signal financial strain and a lack of resources for the business to grow and meet its obligations. Data by Stock Analysis UHAL has a better track record of profitability. The company has averaged an 18.23% return on equity over the past decade and only three of these years fall under 15%, which occurred from 2018-2020. UHAL is achieving higher returns on equity than its peers. In 2021, the company produced an ROE of 17.32% which is 22.46% than the sector median. Data by Stock Analysis Turning to the company's balance sheet, UHAL has done an excellent job of increasing shareholder's equity, which currently stands at $6.31 billion. The company has increased shareholder's equity at a steady pace, recording an impressive overall growth of 378% over the last decade. Although, the company's debt is increasing at a similar pace, the company shouldn't have any difficulties paying its bills with an interest coverage ratio of 8.31. Data by Stock Analysis Overall, the company has demonstrated a strong history of financial success, aside from free cash flow. This impressive performance has driven the company's stock to reach new heights, as it has outperformed the S&P 500's total return by a significant margin over the past five years, leaving investors to wonder if UHAL's impressive track record can continue. Data by Seeking Alpha Outlook UHAL's strategy is simple: To keep its top spot as the leader of the North American DIY moving and storage industry. The company plans on achieving this by providing a smooth and connected supply chain for the DIY market. The company will continue to leverage its strengths which include the U-Haul brand, a full lineup of moving and self-storage products and services, and its widespread locations to stay on top of the industry. UHAL's main focus is to give its customers the best moving rental equipment, easy-to-access self-storage options, and portable moving and storage units along with all the related products and services they need to make their moving experience as easy as possible. The company is always looking to improve customer satisfaction and that means it'll look to add more rental equipment, storage units, and more independent dealers to its network. It's important for UHAL to continue to expand its network. The more locations the company serves, the more it benefits from both one-way movers who need to pick up a trailer or truck from one location and drop it off at another and in-town movers who may only utilize one location. The company's storage business is growing fast. In the most recent quarter, UHAL saw an increase of 64,000 occupied rooms compared to the same quarter last year. The company is adding new locations and has projects to expand its existing locations and increase occupancy levels. Over the past 12 months, the company added 5.4 million square feet of storage space, which brings the total to 53 million square feet. The company currently has another 5.8 million square feet in development and owns land which the company plans to develop for an additional 8.7 million square feet. Therefore, in the coming years, UHAL could increase its total rentable square feet by 27%. Valuation To estimate UHAL's intrinsic value, a comparative and discounted cash flow ("DCF") analyses will be used. The comparative analysis will consist of taking the highest, lowest, and median price-to-earnings ratios the market has paid for UHAL over the past five years and multiplying them by UHAL's consensus 2023 EPS estimate of $5.61 per share. As a bonus, the current sector median valuation of 21.43 will also be applied to UHAL's consensus 2023 EPS estimate for an additional scenario. Scenario P/E Next Year Earnings Estimate Intrinsic Value Estimate % Change Bear Case 7.51 $5.61 $42.13 -38.69% 5Y Median P/E 13.96 $5.61 $78.32 13.96% Bull Case 23.64 $5.61 $132.62 92.99% Sector Median Valuation 14.86 $5.61 $83.36 21.31% On a comparative analysis, UHAL has a wide range of scenarios that can play out. Investors could realize an excellent 92.99% return if the market were bullish and applied the 23.64 multiple, seen in 2020, to next year's average analyst earnings estimate, should those estimates materialize. On the downside, investors could realize a significant -38.69% loss if the market were to value UHAL at the 5-year low multiple seen in October of 2018. The most likely scenario is the base case, which is based on the 5-year median P/E ratio. This base case scenario would result in a 13.96% return for investors. The final scenario which is based on the sector median multiple results in a nice 21.31% gain. Altogether, this comparative analysis indicates that UHAL is slightly undervalued as of now.

Prognoser för vinst- och omsättningstillväxt

NYSE:UHAL - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
Datum	Intäkter	Intäkter	Fritt kassaflöde	Kassaflöde från rörelsen	Genomsnittligt Antal analytiker
3/31/2027	6,189	N/A	N/A	N/A	1
3/31/2026	6,015	79	N/A	N/A	2
12/31/2025	6,000	129	-1,603	1,589	N/A
9/30/2025	5,972	233	-1,820	1,620	N/A
6/30/2025	5,911	314	-1,807	1,599	N/A
3/31/2025	5,829	367	-1,998	1,454	N/A
12/31/2024	5,691	449	-1,987	1,469	N/A
9/30/2024	5,642	481	-1,756	1,500	N/A
6/30/2024	5,634	567	-1,742	1,441	N/A
3/31/2024	5,626	629	-1,540	1,453	N/A
12/31/2023	5,718	667	-1,594	1,454	N/A
9/30/2023	5,754	767	-1,574	1,479	N/A
6/30/2023	5,807	843	-1,307	1,544	N/A
3/31/2023	5,865	924	-994	1,730	N/A
12/31/2022	5,874	974	-887	1,673	N/A
9/30/2022	5,903	1,056	-817	1,615	N/A
6/30/2022	5,865	1,116	-471	1,803	N/A
3/31/2022	5,740	1,124	-190	1,946	N/A
12/31/2021	5,601	1,110	-184	1,948	N/A
9/30/2021	5,367	1,012	233	2,052	N/A
6/30/2021	5,028	868	299	2,000	N/A
3/31/2021	4,542	611	94	1,535	N/A
12/31/2020	4,304	659	146	1,499	N/A
9/30/2020	4,062	507	-42	1,340	N/A
6/30/2020	3,887	397	-687	1,025	N/A
3/31/2020	3,979	442	-1,234	1,076	N/A
12/31/2019	3,883	321	-1,413	1,050	N/A
9/30/2019	3,874	368	N/A	1,011	N/A
6/30/2019	3,828	375	N/A	987	N/A
3/31/2019	3,769	371	N/A	976	N/A
12/31/2018	3,801	381	N/A	977	N/A
9/30/2018	3,725	831	N/A	958	N/A
6/30/2018	3,663	792	N/A	931	N/A
3/31/2018	3,601	791	N/A	938	N/A
12/31/2017	3,553	789	N/A	966	N/A
9/30/2017	3,501	326	N/A	988	N/A
6/30/2017	3,457	377	N/A	1,073	N/A
3/31/2017	3,422	398	N/A	1,059	N/A
12/31/2016	3,395	441	N/A	1,118	N/A
9/30/2016	3,350	458	N/A	1,061	N/A
6/30/2016	3,314	465	N/A	1,026	N/A
3/31/2016	3,275	489	N/A	1,045	N/A
12/31/2015	3,235	446	N/A	1,091	N/A
9/30/2015	3,197	431	N/A	1,013	N/A
6/30/2015	3,140	404	N/A	841	N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: Otillräcklig data för att avgöra om UHAL s prognostiserade vinsttillväxt ligger över sparkvoten ( 3.5% ).

Resultat vs marknad: Otillräcklig data för att avgöra om UHAL s intäkter förväntas växa snabbare än marknaden för US

Höga tillväxtresultat: Otillräcklig data för att avgöra om UHAL s intäkter förväntas växa avsevärt under de kommande 3 åren.

Intäkt vs marknad: UHAL s intäkter ( 2.6% per år) förväntas växa långsammare än marknaden för US ( 11.9% per år).

Hög tillväxtintäkter: UHAL s intäkter ( 2.6% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: Otillräcklig data för att avgöra om UHAL s avkastning på eget kapital förväntas bli hög om tre år

Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

Uppgifter	Senast uppdaterad (UTC-tid)
Analys av företag	2026/05/27 15:40
Aktiekurs vid dagens slut	2026/05/27 00:00
Intäkter	2025/12/31
Årlig intjäning	2025/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

Paket	Uppgifter	Tidsram	Exempel US-källa
Företagets finansiella ställning	10 år	Resultaträkning Kassaflödesanalys Balansräkning	SEC Form 10-K SEC Form 10-Q
Analytikernas konsensusuppskattningar	+3 år	Prognos för finansiella poster Analytikernas prismål	Rapporter från analytiker Blue Matrix
Marknadspriser	30 år	Aktiekurser Utdelningar, splittar och åtgärder	ICE Marknadsdata SEC Form S-1
Ägarskap	10 år	Största aktieägare Insiderhandel	SEC Formulär 4 SEC Formulär 13D
Förvaltning	10 år	Ledningsgrupp Styrelse och verkställande direktörer	SEC Form 10-K SEC Form DEF 14A
Viktiga utvecklingstendenser	10 år	Företagsmeddelanden	SEC Formulär 8-K

^* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

U-Haul Holding Company bevakas av 6 analytiker. 1 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

Analytiker	Institution
George Godfrey	CL King & Associates, Inc.
Robert Dunn	Sidoti & Company, LLC
Andrew Rosivach	Wolfe Research, LLC.

U-Haul Holding Framtida tillväxt

Future kriterier kontrolleras 0/6

Viktig information

Senaste uppdateringarna om framtida tillväxt

Price target decreased by 17% to US$80.45

Price target increased by 11% to US$77.10

Price target decreased by 8.8% to US$64.10

Price target increased by 9.8% to US$70.30

Recent updates

U-Haul Holding Company (NYSE:UHAL) announces an Equity Buyback for $350 million worth of its shares.

U-Haul Holding Company Debuts 29-Foot Easy Mover Truck

U-Haul Holding Company to Report Q4, 2026 Results on May 27, 2026

Now 22% overvalued

U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on March 27, 2026

Now 21% overvalued

Investor sentiment deteriorates as stock falls 16%

Now 22% overvalued

Third quarter 2026 earnings: EPS and revenues miss analyst expectations

Price target decreased by 17% to US$80.45

U-Haul: Faces Profitability Headwinds, Needs To Be Broken Up

U-Haul Holding Company to Report Q3, 2026 Results on Feb 04, 2026

U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on December 30, 2025

U-Haul Holding Company Closes Repair Shop in Little Rock After 50 Years

The Returns At U-Haul Holding (NYSE:UHAL) Aren't Growing

U-Haul Holding Company to Report Q2, 2026 Results on Nov 05, 2025

U-Haul Holding Company Declares Quarterly Cash Dividend, Payable on September 26, 2025

U-Haul Closes Repair Shop in San Bernardino After 54 Years

U-Haul Holding Company, Annual General Meeting, Aug 21, 2025

U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on June 27, 2025

U-Haul of Mount Branson Closes Retail Showroom, Other Services

U-Haul Holding Company to Report Q4, 2025 Results on May 28, 2025

U-Haul At I-35 and Airport Blvd. in Austin Closing After 20 Years

U-Haul Holding Company Announces Quarterly Cash Dividend, Payable March 28, 2025

U-Haul: Moving Forward (Rating Upgrade)

U-Haul Introduces Propane Delivery Across Greater Los Angeles

U-Haul Holding Company to Report Q3, 2025 Results on Feb 05, 2025

Self-Storage And U-Box Expansion Expected To Drive Future Performance

U-Haul Is Making Some Favorable Moves, But I Recommend A Strong Sell

U-Haul Closes Zanesville Store on Pine Street After 46 Years

U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on December 27, 2024

Price target increased by 11% to US$77.10

Second quarter 2025 earnings: EPS and revenues miss analyst expectations

U-Haul Holding Company (NYSE:UHAL) acquired Two Self-Storage Facilities in Baldwin County.

U-Haul Holding Company to Report Q2, 2025 Results on Nov 06, 2024

U-Haul Holding Company announced that it has received $500 million in funding

U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on September 27, 2024

First quarter 2025 earnings: EPS misses analyst expectations

U-Haul: Still A Solid Play For The Long Haul

U-Haul Holding Company to Report Q1, 2025 Results on Aug 07, 2024

U-Haul: Long-Term Economics Present, Valuation Asymmetry To The Downside

U-Haul Holding Company, Annual General Meeting, Aug 15, 2024

U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on June 28, 2024

Full year 2024 earnings: EPS and revenues miss analyst expectations

U-Haul Holding Company to Report Q4, 2024 Results on May 29, 2024

Tweedy, Browne - U-Haul Holding Co.: Quietly And Progressively Growing The Franchise And Shareholder Value

U-Haul: Free Cash Flow Decline Approaching Its Limit

U-Haul: A Closer Look At The Storage Industry Giant

New minor risk - Financial position

New minor risk - Financial position

Third quarter 2024 earnings: EPS misses analyst expectations

Old West - U-Haul: A Solid Owner/Manager Run Company

U-Haul Holding Company to Report Q3, 2024 Results on Feb 07, 2024

U-Haul Holding Company Announces Appointment of Doug Ducey as Advisory Board Member

U-Haul: Long Term Compounder Awaiting A Decline In Rates

U-Haul Holding Company Adopts an Amendment to its Dividend Policy

Price target decreased by 8.8% to US$64.10

Second quarter 2024 earnings: EPS misses analyst expectations

Still Optimistic About U-Haul As We Move Into Earnings

U-Haul Holding Company to Report Q2, 2024 Results on Nov 08, 2023

U-Haul: Long-Term Trajectory Undisturbed

U-Haul Holding Company (NYSE:UHAL) acquired Former Storage Hotel facility at 5060 High Meadows Drive.

Price target increased by 9.8% to US$70.30

Insufficient new directors

U-Haul Holding Company Announces Quarterly Cash Dividend on Series N Non-Voting Common Stock, Payable on September 29, 2023

U-Haul Holding Company to Report Q1, 2024 Results on Aug 09, 2023

U-Haul: Major Headwinds On The Horizon

U-Haul Holding Company, Annual General Meeting, Aug 17, 2023

U-Haul Holding Company Announces Quarterly Cash Dividend, Payable on June 30, 2023

U-Haul Holding Company announced delayed annual 10-K filing

U-Haul: A Shortage Of Sellers In May