U-Haul Holding Company

UHAL.B

Equity

ISIN null / Valor 122795262

New York Stock Exchange, Inc (2026-10-09)

USD 50.37-0.94%

U-Haul Holding Company
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About company

U-Haul Holding Company is the parent of the U-Haul network, a North American provider of do-it-yourself moving and storage services that rents trucks, vans, trailers, tow dollies and portable storage containers, and sells moving supplies and equipment such as boxes, packing materials and hitch installations; it also owns and operates self-storage facilities and a large fleet of vehicles that it later resells as used units. The company distributes its products and services through a mix of company-owned locations and an extensive independent dealer network, serving individual consumers and small businesses with short-term rentals, longer-term storage and related retail and maintenance services, generating revenue from rental fees, retail sales, storage leases and used-vehicle sales.

Summarized from source with an LLMView SourceSector: Consumer Services

Profitability

Earnings declined year-over-year: net earnings available to common shareholders $122.9M (vs. $142.3M), pretax earnings $161.7M (vs. $185.4M) and income tax expense $38.8M. Consolidated earnings from operations were $250.6M (vs. $257.4M).

Moving & Storage operating results

Moving and Storage earnings from operations (before insurance equity) fell $8.1M to $234.8M. Segment adjusted EBITDA for the quarter was $536.7M (down $8.5M year-over-year); trailing‑12‑month adjusted EBITDA was $1,637.3M (down $13.0M).

Revenue mix and growth

Consolidated revenue increased to $1,682.0M from $1,630.5M. Self‑moving equipment rental revenues rose 2.8% to $1,087.6M and self‑storage revenues increased 6.8% to $250.2M.

Self‑storage operating details

Same‑store occupancy declined 4.5 percentage points to 88.3%, while revenue per foot increased 7.6%. U‑Haul added 18 new storage locations (≈1.1M net rentable square feet) in the quarter and has ~12M NRSF in development/pending.

Fleet and rental economics

Fleet depreciation rose $13.5M and real‑estate depreciation rose $5.1M versus prior year. Net losses on disposal of rental equipment improved to a net gain of $1.9M (versus significant losses a year ago). Fleet maintenance & repair costs increased $4.1M.

Capital, liquidity and debt

Moving & Storage cash and credit availability was $1,348.6M (down from $1,479.4M at March 31, 2026). Total Moving & Storage debt was $8,146.9M; cash and cash equivalents for the segment reported $883.6M. Net debt to adjusted EBITDA was 4.4x (TTM).

Interest expense and leverage impact

Interest expense rose to $97.9M for the quarter (vs. $82.3M), contributing to lower pretax earnings despite revenue growth.

Shareholder returns

During the quarter U-Haul repurchased 248,368 Voting shares for $15.6M and 584,278 Non‑Voting shares for $32.4M. The Company declared and paid a $0.05 per‑share cash dividend on Non‑Voting Common Stock.

Other notes

U-Haul emphasized dealership expansion as a growth driver for U‑Move transactions and said truck resale results improved this quarter after prior losses. The company will host its investor meeting Aug. 20, 2026 and held the 1Q earnings call Aug. 6, 2026; supplemental financial information is available at investors.uhaul.com.

Summarized from source with an LLMView Source

Key figures

-0.18%1Y

-2.97%3Y

%5Y

Performance

32.2%1Y

30.6%3Y

33.6%5Y

Volatility