UHAL-B · U-Haul Holding Co /NV/
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Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q1 FY27 earnings call · Aug 6, 2026TL;DR. U-Haul reported Q1 FY2027 earnings of $122.9M ($0.63/share) versus $142.3M ($0.73) a year ago, with Moving & Storage adjusted EBITDA down $8.5M to $536.7M as operating expenses rose 7% on inflation and freight headwinds; meanwhile self-moving equipment rental revenue grew $29.3M and self-storage revenue grew $15.9M (6.8%), and the company executed share repurchases of $48M under its $350M program during the quarter.
- + Self-moving equipment rental revenue grew $29.3M (2.8%) with transactions up in both In-Town and One-Way markets
- + Self-storage revenue grew $15.9M (6.8%) with revenue per foot up 7.6%
- + Net losses on disposal of retired rental equipment swung to a gain of $1.9M, a $24M year-over-year improvement
- + Company repurchased $48M of stock under the $350M program and added 75 company-operated locations plus 1,100+ independent dealers
- − Net earnings fell to $122.9M from $142.3M and EPS dropped to $0.63 from $0.73
- − Operating expenses rose ~$55M with personnel, fleet maintenance, self-insurance and freight (up ~$22.5M) cited as pressures
- − Same-store self-storage occupancy fell 456 bps to 88.3%
- − Fleet depreciation expense increased $13.5M year-over-year
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Research
our published analysis of this company
Technicals
trend & momentum for long-term holders illustrative — not investment adviceIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $536.72M | Quarter Ended June 30, 2026 | — |
| Adjusted EBITDA (TTM) non-GAAP | 1.64B | trailing twelve months ended June 30, 2026 | — |
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| Average monthly occupancy rate based on unit count | 72.9% | first quarter of fiscal 2027 | — |
| Average monthly square footage occupied | 55.94M | first quarter of fiscal 2027 | — |
| Cash and credit availability at the Moving and Storage segment | $1.35B | as of June 30, 2026 | — |
| End of June occupancy rate based on unit count | 73.9% | as of June 30, 2026 | — |
| Moving and Storage Adjusted EBITDA (trailing twelve months) non-GAAP | $1.64B | trailing twelve months ended June 30, 2026 | — |
| Moving and Storage earnings before interest, taxes, depreciation and amortization adjusted (EBIT non-GAAP | $536.7M | first quarter of fiscal 2027 | — |
| Net new rentable square feet added during the quarter | 1.1M | first quarter of fiscal 2027 | — |
| Net rentable square feet added over last 12 months | 5.2M | Quarter ended June 30, 2026 filing | — |
| Network locations | 25,000 | first quarter of fiscal 2027 | — |
| NRSF in development or pending | 12M | first quarter of fiscal 2027 | — |
| Rentable storage units | 1,147,300 | first quarter of fiscal 2027 | — |
| Revenue per foot (Same Store) | $18.82 | first quarter of fiscal 2027 | — |
| Same Store NRSF | 28,263,627 | 1Q25 | — |
| Same store occupancy | 88.3% | first quarter of fiscal 2027 | -6.0% |
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| Same Store Store Count | 879 | 1Q25 | — |
| Same Store Units | 393,297 | 1Q25 | — |
| Self-storage square feet at owned and managed facilities | 100.3M | first quarter of fiscal 2027 | — |
| Square footage as of June 30 | 74.74M | as of June 30, 2026 | — |
| Towing devices fleet size | 43,200 | first quarter of fiscal 2027 | — |
| Trailer fleet size | 136,500 | first quarter of fiscal 2027 | — |
| Truck fleet size | 207,600 | first quarter of fiscal 2027 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Rental & Leasing Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
UHAL-B
this stock
U-Haul Holding Co /NV/
|
$10.80B | +6.8% | +3.6% | — | — |
|
URI
United Rentals, Inc.
|
$63.86B | +29.0% | +4.9% | 24.5 | 2.2% |
|
SUNB
Sunbelt Rentals Holdings, Inc.
|
$31.06B | — | +3.4% | — | 2.3% |
|
AER
AerCap Holdings N.V.
|
$22.78B | +0.5% | +6.5% | — | 2.5% |
|
R
Ryder System Inc
|
$9.05B | +24.0% | +0.2% | 19.3 | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| UHAL-B | +1.3% | -9.1% | +5.4% | -5.6% | +6.8% |
| SPY | -1.2% | -0.6% | +8.1% | +0.8% | +12.8% |
| vs SPY | +2.5% | -8.5% | -2.7% | -6.4% | -6.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.