Nov 5
UHAL · U-Haul Holding Co
$55.25
-0.68 (-1.22%)
At close · Nov 13
Return incl. dividend (before tax)
Market Cap
$10.72B
Shares
194.00M
Volume · Nov 13
110.19K
Avg daily vol (3M)
146.8K
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Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$55.25
Open$56.20
Day$54.79–56.73
52W close$42.19–75.27
Avg vol 30d151K
Short int1.7M · 0.9% of shares · 11.9d
Short vol60%
Last earningsNov 5, 2026
DataJan 2020–Nov 2026
Filing10-Q · Nov 4
Up next
Jan 20, 2027
Est · unconfirmed
· in 9 wks
Latest documents
2026
Nov 4
Current report
8-K
Net earnings rise to $136.7 million
U-Haul Holding Company reported second-quarter fiscal 2027 net earnings available to common stockholders of $136.7 million, versus $105.6 million last year, and Non-Voting Common Stock EPS of $0.71, up from $0.54. Six-month net earnings were $259.6 million versus $247.9 million.
Nov 4
Quarterly report
10-Q
FY2027 Q2, ended Sep 30
Second-quarter operating earnings rise to $265.0 million
U-Haul Holding Company reported second-quarter earnings from operations of $265.0 million, compared with $217.6 million, and earnings available to common stockholders of $136.7 million versus $105.6 million.
Revenue $1.77B
▲ 3.1%
Net income $136.68M
▲ 29.5%
Aug 24
Aug 20
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
$6.14B
Trailing 12 months
Net income (TTM)
$94.85M
Trailing 12 months
Revenue growth YoY
+3.1%
Year over year
Operating margin
7.7%
Trailing 12 months
P / E (TTM)
113.0
Trailing earnings · reciprocal yield 0.9%
FCF yield
-10.5%
TTM · current market cap
Return on invested capital
2.4%
Trailing 12 months
Net cash
−$7.23B
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+0.0%
Year over year
Price change (1Y)
+7.9%
Trailing year
Short interest
0.9%
Latest settlement · 11.9 days to cover
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q2 FY27 earnings call · Nov 5, 2026
Q2 FY27
TL;DR. U-Haul reported higher quarterly earnings, operating profit and adjusted EBITDA, broad revenue growth in self-moving, self-storage and U-Box, lower fleet depreciation and disposal losses, reduced fleet investment and improving recent transaction indicators. Risks included lower same-store occupancy, margin compression, higher operating costs, lower trailing-twelve-month adjusted EBITDA, reduced liquidity, higher net leverage and no identified structural demand catalyst in moving or storage.
Bullish
- + Fleet depreciation and losses on retired-equipment disposals declined year over year. new
- + Recent transaction and one-way move indicators improved. new
- + The company returned capital through share repurchases and paid a dividend. new
Bearish
- − Same-store occupancy decreased 1.1% to 89.5%. new
- − Management did not identify a structural demand catalyst in moving or storage. new
- − Moving and Storage cash and credit availability declined from March 31, 2026. new
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Research
our published analysis of this company
Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Neutral
Momentum
Strong
Sentiment
Neutral
Fundamentals
Poor
Quant / Vol
Moderate
Market backdrop
VIX 19.3 · elevated
Equity put/call 0.63
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−5%
below
Price vs 50-day avg
−7%
below
RSI (14)
38
neutral
MACD trend
Positive
52-week position
39%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
−3%
trailing
6-month return
+8%
trailing
YTD return
+10%
this year
Relative strength
+8%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $59 › 200d $58 — 50d above 200d
Institutional flow
Distributing
330 of 384 funds reported for Sep 30 · net -688.4K sh shares · +42 new
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
0.90% of shares out · ▲ +0.4% MoM · 11.9 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
384 holders — near 3-yr high, broad support
Squeeze score
50
elevated · 0–100
Fundamentals
Revenue growth
+4%
Y/Y
Free cash flow
$-1.4B
Balance sheet
$7.0B
net debt
Quant / Vol
risk profile
Volatility
35%
annualized · 1-yr
Max drawdown
−29%
past year
ATR
3.1%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Neutral
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−5%
Bearish
Price vs 50-day avg
−7%
Bearish
RSI (14)
38
Neutral
MACD trend
Positive
Bullish
52-week position
39%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50d $59 › 200d $58 — 50d above 200d
Institutional flow
Distributing
330 of 384 funds reported for Sep 30 · net -688.4K sh shares · +42 new
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
0.90% of shares out · ▲ +0.4% MoM · 11.9 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
384 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $42
Now $55 · 39%
Range high $75
vs 200-day avg -5%
vs 50-day avg -7%
Illustrative 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 | — |
|
|
|||
| 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% |
|
|
|||
| 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
this stock
U-Haul Holding Co
|
$10.72B | +9.6% | +3.6% | — | 0.9% |
|
URI
United Rentals, Inc.
|
$69.63B | +39.0% | +4.9% | 24.7 | 2.2% |
|
SUNB
Sunbelt Rentals Holdings, Inc.
|
$33.68B | — | +3.4% | — | 2.1% |
|
AER
AerCap Holdings N.V.
|
$26.68B | +22.2% | +6.5% | — | 1.1% |
|
R
Ryder System Inc
|
$10.78B | +47.3% | +0.2% | 21.5 | 2.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
SEC Filings
Latest
10-Q
- Filed
- Nov 4, 2026
- This year
- 13
U-Haul Holding Company reported second-quarter earnings from operations of $265.0 million, compared with $217.6 million, and earnings available to common stockholders of $136.7 million versus $105.6 million.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| UHAL | -2.6% | -3.1% | +8.1% | -3.9% | +9.6% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -5.2% | -1.9% | +7.6% | -3.7% | -1.0% |
Capital returns
Latest dividend
$0.05
/ share · ex Sep 2, 2022
Paid (TTM)
$0.00
/ share · 0 payouts
Dividend yield (TTM, derived)
— · no payout in the trailing year
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.
Key facts
CIK
4457
CUSIP
023586100
13F (30d)
180 filings
164 filers
Visit website
Investor relations