U-Haul (UHAL) Price & Analysis
UHAL Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- MXN 187.57B
- Enterprise Value
- MXN 19.87B
- Total Cash (Recent Filing)
- MXN 3.43B
- Total Debt (Recent Filing)
- MXN 8.15B
- Price to Earnings (P/E)
- 302.6
- Beta
- -0.01
- Next Earnings
- Nov 04, 2026
- EPS Estimate
- 14.65
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Network Expansion
Expanding company locations and the independent-dealer network increases customer access without relying solely on company-owned sites. Greater distribution can support rental volume, improve cross-selling of storage and supplies, and reinforce U-Haul’s established market presence over coming quarters.
Storage Growth
Storage growth and higher revenue per occupied foot support a more recurring and less seasonal revenue mix than moving rentals alone. Continued pricing and utilization improvement can strengthen the contribution from U-Haul’s real-estate footprint and diversify earnings.
Operating Cash Generation
Consistently strong operating cash flow indicates that the core rental and storage platform continues to generate substantial liquidity. That cash supports fleet investment, real-estate development, debt service, and shareholder returns, even though capital spending makes free cash flow more variable.
Bears Say
Profitability Compression
Near-breakeven profitability leaves limited earnings cushion if operating pressures persist. Lower EBIT and EBITDA margins reduce the company’s ability to convert stable revenue into shareholder returns, while continued margin volatility makes future earnings power less predictable.
High Debt Burden
A substantial debt balance relative to equity limits financial flexibility while profitability remains weak. Debt service and refinancing needs can absorb cash that might otherwise fund fleet replacement, storage expansion, or other growth initiatives during a prolonged earnings slowdown.
Cost Growth Outpacing Revenue
Expenses growing materially faster than revenue create a structural risk to operating leverage and can keep margins under pressure beyond a single quarter. Personnel, repairs, liability, and freight costs together make revenue growth less effective at rebuilding earnings.
U-Haul News
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U-Haul Stock Smart Score
Company Description
U-Haul
U-Haul Holding Company specializes in providing self-service moving and storage solutions for both residential and commercial clients across the United States and Canada. Its core business, the Moving and Storage segment, offers a comprehensive range of rental equipment, including trucks, trailers, and portable storage units. The company also rents specialty items and self-storage spaces, primarily catering to individuals relocating their households. Customers can also purchase essential moving supplies, towing accessories, and propane. U-Haul operates uhaul.com, an online platform that connects consumers with independent moving assistance and self-storage facility partners. This segment further provides vehicle transportation options, such as auto carriers and tow dollies, and sells specialized packing materials for delicate goods like electronics, alongside standard tapes, security locks, and general packing supplies. This extensive array of products and services is distributed through a vast network comprising approximately 2,100 company-owned retail moving centers and about 21,100 independent U-Haul dealerships. As of March 31, 2022, the company maintained an impressive rental fleet, including roughly 186,000 trucks, 128,000 trailers, and 46,000 towing devices. Its self-storage portfolio encompassed 1,844 locations, offering approximately 876,000 rentable storage units. The Property and Casualty Insurance segment handles loss adjusting and claims. It offers a suite of protection plans, such as the Safemove and Safetow packages, which provide moving and towing customers with benefits like damage waivers, cargo protection, and even medical and life insurance. Additionally, Safestor and Safestor Mobile safeguard customers' belongings in storage, while Safemove Plus offers an extra layer of primary liability protection for rental customers. A separate Life Insurance segment focuses on the senior market, delivering life and health insurance products through direct underwriting and by reinsuring policies like life insurance, Medicare supplements, and annuities. Founded in 1945 as AMERCO, U-Haul Holding Company is headquartered in Reno, Nevada.
- Sector
- Industrials
- Industry
- Rental & Leasing Services
- CEO
- Edward Joseph Shoen
- Employees
- 34,700
- Website
- www.uhaul.com
- Address
- 5555 Kietzke Lane, Reno, NV, 89511, US
U-Haul (UHAL) Earnings & Revenues
UHAL Company Deck
UHAL Earnings Call
Earnings Call SentimentNeutral
The call presented a mix of tangible operational progress and clear near-term headwinds. Positive developments include equipment rental revenue growth (+$29M), storage revenue improvement (+7%) and higher average revenue per occupied foot (+6%), meaningful network expansion (75 company locations, +1,100 dealers), improved disposal gains, a strong cash balance ($1.349B) and an active share repurchase program. Offsetting these positives are declines in net earnings and EPS (~13%), a small decrease in adjusted EBITDA, shrinking EBITDA margin (>1.5 pts), operating expenses growing faster than revenue (+$55M OpEx vs ~+3% revenue), a notable drop in same-store occupancy (-456 bps to 88.3%) tied to stricter collections, freight/shipping cost pressure (~+$22.5M), increased fleet depreciation and lower proceeds from retired equipment, and a contraction in the storage development pipeline. Taken together, the company shows solid growth initiatives and capital allocation actions but faces margin and cost pressures that temper near-term outlook.
View all MX:UHAL earnings summaries