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Total Unit Count
Counts the total number of storage units available, providing a measure of the company's scale and potential to generate rental income.Unit count expanded steadily through FY26 driven by aggressive equipment and storage investment, which pushed fleet depreciation higher; management’s guidance for no truck‑fleet growth and ~ $560M less net equipment spend next year means unit‑count growth should materially decelerate as capital shifts to U‑Box/toy‑haulers and a $350M buyback. That should help slow depreciation and improve returns, but resale‑price mismatches and softer rental yields could cap near‑term revenue upside.
Date | Total Unit Count |
|---|---|
Jun 30, 2026 | 867.00K |
Mar 31, 2026 | 857.00K |
Dec 31, 2025 | 847.00K |
Sep 30, 2025 | 831.00K |
Jun 30, 2025 | 813.00K |
Mar 31, 2025 | 799.00K |
Dec 31, 2024 | 781.00K |
Sep 30, 2024 | 758.00K |
Jun 30, 2024 | 748.00K |
Mar 31, 2024 | 728.00K |