Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

U-Haul Holding Co /NV/
Next earnings Aug 4, 2026 · consensus $0.66 EPS, $1.70B rev
Last earnings +1.8% on 2026-05-27
The dominant DIY moving/storage franchise, but earnings have cratered as heavy fleet and storage investment depresses returns.
U-Haul Holding is the clear leader in North American do-it-yourself moving and self-storage, operating over 2,400 retail centers, 11 manufacturing facilities and a vast self-storage network across the U.S. and Canada. The franchise and brand are durable. The problem is the trajectory of profitability: net income collapsed 77.4% to $83.1M in FY2026 (year ended March 2026), the latest step in a steep multi-year decline from $1.12B (FY2022) to $924M, $629M, $367M and now $83.1M. That has crushed returns — ROE is just 1.1% — and the stock reflects it, with the performance graph showing UHAL falling from $110.72 (FY2024) to $78.33 (FY2026) per $100 invested.
Sources: SEC EDGAR (CIK 0000004457, latest 10-K filed 2026-05-27) · EODHD · analysis by claude-code · as of 6/21/2026, 8:48:45 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $699M | $746M | $714M | $735M | $761M |
| Gross profit | — | — | — | — | — |
| Operating income | $1.65B | $1.45B | $978M | $716M | $433M |
| Net income | $1.12B | $924M | $629M | $367M | $83.1M |
| Diluted EPS | — | — | — | — | — |
| Net margin | 160.8% | 123.9% | 88.0% | 49.9% | 10.9% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
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