UHALU-Haul Holding Company
The schedule
- Thu15Oct
Management update on fleet monetization, capital expenditure tapering, and self-storage capacity additions.
- Wed16Dec
Federal Reserve interest rate decision heavily influencing the company's real estate cap rates and debt servicing costs.
- Sun24Jan
Third-quarter earnings report focusing on off-peak moving volumes and the stabilization of fleet utilization.
- Sun4Apr
Earnings release and forward guidance setting the tone for the upcoming critical spring and summer mobility seasons.
- Sun13Jun
Past
- Wed5Aug
Quarterly earnings report evaluating peak summer moving season volumes and self-storage yields.
- Wed27May
Actual outcome: Bull · $61.76 at outcome
U-Haul Holding Company reported Q4 FY2026 earnings that exactly met analyst expectations with an EPS of -$0.70. The stock reacted positively because meeting these estimates alleviated downside fears, while the strategic debut of its new 29-foot 'Easy Mover' truck ahead of the peak summer moving season signaled strong upcoming revenue potential. Furthermore, the declaration of a quarterly cash dividend reinforced investor confidence in the company's underlying financial stability.
Q4 FY2026 results and FY2027 outlook will be the first full check on whether U-Haul can reaccelerate growth and rebuild margins after several loss-making quarters, setting the tone for the stock around $48.76 with a potential move toward $54.00 on clean execution or down to $42.0 if housing softness and high capex keep earnings under pressure.