$UHAL

U-Haul Holding Co /NV/ (UHAL) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 uhal-ex99_1.htm EX-99.1 EX-99.1 Contact: Sebastien Reyes Director of Investor Relations U-Haul Holding Company (602) 263-6601 Sebastien_Reyes@uhaul.com U-HAUL HOLDING COMPANY REPORTS FIRST QUARTER FISCAL 2027 FINANCIAL RESULTS RENO, Nev. (August 5, 2026) —U-Haul Holding

U-Haul Holding Co (NYSE:UHAL.B) said its board approved a $350 million share repurchase, saying the stock is undervalued. The company also paid a $0.05 per-share quarterly dividend on June 26. U-Haul reported exiting the March quarter with over $1 billion in cash and cash equivalents, and plans slower capital spending to fund buybacks.

U-Haul Holding (NYSE: UHAL) reported fiscal 2026 net earnings of $83.1 million, down from $367.1 million a year earlier, and a Q4 net loss of $127.8 million versus a $82.3 million loss in Q4 2025. Chairman Joe Shoen attributed losses to equipment disposal costs and new storage units awaiting occupancy. The company reported a 7.1% Q4 rise in self-storage revenue, full-year Moving and Storage EBITDA up by $26.1 million, and authorized a $350 million share repurchase plan.

U-Haul Holding Company reported fiscal 2026 net earnings available to shareholders of $83.1 million for the year ended March 31, 2026, down from $367.1 million a year earlier. For the quarter ended March 31, 2026, it posted net losses of $127.8 million. Self-storage revenues rose 7.1% in the quarter; EBITDA rose to $223.0 million. The board authorized a $350 million share repurchase plan.

Yacktman Focused Fund’s Q1 2026 investor letter, released by Yachtman Asset Management, highlighted U-Haul Holding Company (NYSE: UHAL). The fund returned 10.37% in Q1 2026. UHAL closed May 22, 2026 at $51.55 (market cap $9.79B). The letter said U-Haul’s self-storage value was supported by Public Storage’s acquisition of National Storage Affiliates.

U-Haul Holding Co. maintains a steady business due to ongoing relocation demand and expanding self-storage operations across North America. The company's core model involves truck and trailer rentals, complemented by growing self-storage facilities and moving supplies, benefiting from US consumer mobility and housing trends. Their strategy focuses on an asset-intensive model, recurring revenue from rentals and storage, and a mix of company-operated and dealer locations, with increased emphasis on the less cyclical self-storage segment.

U-Haul Holding Co. (UHAL, UHALB) continues to be a key player in the US moving and self-storage market due to its extensive fleet of rental equipment and large network of self-storage facilities. The company's business model, which emphasizes asset ownership, supports steady operations and diversifies income streams through offerings such as packing supplies and insurance products. U-Haul's strong presence and resilience during economic downturns make it an appealing option for investors seeking stability and exposure to US housing and consumer spending trends.

John "J.T." Taylor, President of U-Haul International, was awarded the Truck Renting and Leasing Association’s (TRALA) Steve Lawrence Legacy Award for his significant contributions to the industry and the association. Taylor has served on TRALA's Board of Directors for over 20 years and has been President of U-Haul International since 2006, leading the company for two decades. The award recognizes his exceptional leadership and long-term dedication, highlighting his 45-year career at U-Haul.

U-Haul Holding Co. has adjusted its valuation, facing a challenging financial environment with its stock price at $49.84, following a significant 28.11% decline over the past year. The company's financial metrics, including a P/E ratio of 45 and an EV to EBITDA ratio of 10.85, along with low ROCE and ROE, suggest difficulties compared to industry peers. This situation highlights the need for strategic improvements to bolster its market standing.

U-Haul Holding Company (NYSE: UHAL, UHAL.B) announced its participation in the KeyBanc Capital Markets Self-Storage Investor Forum on Thursday, January 8, 2026, in New York City. The company, known as North America's largest do-it-yourself moving and self-storage provider, will be represented at this significant industry event. U-Haul also highlighted its extensive operations, including over 1.1 million rentable storage units and various other services, reaffirming its market leadership.