U-Haul
Rents moving equipment and storage through a one-way network of centers and independent dealers.
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Profile
Rents U-Haul trucks, trailers, self-storage space, and portable storage units across the United States and Canada, supported by moving supplies, property-and-casualty insurance, life insurance, and real estate. The network combines company-operated centers with independent dealers, while fleet condition, moving demand, zoning, and family voting control shape operations.
Rents trucks, trailers, self-storage space, and portable storage units through U-Haul, while selling moving supplies and related services. Repwest provides property-and-casualty coverage tied to the moving-and-storage system, Oxford Life sells life insurance and annuities, and Amerco Real Estate supports the property footprint.
Operations are concentrated in the United States and Canada. A standardized orange fleet, one-way equipment circulation, company-operated centers, and independent dealers give customers a distributed network without requiring every location to be owned.
Execution depends on maintaining and reselling rental equipment, adding storage capacity, and coordinating dealers with company centers. Demand for moving and storage, land-use and zoning approvals, self-storage competition, and concentrated Shoen-family voting influence shape the business.
Company facts
Categories
Key statistics
Year to date +35.7% · Average volume (30d) 154.8K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Jul 15, 2026 | Citigroup | Initiate | Outperform | |
| Nov 3, 2025 | Vertical Research | Target | $80 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q1 FY27 | $0.66 | $0.58 | −12.5% | $1.68B | $1.68B | 0.0% | +1.38% |
| May 27, 2026Q4 FY26 | −$0.68 | −$0.70 | −2.9% | $1.31B | $1.27B | −2.8% | +13.47% |
| Feb 4, 2026Q3 FY26 | −$0.24 | −$0.23 | +4.2% | $1.43B | $1.42B | −1.0% | −14.72% |
| Nov 5, 2025Q2 FY26 | $0.87 | $0.49 | −43.5% | $1.73B | $1.72B | −0.5% | −0.56% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.23B | $1.63B | $1.72B | $1.42B | $1.27B | $1.68B | |
| Gross profit | $1.05B | $282.6M | $265.6M | $67.6M | $1.08B | $1.61B | |
| Operating income | −$42.8M | $277.7M | $260.6M | $62.7M | −$154.9M | $250.6M | |
| Net income | −$91.1M | $133.5M | $96.7M | −$45.8M | −$127.8M | $122.9M | |
| Diluted EPS | −$0.46 | $0.68 | $0.49 | −$0.23 | −$0.70 | $0.63 | |
| Gross margin | 85.4% | 17.3% | 15.4% | 4.8% | 85.3% | 95.7% | |
| Operating margin | -3.5% | 17.0% | 15.2% | 4.4% | -12.2% | 14.9% |
Fiscal years (4-quarter sums)FY22 $5.74B · FY23 $5.86B · FY24 $5.63B · FY25 $5.83B · FY26 $6.04B
Revenue by product · Q1 FY27
Revenue by geography · Q1 FY27
Balance sheet, Jun 30, 2026Cash & short-term investments $3.43B · Total debt $8.15B · Total assets $21.66B · Shareholders' equity $7.66B
Dividends
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Sep 2, 2022 | Sep 6 | Sep 20 | $0.50 | special dividend |
| Apr 14, 2022 | Apr 18 | Apr 29 | $0.50 | special dividend |
| Oct 15, 2021 | Oct 18 | Oct 29 | $0.50 | special dividend |
| Sep 3, 2021 | Sep 7 | Sep 21 | $0.50 | special dividend |
Ownership
Shares outstanding 195.49M · Float 76.43M · 39.1% free float
Insiders — no current Form 4 position.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Willow Grove Holdings LP · 10 percent owner | 8.15M | Form 4 | Sep 22, 2025 | |
| Dimensional Fund Advisors LP | 664.4K | 0.34% | 13F | Aug 11, 2026 |
| Two Sigma Investments, LP | 583.9K | 0.30% | 13F | Aug 14, 2026 |
| Norges Bank | 546.5K | 0.28% | 13F | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | 489.8K | 0.25% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 18, 2025 | Willow Grove Holdings LP | 10 percent owner | +229,515 | $11.80 |
| Sep 18, 2025 | Mark V. Shoen | 10 percent owner | +229,515 | $11.80 |
| Sep 18, 2025 | Edward J. Shoen | director, 10 percent owner, officer: President | +229,515 | $11.80 |
Peers
- Avis Budget Group
National rival in one-way and local DIY moving-truck rentals
- Public Storage
Largest self-storage owner competing on locations, security, and price
- Extra Space Storage
Large self-storage operator and third-party manager
- CubeSmart
National self-storage operator with more than 1,500 properties
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| U-Haul | $68.59 | +0.01% | $13.41B | 361.0 | 50.4 | 2.2 | +3.2% |
| Avis Budget Group | $138.30 | +0.14% | $4.88B | — | 31.2 | 0.4 | −1.4% |
| Public Storage | $313.51 | +0.03% | $58.46B | 29.9 | 31.6 | 12.0 | +2.7% |
| Extra Space Storage | $143.00 | +0.06% | $30.19B | 32.0 | 30.6 | 8.8 | +3.9% |
| CubeSmart | $40.02 | −0.05% | $9.06B | 27.6 | 25.5 | 8.0 | +1.5% |
| Median | 29.9 | 30.9 | 8.4 | +2.1% |