U-Haul Holding (UHAL) Earnings Date & Reports

Key Takeaways

• U-Haul Holding Company reported full-year fiscal 2026 net earnings of $83.1 million, down from $367.1 million in fiscal 2025.
• Fourth-quarter fiscal 2026 net loss widened to $127.8 million from $82.3 million a year earlier.
• Moving and Storage segment earnings from operations fell $295.5 million for the full year and $39.9 million in the fourth quarter versus the prior periods.
• Adjusted EBITDA for Moving and Storage rose $26.1 million to $1,645.9 million for the full fiscal year.
• Self-storage revenue growth and other operational improvements partially offset pressures from higher fleet depreciation and lower equipment resale values.

Earnings Context and Why It Matters

U-Haul Holding Company’s fiscal year ends March 31, making the recently released results the final quarter and full-year report for fiscal 2026. The company, which operates the U-Haul rental network along with self-storage and insurance businesses, has faced ongoing margin pressure from elevated costs to acquire and depreciate its rental fleet. Investors closely monitor these quarterly updates because moving and storage operations account for the vast majority of revenue, and any shifts in utilization, pricing, or equipment costs can significantly affect overall profitability and cash flow.

Reported Results

For the year ended March 31, 2026, U-Haul Holding Company posted net earnings available to shareholders of $83.1 million, compared with $367.1 million in fiscal 2025. In the fourth quarter ended March 31, 2026, the company recorded a net loss of $127.8 million versus a $82.3 million loss in the same quarter a year ago.

Moving and Storage earnings from operations declined $295.5 million for the full year and $39.9 million in the fourth quarter. Adjusted EBITDA for the segment increased $26.1 million to $1,645.9 million for the year and rose $5.7 million to $223.0 million in the quarter. The results reflect continued pressure from higher depreciation on newer, more expensive rental equipment and weaker resale values, partially mitigated by growth in self-storage revenue.

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Market Reaction and Investor Sentiment

Following the after-hours release on May 27, 2026, investor focus centered on the persistent impact of fleet costs and the modest improvement in adjusted EBITDA. The results aligned with expectations of continued margin challenges in the moving and storage business, while self-storage growth provided a positive offset. Market participants are likely to assess how these trends influence near-term cash generation and capital allocation decisions.

Forward Outlook and Key Factors to Monitor

Investors will watch for updates on rental equipment utilization rates and any changes in acquisition costs or resale markets for used vehicles. Self-storage expansion remains a key growth area, and continued additions to rentable square footage could support revenue diversification.

Fleet-related expenses, including depreciation and liability costs, will remain central to margin trends. Management commentary on capital expenditure plans and financing strategies will also provide insight into liquidity and balance-sheet management.

Broader economic conditions affecting consumer and small-business moving demand, along with insurance segment performance, represent additional areas of focus in the coming quarters.

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