U-Haul Holding Company Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
3analysts covering
FY EPS (est.)
$1.12next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Second Quarter Fiscal 2027 Earnings Release | 4 Nov 2026 |
| Third Quarter Fiscal 2027 Earnings Release | 3 Feb 2027 |
Monitoring Framework
Key Performance Indicators
Self-Moving Equipment Rental Revenue Quarterly3.8BTarget: Continued growth through dealer network expansion and fleet optimization
Self-Storage Revenue Quarterly972MTarget: Expansion of rentable square feet and occupancy stabilization
Net Rentable Self-Storage Square Feet Annually99MTarget: 110.7 million square feet (including 11.7 million square feet currently in development)
Watch Items
- Fleet Depreciation and Disposal CostsTrigger: Depreciation expenses exceeding $1.3 billion annuallyAction: Reduce capital expenditures on new rental trucks to moderate fleet depreciation and optimize used-truck sales timing.
- Interest Coverage RatioTrigger: Operating income to interest expense ratio falling below 1.2xAction: Evaluate debt refinancing options, limit new corporate debt issuance, and prioritize high-margin self-storage cash flows.
- Housing Market Activity and Migration TrendsTrigger: Significant decline in national home sales or one-way transaction volumesAction: Adjust local equipment pricing, shift fleet allocation to high-growth suburban markets, and expand independent dealer network.
Research as of 2 Sep 2026