UHAL-BNYSEServices-Auto Rental & Leasing (No Drivers)US GAAP · USD

U-Haul Holding Co /NV/

U-Haul Holding Co. is a Nevada-based holding company whose main operating business, U-Haul, serves the do-it-yourself moving and storage market across the United States and Canada. Through company-operated retail stores, a large independent dealer network, and digital channels, it provides truck and trailer rentals, self-storage, portable moving containers, and related moving supplies and protection products.

Kysy yhtiöstä
Liikevaihto6 038milj. USD
+3,6 %v/v
Liikevoitto (EBIT)433milj. USD
−39,6 %v/v
EBIT-marginaali7,2%
−5,1 %-yks.v/v
Nettotulos83,1milj. USD
−77,4 %v/v
Vapaa kassavirta−1 360milj. USD
+31,9 %v/v

Tilikausi 2026 · muutos edellisvuodesta

Kehitys 2021–2026

02 0004 0006 0008 000milj. USD2021: 4 542 milj. USD2021: EBIT 961 milj. USD20212022: 5 740 milj. USD2022: EBIT 1 645 milj. USD20222023: 5 865 milj. USD2023: EBIT 1 446 milj. USD20232024: 5 626 milj. USD2024: EBIT 978 milj. USD20242025: 5 829 milj. USD2025: EBIT 716 milj. USD20252026: 6 038 milj. USD2026: EBIT 433 milj. USD20266 038433
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Truck and trailer rental45 %

Rental of U-Haul trucks, trailers, and specialty towing equipment for local and one-way moves.

Self-storage and portable storage30 %

Company-owned, managed, and affiliate self-storage plus U-Box portable storage units.

Moving supplies and ancillary retail10 %

Boxes, tape, pads, towing accessories, propane, and other moving-related retail items.

Protection products and roadside coverage8 %

Safemove, Safetow, Safestor, Safehaul, Safemove Plus, and Safetrip coverage products.

Network and service platform7 %

Moving Help, storage reservations, and dealer network services that connect customers and providers.

Asiakkaat

U-Haul primarily serves do-it-yourself household movers who rent equipment and buy supplies to move their own goods. It also serves small commercial users, self-storage customers, and independent storage operators that participate in the reservation network. In addition, the insurance subsidiaries write property/casualty and life products for U-Haul-related and senior-market customers.

Do-it-yourself household movers

Rent trucks, trailers, U-Box containers, and buy moving supplies for personal moves.

Self-storage renters

Lease company-owned, managed, or affiliate storage units for household or commercial goods.

Independent dealers and affiliates

Use U-Haul branding, reservation systems, and product access to serve local customers.

Small commercial users

Rent equipment and storage for light business logistics and local transport needs.

Insurance policyholders

Buy property/casualty and life, Medicare supplement, or annuity products through the insurance subsidiaries.

Strategia

U-Haul’s strategy centers on expanding its rental and storage footprint while keeping the self-service model convenient and low-cost for customers. It also seeks to deepen utilization of its fleet and storage assets through dealer expansion, digital reservations, and the U-Haul Storage Affiliate program, which broadens inventory without requiring the same level of capital as owned assets.

Expand owned self-storage capacityKeskipitkä aikaväli

Storage adds recurring customer demand and leverages existing brand traffic.

Grow the affiliate storage networkKeskipitkä aikaväli

Adds inventory and reservation coverage with lower capital intensity.

Optimize fleet utilization and rotationLyhyt aikaväli

Rental availability and used-vehicle monetization support the moving business model.

Increase digital and dealer convenienceLyhyt aikaväli

Broader access points improve lead generation and transaction volume.

Maantiede

U-Haul’s core moving and storage operations are conducted throughout the United States and Canada, with a dense footprint of company-operated stores and independent dealers. The business is geographically tied to local move activity, regional storage demand, and the availability of dealer and storage locations, while the insurance subsidiaries add a separate North American footprint.

Riskit

U-Haul’s results depend on fleet availability, used-truck resale values, and access to new vehicles from a limited set of manufacturers. The business also carries liability exposure from rental operations, location activity, and insurance underwriting, while storage expansion and capital intensity make funding conditions and real estate execution important to performance.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Residual value risk on used rental trucks1Manufacturer supply concentration2Operational liability exposure3Regulatory and technology transition risk4Real estate execution and funding risk5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Residual value risk on used rental trucksVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Fleet rotation relies on selling used vehicles to fund new purchases.

    Kohdistuu: Truck fleet and fleet rotation program

  2. Manufacturer supply concentrationVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Most rental trucks come from a limited number of OEMs, creating supply risk.

    Kohdistuu: Fleet replenishment and expansion

  3. Operational liability exposureVaikutus: KeskitasoTodennäköisyys: Matala

    Rental fleet, store operations, and product sales can generate claims and litigation.

    KohdistuuEquipment rentalsLocationsProtection products
  4. Regulatory and technology transition riskVaikutus: KeskitasoTodennäköisyys: Matala

    Electric-vehicle mandates or travel restrictions could alter customer behavior and fleet economics.

    Kohdistuu: Moving business demand and fleet strategy

  5. Real estate execution and funding riskVaikutus: KeskitasoTodennäköisyys: Matala

    Storage growth depends on acquisitions, development, labor, materials, and capital access.

    Kohdistuu: Owned storage expansion

Kirjanpito

Harkinnanvaraiset erät
Fleet depreciation and residual values

Used-truck prices and holding periods affect depreciation expense and disposal gains or losses.

Vaikutus: Can materially change moving segment earnings and cash generation

Insurance claims reserves

Property/casualty and life subsidiaries require actuarial estimates for policy benefits and losses.

Vaikutus: Affects insurance segment liabilities and earnings timing

Investment impairment and credit losses

Fixed-maturity securities are evaluated for expected credit losses and fair value declines.

Vaikutus: Can create earnings volatility in the insurance subsidiaries

Deferred taxes

Large real estate, fleet, and insurance balance sheet items create deferred tax assets and liabilities.

Vaikutus: Influences reported tax expense and equity

Lease and storage property accounting

Owned, leased, and managed storage locations require different recognition and measurement treatments.

Vaikutus: Affects operating assets, liabilities, and segment comparability

Samankaltaisia listattuja yhtiöitä

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

United Rentals, Inc

URI · Services-Equipment Rental & Leasing, NEC

Universal Logistics Holdings, Inc

ULH · Trucking (No Local)

Driveitaway Holdings, Inc.

DWAY · Services-Educational Services

J.B. Hunt Transport Services, Inc

JBHT · Trucking (No Local)

Transportation & Logistics Systems, Inc.

TLSSD · Transportation Services

Hub Group, Inc.

HUBG · Arrangement of Transportation of Freight & Cargo

Päivitetty: 24.9.2026

U-Haul Holding Co /NV/ (UHAL-B) liikevaihto, tulos ja tunnusluvut 2026 – Clarifo