Feed / UHAL

U-Haul Holding Company

UHAL

Industrials · 63.75 +0.1% today

Isolated · not yet confirmedMarket checked 11 Sept, 09:30 GMT-4

Market read

U-Haul Holding Company's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Company+0.1% todayVolume comparison unavailable
Market group0 of 39 activeDiagnostics & Defense · unavailable
Disclosed network0 of 5 confirmingNo filing-linked name is confirming now
What would change this read
  • Interest expense increased as U-Haul carried more debt and paid a higher average cost of debt.
  • Reported interest expense for fiscal 2026 was $364.8M vs $295.7M in 2025, attributed to more outstanding debt and higher average cost of debt.

Invalidation: The isolated read changes if UHAL's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Rental & Leasing Services

No new filing conclusion is available. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Interest expense increased as U-Haul carried more debt and paid a higher average cost of debt.
  • Reported interest expense for fiscal 2026 was $364.8M vs $295.7M in 2025, attributed to more outstanding debt and higher average cost of debt.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements81
Verified relationships4
Evidence supporting the case
  • Operating cash flow covered net income at 21.59x in the latest annual period.
Evidence challenging the case
  • Operating margin changed -40.6 percentage points in the latest annual period.
  • Net margin changed -39.0 percentage points in the latest annual period.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

63.34
6m+33.6%12m+8.6%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-03-31$699.4M-84.6%
2023-03-31$746.4M+6.7%
2024-03-31$714.4M-4.3%
2025-03-31$735.0M+2.9%
2026-03-31$761.5M+3.6%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 4 filings
This was due to a combination of increased debt repayments of $308.1 million, decreased finance lease payments of $11.4 million, an increase in cash from borrowings of $268.2 million, an increase in net annuity withdrawals from Life Insurance of $48.6 million…
10-Q · Aug 5, 2026
Supply chain and availabilitynegative · 2 filings
These increases were offset by a decrease of $16.5 million due to non-recurring costs associated with our transition to a new box supplier in the second quarter of fiscal 2025.
10-Q · Feb 4, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

No usable price/earnings or price/sales multiple (need a fresh price).

Price action

How the market is pricing the story

63.75+0.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 09:30 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for UHAL. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for UHAL. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind UHAL

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

FFord Motor CompanysupplierMay 27, 2026

Over the last 30 years, we have purchased the majority of our rental trucks from Ford Motor Company and General Motors Corporation.

GMGeneral Motors CompanysupplierMay 27, 2026

Over the last 30 years, we have purchased the majority of our rental trucks from Ford Motor Company and General Motors Corporation.

Depended on by

CARAvis Budget Group, Inc.competitorFeb 19, 2026

Our Budget Truck operations in the United States competes with several other local, regional and nationwide truck rental companies including U-Haul International, Inc., Penske Truck Leasing Corporation, Ryder System, Inc., Enterprise Truck Rental, and Hertz G…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

UHAL is currently a Follower in the organic co-movement group Diagnostics & Defense. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for UHAL; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.