U-Haul Holding Co /NV/ — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 42/100
What the filing says
U-Haul reported Q1 FY2027 (ended June 30, 2026) net earnings of $122.9M, down 13.6% from $142.3M YoY. EPS (Non-Voting) declined to $0.63 from $0.73. Moving & Storage operating earnings fell $8.1M to $234.8M; storage same-store occupancy dropped 4.5 percentage points to 88.3%, though revenue per foot rose 7.6%. The company repurchased $48.0M in stock (248,368 voting + 584,278 non-voting shares), paid $0.05/share dividend, and declared 18 new storage locations with 1.1M sq ft added.
Why this rating
Earnings decline ~14% YoY is material; occupancy drop concerning for growth narrative. However, scale relative to $5B market cap (~2.5% earnings impact) and stable revenue growth (3%) limit trajectory damage. Manageable debt metrics (4.4x ND/EBITDA) provide cushion.
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