U-Haul Holding Co /NV/ — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
U-Haul reported Q2 FY2027 net earnings of $136.7M (vs. $105.6M prior year, +29%) with EPS of $0.71 for Non-Voting Common Stock (vs. $0.54, +31%). Moving & Storage earnings from operations rose $44.5M to $241.9M; self-storage revenues increased $15.8M (+6.4%) on 6.7% revenue-per-foot growth despite 1.1% occupancy decline to 89.5%. Self-moving equipment rental revenues gained $37.4M (+3.4%). TTM adjusted EBITDA declined slightly to $1.64B (vs. $1.68B prior year, -2.3%). Total debt stands at $8.27B; net debt/adjusted EBITDA at 4.5x. Share repurchases: 149.9K voting shares ($10.1M) and 1.1M non-voting shares ($68.2M) in Q2; YTD 398.3K voting ($25.7M) and 1.7M non-voting ($100.7M).
Why this rating
Strong earnings growth and revenue momentum offset by deteriorating same-store occupancy, leverage creep, and TTM EBITDA decline signal normalization post-pandemic surge.
See more from November 4, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.