UHAL U-Haul Holding Company (UHAL) Q4 FY26 earnings call
U-Haul Holding Company reported a challenging Q4 FY26 with increased losses driven by higher fleet depreciation and a decline in full-year earnings. However, the company is shifting its capital allocation strategy, authorizing a $350 million share repurchase plan due to reduced growth CapEx and a belief in the stock's undervaluation. Management is focused on optimizing asset utilization, improving storage occupancy post-delinquency cleanup, and strategically growing its U-Box and toy hauler fleets while pausing truck fleet expansion.
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UHAL operating KPIs by quarter
| KPI | This call Mar 2026 Q4 FY26 | Jun 2026 Q1 FY27 | Change vs prior quarter |
|---|---|---|---|
| Square feet under development | ~5.5MWe have approximately 5.5 million new square feet under development right now across 99 projects and another 6.2 million square feet of potential development behind that in properties that we own, but we haven't started.Source: earnings call transcript | ~5.7MWe currently have approximately 5.7 million new square feet being developed across 106 projects and then another $6.3 million of potential future development behind that in properties that we own but haven't yet started.Source: earnings call transcript | — |
| Projects under development | 99We have approximately 5.5 million new square feet under development right now across 99 projects and another 6.2 million square feet of potential development behind that in properties that we own, but we haven't started.Source: earnings call transcript | 106We currently have approximately 5.7 million new square feet being developed across 106 projects and then another $6.3 million of potential future development behind that in properties that we own but haven't yet started.Source: earnings call transcript | +7.1% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.