UHAL Earnings

UHAL reported its earnings on 2026-02-04, showcasing a revenue of 1.42B against an estimate of 1.45B, resulting in a -2.37% surprise. The EPS was -0.23, surpassing the expected -0.24 by 4.17%. The stock experienced a -14.72% price change on the earnings day and a -14.92% change over the next five days, reflecting market reactions to the results.

Following UHAL's earnings announcement on 2026-02-04, the stock price moved by -14.72% on the day of the release. Over the subsequent five days, it saw a -14.92% change. Historically, UHAL's stock price tends to shift by an average of 3.52% in the 10 days leading up to earnings and -0.12% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate UHAL's annual revenue to reach 1.44B, while the EPS is projected at -0.20. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between UHAL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, UHAL's stock price typically moves by 3.52% in the 10 days before its earnings and -0.12% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of -0.20 and revenue of 1.44B.

The earnings call reveals several positive aspects: significant fleet and dealer network expansion, revenue growth in self-storage and U-Box, and a strong cash position. The Q&A highlights competitive advantages and strategic expansions, despite pressures in one-way rentals and depreciation. Management's cautious approach to selling assets and addressing margin pressures shows a focus on long-term value. The overall sentiment is positive, with potential growth catalysts outweighing concerns.