U-Haul Holding Company (UHAL.B)

From the record

U-Haul Holding Company's filings since 2017 show 3 warning events of 3 kinds: a notice about its exchange listing (8-K item 3.01, the latest 2022-11-16); an auditor change (8-K item 4.01, the latest 2023-09-07); a late-report notice (Form NT 10-K or NT 10-Q, the latest 2023-05-30) (its current reports).

From the record

U-Haul Holding Company's 10 filed years say what it did: revenue went from $3.4 billion in fiscal 2017 to $6.0 billion in fiscal 2026, up 6.5% a year; it rose in 8 of 9 years; the deepest fall was 4% from fiscal 2023 to fiscal 2024; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 4 fiscal years to 2026-03-31, U-Haul Holding Company's diluted share count grew about 77.8% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 22 sales (22 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-12 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-03-31, U-Haul Holding Company earned about 1 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 27 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 65 cents per dollar of assets, and net share issuance: its share count was unchanged over the year (the filed statements).

From the record

U-Haul Holding Company's standing among 14 graded names in its industry family: revenue of $6.0 billion in fiscal 2026 ranks in the top 29% by size; a net margin of 1.4% ranks in the top 29%; revenue growth of 1% a year over the last 3 filed years ranks in the top 50% (its annual reports).

From the record

U-Haul Holding Company's leadership, from its insiders' filings and its current reports: no one files under a chief executive's title, so that part is not read; the 3 officers and directors filing in the last fifteen months have been on the record a median of 19.7 years (top 12%); no officer or director change was reported on Form 8-K since 2023-11-13, against the 3 people in charge now (top 12%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

U-Haul Holding Company's room to grow, from the newest filed statements (fiscal 2026): cash of $1.1 billion against debt of $8.1 billion leaves -32.6% of its assets as net cash, bottom 29% of its family; cash from operations less capital spending is -22.5% of revenue (bottom 29%); a gross margin of 95.9% (top 11%) (its annual report).

From the record

U-Haul Holding Company's growth drivers, from the filed years to fiscal 2026: revenue grew 1% a year over the last three filed years against 6.5% over all 10, slowing (bottom 38% of its family); the newest year grew 3.6% (top 46%); capital spending grew 5% a year (top 18%) (its annual reports). U-Haul Holding Company tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

U-Haul Holding Company's newest year against its own record: revenue of $6.0 billion in fiscal 2026 came in 3.9% above the $5.8 billion its prior three years' pace pointed to (top 31% of its family); net income of $83 million against a prior three-year average of $640 million (bottom 38%); a net margin of 1.4% against 11.1% before (bottom 23%) (its annual reports).