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    Will Earnings Beat Change U Haul's Narrative

    Simply Wall St·11/09/2026 13:26:51
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    • U-Haul Holding reported second quarter revenue of US$1,772.68 million and net income of US$136.68 million for the period ended September 30, 2026, along with six month revenue of US$3,454.7 million and net income of US$259.6 million, all higher than the prior year figures.
    • The business also completed a share repurchase of 982,573 shares for US$56.33 million and opened its first off grid, solar powered propane station in Branson, while continuing to provide free storage support to communities facing severe flooding in north Georgia.
    • Next, the focus shifts to how U-Haul Holding's quarterly earnings performance may influence the broader investment narrative that investors are following.

    Scan how U-Haul Holding fits alongside other asset heavy operators by lining it up against our hand picked list of solid balance sheet and fundamentals (25 results) for a broader view of balance sheet strength.

    What Is U-Haul Holding's Investment Narrative?

    To own U-Haul Holding, you need to be comfortable with an asset heavy model where trucks, trailers and storage sites require constant capital. The latest quarter shows revenue and net income above last year, which supports the idea that demand and pricing are at least holding up against that cost base. The completed US$56.33 million buyback and the off grid propane pilot are small in size next to a roughly US$9.9b market cap, so they read more as signals of management priorities rather than near term swing factors. The bigger swing factors sit in execution on moving and storage utilization, the cost of funding that large asset pool and how quickly margins can recover from recent compression. Interest costs are already flagged as a pressure point, and the stock has fallen about 23% over 3 months even as analysts see meaningful upside from here, which suggests sentiment is sensitive to any wobble in earnings delivery. That said, there is an awkward piece of the U-Haul Holding story that only really shows up once you look closely at ...

    There's only one way to know the right time to buy, sell or hold U-Haul Holding. Head to Simply Wall St's company report for the latest analysis of U-Haul Holding's Fair Value.

    NYSE:UHAL 1-Year Stock Price Chart
    NYSE:UHAL 1-Year Stock Price Chart

    Exploring Other Perspectives

    One alternate view focuses on weak utilization. The most pessimistic analysts were penciling in about US$7.0b of revenue and US$1.1b of earnings by 2029, yet still only saw a US$74.0 price target for U-Haul Holding. That was set before this quarter, so you may see those forecasts shift as fresh results sink in.

    Explore 2 other U-Haul Holding fair value estimates, including one that suggests as much as 100% downside from the current price!

    Form Your Own Verdict

    Don't just follow the ticker. Dig into the data and build a conviction that's truly your own.

    Looking For More Investment Ideas Beyond U-Haul Holding?

    If U-Haul Holding is just one position on your watchlist, it helps to see how it stacks up next to other opportunities that match your risk appetite and income goals. Use the Simply Wall St Screener to line up different types of businesses and test whether U-Haul fits the role you want it to play in your portfolio.

    • For potential value opportunities with quality fundamentals, compare U-Haul Holding against 40 high quality undervalued stocks and see how its profile differs.
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    • When income is the priority, balance U-Haul Holding with stocks that have stronger cash returns to shareholders by working through 7 dividend fortresses.