Analyst Consensus ?
ConsensusBuy2 ratings
Bullish2100.0%
Neutral00.0%
Bearish00.0%
U-Haul Holding Company · UHAL · FY2027 Q2 · Calendar Q4 2026
U-Haul Q2: Rental and storage growth, with execution risks
The supplied call analysis points to continued strength in equipment rental and self-storage, alongside reduced fleet investment. The case is tempered by weaker same-store occupancy, freight-cost pressure and a dealer expansion program that is behind schedule; the materials do not establish a structural demand catalyst.
Why did UHAL fall 3.2% after missing EPS estimates in FY2027 Q2?
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Reported After market closeNYSEIndustrials
$10.24B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.66
Consensus $0.78
EPS surprise
-15.4%
Reported versus consensus
Reported revenue
$1.77B
Consensus $1.79B
Revenue surprise
-0.9%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-3.2%
Event window
SPY move
-4.4%
Same window
Abnormal move
+1.3%
Stock minus SPY
Volume
2.2×
Versus trailing sessions
Subsequent drift
-1.4%
Up to 20 sessions
UHALSPY benchmark
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Why did UHAL fall 3.2% after missing EPS estimates in FY2027 Q2?What changed in UHAL's guidance and outlook in FY2027 Q2?Give me the bull and bear case for UHAL after FY2027 Q2 earnings.
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Transcript intelligence
What changed
Compared with the prior-quarter analysis, the current analysis highlights equipment rental revenue growth, a 6% increase in storage revenue, lower fleet investment and the beginning of AI tool integration. Freight costs remain a pressure point, while same-store occupancy and dealer-expansion progress are cited as risks.
Guidance delta
No formal guidance was provided in the supplied analysis. Management’s described direction includes reducing U-Box real-estate spending as the warehouse network matures and lower fleet capital expenditures for the fiscal year.
Key takeaways
- Equipment rental and self-storage were cited as growth contributors.
- Management is reducing fleet and U-Box investment as it pursues capital discipline.
- Freight costs remain a margin risk; load-sharing and pricing actions are described as responses.
- Same-store occupancy declined, and dealer expansion is behind schedule, leaving utilization and demand questions.
Management priorities
- Scale back U-Box real-estate spending as the warehouse network matures.
- Expand the independent dealer network to improve fleet absorption.
- Use load-sharing and pricing actions to address freight costs.
- Apply AI tools in operational processes and continue share repurchases.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$57.34Current
$80Low
$80Average
$80High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 6, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| CL King | Buy | Strong Buy | Downgrade | Aug 5, 2016 |
| Sidoti & Co. | Buy | Buy | Maintain | Apr 11, 2014 |
Named analyst price targets
Upside is calculated against the persisted current price $57.34. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Vertical Research | Jeffrey Kauffman | $80 | $53.25 | +39.5% | Nov 3, 2025 |
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Start freeCompany context
Snapshot as of publicationU-Haul Holding Company specializes in providing self-service moving and storage solutions for both residential and commercial clients across the United States and Canada. Its core business, the Moving and Storage segment, offers a comprehensive range of rental equipment, including trucks, trailers, and portable storage units. The company also rents specialty items and self-storage spaces, primarily catering to individuals relocating their households. Customers can also purchase essential moving supplies, towing accessories, and propane. U-Haul operates uhaul.com, an online platform that connects consumers with independent moving assistance and self-storage facility partners. This segment further provides vehicle transportation options, such as auto carriers and tow dollies, and sells specialized packing materials for delicate goods like electronics, alongside standard tapes, security locks, and general packing supplies.…
Industrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| PH Parker-Hannifin Corporation | FY2027 Q1 · Calendar Q4 2026 | +8.4% | -2.0% | Parker-Hannifin lifts FY2027 outlook as broad demand and backlog strengthen |
| ITT ITT Inc. | FY2026 Q3 · Calendar Q4 2026 | +8.7% | -2.5% | ITT Raises 2026 Outlook as Orders and Margins Strengthen |
| CMI Cummins Inc. | FY2026 Q3 · Calendar Q4 2026 | -6.0% | -4.9% | Data-center power demand supports Cummins, while outlook moderates |
| AXON Axon Enterprise, Inc. | FY2026 Q3 · Calendar Q4 2026 | -9.0% | -9.8% | Axon’s Q3 growth story meets investment, timing and margin questions |
| ROK Rockwell Automation, Inc. | FY2026 Q4 · Calendar Q4 2026 | +5.1% | -14.2% | Rockwell Automation Sets FY2027 Growth Outlook After Strong FY2026 |
Latest beats and misses
Who reports nextBeat on EPS
- MTDFY2026 Q3 · November 5, 2026+3.6% EPS+4.8% move
- IAGFY2026 Q3 · November 5, 2026+16.7% EPS+4.6% move
- GMABFY2026 Q3 · November 5, 2026+55.6% EPS-4.3% move
- STEFY2027 Q2 · November 4, 2026+9.7% EPS+2.5% move
- IRMFY2026 Q3 · November 5, 2026+4.6% EPS-11.1% move
- AFRMFY2027 Q1 · November 5, 2026+23.8% EPS+1.9% move
Missed on EPS
- VMRKFY2026 Q3 · November 4, 2026-425.6% EPS+2.4% move
- NTRAFY2026 Q3 · November 5, 2026-49.3% EPS-15.2% move
- TIGOFY2026 Q3 · November 5, 2026-40.8% EPS+2.6% move
- LAMRFY2026 Q3 · November 5, 2026-3.6% EPS-0.8% move
- CMIFY2026 Q3 · November 5, 2026-6.0% EPS-4.9% move
- FWONKFY2026 Q3 · November 5, 2026-3.7% EPS+7.7% move
Get the UHAL recap when the next report posts
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Sources
- Earnings call transcript and parsed analysis · 2026-11-05T17:12:12.225178+00:00
- FN2 earnings calendar · 2026-11-06T01:23:16.275024+00:00
- Polygon adjusted daily market bars · 2026-11-06T15:30:51.759027+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-06T15:30:51.756371+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-06. For educational purposes only; not investment advice.