U-Haul Holding Company · UHAL · Next earnings

U-Haul Holding Company reports Wednesday, Feb 3, 2027

UHAL reports after market close with consensus EPS at $0.08 and revenue at $1.49B. Last quarter: U-Haul Q2: Rental and storage growth, with execution risks

Reports After market close89 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $0.08 Calendar consensus
Consensus revenue $1.49B Calendar consensus
Report date Feb 3, 2027 Wednesday, date estimated
Session After market close 89 days away

Where UHAL left off: FY2027 Q2

Full report

U-Haul Q2: Rental and storage growth, with execution risks

EPS surprise -15.4% Reported $0.66 vs $0.78
Revenue surprise -0.9% Reported $1.77B vs $1.79B
Stock move -3.2% Event window
Subsequent drift -1.4% Up to 20 sessions

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.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Rising freight and shipping costs could pressure margins.
  • Lower same-store occupancy may indicate softer storage demand.
  • Delayed dealer expansion could constrain fleet utilization.
  • The supplied analysis identifies no clear structural demand catalyst.

Questions analysts left open

  • Relative growth of U-Box versus traditional self-storage.
  • Future capital allocation to U-Box warehouse construction.
  • Freight-cost trajectory and operating leverage in self-moving rentals.

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Recent UHAL quarters

All UHAL earnings

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.