U-Haul Holding Company (NYSE: UHAL) Q4 2025 Earnings Call | 5/29/2025

23 days ago

46:34

Inside Ticker

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U-Haul Holding Company reported a Q4 fiscal 2025 loss of $82.3 million, compared to a $0.9 million loss in Q4 2024, with full-year earnings dropping to $367.1 million from $628.7 million. Q4 EPS was a $0.41 loss per non-voting share, driven by higher fleet depreciation ($0.16), reduced gains on equipment sales ($0.12), and lower interest income ($0.10). Equipment rental revenue rose 4% ($29 million) in Q4 and 2.8% ($100 million) for the year, boosted by increased one-way and in-town transactions. Self-storage revenue grew 8% ($18 million) in Q4 and $67 million annually, with occupancy up by 39,000 units and average revenue per occupied foot up 1.6%. U-Box revenue increased $14 million, with moving transactions growing faster than storage. Capital expenditures for new rental equipment rose to $1.86 billion, while real estate investments for storage and U-Box warehouses reached $1.51 billion, adding 6.5 million net rentable square feet. EBITDA for moving and storage rose $5.6 million in Q4 to $217.3 million and $52 million annually to $1.62 billion. Operating expenses increased $53.6 million, though fleet repair costs dropped $6.7 million. The company is optimistic about consumer demand and sees improving OEM pricing and supply, but faces challenges from tariffs and past high-cost fleet acquisitions. U-Haul aims to leverage its storage and U-Box growth while maintaining liquidity amidst market uncertainties.

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U-Haul Holding Company (NYSE: UHAL) reported Q4 2025 results on May 29, 2025, showing continued revenue growth but a significantly wider net loss. Total revenue for the quarter rose to $1.23 billion, exceeding expectations and marking a 4% increase in equipment rental revenue, driven by improvements in both one-way and in-town transactions, as well as higher revenue per transaction. The company’s self-storage segment also posted strong results, with revenue up $18 million (8%) and average revenue per occupied foot increasing by 1.6%. Despite these gains, U-Haul posted a net loss of $82.3 million for the quarter, compared to a loss of just $863,000 a year earlier. Loss per share was $0.41, missing analyst forecasts, primarily due to increased fleet depreciation, reduced gains on the sale of retired rental equipment, and lower interest income. Operating expenses rose, especially liability and personnel costs, while capital expenditures for new rental equipment jumped to $1.86 billion for the year as the company continued to invest in expanding its fleet and self-storage footprint. Management highlighted ongoing growth in the U-Box moving and storage program, with transactions up over 20% and expanded warehouse capacity. Looking ahead, U-Haul plans further capital investment to meet rising demand, but acknowledged the need to manage costs and improve profitability amid a challenging operating environment. About Inside Ticker: For more expert analysis and real-time updates on U-Haul Holding Company (NYSE: UHAL) and other market movers, follow Inside Ticker and visit InsideTicker.com for in-depth reports, financial insights, and the latest news on leading companies. #UHaul #UHAL #EarningsCall #Q42025 #MovingAndStorage #SelfStorage #FleetManagement #StockMarket #Investing #InsideTicker

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