Q4 2025 U-Haul Holding Co Earnings Call Transcript
Key Points
- U-Haul Holding Co (UHAL) reported a 4% increase in equipment rental revenue for the fourth quarter, with a $29 million rise.
- The Moving and Storage segment's EBITDA increased by $5.6 million for the quarter, reaching $217.3 million.
- Self-storage revenues grew by 8% for the quarter, with a 12-month increase of just under $67 million.
- U-Box revenue saw significant growth, with moving transactions and related storage transactions both increasing by over 20%.
- The company added 82 new storage locations, totaling 6.5 million new net rentable square feet across 71,000 new rooms during fiscal year 2025.
- U-Haul Holding Co (UHAL) reported a fourth-quarter loss of $82.3 million, a significant increase from the $863,000 loss in the same quarter last year.
- Full-year fiscal 2025 earnings were $367.1 million, down from $628.7 million in fiscal 2024.
- The company experienced a decline in interest income at the Moving and Storage segment due to reduced short-term cash balances.
- Proceeds from the sales of retired rental equipment declined by $76 million, attributed to fewer pickups and cargo vans sold.
- Average occupancy ratio across all owned locations declined by about 2.5% to just over 77% during the fourth quarter.
Good morning, ladies and gentlemen, and welcome to the U-Haul Holding Company's fourth quarter fiscal year end 2025 investor conference call. (Operator Instructions) This call is being recorded on Thursday, May 29, 2025.
I would now like to turn the conference over to Sebastien Reyes. Please go ahead.
Good morning, and thank you for joining us today. Welcome to the U-Haul Holding Company fourth quarter fiscal year-end 2025 investor call. Before we begin, I'd like to remind everyone that certain of the statements during this call, including, without limitation, statements regarding revenue, expenses, income and general growth of our business, may constitute forward-looking statements within the meaning of the safe harbor provisions of Section 27A of the Securities Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934 as amended.
Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified.
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
