Expectations trend
FY2028 · fiscal year ending 2028-03-31 · fmp
U-Haul Holding Co (UHAL)
NYSEIndustrialsRental & Leasing ServicesSnapshot 2026-11-05
$58.88-3.16%
Close 2026-11-05 · 1-day change
NYSEIndustrialsRental & Leasing ServicesSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
2.14 → 2.14 EPS · FY ending Mar 31, 2028 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for UHAL yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Sustain positive cash flow from operations | The company has a robust cash flow track record despite recent earnings misses. | Intact | operating cash flow falls below $200M in any quarter | Cash from operations: $630.277M FY2027-Q1; GAAP. Published target: operating cash flow >= $200M per quarter. Target period is not explicitly aligned with this observation. Aug 5, 2026630,277,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-03-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This investment represents a turnaround play, as UHAL seeks to restore profitability and improve its operating income. The current thesis state is cautious due to recent earnings misses and mixed management execution.
The market appears to have priced in a premium compared to peers, reflecting a durable premium despite recent performance issues. There is an expectations gap, indicating that the market may not fully account for the challenges UHAL faces.
Fundamentals may remain under pressure in the near term, especially given the elevated risk of another earnings miss. While cash flow from operations is strong, the trajectory for profitability restoration is declining.
The thesis hinges on UHAL's ability to navigate sector dynamics, particularly how other industry leaders perform. If competitors continue to beat earnings, it could provide a favorable backdrop for UHAL; however, any negative guidance from these peers could lead to further challenges.
Overall, UHAL's performance will depend on its management's execution and the broader industrial sector's health. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 1 of 3 supplied quarters. Management reported: “We continue to reinvest, but at an appropriately slower pace.”” Operating cash flow was $630.277 million in 2027-Q1.
Return to positive net income and operating income | U-Haul aims to restore profitability after a net loss of $201.7M in 2026-Q4. | Improving | net income or operating income remain negative through FY27 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Halt revenue decline and achieve growth | A primary condition in U-Haul Holding Co's published investment case. The stated target is revenue growth >= 4% YoY. | Under Pressure | revenue growth falls below 4% YoY in FY27 | Revenue growth: 0% FY2027-Q2; GAAP. Published target: revenue growth >= 4% YoY. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 20260 percent · calculatedLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$2.14 → $2.14 · observed estimates
$6.64B → $6.63B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $2.14 | $6,639,500,000 | 1 / 1 |
| 2026-07-25 | $2.12 | $6,639,807,000 | 1 / 2 |
| 2026-07-26 | $2.12 | $6,639,807,000 | 1 / 2 |
| 2026-07-27 | $2.14 | $6,639,500,000 | 1 / 1 |
| 2026-07-28 | $2.14 | $6,639,500,000 | 1 / 1 |
| 2026-07-29 | $2.14 | $6,639,500,000 | 1 / 1 |
| 2026-07-30 | $2.12 | $6,639,807,000 | 1 / 2 |
| 2026-07-31 | $2.14 | $6,639,500,000 | 1 / 1 |
| 2026-08-01 | $2.14 | $6,639,500,000 | 1 / 1 |
| 2026-08-02 | $2.14 | $6,639,500,000 | 1 / 2 |
| 2026-08-03 | $2.12 | $6,639,807,000 | 1 / 2 |
| 2026-08-04 | $2.12 | $6,639,807,000 | 1 / 2 |
| 2026-08-05 | $2.14 | $6,639,500,000 | 1 / 2 |
| 2026-08-06 | $2.12 | $6,639,807,000 | 1 / 2 |
| 2026-08-08 | $2.14 | $6,639,550,000 | 1 / 2 |
| 2026-08-09 | $2.12 | $6,639,807,000 | 1 / 2 |
| 2026-08-10 | $2.14 | $6,639,550,000 | 1 / 2 |
| 2026-08-12 | $2.14 | $6,639,550,000 | 1 / 2 |
| 2026-08-13 | $2.08 | $6,630,458,500 | 1 / 2 |
| 2026-08-14 | $2.14 | $6,639,550,000 | 1 / 2 |
| 2026-08-15 | $2.14 | $6,639,550,000 | 1 / 2 |
| 2026-08-16 | $2.14 | $6,639,550,000 | 1 / 2 |
| 2026-08-17 | $2.14 | $6,639,550,000 | 1 / 2 |
| 2026-08-18 | $2.14 | $6,639,550,000 | 1 / 2 |
| 2026-08-19 | $2.14 | $6,639,550,000 | 1 / 2 |
| 2026-08-20 | $2.14 | $6,630,458,500 | 1 / 2 |
| 2026-08-21 | $2.14 | $6,630,458,500 | 1 / 2 |
| 2026-08-22 | $2.14 | $6,630,458,500 | 1 / 2 |
| 2026-08-23 | $2.14 | $6,630,458,500 | 1 / 2 |
| 2026-08-24 | $2.14 | $6,630,458,500 | 1 / 2 |
| 2026-08-25 | $2.14 | $6,630,458,500 | 1 / 2 |
| 2026-08-26 | $2.14 | $6,630,458,500 | 1 / 2 |
| 2026-08-27 | $2.14 | $6,630,458,500 | 1 / 2 |
| 2026-08-28 | $2.14 | $6,630,458,500 | 1 / 2 |
| 2026-08-29 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-08-30 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-08-31 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-01 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-02 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-03 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-04 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-05 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-06 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-07 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-08 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-09 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-10 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-11 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-12 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-13 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-14 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-15 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-16 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-17 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-18 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-19 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-20 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-21 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-22 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-23 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-24 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-25 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-26 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-27 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-28 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-29 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-09-30 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-01 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-02 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-03 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-04 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-05 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-06 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-07 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-08 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-09 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-10 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-11 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-12 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-13 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-14 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-15 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-16 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-17 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-18 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-19 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-20 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-21 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-22 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-23 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-24 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-25 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-26 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-27 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-28 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-29 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-30 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-10-31 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-11-01 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-11-02 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-11-03 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-11-04 | $2.14 | $6,630,308,500 | 1 / 2 |
| 2026-11-05 | $2.14 | $6,630,308,500 | 1 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.