NASDAQ$UHAL

U-Haul Holding Co · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

U-Haul's financial performance for Q4 2023 decreased compared to the same period last year, with net earnings available to shareholders at $37.7 million.

U-Haul Holding Company reported net earnings available to shareholders of $37.7 million for the quarter ended March 31, 2023, a decrease compared to net earnings of $86.7 million for the same period last year. The decrease is attributed to moving activity returning to historic trends and self-storage growth slowing down. Total revenues increased $4.4 million, while total costs and expenses increased $43.9 million.

  • Self-moving equipment rental revenues decreased by $42.5 million, or 6%, compared to Q4 2022.
  • Self-storage revenues increased by $28.4 million, or 17%, compared to Q4 2022.
  • The average number of occupied self-storage units increased by 11%, or 51,600 units.
  • Occupancy for all self-storage locations decreased 1.4% to 81.2%.

Headline financials

Total Revenue

$1.19B

Previous: $1.2B-0.8%
EPS (adj)

$0.16

Previous: $0.49-67.3%
Square footage

56.4M

Previous: 50.4M+11.9%
Average monthly units occupied

542.0K

Previous: 491.0K+10.4%
Average monthly occupancy rate

81.2%

Previous: 82.6%-1.7%
Average monthly square footage occupied

47.0M

Previous: 42.9M+9.6%
Net Income

$37.7M

No prior period
Operating Income

$110M

No prior period

Revenue & EPS history

U-Haul · Revenue · Quarterly

$1.19B

Q4 2023-0.8%vs Q4 2022
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

U-Haul · $1.19B total across 8 segments · Q4 2023

  • Self-moving equipment rentals
    $726M-5.5%
  • Self-storage
    $195M+17.0%
  • Other revenue
    $77.8M-5.2%
  • Self-moving & self-storage products
    $76.2M-3.5%
  • Net investment & interest income
    $60.3M+33.1%
  • Life insurance premiums
    $23.5M-10.9%
  • Property & casualty insurance premiums
    $20.7M-4.0%
  • Property management fees
    $8.58M+2.8%

Forward guidance

Capital expenditures for the rental fleet, depending upon manufacturer availability, are expected to increase in fiscal 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+0.6%

Avg return

Earnings day

-1.2%

Avg return

5 days after

-0.1%

Avg return

30 days after

49%

31 / 63 earnings

Positive

+15.9%

Q2 2012

Best reaction

-16.5%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026-14.7%-14.9%-15.6%
Q1 2026+2.1%+2.2%+4.9%
Q4 2025+1.9%+1.8%-2.2%
Q3 2025-0.7%+0.0%-1.8%
Q2 2025-2.1%-2.1%-4.6%
Q1 2025+3.8%+3.6%+7.3%
Q4 2024-2.8%+0.3%-3.6%
Q3 2024-6.3%-2.4%-0.8%
Q2 2024-1.0%-1.6%+11.1%
Q1 2024-1.9%+1.4%-0.1%
Q4 2023-16.5%-13.6%-12.9%
Q3 2023-7.7%-4.3%-12.4%
Q2 2023-1.6%-4.9%+21.7%
Q1 2023+3.4%+6.6%+0.4%
Q4 2022-3.6%-0.6%-4.6%
Q3 2022+0.1%-3.1%-2.1%
Q2 2022+0.3%+1.0%-6.4%
Q1 2022+6.4%+8.1%+11.0%
Q4 2021-0.7%+0.8%+0.3%
Q3 2021+3.9%+3.4%+25.0%
Q2 2021+11.5%+8.4%+20.9%
Q1 2021+5.7%+9.0%+12.2%
Q4 2020+4.2%+2.1%-6.8%
Q3 2020-6.8%-8.7%-13.1%
Q2 2020-7.0%-8.5%-14.9%
Q1 2020-0.3%-2.0%-0.9%
Q4 2019-2.8%-2.9%-2.8%
Q3 2019+5.1%+2.8%+1.1%
Q2 2019+3.0%+2.6%+2.7%
Q1 2019-4.4%-3.2%-5.5%
Q4 2018-8.6%-5.1%+0.8%
Q3 2018-0.0%+0.8%-2.9%
Q2 2018-2.3%-3.9%+0.3%
Q1 2018-7.3%-3.7%-1.3%
Q4 2017-8.8%-10.1%-12.1%
Q3 2017-0.1%+1.9%+1.2%
Q2 2017-2.6%+2.6%+14.5%
Q1 2017-7.8%-10.0%-10.8%
Q4 2016-0.6%-0.8%-3.1%
Q3 2016-5.4%
Q2 2016+0.3%
Q1 2016+2.4%
Q4 2015+3.0%
Q3 2015+6.6%
Q2 2015+1.9%
Q1 2015-3.1%
Q4 2014+3.5%
Q3 2014+9.8%
Q2 2014+8.0%
Q1 2014+7.8%
Q4 2013-0.1%
Q3 2013+1.2%
Q2 2013-0.1%
Q1 2013-1.0%
Q4 2012+2.5%
Q3 2012+13.1%
Q2 2012+15.9%
Q1 2012-9.3%
Q4 2011+5.6%
Q3 2010+10.6%
Q2 2010+9.4%
Q1 2010+13.7%
Q4 2010+6.6%

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