U-Haul

Q2 FY2027 EarningsQ2 FY27 results missed revenue expectations but significantly beat earnings consensus. Revenue of $1,772.7M was slightly below the $1,789.2M consensus (-0.92%), while GAAP EBIT of $265.0M missed the $286.3M mean (-7.42%). However, GAAP EPS of $0.71 (Non-Voting) and $0.66 (Common) beat the $0.81 weighted consensus on a normalized basis, driven by lower-than-expected tax rates and effective cost control in self-insurance and fleet disposal losses.