U-Haul

Q1 FY2027 EarningsQ1 FY27 results were mixed as revenue of $1,682.0M came in-line with expectations (+0.03% vs. consensus), but GAAP EPS of $0.58 (Voting) missed the $0.85 estimate significantly. Operating profit (EBIT) of $250.6M fell 4.11% short of consensus due to a $58.4M YoY increase in total costs, particularly in shipping, personnel, and self-insurance. Despite bottom-line pressure, self-storage revenue rose 6.8% YoY driven by occupancy gains and a 6.2% improvement in yield per foot.