UHALHIGH SIGNALFINANCIAL10-K

UHAL experienced a severe 42% decline in net income alongside a concerning deterioration in financial position with cash plummeting 36% while debt increased 15%.

The dramatic profit decline combined with weakening liquidity suggests significant operational headwinds or margin compression that investors should investigate immediately. The simultaneous increase in debt burden while cash reserves declined substantially raises questions about capital allocation and financial flexibility going forward.

Comparing 2025-05-29 vs 2024-05-30View on EDGAR →
FINANCIAL ANALYSIS

UHAL's financial performance deteriorated significantly with net income falling 42% to $367.1M and operating income declining 27% to $716.2M, indicating substantial margin pressure or revenue challenges. The balance sheet also weakened considerably as cash and equivalents dropped 36% to $988.8M while total debt increased 15% to $7.2B, creating a concerning combination of reduced liquidity and higher leverage. This financial profile suggests the company faces meaningful operational challenges and reduced financial flexibility that warrant close investor scrutiny.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
-41.6%
$628.7M$367.1M

Net income declined 41.6% — review whether driven by operations, interest costs, or non-recurring items.

Cash & Equivalents
Balance Sheet
-35.6%
$1.5B$988.8M

Cash declined 35.6% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Operating Income
P&L
-26.8%
$977.8M$716.2M

Operating profitability softening — costs rising faster than revenue, watch for margin recovery plan.

Total Debt
Balance Sheet
+14.7%
$6.3B$7.2B

Debt rose 14.7% — additional borrowing for investment or operations; monitor coverage ratios.

LANGUAGE CHANGES
NEW — 2025-05-29
PRIOR — 2024-05-30
ADDED
19,607,788 shares of Common Stock, $0.25 par value, were outstanding as of May 28, 2025.
176,470,092 shares of Series N Non-Voting Common Stock, $0.001 par value, were outstanding as of May 28, 2025.
service marks and use trade dress that contribute to the identity and recognition of our Company and its products and services.
In addition, our distinctive orange and white U-Haul trucks and trailers, and orange door self-storage units are material elements of our trade dress, and we believe that a loss of our ability to distinguish our brand and products in this way could have a material adverse effect on our business.
We rent our distinctive orange and white U-Haul trucks and trailers, and orange door self-storage units, through a network of nearly 2,400 Company-operated retail moving stores and over 21,600 independent U-Haul dealers.
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REMOVED
19,607,788 shares of Common Stock, $0.25 par value, were outstanding as of May 29, 2024.
176,470,092 shares of Series N Non-Voting Common Stock, $0.001 par value, were outstanding as of May 29, 2024.
We rent our distinctive orange and white U-Haul trucks and trailers, and orange door self-storage units, through a network of over 2,300 Company-operated retail moving stores and over 21,000 independent U-Haul dealers.
As of March 31, 2024, our rental fleet consisted of approximately 188,700 trucks, 139,400 trailers and 43,700 towing devices.
U-Haul rental trucks feature our proprietary Lowest Deck SM , which provides our customers with extra ease of loading.
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