U-Haul Holding Co (NYSE: UHAL) is a moving and storage company that rents trucks, trailers, and portable storage units to do-it-yourself movers across the United States and Canada. Revenue comes primarily from transactional equipment rentals, self-storage unit rentals, and ancillary product sales, supplemented by two insurance segments covering property and casualty and life insurance. Self-moving equipment rental generated $3.62B in revenue and self-storage contributed $831M in FY2025 (fiscal year ended March 31, 2025), with total consolidated revenues of $5.63B. The Moving and Storage segment accounted for $5.29B of that total, with Property and Casualty Insurance adding $123M and Life Insurance $219M. Edward J. Shoen serves as President and Chairman. The business is seasonal, with the first and second fiscal quarters historically strongest due to spring and summer moving activity. U-Haul operates an independent dealer network and runs uhaul.com alongside a U-Haul app as its primary reservation and transaction platform.

Revenue model

Transactional rental fees for trucks, trailers, towing equipment, and U-Box portable storage units; recurring self-storage unit rental fees; product and accessory sales (boxes, packing supplies, dollies); property management fees; property and casualty insurance premiums; life insurance premiums; and net investment income from insurance subsidiaries.

Products and services

Truck rentals, trailer rentals, towing equipment (auto transport, toy hauler, tow dolly), U-Box portable moving and storage units, self-storage facilities, moving accessories (utility dollies, furniture dollies, appliance dollies), moving supplies (boxes, packing materials), protection packages (Safemove, Safemove Plus, Safetow, Safestor, Safehaul, Safetrip), Moving Help marketplace connecting customers with independent service providers, U-Haul Storage Affiliates reservation network, property and casualty insurance, life insurance.

Customers and end markets

Do-it-yourself residential movers, self-storage customers, U-Box portable storage users, independent service providers participating in the Moving Help program, independent storage businesses in the U-Haul Storage Affiliates program.

Value-chain role

Direct-to-consumer equipment rental operator and storage provider; operates company-owned locations and an independent dealer network; provides insurance underwriting and claims handling through regional offices via its Property and Casualty Insurance segment.

Geographic exposure

United States and Canada. Operations subject to U.S. Department of Transportation regulations and various federal, state, provincial, and local regulations in both countries.

Source: SEC 10-K, filed 2025-05-29

Industry: Services-Auto Rental & Leasing (No Drivers) Peers: Avis Budget Group Inc XPO Inc Hertz Global Holdings Inc J B Hunt Transport Services Inc Knight-Swift Transportation Holdings Inc Landstar System Inc Old Dominion Freight Line Inc Saia Inc Uber Technologies Inc