U-Haul Holding Company Is An Excellent Play On A Break-Up
Seeking Alpha reports that U-Haul Holding Company remains a strong buy, arguing the market undervalues its dual rental and self-storage businesses. In Q1 2027, revenue grew 3.2% to $1.68B with both segments expanding despite housing market headwinds, as self-storage unit count rose from 813,000 to 867,000 and average revenue per occupied square foot increased 6.2%, offsetting occupancy declines.
Why it matters — UHAL watchers would care because the report highlights strength in both of the company's core rental and self-storage segments, with expanded storage capacity and higher revenue per square foot offsetting occupancy declines.