U-Haul Holding (UHAL-B) Return on Invested Capital [ROIC] (2011 - 2026)
U-Haul Holding (UHAL-B) reported Return on Invested Capital [ROIC] of 1.94% for fiscal Q1 2027 (quarter ended Jun 30, 2026), down 1.54 percentage points from 3.48% a year earlier and down 0.06 percentage points from the prior quarter.
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U-Haul Holding (UHAL-B) Return on Invested Capital [ROIC] (2011 - 2026) Analysis & Trends
For FY2026 (ended Mar 31, 2026), U-Haul Holding posted Return on Invested Capital [ROIC] of 2.10%, down 1.81 percentage points from FY2025.
- Return on Invested Capital [ROIC] has declined for four consecutive fiscal years, with a five-year change of -5.61 percentage points (FY2021 to FY2026).
- By fiscal year, Return on Invested Capital [ROIC] came in at 3.91% in FY2025 (-1.70 pp), 5.62% in FY2024 (-3.32 pp), 8.93% in FY2023 (-2.70 pp) and 11.64% in FY2022 (+3.93 pp).
- The fiscal Q1 2027 figure ranks as the lowest quarterly Return on Invested Capital [ROIC] in data going back to fiscal Q1 2012.
- Year over year, Return on Invested Capital [ROIC] has now declined in each of the last 16 quarters, with an average year-over-year change of -1.82 percentage points over the last eight quarters.
- The high point for year-over-year Return on Invested Capital [ROIC] in five years was fiscal Q2 2022 (a gain of 4.15 percentage points); the low point was fiscal Q4 2024 (a drop of 3.25 percentage points).
- Per Business Quant data, the three fiscal quarters before Q1 2027 came in at 2.00% (Q4 2026), 2.33% (Q3 2026) and 3.01% (Q2 2026).
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Historic Data
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Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 2.20% |
| Jun 30, 2026 | 1.94% |
| Mar 31, 2026 | 2.00% |
| Dec 31, 2025 | 2.33% |
| Sep 30, 2025 | 3.01% |
| Jun 30, 2025 | 3.48% |
| Mar 31, 2025 | 3.77% |
| Dec 31, 2024 | 3.69% |
| Sep 30, 2024 | 4.07% |
| Jun 30, 2024 | 4.89% |
| Mar 31, 2024 | 5.43% |
| Dec 31, 2023 | 6.36% |
| Sep 30, 2023 | 7.18% |
| Jun 30, 2023 | 7.96% |
| Mar 31, 2023 | 8.67% |
| Dec 31, 2022 | 9.00% |
| Sep 30, 2022 | 9.69% |
| Jun 30, 2022 | 10.35% |
| Mar 31, 2022 | 10.84% |
| Dec 31, 2021 | 11.19% |
API Access
U-Haul Holding Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=UHAL-B&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "UHAL-B", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=UHAL-B&period=max&api_key=YOUR_API_KEY");
const data = await res.json();