U-Haul Holding (UHAL) Return on Equity [ROE] (2011 - 2025)
U-Haul Holding (UHAL) posted Return on Equity [ROE] of 2.61% for fiscal Q3 2026 (quarter ended Dec 31, 2025), down 3.31 percentage points from 5.92% a year earlier and down 0.41 percentage points from the prior quarter.
U-Haul Holding (UHAL) Return on Equity [ROE] (2011 - 2025) Analysis & Trends
For FY2025 (ended Mar 31, 2025), U-Haul Holding's Return on Equity [ROE] came in at 5.00%, down 4.19 percentage points from FY2024.
- Annual Return on Equity [ROE] has declined for three consecutive fiscal years, with a five-year change of -5.35 percentage points (FY2020 to FY2025).
- In prior fiscal years, U-Haul Holding's Return on Equity [ROE] was 9.19% in FY2024 (-5.72 pp), 14.91% in FY2023 (-5.88 pp), 20.79% in FY2022 (+8.28 pp) and 12.51% in FY2021 (+2.16 pp).
- The fiscal Q3 2026 figure stands as the lowest quarterly Return on Equity [ROE] in data going back to fiscal Q1 2012.
- On a year-over-year basis, Return on Equity [ROE] has declined in each of the last 14 quarters, with an average year-over-year change of -4.11 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Equity [ROE] in the past five years was fiscal Q1 2022, with a gain of 8.58 percentage points; the weakest was fiscal Q1 2024, with a drop of 5.96 percentage points.
- According to Business Quant data, Return on Equity [ROE] for the three prior fiscal quarters was 3.02% (Q2 2026), 4.14% (Q1 2026) and 4.85% (Q4 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Marriott International | 101.75 Bn | 99.80 Bn | 1.55 Bn | - |
| 2 | Hilton Worldwide Holdings | 77.70 Bn | 74.15 Bn | 3.08 Bn | - |
| 3 | Royal Caribbean Cruises | 75.15 Bn | 72.50 Bn | 2.29 Bn | 43.21% |
| 4 | Viking Holdings | 37.26 Bn | 22.38 Bn | 996.62 Mn | 99.13% |
| 5 | Carnival | 36.04 Bn | 29.23 Bn | - | 23.08% |
| 6 | Trip.com | 26.26 Bn | -18.74 Bn | 1.84 Bn | 14.28% |
| 7 | Intercontinental Hotels | 25.68 Bn | 21.65 Bn | - | - |
| 8 | Hyatt Hotels | 15.92 Bn | 13.08 Bn | 388.00 Mn | 2.26% |
| 9 | H World | 14.08 Bn | 5.49 Bn | 453.94 Mn | 39.28% |
| 10 | U-Haul Holding | 1.12 Bn | -3.19 Bn | - | - |
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2025 | 2.61% |
| Sep 30, 2025 | 3.02% |
| Jun 30, 2025 | 4.14% |
| Mar 31, 2025 | 4.85% |
| Dec 31, 2024 | 5.92% |
| Sep 30, 2024 | 6.46% |
| Jun 30, 2024 | 7.81% |
| Mar 31, 2024 | 8.82% |
| Dec 31, 2023 | 9.45% |
| Sep 30, 2023 | 11.10% |
| Jun 30, 2023 | 12.69% |
| Mar 31, 2023 | 14.27% |
| Dec 31, 2022 | 15.26% |
| Sep 30, 2022 | 17.04% |
| Jun 30, 2022 | 18.65% |
| Mar 31, 2022 | 19.20% |
| Dec 31, 2021 | 19.53% |
| Sep 30, 2021 | 18.97% |
| Jun 30, 2021 | 17.31% |
| Mar 31, 2021 | 12.63% |
U-Haul Holding Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=UHAL&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "ticker": "UHAL", "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-equity-%5Broe%5D&ticker=UHAL&period=max&api_key=YOUR_API_KEY");
const data = await res.json();