U-Haul Holding (UHAL) Return on Equity [ROE] (2011 - 2026)
U-Haul Holding (UHAL) posted Return on Equity [ROE] of 1.80% for fiscal Q1 2027 (quarter ended Jun 30, 2026), down 2.34 percentage points from 4.14% a year earlier and down 0.24 percentage points from the prior quarter.
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Analysis
U-Haul Holding (UHAL) Return on Equity [ROE] (2011 - 2026) Analysis & Trends
For FY2026 (ended Mar 31, 2026), U-Haul Holding's Return on Equity [ROE] came in at 1.10%, down 3.90 percentage points from FY2025.
- Annual Return on Equity [ROE] has declined for four consecutive fiscal years, with a five-year change of -11.41 percentage points (FY2021 to FY2026).
- In prior fiscal years, U-Haul Holding's Return on Equity [ROE] was 5.00% in FY2025 (-4.19 pp), 9.19% in FY2024 (-5.72 pp), 14.91% in FY2023 (-5.88 pp) and 20.79% in FY2022 (+8.28 pp).
- The fiscal Q1 2027 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 16 quarters, with an average year-over-year change of -3.46 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 Q2 2022, with a gain of 7.52 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 2.05% (Q4 2026), 2.61% (Q3 2026) and 3.02% (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Marriott International | 108.57 Bn | 106.84 Bn | 1.54 Bn | - |
| 2 | Royal Caribbean Cruises | 87.25 Bn | 84.19 Bn | 2.88 Bn | 40.97% |
| 3 | Hilton Worldwide Holdings | 83.02 Bn | 79.75 Bn | 3.05 Bn | - |
| 4 | Carnival | 40.37 Bn | 33.56 Bn | - | 23.08% |
| 5 | Viking Holdings | 38.85 Bn | 23.97 Bn | 996.62 Mn | 99.13% |
| 6 | Trip.com | 29.18 Bn | -15.85 Bn | 1.84 Bn | 14.28% |
| 7 | Intercontinental Hotels | 27.60 Bn | 23.56 Bn | - | - |
| 8 | Hyatt Hotels | 17.33 Bn | 14.74 Bn | 384.00 Mn | 5.39% |
| 9 | H World | 15.68 Bn | 7.08 Bn | 456.00 Mn | 39.28% |
| 10 | U-Haul Holding | 11.03 Bn | 6.68 Bn | 1.75 Bn | 2.20% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 2.20% |
| Jun 30, 2026 | 1.80% |
| Mar 31, 2026 | 2.05% |
| 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% |
API Access
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_KEYimport 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();