UHALU-Haul Holding Co /NV/
Services-Auto Rental & Leasing (no Drivers)
- Revenue
- $761M
- 3.6% YoY
- Operating margin
- 56.8%
- 42% YoY
- EBITDA
- $1.6B
- 4.3% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 4.4×
- $7.0B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear22× net incomeCash flow under 80% of net income
- Dilutive SBCClear—Over 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $699M | $746M | $714M | $735M | $761M | 3.6% |
| Operating income | $1.6B | $1.4B | $978M | $716M | $433M | 40% |
| Net income | $1.1B | $924M | $629M | $367M | $83M | 77% |
| Operating cash flow | $1.9B | $1.7B | $1.5B | $1.5B | $1.8B | 23% |
| Capex | $2.1B | $2.7B | $3.0B | $3.5B | $3.2B | 8.6% |
| Dividends | $29M | $20M | $0 | — | — |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $5M · 5
- Net
- −$5M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $1.0B | $993M | — | 127190 |
| FY2025 | $1.0B | $1.0B | — | 100780 |
| FY2024 | $1.0B | $1.0B | — | 110800 |
| FY2023 | $1.0B | $1.0B | — | 98680 |
| FY2022 | $1.0B | $1.0B | — | 111290 |