U-Haul Beats Revenue Expectations in Q4 CY2024

Highlights:

* Revenue: $1.39 billion, exceeding analyst estimates of $1.35 billion (3.1% beat)
* EPS (GAAP): $0.30, below consensus of $0.48 (37.5% miss)
* Operating Margin: 10.9%, down from 14.9% in Q4 2023

Company Overview:

* U-Haul (NYSE:UHAL) provides rental trucks and storage facilities.
* The ground transportation industry benefits from e-commerce and global trade, but is susceptible to economic cycles.

Sales Growth:

* U-Haul has consistently increased sales over the last five years, with a 7.9% CAGR.
* In Q4 2024, revenue grew 3.7% year-over-year.

Operating Margin:

* Historically, U-Haul has maintained an operating margin of 21.3%.
* In Q4 2024, operating margin declined to 10.9%.

Earnings Per Share:

* U-Haul's EPS has grown at a 5.2% CAGR over the last five years.
* In Q4 2024, EPS of $0.30 missed analyst expectations of $0.48.

Q4 Performance:

* U-Haul reported mixed results, with revenue exceeding estimates but EPS falling short.
* Despite a softer quarter, the stock price rose 2.4% following the announcement.

Conclusion:

* U-Haul's Q4 performance provides insights into the company's business fundamentals.
* Investors should consider the long-term quality of the business before making a decision on whether to buy or sell.