Research Feed
U-Haul Q3 Loss: Cyclical Trough or Structural Decline?
UHAL reported a $37M Q3 loss (vs. +$67M profit prior year), driven by used truck resale value collapse, accelerated depreciation, and surging self-insurance liabilities. This is a doorway state: Either a cyclical bottom with normalization ahead (60%) or structural margin compression persisting (40%)