On January 8, 2026, U-Haul Holding Company’s senior management will address analysts and institutional investors at the KeyBanc Capital Markets Self-Storage Investor Forum in New York City. During a 30-minute presentation, U-Haul executives are expected to review recent operational milestones, outline capital allocation priorities for Amerco Real Estate Company and discuss trends in the North American self-storage market. The forum brings together more than 150 self-storage operators and investors, offering U-Haul a platform to highlight its position as the third-largest self-storage operator in North America.

Since its founding in 1945, U-Haul has expanded to over 25,000 rental locations across all 50 U.S. states and 10 Canadian provinces. The company’s fleet comprises approximately 203,000 trucks, 137,400 trailers and 41,700 towing devices, while its Truck Share 24/7 service enables round-the-clock access to vehicles via smartphone dispatch and patented Live Verify technology. On the self-storage side, U-Haul operates or manages 1,111,000 rentable units totaling 96.5 million square feet, securing its status as a market leader and generating over 60% of rental revenue from ancillary services such as packing supplies, hitch installation and propane sales.

U-Haul Holding Company is the parent of U-Haul International, Inc., Oxford Life Insurance Company and Repwest Insurance Company, in addition to Amerco Real Estate Company. This structure provides diversified revenue streams: moving equipment rentals account for roughly 55% of consolidated revenue, self-storage for 25%, insurance products for 10% and real estate development for the remainder. As of December 31, 2025, U-Haul reported consolidated net debt of $2.3 billion and maintained a leverage ratio below 3.5x EBITDA, reflecting disciplined capital management ahead of planned real estate acquisitions in key growth metros.

Investors will be watching for management commentary on the pace of new facility openings—U-Haul expects to bring online 1.2 million additional square feet of storage space in 2026—and utilization trends in gateway markets such as Dallas–Fort Worth and Phoenix. With record one-way rental volumes in Q4 2025 and insurance loss ratios below industry benchmarks, U-Haul aims to sustain double-digit revenue growth in self-storage and steady margin expansion in its insurance segment. The upcoming forum presentation should clarify how U-Haul plans to deploy free cash flow toward property acquisitions, fleet modernization and potential share repurchase programs.