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Industry top-down

Rental & Leasing Services

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

28 companiesMedian revenue YoY: -1.0%EPS beat rate: —

AI industry top-down

The rental and leasing services industry is showing a mixed performance overall. While some companies (AITX, DWAY) showed strong performance with triple-digit revenue growth, others (HRI, PRG) experienced significant revenue declines of over double digits. In terms of earnings per share (EPS), a number of companies, including AER, RYDER, and AJ Networks, posted robust double-digit growth. Notably, PRG recorded high EPS growth despite a significant drop in revenue, suggesting varying performance drivers across companies. While the industry's median revenue grew by approximately 6.5%, there is a wide disparity in performance among companies.

  • Diverse revenue growth rates: Some companies show high growth, while others show significant declines.
  • Robust EPS growth in some companies: A number of companies recorded robust EPS growth of double digits or more.
  • Presence of companies growing above the median: Many companies exist that exceed the industry median revenue growth rate.
Where companies diverge: Extreme disparity in revenue growth rates: some companies show triple-digit growth, while others experience significant declines, leading to polarized performance. · Decoupling of revenue and EPS growth rates: some companies show high EPS growth despite revenue declines.

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
URIUNITED RENTALS, INC.FY2026 Q1$929M+4.0%$8.43+6.6%—
SUNBSunbelt Rentals Holdings, Inc.FY2027 Q1$701M—$1.07——
AERAerCap Holdings N.V.FY2025 Q2$1.89B-3.6%$7.09+211.0%—
RRYDER SYSTEM INCFY2026 Q2$3.35B+5.0%$3.39+8.3%—
GATXGATX CORPFY2026 Q2$580.1M+34.8%$2.84+37.9%—
HRIHERC HOLDINGS INCFY2026 Q2$204M+6.3%$0.57——
CARAVIS BUDGET GROUP, INC.FY2026 Q1$2.53B+4.1%$-8.01——
WSCWillScot Holdings CorpFY2026 Q2$612.15M+3.9%$0.260.0%—
MGRCMCGRATH RENTCORPFY2026 Q2$221.11M-6.2%$1.37-6.2%—
CTOSCustom Truck One Source, Inc.FY2026 Q2$417.57M+6.5%$0.05——
LIMENeutron Holdings, Inc.FY2026 Q2$71.03M—$4.73——
VSTSVestis CorpFY2026 Q3$661.66M-1.8%$0.08——
089860LOTTE rental co., ltd.FY2026 Q2₩765.76B+2.3%₩542.00-34.9%—
PRGPROG Holdings, Inc.FY2026 Q2$147.59M-75.6%$0.91-4.2%—
WLFCWILLIS LEASE FINANCE CORPFY2026 Q2$194.02M-0.8%$1.31-84.5%—
HTZHERTZ GLOBAL HOLDINGS, INCFY2026 Q1$2B+10.5%$-1.06——
095570AJ Networks Co.,Ltd.FY2026 Q2₩327.85B+25.0%₩632.00——
AIHSSenmiao Technology LtdFY2026 Q3$1.48M-57.2%$-1.85——
DWAYDriveitaway Holdings, Inc.FY2026 Q2$377.52K+79.2%$0.00——
AITXArtificial Intelligence Technology Solutions Inc.FY2027 Q1$1.83M-1.3%$-0.02——
ZCARZoomcar Holdings, Inc.FY2027 Q1$2.35M+1.7%$-0.24——
TRTN-PDTriton International LtdFY2023 Q2$26.43M-45.1%$2.34-19.3%—
TRTN-PETriton International LtdFY2023 Q2$26.43M-45.1%$2.34-19.3%—
TRTN-PFTriton International LtdFY2023 Q2$26.43M-45.1%$2.34-19.3%—
TRTN-PCTriton International LtdFY2023 Q2$26.43M-45.1%$2.34-19.3%—
TRTN-PGTriton International LtdFY2023 Q2$26.43M-45.1%$2.34-19.3%—
TRTN-PATriton International LtdFY2023 Q2$26.43M-45.1%$2.34-19.3%—
TRTN-PBTriton International LtdFY2023 Q2$26.43M-45.1%$2.34-19.3%—

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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