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.
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.
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| URIUNITED RENTALS, INC. | FY2026 Q3 | $1.07B | +13.9% | $14.77 | +35.4% | — |
| 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 INC | FY2026 Q3 | $3.43B | +8.3% | $4.15 | +25.0% | — |
| GATXGATX CORP | FY2026 Q3 | $598M | +36.1% | $2.92 | +29.8% | — |
| HRIHERC HOLDINGS INC | FY2026 Q3 | $193M | -25.5% | $3.10 | +244.4% | — |
| CARAVIS BUDGET GROUP, INC. | FY2026 Q3 | $3.44B | -2.4% | $5.15 | -49.1% | — |
| WSCWillScot Holdings Corp | FY2026 Q3 | $601.34M | +6.1% | $0.28 | +16.7% | — |
| MGRCMCGRATH RENTCORP | FY2026 Q3 | $274.61M | +7.1% | $2.00 | +16.3% | — |
| CTOSCustom Truck One Source, Inc. | FY2026 Q3 | $349.5M | -2.9% | $0.01 | — | — |
| VSTSVestis Corp | FY2026 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 Q3 | $144.08M | -75.8% | $0.91 | +11.0% | — |
| LIMENeutron Holdings, Inc. | FY2026 Q2 | $71.03M | — | $4.73 | — | — |
| WLFCWILLIS LEASE FINANCE CORP | FY2026 Q3 | $246.32M | +34.3% | $0.47 | -85.5% | — |
| HTZHERTZ GLOBAL HOLDINGS, INC | FY2026 Q3 | $2.62B | +5.6% | $0.20 | -52.4% | — |
| 095570AJ Networks Co.,Ltd. | FY2026 Q2 | ₩327.85B | +25.0% | ₩632.00 | — | — |
| AIHSSenmiao Technology Ltd | FY2026 Q3 | $1.48M | -57.2% | $-1.85 | — | — |
| DWAYDriveitaway Holdings, Inc. | FY2026 Q2 | $377.52K | +79.2% | $0.00 | — | — |
| AITXArtificial Intelligence Technology Solutions Inc. | FY2027 Q2 | $1.99M | +5.1% | $-0.02 | — | — |
| ZCARZoomcar Holdings, Inc. | FY2027 Q1 | $2.35M | +1.7% | $-0.24 | — | — |
| TRTN-PETriton International Ltd | FY2023 Q2 | $26.43M | -45.1% | $2.34 | -19.3% | — |
| TRTN-PCTriton International Ltd | FY2023 Q2 | $26.43M | -45.1% | $2.34 | -19.3% | — |
| TRTN-PDTriton International Ltd | FY2023 Q2 | $26.43M | -45.1% | $2.34 | -19.3% | — |
| TRTN-PFTriton International Ltd | FY2023 Q2 | $26.43M | -45.1% | $2.34 | -19.3% | — |
| TRTN-PATriton International Ltd | FY2023 Q2 | $26.43M | -45.1% | $2.34 | -19.3% | — |
| TRTN-PBTriton International Ltd | FY2023 Q2 | $26.43M | -45.1% | $2.34 | -19.3% | — |
| TRTN-PGTriton International Ltd | FY2023 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).