Key Takeaways Exposure to changes in construction demand, economic cycles, and evolving ESG requirements could pressure margins, asset values, and long-term revenue stability. Heavy reliance on North America, high capital needs, and execution risks around expansion may increase earnings volatility and impact profitability.Read more
Key Takeaways Strong U.S. infrastructure demand, customer rental preference, and strategic investments are driving higher utilization, operational efficiency, and resilient revenue growth. Diversification across specialty markets and disciplined capital allocation support earnings stability, market share gains, and reduced exposure to construction sector cycles.Read more
Key Takeaways Strong project pipeline, tech-driven efficiencies, and infrastructure supercycle position Ashtead for sustained market share gains and superior revenue growth. Advanced fleets and disciplined M&A support premium pricing, high utilization, and substantial earnings upside compared to peers.Read more
Ashtead Group plc, together with its subsidiaries, engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. It provides pumps, power generation, heating, cooling, scaffolding, traffic management, temporary flooring, structures and fencing, trench shoring, and lifting solutions. The company offers its products and services for airports, highways and bridges, office buildings, data centres, schools and universities, shopping centres, residential, remodeling, manufacturing plants, and green energy applications in the construction markets; maintenance, repair, and operations of office and apartment complexes, data and shopping centers, and golf courses, as well as industrial, entertainment and conference venues; entertainment and special events, such as national and sporting events, concerts, film and television production, theme parks, festivals, farmers’ markets, local 5k runs, and cycle races; emergency response and restoration applications comprising fire, hurricanes, flooding, tornadoes, winter storms, residential emergencies, health emergencies, alternative care facilities, points of distribution, and healthcare testing facilities; and state and local government facilities, including government, hospitals, parks and recreation departments, and schools and universities, as well as for pavement/kerb repairs. The company was founded in 1947 and is headquartered in London, the United Kingdom.
