Ashtead Group Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Brendan Horgan

Chief executive officer

US$7.3m

Total compensation

CEO salary percentage	15.5%
CEO tenure	5.5yrs
CEO ownership	0.09%
Management average tenure	no data
Board average tenure	6.3yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Brendan Horgan's remuneration changed compared to Ashtead Group's earnings?
Date	Total Compensation	Salary	Company Earnings
Jul 31 2024	n/a	n/a	US$2b
Apr 30 2024	US$7m	US$1m	US$2b
Jan 31 2024	n/a	n/a	US$2b
Oct 31 2023	n/a	n/a	US$2b
Jul 31 2023	n/a	n/a	US$2b
Apr 30 2023	US$9m	US$1m	US$2b
Jan 31 2023	n/a	n/a	US$2b
Oct 31 2022	n/a	n/a	US$1b
Jul 31 2022	n/a	n/a	US$1b
Apr 30 2022	US$6m	US$1m	US$1b
Jan 31 2022	n/a	n/a	US$1b
Oct 31 2021	n/a	n/a	US$1b
Jul 31 2021	n/a	n/a	US$1b
Apr 30 2021	US$7m	US$1m	US$920m
Jan 31 2021	n/a	n/a	US$801m
Oct 31 2020	n/a	n/a	US$796m
Jul 31 2020	n/a	n/a	US$851m
Apr 30 2020	US$4m	US$1m	US$932m
Jan 31 2020	n/a	n/a	US$1b
Oct 31 2019	n/a	n/a	US$1b
Jul 31 2019	n/a	n/a	US$991m
Apr 30 2019	US$6m	US$1m	US$1b
Jan 31 2019	n/a	n/a	US$973m
Oct 31 2018	n/a	n/a	US$1b
Jul 31 2018	n/a	n/a	US$1b
Apr 30 2018	US$4m	US$812k	US$1b

Compensation vs Market: Brendan's total compensation ($USD7.26M) is above average for companies of similar size in the German market ($USD4.78M).

Compensation vs Earnings: Brendan's compensation has been consistent with company performance over the past year.

CEO

Brendan Horgan (51 yo)

5.5yrs

Tenure

US$7,260,000

Compensation

Mr. Brendan Horgan has been Chief Executive Officer of Ashtead Group plc since May 1, 2019. Mr. Horgan served as the Group Chief Operating Officer of Ashtead Group plc since January 1, 2018 until May 1, 20...

Board Members

Name	Position	Tenure	Compensation	Ownership
Brendan Horgan	CEO & Executive Director	13.8yrs	US$7.26m	0.091% € 30.1m
Michael Pratt	CFO & Director	6.6yrs	US$4.16m	0.080% € 26.8m
Paul Walker	Independent Non-Executive Chairman	6.3yrs	US$577.33k	0.0032% € 1.1m
Tanya Fratto	Independent Non-Executive Director	8.3yrs	US$128.71k	0.00023% € 76.5k
Angus Cockburn	Senior Independent Non-Executive Director	6.1yrs	US$156.21k	0.00023% € 76.5k
Roy Twite	Independent Non-Executive Director	less than a year	no data	0.00036% € 119.8k
Lucinda Riches	Independent Non-Executive Director	8.4yrs	US$124.96k	0% € 0
Renata Ribeiro	Independent Non-Executive Director	2.8yrs	US$111.22k	0.000070% € 23.3k
Jill Easterbrook	Independent Non-Executive director	4.8yrs	US$104.97k	no data

6.3yrs

Average Tenure

60yo

Average Age

Experienced Board: 0LC's board of directors are considered experienced (6.3 years average tenure).

Ashtead Group Management

Management criteria checks 2/4

Key information

Recent management updates

Ashtead Group plc Announces Chief Financial Officer Changes

Ashtead Group plc, Annual General Meeting, Sep 04, 2024

Ashtead Group plc Announces the Appointment of Roy Twite as Non-Executive Director and Member of the Audit, Nominations, and Remuneration Committees, Effective June 10, 2024

CEO & Executive Director recently sold €9.0m worth of stock

Ashtead Group plc, Annual General Meeting, Sep 06, 2023

Insufficient new directors

Recent updates

Now 25% overvalued after recent price rise

Ashtead Group plc Approves Final Dividend for the Year Ended 30 April 2024, Payable on 10 September 2024

First quarter 2025 earnings released: EPS: US$0.92 (vs US$1.02 in 1Q 2024)

Ashtead Group plc Announces Chief Financial Officer Changes

Upcoming dividend of US$0.89 per share

Ashtead Group plc to Report Q1, 2025 Results on Sep 03, 2024

Final dividend of US$0.89 announced

Ashtead Group plc Recommends Final Dividend, Payable on 10 September 2024

Ashtead Group plc to Report Q1, 2025 Results on Sep 03, 2024

Full year 2024 earnings released: EPS: US$3.66 (vs US$3.68 in FY 2023)

Ashtead Group plc to Report Q3, 2025 Results on Mar 04, 2025

Ashtead Group plc, Annual General Meeting, Sep 04, 2024

Ashtead Group plc to Report Q4, 2024 Results on Jun 18, 2024

Third quarter 2024 earnings released: EPS: US$0.76 (vs US$0.87 in 3Q 2023)

Ashtead Group plc Announces the Appointment of Roy Twite as Non-Executive Director and Member of the Audit, Nominations, and Remuneration Committees, Effective June 10, 2024

Ashtead Group plc Announces Interim Dividend, Payable on 8 February 2024

Second quarter 2024 earnings released: EPS: US$1.13 (vs US$1.13 in 2Q 2023)

Ashtead Group plc Revises Earnings Guidance for the Year 2023

CEO & Executive Director recently sold €9.0m worth of stock

Ashtead Group plc Approves Final Dividend for the Year Ended 30 April 2023, Payable on 12 September 2023

First quarter 2024 earnings released: EPS: US$1.02 (vs US$0.90 in 1Q 2023)

Upcoming dividend of US$0.85 per share at 1.4% yield

Ashtead Group plc announced a financing transaction

Full year 2023 earnings released: EPS: US$3.68 (vs US$2.81 in FY 2022)

Full year 2023 earnings released: EPS: US$3.68 (vs US$2.81 in FY 2022)

Ashtead Group plc, Annual General Meeting, Sep 06, 2023

Ashtead Group plc to Report Q2, 2024 Results on Dec 05, 2023

Third quarter 2023 earnings released: EPS: US$0.87 (vs US$0.67 in 3Q 2022)

Insufficient new directors

Britishvolt in Talks to Sell Majority Stake

Upcoming dividend of US$0.15 per share

Now 21% undervalued

Ashtead Group plc to Report Q4, 2023 Results on Jun 13, 2023

Second quarter 2023 earnings released: EPS: US$1.13 (vs US$0.80 in 2Q 2022)

Ashtead Group plc Declares Interim Dividend in Respect of the Year Ending 30 April 2023, Payable on 9 February 2023

Investor sentiment deteriorated over the past week

First quarter 2023 earnings released: EPS: US$0.90 (vs US$0.68 in 1Q 2022)

Ashtead Group plc Approves Final Dividend for the Year Ended 30 April 2022, Payable on 9 September 2022

Upcoming dividend of US$0.68 per share

Full year 2022 earnings released: EPS: US$2.81 (vs US$2.05 in FY 2021)

Ashtead Group plc to Report Q3, 2023 Results on Mar 07, 2023

Full year 2022 earnings released: EPS: US$2.81 (vs US$2.15 in FY 2021)

Ashtead Group plc Proposes Final Dividend, Payable on September 9, 2022

Investor sentiment improved over the past week

Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat

Upcoming dividend of US$0.13 per share

Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat

First quarter 2022 earnings released: EPS UK£0.68 (vs UK£0.40 in 1Q 2021)

Upcoming dividend of UK£0.35 per share

Full year 2021 earnings released: EPS UK£1.56 (vs UK£1.62 in FY 2020)

CEO & Executive Director recently sold €3.6m worth of stock

Full year 2021 earnings released: EPS UK£1.56 (vs UK£1.62 in FY 2020)

Ashtead Group plc (LSE:AHT) announces an Equity Buyback for £1,000 million worth of its shares.

Third quarter 2021 earnings released: EPS UK£0.36 (vs UK£0.37 in 3Q 2020)

Revenue misses expectations

New 90-day high: €45.60

New 90-day high: €41.80

New 90-day high: €38.63

New 90-day high: €36.62

Second quarter 2021 earnings released: EPS UK£0.52

Revenue beats expectations

Market bids up stock over the past week

New 90-day high: €34.90

New 90-day high: €32.54

New 90-day high - €31.32

First quarter earnings released

Ashtead Group plc to Report Q3, 2021 Results on Mar 02, 2021

CEO Compensation Analysis

CEO