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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.

16 companiesMedian revenue YoY: +1.1%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
AERAerCap Holdings N.V.FY2025 Q2$3.98B+4.9%$5.30+35.9%
RRYDER SYSTEM INCFY2026 Q1$3.13B+1.1%$2.27+20.1%
CARAVIS BUDGET GROUP, INC.FY2026 Q1$2.43B-4.7%$-14.35
GATXGATX CORPFY2026 Q1$421.6M+11.0%$2.15+5.9%
HRIHERC HOLDINGS INCFY2026 Q1$170M-78.9%$-0.63
MGRCMCGRATH RENTCORPFY2026 Q1$195.42M+4.0%$1.15+23.7%
CTOSCustom Truck One Source, Inc.FY2026 Q1$307.11M+1.2%$-0.08
HTZHERTZ GLOBAL HOLDINGS, INCFY2026 Q1$1.81B-12.8%$-1.44
PRGPROG Holdings, Inc.FY2026 Q1$3.71M-99.4%$0.83+69.4%
ALTGALTA EQUIPMENT GROUP INC.FY2026 Q1$423M-4.2%$-0.65
AITXArtificial Intelligence Technology Solutions Inc.FY2026 Q3$4.28M+212.6%$0.00
AIHSSenmiao Technology LtdFY2026 Q3$1.48M-57.2%$-1.85
DWAYDriveitaway Holdings, Inc.FY2026 Q2$452.61K+143.6%$0.00
095570AJ Networks Co.,Ltd.FY2026 Q2₩327.85B+25.0%₩632.00
ALTG-PAALTA EQUIPMENT GROUP INC.FY2026 Q1$423M-4.2%$-0.65
089860LOTTE rental co., ltd.FY2026 Q2₩765.76B+2.3%₩542.00-34.9%

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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