- Ashtead‘s second-quarter revenue was reported at $2.96 billion, slightly below the estimate of $2.97 billion.
- Rental revenue for the second quarter stood at $2.76 billion.
- The company reported EBITDA of $1.34 billion for the same period.
- Operating profit came in at $704.4 million, which was lower than the estimated $767.9 million.
- Adjusted earnings per share (EPS) was reported at $1.168, slightly exceeding the estimate of $1.16.
- For the first half of the year, Ashtead declared an interim dividend per share of 37.5 cents.
- The company maintains a positive outlook on local non-residential construction activity.
- Guidance for rental revenue, capital expenditures, and free cash flow for the year has been reaffirmed.
- Analyst recommendations include 10 buys, 8 holds, and 1 sell.
Ashtead on Smartkarma
Analysts on Smartkarma, such as Ξ±SK, are bullish on Ashtead according to a recent research report titled “Primer: Ashtead (AHT LN) – Sep 2025.” The report highlights Ashtead‘s strong position in the North American equipment rental market and its potential to benefit from long-term growth trends. The company’s ‘Sunbelt 4.0’ strategy aimed at expanding market share in general tool business and enhancing customer experience through technology is seen as key drivers for growth. Despite facing cyclical risks, Ashtead‘s diversified end-markets, robust cash flow, and disciplined capital allocation are viewed positively, supporting ongoing investments in growth and shareholder returns.
A look at Ashtead Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 2.6 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Ashtead Group Plc, an international equipment rental company, shows a moderate long-term outlook based on the Smartkarma Smart Scores. With a Value score of 2 and a Dividend score of 2, the company has room for improvement in terms of its valuation and dividend offerings. However, Ashtead‘s Growth, Resilience, and Momentum scores of 3 each indicate a more positive outlook in these areas. The company’s strong presence in the US and the UK, renting construction and industrial equipment through Sunbelt Rentals and A-Plant respectively, positions it well for potential growth and resilience in the market.
Looking ahead, Ashtead‘s overall outlook appears promising, particularly in terms of growth opportunities, resilience in challenging market conditions, and positive momentum. While areas like value and dividends may need attention, the company’s strategic positioning and established presence in key markets bode well for its long-term performance.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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