20-quarter listed-company comparison

Rental & Leasing Services Stocks

Rental & Leasing Services: United Rentals, Inc. owns the largest revenue base; Willis Lease Finance Corporation has the fastest current growth.

01 · the industry itself · before any single company

How has Rental & Leasing Services moved against S&P 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 20% behind S&P 500. Earnings across its companies fell 5% on average over the last four reported quarters.

FADING · −4 in 4w~Price down, no fundamental support1 of the 16 companies with a long enough price record ahead of S&P 500 by 5% or more over three months

RS — · 6/16 >200d (−4) · 1/16 lead (−4) · EPS 10/16↑

Rental & Leasing Services, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of 16 of its 18 companies — the 2 with too short a price record are ranked in the scorecard but cannot sit in this line. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

02 · sector relative strength, before individual stocks

Is Rental & Leasing Services outperforming S&P 500?

Rental & Leasing Services has outperformed S&P 500 by 1.7% over the last 52 weeks. Over 13 weeks the gap is a shortfall of 15.5%. 5 of 16 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Vestis Corporation is the strongest against the sector itself at +44.1%.

-15.5%Sector vs S&P 500 · 13 weeks

+1.7%Sector vs S&P 500 · 52 weeks

5/16Stocks leading S&P 500

5/16Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Rental & Leasing Services has outperformed S&P 500 by 1.7% over 52 weeks and 15.5% over 13 weeks. 5 of 16 covered companies beat the S&P 500 on Mansfield relative strength, while 5 of 16 beat the sector itself. United Rentals, Inc. leads with revenue of $16,832 million, based on 10 of 18 comparable companies through Jun 2026.

Companies

complete canonical membership

Combined market value

$170.5B

United Rentals, Inc.

Revenue growing

7/10

positive TTM year-on-year growth

Beating S&P 500

5/16

positive Mansfield relative strength

Comparing 5 of 18

03 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%

AerCap Holdings N.V. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 85.3% evidence confidence.

Ryder System, Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.

How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

Company	Score	Price stage	Growth & earnings/35	Capital efficiency/25	Valuation/20	Relative strength/20
1AerCap Holdings N.V.AER	70.3/100Favorable setup85% evidence	ASLEEP	27.1/35 Revenue 12.3% · PAT 15.1% · OPM change 7 pp 95% evidence	16.9/25 ROCE 7.7% · OPM 57.5% 76% evidence	16.5/20 P/E 6.8× · PEG 0.26 65% evidence	9.8/20 RS sector -4.1% · RS bench -5.3% · 1Y 18.3%1 of 12 weeks ahead 100% evidence
Exact sum: 27.1 + 16.9 + 16.5 + 9.8 = 70.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2Willis Lease Finance CorporationWLFC	58.6/100Thin evidence · provisional53% evidence	ASLEEP	23.4/35 Revenue 26.1% · PAT 15.2% · OPM change — 45% evidence	13.4/25 ROCE — · OPM — 15% evidence	15.6/20 P/E 10.3× · PEG 0.81 65% evidence	6.2/20 RS sector -7.6% · RS bench -9.6% · 1Y 13.5%3 of 12 weeks ahead 100% evidence
Exact sum: 23.4 + 13.4 + 15.6 + 6.2 = 58.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
3United Rentals, Inc.URI	54.7/100Mixed-positive evidence85% evidence	ASLEEP	18.2/35 Revenue 6.9% · PAT 4% · OPM change 0.4 pp 95% evidence	16.6/25 ROCE 4.4% · OPM 25.8% 76% evidence	4.6/20 P/E 27.2× · PEG 3.54 65% evidence	15.3/20 RS sector 3.4% · RS bench 1.6% · 1Y 6.9%8 of 12 weeks ahead 100% evidence
Exact sum: 18.2 + 16.6 + 4.6 + 15.3 = 54.7 · Decision use: Strong business, demanding price: keep it on the quality list, but require either earnings upgrades or valuation compression.
4PROG Holdings, Inc.PRG	54.1/100Thin evidence · provisional58% evidence	ASLEEP	16.9/35 Revenue — · PAT — · OPM change 0.4 pp 45% evidence	14.4/25 ROCE 4.1% · OPM 8.8% 76% evidence	10.8/20 P/E 12.9× · PEG — 15% evidence	12.0/20 RS sector -0.7% · RS bench -2.6% · 1Y 0.6%9 of 12 weeks ahead 100% evidence
Exact sum: 16.9 + 14.4 + 10.8 + 12 = 54.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
5Ryder System, Inc.R	53.3/100Thin evidence · provisional58% evidence	ASLEEP	16.8/35 Revenue — · PAT — · OPM change -0.8 pp 45% evidence	12.3/25 ROCE 2.2% · OPM 7.2% 76% evidence	10.0/20 P/E 21.5× · PEG — 15% evidence	14.2/20 RS sector 4.4% · RS bench 2.3% · 1Y 29.5%4 of 12 weeks ahead 100% evidence
Exact sum: 16.8 + 12.3 + 10 + 14.2 = 53.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6GATX CorporationGATX	52.2/100Thin evidence · provisional58% evidence	ASLEEP	18.2/35 Revenue — · PAT — · OPM change -2.6 pp 45% evidence	14.1/25 ROCE 2.1% · OPM 53.8% 76% evidence	10.4/20 P/E 17.5× · PEG — 15% evidence	9.5/20 RS sector -4.5% · RS bench -5.7% · 1Y 3.2%0 of 12 weeks ahead 100% evidence
Exact sum: 18.2 + 14.1 + 10.4 + 9.5 = 52.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
7Custom Truck One Source, Inc.CTOS	51.3/100Mixed-positive evidence64% evidence	ASLEEP	20.1/35 Revenue 9.4% · PAT — · OPM change 3.9 pp 62% evidence	7.8/25 ROCE 1.2% · OPM 6.8% 76% evidence	9.4/20 P/E 58.2× · PEG — 15% evidence	14.0/20 RS sector 11.1% · RS bench 8.2% · 1Y 56.6%4 of 12 weeks ahead 100% evidence
Exact sum: 20.1 + 7.8 + 9.4 + 14 = 51.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
8Vestis CorporationVSTS	50.3/100Thin evidence · provisional58% evidence	TURNING	16.6/35 Revenue — · PAT — · OPM change 0.4 pp 45% evidence	7.6/25 ROCE 1.1% · OPM 4.1% 76% evidence	8.9/20 P/E 192× · PEG — 15% evidence	17.2/20 RS sector 44.1% · RS bench 39.5% · 1Y 231.8%8 of 12 weeks ahead 100% evidence
Exact sum: 16.6 + 7.6 + 8.9 + 17.2 = 50.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9Herc Holdings Inc.HRI	49.4/100Thin evidence · provisional58% evidence	FADING	20.3/35 Revenue — · PAT — · OPM change 2.8 pp 45% evidence	9.3/25 ROCE 1.1% · OPM 9% 76% evidence	9.1/20 P/E 97.5× · PEG — 15% evidence	10.7/20 RS sector -3% · RS bench -4.2% · 1Y 19.8%9 of 12 weeks ahead 100% evidence
Exact sum: 20.3 + 9.3 + 9.1 + 10.7 = 49.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
10McGrath RentCorpMGRC	48.9/100Thin evidence · provisional58% evidence	ASLEEP	14.7/35 Revenue — · PAT — · OPM change -1.4 pp 45% evidence	15.6/25 ROCE 3.5% · OPM 21.9% 76% evidence	10.2/20 P/E 19.5× · PEG — 15% evidence	8.4/20 RS sector -5.9% · RS bench -7.1% · 1Y -7.9%0 of 12 weeks ahead 100% evidence
Exact sum: 14.7 + 15.6 + 10.2 + 8.4 = 48.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
11U-Haul Holding CompanyUHAL	46.3/100Mixed-negative evidence64% evidence	FADING	13.3/35 Revenue 3.6% · PAT -77.4% · OPM change -2.8 pp 62% evidence	5.6/25 ROCE -0.5% · OPM -5.8% 76% evidence	8.7/20 P/E 199.1× · PEG — 15% evidence	18.7/20 RS sector 6.3% · RS bench 4.6% · 1Y 12.4%10 of 12 weeks ahead 100% evidence
Exact sum: 13.3 + 5.6 + 8.7 + 18.7 = 46.3 · Decision use: Price leads the evidence: RS versus the benchmark is 4.6%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
12Avis Budget Group, Inc.CAR	38.8/100Thin evidence · provisional58% evidence	ASLEEP	20.3/35 Revenue — · PAT — · OPM change 14.7 pp 45% evidence	6.5/25 ROCE 0.6% · OPM -8.9% 76% evidence	11.1/20 P/E 8× · PEG — 15% evidence	0.9/20 RS sector -26.6% · RS bench -28.2% · 1Y -25.8%0 of 12 weeks ahead 100% evidence
Exact sum: 20.3 + 6.5 + 11.1 + 0.9 = 38.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
13Sunbelt Rentals Holdings, Inc.SUNB	38.7/100Mixed-negative evidence75% evidence	ASLEEP	8.8/35 Revenue 3.4% · PAT -12.8% · OPM change -5.5 pp 95% evidence	12.9/25 ROCE 2% · OPM 14.9% 76% evidence	9.8/20 P/E 24.3× · PEG — 15% evidence	7.2/20 RS sector -4% · RS bench -5.4% · 1Y 0.8%2 of 12 weeks ahead 100% evidence
Exact sum: 8.8 + 12.9 + 9.8 + 7.2 = 38.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
14Hertz Global Holdings, Inc.HTZ	37.9/100Thin evidence · provisional58% evidence	ASLEEP	18.8/35 Revenue -1% · PAT — · OPM change 9.4 pp 62% evidence	4.8/25 ROCE -0.4% · OPM -4.1% 76% evidence	11.3/20 P/E 7.5× · PEG — 15% evidence	3.0/20 RS sector -61.6% · RS bench -61.7% · 1Y -72.4%0 of 12 weeks ahead 70% evidence
Exact sum: 18.8 + 4.8 + 11.3 + 3 = 37.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
15WillScot Holdings CorporationWSC	30.8/100Adverse evidence71% evidence	ASLEEP	7.1/35 Revenue -4.1% · PAT -553.3% · OPM change -3.7 pp 83% evidence	11.9/25 ROCE 1.8% · OPM 17.6% 76% evidence	10.6/20 P/E 17.4× · PEG — 15% evidence	1.2/20 RS sector -21.2% · RS bench -22.7% · 1Y -19.9%4 of 12 weeks ahead 100% evidence
Exact sum: 7.1 + 11.9 + 10.6 + 1.2 = 30.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
16Alta Equipment Group Inc.ALTG	27.5/100Thin evidence · provisional58% evidence	ASLEEP	9.6/35 Revenue -1.8% · PAT — · OPM change -1.6 pp 62% evidence	3.8/25 ROCE -0.7% · OPM -1.4% 76% evidence	9.3/20 P/E 68.7× · PEG — 15% evidence	4.8/20 RS sector -11% · RS bench -12.6% · 1Y -17.9%2 of 12 weeks ahead 70% evidence
Exact sum: 9.6 + 3.8 + 9.3 + 4.8 = 27.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
17Neutron Holdings, Inc.LIME	51.2/100Thin evidence · provisional24% evidence		16.8/35 Revenue — · PAT — · OPM change 7.3 pp 13% evidence	14.4/25 ROCE 35.6% · OPM -17.1% 76% evidence	10.0/20 P/E — · PEG — 0% evidence	10.0/20 RS sector — · RS bench — · 1Y — 0% evidence
Exact sum: 16.8 + 14.4 + 10 + 10 = 51.2 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
18EquipmentShare.com Inc.EQPT	46.5/100Thin evidence · provisional44% evidence	ASLEEP	22.1/35 Revenue 23.6% · PAT — · OPM change 1.5 pp 62% evidence	5.9/25 ROCE 0% · OPM 0.1% 76% evidence	8.5/20 P/E 226.3× · PEG — 15% evidence	10.0/20 RS sector — · RS bench — · 1Y —0 of 12 weeks ahead 0% evidence
Exact sum: 22.1 + 5.9 + 8.5 + 10 = 46.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

Showing 10 of 18 companies

04 · what price has already done

Market action

Vestis Corporation has the strongest one-year price move in Rental & Leasing Services at +231.8%. It also leads on Mansfield relative strength against the S&P 500 at +39.5%. 5 of 16 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-09-16.

Price and relative strength

Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

05 · compare level, then change

Revenue Scale & Growth Durability

United Rentals, Inc. has the highest Revenue among the 18 Rental & Leasing Services companies compared here, at $16,832 million. Sunbelt Rentals Holdings, Inc. is next at $11,154 million. Willis Lease Finance Corporation has the highest Revenue growth at 26.1%, so level and change sit with different companies. Its Revenue series carries 20 reported observations across the 20-quarter window.

What the numbers say: United Rentals, Inc. is the scale leader at $16,832 million, 50.9% ahead of Sunbelt Rentals Holdings, Inc.. Willis Lease Finance Corporation's growth is 26.1% from a $767 million base, with 19 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderUnited Rentals, Inc. · $16,832 million

Gap50.9% versus #2 · Sunbelt Rentals Holdings, Inc.

Persistence8/8 recent comparable periods

Coverage10/18 companies · 313 observations

Investor read: United Rentals, Inc. is the scale benchmark; Willis Lease Finance Corporation is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: United Rentals, Inc.'s growth falls below Willis Lease Finance Corporation's for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.

Revenuelargest

1United Rentals, Inc. URI$16.8B

2Sunbelt Rentals Holdings, Inc. SUNB$11.2B

3AerCap Holdings N.V. AER$9.0B

4Hertz Global Holdings, Inc. HTZ$8.7B

5U-Haul Holding Company UHAL$6.0B

Revenue growthfastest growers

1Willis Lease Finance Corporation WLFC26%

2EquipmentShare.com Inc. EQPT24%

3AerCap Holdings N.V. AER12%

4Custom Truck One Source, Inc. CTOS9.4%

5United Rentals, Inc. URI6.9%

Revenue · company comparison

10/18 level · 10/18 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

Company	Revenue	Revenue growth	Reported
United Rentals, Inc. URI	$4.4B	12%	Jun 2026
Ryder System, Inc. R	$3.1B	-0.2%	Jun 2026
Sunbelt Rentals Holdings, Inc. SUNB	$2.8B	8.9%	Jun 2026
Avis Budget Group, Inc. CAR	$2.5B	4.1%	Jun 2026
AerCap Holdings N.V. AER	$2.2B	15%	Jun 2026
Hertz Global Holdings, Inc. HTZ	$2.0B	11%	Mar 2026
U-Haul Holding Company UHAL	$1.3B	3.1%	Mar 2026
Herc Holdings Inc. HRI	$1.1B	32%	Jun 2026
EquipmentShare.com Inc. EQPT	$989M	38%	Mar 2026
PROG Holdings, Inc. PRG	$743M	11%	Jun 2026
Vestis Corporation VSTS	$659M	-2.2%	Jun 2026
GATX Corporation GATX	$584M	38%	Jun 2026
WillScot Holdings Corporation WSC	$549M	-2.0%	Mar 2026
Custom Truck One Source, Inc. CTOS	$462M	9.5%	Mar 2026
Alta Equipment Group Inc. ALTG	$411M	-2.8%	Mar 2026
McGrath RentCorp MGRC	$199M	2.1%	Jun 2026
Willis Lease Finance Corporation WLFC	$194M	23%	Mar 2026
Neutron Holdings, Inc. LIME	$170M	32%	Mar 2026

Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AerCap Holdings N.V. · AER

Sep 2021$1.0B

Dec 2021$1.4B

Mar 2022$1.8B

Jun 2022$1.6B

Sep 2022$1.7B

Dec 2022$1.8B

Mar 2023$1.9B

Jun 2023$1.9B

Sep 2023$1.9B

Dec 2023$1.9B

Mar 2024$2.0B

Jun 2024$2.0B

Sep 2024$1.9B

Dec 2024$2.1B

Mar 2025$2.1B

Jun 2025$1.9B

Sep 2025$2.3B

Dec 2025$2.2B

Mar 2026$2.2B

Jun 2026$2.2B

Avis Budget Group, Inc. · CAR

Sep 2021$3.0B

Dec 2021$2.6B

Mar 2022$2.4B

Jun 2022$3.2B

Sep 2022$3.5B

Dec 2022$2.8B

Mar 2023$2.6B

Jun 2023$3.1B

Sep 2023$3.6B

Dec 2023$2.8B

Mar 2024$2.6B

Jun 2024$3.0B

Sep 2024$3.5B

Dec 2024$2.7B

Mar 2025$2.4B

Jun 2025$3.0B

Sep 2025$3.5B

Dec 2025$2.7B

Mar 2026$2.5B

Jun 2026—

Custom Truck One Source, Inc. · CTOS

Sep 2021$357M

Dec 2021$356M

Mar 2022$366M

Jun 2022$362M

Sep 2022$358M

Dec 2022$487M

Mar 2023$452M

Jun 2023$457M

Sep 2023$434M

Dec 2023$522M

Mar 2024$411M

Jun 2024$423M

Sep 2024$447M

Dec 2024$521M

Mar 2025$422M

Jun 2025$511M

Sep 2025$482M

Dec 2025$528M

Mar 2026$462M

Jun 2026—

EquipmentShare.com Inc. · EQPT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024$717M

Jun 2024$717M

Sep 2024$776M

Dec 2024$1.6B

Mar 2025$716M

Jun 2025$1.1B

Sep 2025$944M

Dec 2025$1.6B

Mar 2026$989M

Jun 2026—

GATX Corporation · GATX

Sep 2021$314M

Dec 2021$321M

Mar 2022$317M

Jun 2022$313M

Sep 2022$321M

Dec 2022$323M

Mar 2023$339M

Jun 2023$343M

Sep 2023$360M

Dec 2023$369M

Mar 2024$380M

Jun 2024$387M

Sep 2024$405M

Dec 2024$414M

Mar 2025$422M

Jun 2025$431M

Sep 2025$439M

Dec 2025$449M

Mar 2026$584M

Jun 2026—

Herc Holdings Inc. · HRI

Sep 2021$550M

Dec 2021$578M

Mar 2022$568M

Jun 2022$640M

Sep 2022$745M

Dec 2022$787M

Mar 2023$740M

Jun 2023$802M

Sep 2023$908M

Dec 2023$832M

Mar 2024$804M

Jun 2024$848M

Sep 2024$965M

Dec 2024$951M

Mar 2025$861M

Jun 2025$1.0B

Sep 2025$1.3B

Dec 2025$1.2B

Mar 2026$1.1B

Jun 2026—

McGrath RentCorp · MGRC

Sep 2021$173M

Dec 2021$176M

Mar 2022$125M

Jun 2022$153M

Sep 2022$174M

Dec 2022$183M

Mar 2023$164M

Jun 2023$203M

Sep 2023$244M

Dec 2023$222M

Mar 2024$188M

Jun 2024$213M

Sep 2024$267M

Dec 2024$244M

Mar 2025$195M

Jun 2025$236M

Sep 2025$256M

Dec 2025$257M

Mar 2026$199M

Jun 2026—

Ryder System, Inc. · R

Sep 2021$2.5B

Dec 2021$2.6B

Mar 2022$2.9B

Jun 2022$3.0B

Sep 2022$3.0B

Dec 2022$3.1B

Mar 2023$3.0B

Jun 2023$2.9B

Sep 2023$2.9B

Dec 2023$3.0B

Mar 2024$3.1B

Jun 2024$3.2B

Sep 2024$3.2B

Dec 2024$3.2B

Mar 2025$3.1B

Jun 2025$3.2B

Sep 2025$3.2B

Dec 2025$3.2B

Mar 2026$3.1B

Jun 2026—

Sunbelt Rentals Holdings, Inc. · SUNB

Sep 2021$1.9B

Dec 2021$2.0B

Mar 2022$2.0B

Jun 2022$2.1B

Sep 2022$2.3B

Dec 2022$2.5B

Mar 2023$2.4B

Jun 2023$2.4B

Sep 2023$2.7B

Dec 2023$2.9B

Mar 2024$2.7B

Jun 2024$2.6B

Sep 2024$2.8B

Dec 2024$2.9B

Mar 2025$2.6B

Jun 2025$2.5B

Sep 2025$2.8B

Dec 2025$3.0B

Mar 2026$2.6B

Jun 2026$2.8B

U-Haul Holding Company · UHAL

Sep 2021$1.7B

Dec 2021$1.4B

Mar 2022$1.2B

Jun 2022$1.6B

Sep 2022$1.7B

Dec 2022$1.4B

Mar 2023$1.2B

Jun 2023$1.5B

Sep 2023$1.7B

Dec 2023$1.3B

Mar 2024$1.1B

Jun 2024$1.5B

Sep 2024$1.7B

Dec 2024$1.4B

Mar 2025$1.2B

Jun 2025$1.6B

Sep 2025$1.7B

Dec 2025$1.4B

Mar 2026$1.3B

Jun 2026—

United Rentals, Inc. · URI

Sep 2021$2.6B

Dec 2021$2.8B

Mar 2022$2.5B

Jun 2022$2.8B

Sep 2022$3.1B

Dec 2022$3.3B

Mar 2023$3.3B

Jun 2023$3.6B

Sep 2023$3.8B

Dec 2023$3.7B

Mar 2024$3.5B

Jun 2024$3.8B

Sep 2024$4.0B

Dec 2024$4.1B

Mar 2025$3.7B

Jun 2025$3.9B

Sep 2025$4.2B

Dec 2025$4.2B

Mar 2026$4.0B

Jun 2026$4.4B

WillScot Holdings Corporation · WSC

Sep 2021$461M

Dec 2021$377M

Mar 2022$451M

Jun 2022$523M

Sep 2022$578M

Dec 2022$591M

Mar 2023$565M

Jun 2023$582M

Sep 2023$605M

Dec 2023$612M

Mar 2024$587M

Jun 2024$605M

Sep 2024$601M

Dec 2024$603M

Mar 2025$560M

Jun 2025$589M

Sep 2025$567M

Dec 2025$566M

Mar 2026$549M

Jun 2026—

Revenue growth · reported quarter history

Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AerCap Holdings N.V. · AER

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202232%

Sep 202267%

Dec 202225%

Mar 20234.3%

Jun 202318%

Sep 202312%

Dec 20235.6%

Mar 20248.2%

Jun 20241.8%

Sep 20243.0%

Dec 20249.1%

Mar 20252.9%

Jun 2025-3.6%

Sep 202519%

Dec 20258.3%

Mar 20267.9%

Jun 202615%

Avis Budget Group, Inc. · CAR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202237%

Sep 202218%

Dec 20227.9%

Mar 20235.1%

Jun 2023-3.7%

Sep 20230.5%

Dec 2023-0.3%

Mar 2024-0.2%

Jun 2024-2.4%

Sep 2024-2.4%

Dec 2024-2.0%

Mar 2025-4.7%

Jun 2025-0.3%

Sep 20251.1%

Dec 2025-1.7%

Mar 20264.1%

Jun 2026—

Custom Truck One Source, Inc. · CTOS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-3.5%

Sep 20220.3%

Dec 202237%

Mar 202324%

Jun 202326%

Sep 202321%

Dec 20237.2%

Mar 2024-9.1%

Jun 2024-7.4%

Sep 20243.0%

Dec 2024-0.2%

Mar 20252.7%

Jun 202521%

Sep 20257.8%

Dec 20251.3%

Mar 20269.5%

Jun 2026—

EquipmentShare.com Inc. · EQPT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025-0.1%

Jun 202560%

Sep 202522%

Dec 20251.2%

Mar 202638%

Jun 2026—

GATX Corporation · GATX

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-1.3%

Sep 20222.2%

Dec 20220.6%

Mar 20236.9%

Jun 20239.6%

Sep 202312%

Dec 202314%

Mar 202412%

Jun 202413%

Sep 202413%

Dec 202412%

Mar 202511%

Jun 202511%

Sep 20258.4%

Dec 20258.5%

Mar 202638%

Jun 2026—

Herc Holdings Inc. · HRI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202230%

Sep 202235%

Dec 202236%

Mar 202330%

Jun 202325%

Sep 202322%

Dec 20235.7%

Mar 20248.7%

Jun 20245.7%

Sep 20246.3%

Dec 202414%

Mar 20257.1%

Jun 202518%

Sep 202535%

Dec 202527%

Mar 202632%

Jun 2026—

McGrath RentCorp · MGRC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20224.8%

Sep 20220.6%

Dec 20224.0%

Mar 202331%

Jun 202333%

Sep 202340%

Dec 202321%

Mar 202415%

Jun 20244.9%

Sep 20249.4%

Dec 20249.9%

Mar 20253.7%

Jun 202511%

Sep 2025-4.1%

Dec 20255.3%

Mar 20262.1%

Jun 2026—

Ryder System, Inc. · R

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202227%

Sep 202223%

Dec 202219%

Mar 20233.4%

Jun 2023-4.9%

Sep 2023-3.7%

Dec 2023-2.1%

Mar 20245.0%

Jun 202410%

Sep 20248.3%

Dec 20245.5%

Mar 20251.1%

Jun 20250.2%

Sep 20250.1%

Dec 2025-0.4%

Mar 2026-0.2%

Jun 2026—

Sunbelt Rentals Holdings, Inc. · SUNB

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202222%

Dec 202225%

Mar 202321%

Jun 202318%

Sep 202319%

Dec 202313%

Mar 20249.5%

Jun 20247.5%

Sep 20242.2%

Dec 20242.2%

Mar 2025-3.4%

Jun 2025-3.8%

Sep 20251.7%

Dec 20250.7%

Mar 20262.7%

Jun 20268.9%

U-Haul Holding Company · UHAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 20228.5%

Sep 20222.3%

Dec 2022-2.1%

Mar 2023-0.8%

Jun 2023-3.6%

Sep 2023-3.1%

Dec 2023-2.6%

Mar 2024-7.8%

Jun 20240.5%

Sep 20240.5%

Dec 20243.7%

Mar 202513%

Jun 20255.3%

Sep 20253.7%

Dec 20251.9%

Mar 20263.1%

Jun 2026—

United Rentals, Inc. · URI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202221%

Sep 202218%

Dec 202219%

Mar 202330%

Jun 202328%

Sep 202323%

Dec 202313%

Mar 20246.1%

Jun 20246.2%

Sep 20246.0%

Dec 20249.8%

Mar 20256.7%

Jun 20254.5%

Sep 20255.9%

Dec 20252.8%

Mar 20267.2%

Jun 202612%

WillScot Holdings Corporation · WSC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202213%

Sep 202225%

Dec 202257%

Mar 202325%

Jun 202311%

Sep 20234.7%

Dec 20233.6%

Mar 20243.9%

Jun 20244.0%

Sep 2024-0.7%

Dec 2024-1.5%

Mar 2025-4.6%

Jun 2025-2.6%

Sep 2025-5.7%

Dec 2025-6.1%

Mar 2026-2.0%

Jun 2026—

06 · compare level, then change

Operating Economics & Margin Trend

AerCap Holdings N.V. has the highest OPM among the 18 Rental & Leasing Services companies compared here, at 57.5%. GATX Corporation is next at 53.8%. Avis Budget Group, Inc. has the highest Margin change at +14.7 percentage points, so level and change sit with different companies. 17 of 18 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: AerCap Holdings N.V. leads opm at 57.5%; Avis Budget Group, Inc. leads margin change at +14.7 percentage points.

LeaderAerCap Holdings N.V. · 57.5%

Gap6.9% versus #2 · GATX Corporation

Persistence4/8 recent comparable periods

Coverage17/18 companies · 294 observations

Investor read: AerCap Holdings N.V. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.

OPMhighest

1AerCap Holdings N.V. AER58%

2GATX Corporation GATX54%

3United Rentals, Inc. URI26%

4McGrath RentCorp MGRC22%

5WillScot Holdings Corporation WSC18%

Margin changefastest expanders

1Avis Budget Group, Inc. CAR+14.7 pp

2Hertz Global Holdings, Inc. HTZ+9.4 pp

3Neutron Holdings, Inc. LIME+7.3 pp

4AerCap Holdings N.V. AER+7.0 pp

5Custom Truck One Source, Inc. CTOS+3.9 pp

Operating margin · company comparison

17/18 level · 17/18 change

All-company data · latest reported quarter

Company	OPM	Margin change	Reported
AerCap Holdings N.V. AER	58%	+7.0 pp	Jun 2026
GATX Corporation GATX	54%	−2.6 pp	Jun 2026
United Rentals, Inc. URI	26%	+0.4 pp	Jun 2026
McGrath RentCorp MGRC	22%	−1.4 pp	Jun 2026
WillScot Holdings Corporation WSC	18%	−3.7 pp	Mar 2026
Sunbelt Rentals Holdings, Inc. SUNB	15%	−5.5 pp	Jun 2026
Herc Holdings Inc. HRI	9.0%	+2.8 pp	Jun 2026
PROG Holdings, Inc. PRG	8.8%	+0.4 pp	Jun 2026
Ryder System, Inc. R	7.2%	−0.8 pp	Jun 2026
Custom Truck One Source, Inc. CTOS	6.8%	+3.9 pp	Mar 2026
Vestis Corporation VSTS	4.1%	+0.4 pp	Jun 2026
EquipmentShare.com Inc. EQPT	0.1%	+1.5 pp	Mar 2026
Alta Equipment Group Inc. ALTG	-1.4%	−1.6 pp	Mar 2026
Hertz Global Holdings, Inc. HTZ	-4.1%	+9.4 pp	Mar 2026
U-Haul Holding Company UHAL	-5.8%	−2.8 pp	Mar 2026
Avis Budget Group, Inc. CAR	-8.9%	+14.7 pp	Jun 2026
Neutron Holdings, Inc. LIME	-17%	+7.3 pp	Mar 2026

Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 17 companies with a series here. The remaining 5 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AerCap Holdings N.V. · AER

Sep 202149%

Dec 202142%

Mar 202248%

Jun 202246%

Sep 202250%

Dec 202247%

Mar 202349%

Jun 202350%

Sep 202352%

Dec 202353%

Mar 202455%

Jun 202452%

Sep 202446%

Dec 202452%

Mar 202559%

Jun 202551%

Sep 202562%

Dec 202548%

Mar 202661%

Jun 202658%

Avis Budget Group, Inc. · CAR

Sep 202142%

Dec 202134%

Mar 202231%

Jun 202235%

Sep 202241%

Dec 2022206%

Mar 202369%

Jun 202322%

Sep 202324%

Dec 202332%

Mar 2024-2.3%

Jun 20245.8%

Sep 202412%

Dec 20242.0%

Mar 2025-24%

Jun 20256.4%

Sep 202517%

Dec 202567%

Mar 2026-8.9%

Jun 2026—

Custom Truck One Source, Inc. · CTOS

Sep 2021-1.5%

Dec 20212.8%

Mar 20222.7%

Jun 20225.2%

Sep 20226.5%

Dec 202211%

Mar 20238.8%

Jun 20238.7%

Sep 20238.8%

Dec 202310%

Mar 20244.5%

Jun 20244.2%

Sep 20245.2%

Dec 202413%

Mar 20252.9%

Jun 20255.5%

Sep 20256.8%

Dec 20259.8%

Mar 20266.8%

Jun 2026—

EquipmentShare.com Inc. · EQPT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 20242.4%

Jun 20242.4%

Sep 20248.0%

Dec 20247.8%

Mar 2025-1.4%

Jun 20255.5%

Sep 20256.9%

Dec 202511%

Mar 20260.1%

Jun 2026—

GATX Corporation · GATX

Sep 202126%

Dec 202123%

Mar 202226%

Jun 202226%

Sep 202227%

Dec 202228%

Mar 202327%

Jun 202328%

Sep 202329%

Dec 202351%

Mar 202430%

Jun 202429%

Sep 202455%

Dec 202453%

Mar 202556%

Jun 202532%

Sep 202555%

Dec 202554%

Mar 202654%

Jun 2026—

Herc Holdings Inc. · HRI

Sep 202121%

Dec 202120%

Mar 202216%

Jun 202219%

Sep 202223%

Dec 202223%

Mar 202317%

Jun 202320%

Sep 202322%

Dec 202323%

Mar 202418%

Jun 202418%

Sep 202424%

Dec 20242.4%

Mar 20256.2%

Jun 20253.8%

Sep 202513%

Dec 202513%

Mar 20269.0%

Jun 2026—

McGrath RentCorp · MGRC

Sep 202121%

Dec 202124%

Mar 202220%

Jun 202222%

Sep 202223%

Dec 202227%

Mar 202312%

Jun 202323%

Sep 202327%

Dec 202325%

Mar 202428%

Jun 202426%

Sep 202428%

Dec 202426%

Mar 202523%

Jun 202524%

Sep 202526%

Dec 202529%

Mar 202622%

Jun 2026—

Ryder System, Inc. · R

Sep 20219.4%

Dec 202111%

Mar 202211%

Jun 202213%

Sep 202213%

Dec 202211%

Mar 20238.7%

Jun 202311%

Sep 202315%

Dec 2023133%

Mar 20246.5%

Jun 20248.8%

Sep 20249.0%

Dec 20249.0%

Mar 20258.0%

Jun 20258.8%

Sep 20259.1%

Dec 20258.9%

Mar 20267.2%

Jun 2026—

Sunbelt Rentals Holdings, Inc. · SUNB

Sep 202126%

Dec 202128%

Mar 202223%

Jun 202221%

Sep 202226%

Dec 202229%

Mar 202325%

Jun 202324%

Sep 202326%

Dec 202328%

Mar 202422%

Jun 202416%

Sep 202425%

Dec 202427%

Mar 202521%

Jun 202520%

Sep 202523%

Dec 202524%

Mar 202619%

Jun 202615%

U-Haul Holding Company · UHAL

Sep 202135%

Dec 202130%

Mar 202213%

Jun 202231%

Sep 202231%

Dec 202223%

Mar 20239.3%

Jun 202326%

Sep 202326%

Dec 202315%

Mar 2024-3.6%

Jun 202420%

Sep 202418%

Dec 202411%

Mar 2025-3.0%

Jun 202516%

Sep 202513%

Dec 20252.5%

Mar 2026-5.8%

Jun 2026—

United Rentals, Inc. · URI

Sep 202126%

Dec 202127%

Mar 202223%

Jun 202226%

Sep 202230%

Dec 202231%

Mar 202323%

Jun 202326%

Sep 202329%

Dec 202329%

Mar 202424%

Jun 202427%

Sep 202428%

Dec 202427%

Mar 202522%

Jun 202525%

Sep 202526%

Dec 202525%

Mar 202622%

Jun 202626%

WillScot Holdings Corporation · WSC

Sep 202120%

Dec 202119%

Mar 2022-13%

Jun 202222%

Sep 202225%

Dec 202229%

Mar 202327%

Jun 202329%

Sep 202329%

Dec 202329%

Mar 202422%

Jun 2024-0.9%

Sep 2024-5.9%

Dec 202429%

Mar 202521%

Jun 202522%

Sep 202521%

Dec 2025-33%

Mar 202618%

Jun 2026—

Margin change · reported quarter history

Showing the 12 largest of 17 companies with a series here. The remaining 5 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AerCap Holdings N.V. · AER

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.9 pp

Dec 2022+5.4 pp

Mar 2023+1.7 pp

Jun 2023+3.8 pp

Sep 2023+2.4 pp

Dec 2023+5.8 pp

Mar 2024+6.1 pp

Jun 2024+2.4 pp

Sep 2024−6.3 pp

Dec 2024−1.2 pp

Mar 2025+3.6 pp

Jun 2025−1.8 pp

Sep 2025+15.5 pp

Dec 2025−3.9 pp

Mar 2026+2.0 pp

Jun 2026+7.0 pp

Avis Budget Group, Inc. · CAR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−32.4 pp

Sep 2022−1.2 pp

Dec 2022+172.2 pp

Mar 2023+38.1 pp

Jun 2023−13.5 pp

Sep 2023−17.5 pp

Dec 2023−173.9 pp

Mar 2024−71.7 pp

Jun 2024−15.7 pp

Sep 2024−11.2 pp

Dec 2024−29.9 pp

Mar 2025−21.3 pp

Jun 2025+0.6 pp

Sep 2025+4.4 pp

Dec 2025+64.7 pp

Mar 2026+14.7 pp

Jun 2026—

Custom Truck One Source, Inc. · CTOS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+16.8 pp

Sep 2022+8.0 pp

Dec 2022+7.8 pp

Mar 2023+6.1 pp

Jun 2023+3.5 pp

Sep 2023+2.3 pp

Dec 2023−0.4 pp

Mar 2024−4.3 pp

Jun 2024−4.5 pp

Sep 2024−3.6 pp

Dec 2024+2.7 pp

Mar 2025−1.6 pp

Jun 2025+1.3 pp

Sep 2025+1.6 pp

Dec 2025−3.1 pp

Mar 2026+3.9 pp

Jun 2026—

EquipmentShare.com Inc. · EQPT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025−3.8 pp

Jun 2025+3.1 pp

Sep 2025−1.1 pp

Dec 2025+3.6 pp

Mar 2026+1.5 pp

Jun 2026—

GATX Corporation · GATX

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+2.7 pp

Sep 2022+1.8 pp

Dec 2022+5.1 pp

Mar 2023+1.7 pp

Jun 2023+1.4 pp

Sep 2023+1.3 pp

Dec 2023+23.3 pp

Mar 2024+2.6 pp

Jun 2024+1.0 pp

Sep 2024+26.3 pp

Dec 2024+2.2 pp

Mar 2025+26.4 pp

Jun 2025+3.4 pp

Sep 2025−0.3 pp

Dec 2025+0.7 pp

Mar 2026−2.6 pp

Jun 2026—

Herc Holdings Inc. · HRI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+2.3 pp

Sep 2022+1.3 pp

Dec 2022+2.7 pp

Mar 2023+1.1 pp

Jun 2023+0.4 pp

Sep 2023−0.2 pp

Dec 2023−0.2 pp

Mar 2024+0.7 pp

Jun 2024−1.2 pp

Sep 2024+1.3 pp

Dec 2024−20.1 pp

Mar 2025−11.3 pp

Jun 2025−14.6 pp

Sep 2025−10.5 pp

Dec 2025+10.8 pp

Mar 2026+2.8 pp

Jun 2026—

McGrath RentCorp · MGRC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+1.4 pp

Sep 2022+2.2 pp

Dec 2022+2.3 pp

Mar 2023−8.2 pp

Jun 2023+1.8 pp

Sep 2023+4.4 pp

Dec 2023−1.6 pp

Mar 2024+15.6 pp

Jun 2024+2.2 pp

Sep 2024+0.7 pp

Dec 2024+0.8 pp

Mar 2025−4.4 pp

Jun 2025−1.3 pp

Sep 2025−2.0 pp

Dec 2025+3.0 pp

Mar 2026−1.4 pp

Jun 2026—

Ryder System, Inc. · R

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+3.6 pp

Sep 2022+3.3 pp

Dec 2022+0.7 pp

Mar 2023−2.1 pp

Jun 2023−2.1 pp

Sep 2023+2.6 pp

Dec 2023+122.1 pp

Mar 2024−2.2 pp

Jun 2024−1.7 pp

Sep 2024−6.3 pp

Dec 2024−124.4 pp

Mar 2025+1.5 pp

Jun 20250.0 pp

Sep 2025+0.1 pp

Dec 2025−0.1 pp

Mar 2026−0.8 pp

Jun 2026—

Sunbelt Rentals Holdings, Inc. · SUNB

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.6 pp

Dec 2022+1.0 pp

Mar 2023+2.6 pp

Jun 2023+2.1 pp

Sep 2023−0.2 pp

Dec 2023−1.6 pp

Mar 2024−2.9 pp

Jun 2024−7.6 pp

Sep 2024−1.1 pp

Dec 2024−0.7 pp

Mar 2025−1.5 pp

Jun 2025+4.5 pp

Sep 2025−2.1 pp

Dec 2025−3.3 pp

Mar 2026−2.0 pp

Jun 2026−5.5 pp

U-Haul Holding Company · UHAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022−2.1 pp

Sep 2022−4.2 pp

Dec 2022−6.4 pp

Mar 2023−3.5 pp

Jun 2023−5.1 pp

Sep 2023−4.9 pp

Dec 2023−8.4 pp

Mar 2024−12.9 pp

Jun 2024−6.0 pp

Sep 2024−7.3 pp

Dec 2024−3.8 pp

Mar 2025+0.6 pp

Jun 2025−4.3 pp

Sep 2025−5.5 pp

Dec 2025−8.6 pp

Mar 2026−2.8 pp

Jun 2026—

United Rentals, Inc. · URI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+4.8 pp

Sep 2022+4.0 pp

Dec 2022+4.3 pp

Mar 2023−0.2 pp

Jun 2023+0.2 pp

Sep 2023−1.0 pp

Dec 2023−2.6 pp

Mar 2024+1.9 pp

Jun 2024+0.6 pp

Sep 2024−1.1 pp

Dec 2024−2.0 pp

Mar 2025−2.8 pp

Jun 2025−1.2 pp

Sep 2025−1.8 pp

Dec 2025−1.5 pp

Mar 2026+0.2 pp

Jun 2026+0.4 pp

WillScot Holdings Corporation · WSC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022+6.5 pp

Sep 2022+5.2 pp

Dec 2022+9.8 pp

Mar 2023+39.6 pp

Jun 2023+6.8 pp

Sep 2023+4.4 pp

Dec 2023−0.1 pp

Mar 2024−4.7 pp

Jun 2024−29.5 pp

Sep 2024−35.3 pp

Dec 20240.0 pp

Mar 2025−0.8 pp

Jun 2025+22.4 pp

Sep 2025+26.9 pp

Dec 2025−61.4 pp

Mar 2026−3.7 pp

Jun 2026—

07 · compare level, then change

Profit Scale & Acceleration

AerCap Holdings N.V. has the highest Net profit among the 18 Rental & Leasing Services companies compared here, at $3,393 million. United Rentals, Inc. is next at $2,638 million. Willis Lease Finance Corporation has the highest Profit growth at 15.2%, so level and change sit with different companies. Its Net profit series carries 20 reported observations across the 20-quarter window.

What the numbers say: AerCap Holdings N.V. leads with $3,393 million of TTM profit, 28.6% above United Rentals, Inc.. Willis Lease Finance Corporation shows 15.2% growth from a $121 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderAerCap Holdings N.V. · $3,393 million

Gap28.6% versus #2 · United Rentals, Inc.

Persistence4/8 recent comparable periods

Coverage10/18 companies · 313 observations

Investor read: AerCap Holdings N.V. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.

Net profitlargest

1AerCap Holdings N.V. AER$3.4B

2United Rentals, Inc. URI$2.6B

3Sunbelt Rentals Holdings, Inc. SUNB$1.9B

4Willis Lease Finance Corporation WLFC$121M

5U-Haul Holding Company UHAL$83M

Profit growthfastest growers

1Willis Lease Finance Corporation WLFC15%

2AerCap Holdings N.V. AER15%

3United Rentals, Inc. URI4.0%

4Sunbelt Rentals Holdings, Inc. SUNB-13%

5WillScot Holdings Corporation WSC-553%

Net profit · company comparison

10/18 level · 5/18 change

All-company data · latest reported quarter

Company	Net profit	Profit growth	Reported
United Rentals, Inc. URI	$753M	21%	Jun 2026
AerCap Holdings N.V. AER	$726M	-42%	Jun 2026
Sunbelt Rentals Holdings, Inc. SUNB	$226M	-31%	Jun 2026
Ryder System, Inc. R	$93M	-5.1%	Jun 2026
GATX Corporation GATX	$58M	7.4%	Jun 2026
PROG Holdings, Inc. PRG	$36M	2.9%	Jun 2026
WillScot Holdings Corporation WSC	$28M	-35%	Mar 2026
McGrath RentCorp MGRC	$27M	-3.6%	Jun 2026
Willis Lease Finance Corporation WLFC	$25M	47%	Mar 2026
Vestis Corporation VSTS	$3M	-1,400%	Jun 2026
Custom Truck One Source, Inc. CTOS	$-4M	-25%	Mar 2026
Alta Equipment Group Inc. ALTG	$-20M	-500%	Mar 2026
Herc Holdings Inc. HRI	$-24M	-75%	Jun 2026
EquipmentShare.com Inc. EQPT	$-29M	30%	Mar 2026
Neutron Holdings, Inc. LIME	$-61M	—	Mar 2026
U-Haul Holding Company UHAL	$-128M	-155%	Mar 2026
Avis Budget Group, Inc. CAR	$-234M	51%	Jun 2026
Hertz Global Holdings, Inc. HTZ	$-333M	-312%	Mar 2026

Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 18 companies with a series here. The remaining 6 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AerCap Holdings N.V. · AER

Sep 2021$434M

Dec 2021$89M

Mar 2022$-2.0B

Jun 2022$340M

Sep 2022$440M

Dec 2022$495M

Mar 2023$432M

Jun 2023$493M

Sep 2023$1.1B

Dec 2023$1.1B

Mar 2024$604M

Jun 2024$448M

Sep 2024$375M

Dec 2024$671M

Mar 2025$643M

Jun 2025$1.3B

Sep 2025$1.2B

Dec 2025$633M

Mar 2026$818M

Jun 2026$726M

Avis Budget Group, Inc. · CAR

Sep 2021$674M

Dec 2021$381M

Mar 2022$527M

Jun 2022$774M

Sep 2022$1.0B

Dec 2022$424M

Mar 2023$312M

Jun 2023$436M

Sep 2023$627M

Dec 2023$260M

Mar 2024$-113M

Jun 2024$15M

Sep 2024$238M

Dec 2024$-2.0B

Mar 2025$-504M

Jun 2025$5M

Sep 2025$360M

Dec 2025$-856M

Mar 2026$-234M

Jun 2026—

Custom Truck One Source, Inc. · CTOS

Sep 2021$-21M

Dec 2021$-4M

Mar 2022$-3M

Jun 2022$14M

Sep 2022$-2M

Dec 2022$31M

Mar 2023$14M

Jun 2023$12M

Sep 2023$9M

Dec 2023$16M

Mar 2024$-14M

Jun 2024$-24M

Sep 2024$-17M

Dec 2024$28M

Mar 2025$-18M

Jun 2025$-28M

Sep 2025$-6M

Dec 2025$21M

Mar 2026$-4M

Jun 2026—

EquipmentShare.com Inc. · EQPT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024$-24M

Jun 2024$-24M

Sep 2024$1M

Dec 2024$50M

Mar 2025$-48M

Jun 2025$17M

Sep 2025$6M

Dec 2025$65M

Mar 2026$-29M

Jun 2026—

GATX Corporation · GATX

Sep 2021$37M

Dec 2021$38M

Mar 2022$79M

Jun 2022$-8M

Sep 2022$22M

Dec 2022$30M

Mar 2023$57M

Jun 2023$49M

Sep 2023$39M

Dec 2023$42M

Mar 2024$55M

Jun 2024$32M

Sep 2024$63M

Dec 2024$52M

Mar 2025$54M

Jun 2025$60M

Sep 2025$42M

Dec 2025$61M

Mar 2026$58M

Jun 2026—

Herc Holdings Inc. · HRI

Sep 2021$72M

Dec 2021$72M

Mar 2022$58M

Jun 2022$73M

Sep 2022$101M

Dec 2022$98M

Mar 2023$67M

Jun 2023$76M

Sep 2023$113M

Dec 2023$91M

Mar 2024$65M

Jun 2024$70M

Sep 2024$122M

Dec 2024$-46M

Mar 2025$-18M

Jun 2025$-35M

Sep 2025$30M

Dec 2025$24M

Mar 2026$-24M

Jun 2026—

McGrath RentCorp · MGRC

Sep 2021$23M

Dec 2021$28M

Mar 2022$18M

Jun 2022$24M

Sep 2022$27M

Dec 2022$35M

Mar 2023$12M

Jun 2023$28M

Sep 2023$40M

Dec 2023$32M

Mar 2024$23M

Jun 2024$21M

Sep 2024$149M

Dec 2024$39M

Mar 2025$28M

Jun 2025$36M

Sep 2025$42M

Dec 2025$50M

Mar 2026$27M

Jun 2026—

Ryder System, Inc. · R

Sep 2021$139M

Dec 2021$182M

Mar 2022$176M

Jun 2022$240M

Sep 2022$247M

Dec 2022$200M

Mar 2023$140M

Jun 2023$-18M

Sep 2023$160M

Dec 2023$124M

Mar 2024$85M

Jun 2024$126M

Sep 2024$143M

Dec 2024$135M

Mar 2025$98M

Jun 2025$132M

Sep 2025$139M

Dec 2025$133M

Mar 2026$93M

Jun 2026—

Sunbelt Rentals Holdings, Inc. · SUNB

Sep 2021$527M

Dec 2021$594M

Mar 2022$488M

Jun 2022$476M

Sep 2022$658M

Dec 2022$821M

Mar 2023$630M

Jun 2023$585M

Sep 2023$722M

Dec 2023$838M

Mar 2024$552M

Jun 2024$-539M

Sep 2024$685M

Dec 2024$819M

Mar 2025$325M

Jun 2025$329M

Sep 2025$648M

Dec 2025$717M

Mar 2026$290M

Jun 2026$226M

U-Haul Holding Company · UHAL

Sep 2021$410M

Dec 2021$281M

Mar 2022$87M

Jun 2022$338M

Sep 2022$350M

Dec 2022$199M

Mar 2023$37M

Jun 2023$257M

Sep 2023$274M

Dec 2023$99M

Mar 2024$-1M

Jun 2024$195M

Sep 2024$187M

Dec 2024$67M

Mar 2025$-82M

Jun 2025$142M

Sep 2025$106M

Dec 2025$-37M

Mar 2026$-128M

Jun 2026—

United Rentals, Inc. · URI

Sep 2021$409M

Dec 2021$481M

Mar 2022$367M

Jun 2022$493M

Sep 2022$606M

Dec 2022$639M

Mar 2023$451M

Jun 2023$591M

Sep 2023$703M

Dec 2023$679M

Mar 2024$542M

Jun 2024$636M

Sep 2024$708M

Dec 2024$689M

Mar 2025$518M

Jun 2025$622M

Sep 2025$701M

Dec 2025$653M

Mar 2026$531M

Jun 2026$753M

WillScot Holdings Corporation · WSC

Sep 2021$57M

Dec 2021$40M

Mar 2022$39M

Jun 2022$60M

Sep 2022$78M

Dec 2022$99M

Mar 2023$76M

Jun 2023$88M

Sep 2023$92M

Dec 2023$86M

Mar 2024$56M

Jun 2024$-47M

Sep 2024$-70M

Dec 2024$89M

Mar 2025$43M

Jun 2025$48M

Sep 2025$43M

Dec 2025$-187M

Mar 2026$28M

Jun 2026—

Profit growth · reported quarter history

Showing the 12 largest of 17 companies with a series here. The remaining 5 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AerCap Holdings N.V. · AER

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202236%

Sep 20221.4%

Dec 2022456%

Mar 2023—

Jun 202345%

Sep 2023151%

Dec 2023123%

Mar 202440%

Jun 2024-9.1%

Sep 2024-66%

Dec 2024-39%

Mar 20256.5%

Jun 2025181%

Sep 2025224%

Dec 2025-5.7%

Mar 202627%

Jun 2026-42%

Avis Budget Group, Inc. · CAR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202294%

Sep 202253%

Dec 202211%

Mar 2023-41%

Jun 2023-44%

Sep 2023-39%

Dec 2023-39%

Mar 2024-136%

Jun 2024-97%

Sep 2024-62%

Dec 2024-853%

Mar 2025—

Jun 2025-67%

Sep 202551%

Dec 2025—

Mar 2026—

Jun 2026—

Custom Truck One Source, Inc. · CTOS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023-14%

Sep 2023—

Dec 2023-48%

Mar 2024-200%

Jun 2024-300%

Sep 2024-289%

Dec 202475%

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025-25%

Mar 2026—

Jun 2026—

EquipmentShare.com Inc. · EQPT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025500%

Dec 202530%

Mar 2026—

Jun 2026—

GATX Corporation · GATX

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-122%

Sep 2022-41%

Dec 2022-21%

Mar 2023-28%

Jun 2023—

Sep 202377%

Dec 202340%

Mar 2024-3.5%

Jun 2024-35%

Sep 202462%

Dec 202424%

Mar 2025-1.8%

Jun 202588%

Sep 2025-33%

Dec 202517%

Mar 20267.4%

Jun 2026—

Herc Holdings Inc. · HRI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202255%

Sep 202240%

Dec 202236%

Mar 202316%

Jun 20234.1%

Sep 202312%

Dec 2023-7.1%

Mar 2024-3.0%

Jun 2024-7.9%

Sep 20248.0%

Dec 2024-151%

Mar 2025-128%

Jun 2025-150%

Sep 2025-75%

Dec 2025—

Mar 2026—

Jun 2026—

McGrath RentCorp · MGRC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202214%

Sep 202217%

Dec 202225%

Mar 2023-33%

Jun 202317%

Sep 202348%

Dec 2023-8.6%

Mar 202492%

Jun 2024-25%

Sep 2024273%

Dec 202422%

Mar 202522%

Jun 202571%

Sep 2025-72%

Dec 202528%

Mar 2026-3.6%

Jun 2026—

Ryder System, Inc. · R

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202260%

Sep 202278%

Dec 20229.9%

Mar 2023-20%

Jun 2023-108%

Sep 2023-35%

Dec 2023-38%

Mar 2024-39%

Jun 2024—

Sep 2024-11%

Dec 20248.9%

Mar 202515%

Jun 20254.8%

Sep 2025-2.8%

Dec 2025-1.5%

Mar 2026-5.1%

Jun 2026—

Sunbelt Rentals Holdings, Inc. · SUNB

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 202225%

Dec 202238%

Mar 202329%

Jun 202323%

Sep 20239.7%

Dec 20232.1%

Mar 2024-12%

Jun 2024-192%

Sep 2024-5.1%

Dec 2024-2.3%

Mar 2025-41%

Jun 2025—

Sep 2025-5.4%

Dec 2025-12%

Mar 2026-11%

Jun 2026-31%

U-Haul Holding Company · UHAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022-2.0%

Sep 2022-15%

Dec 2022-29%

Mar 2023-57%

Jun 2023-24%

Sep 2023-22%

Dec 2023-50%

Mar 2024-103%

Jun 2024-24%

Sep 2024-32%

Dec 2024-32%

Mar 2025—

Jun 2025-27%

Sep 2025-43%

Dec 2025-155%

Mar 2026—

Jun 2026—

United Rentals, Inc. · URI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 202268%

Sep 202248%

Dec 202233%

Mar 202323%

Jun 202320%

Sep 202316%

Dec 20236.3%

Mar 202420%

Jun 20247.6%

Sep 20240.7%

Dec 20241.5%

Mar 2025-4.4%

Jun 2025-2.2%

Sep 2025-1.0%

Dec 2025-5.2%

Mar 20262.5%

Jun 202621%

WillScot Holdings Corporation · WSC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022200%

Sep 202237%

Dec 2022148%

Mar 202395%

Jun 202347%

Sep 202318%

Dec 2023-13%

Mar 2024-26%

Jun 2024-153%

Sep 2024-176%

Dec 20243.5%

Mar 2025-23%

Jun 2025—

Sep 2025—

Dec 2025-310%

Mar 2026-35%

Jun 2026—

08 · compare level, then change

Return On Capital Employed

Neutron Holdings, Inc. has the highest ROCE among the 18 Rental & Leasing Services companies compared here, at 35.6%. AerCap Holdings N.V. is next at 7.7%. AerCap Holdings N.V. has the highest ROCE change at +1.7 percentage points, so level and change sit with different companies. 17 of 18 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Neutron Holdings, Inc. leads ROCE at 35.6%, 27.9 percentage points above AerCap Holdings N.V.. AerCap Holdings N.V. has the strongest latest improvement at +1.7 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderNeutron Holdings, Inc. · 35.6%

Gap362.3% versus #2 · AerCap Holdings N.V.

PersistenceNot enough history

Coverage17/18 companies · 299 observations

Investor read: Neutron Holdings, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.

ROCEhighest

1Neutron Holdings, Inc. LIME36%

2AerCap Holdings N.V. AER7.7%

3United Rentals, Inc. URI4.4%

4PROG Holdings, Inc. PRG4.1%

5McGrath RentCorp MGRC3.5%

ROCE changefastest improvers

1AerCap Holdings N.V. AER+1.7 pp

2GATX Corporation GATX+1.0 pp

3EquipmentShare.com Inc. EQPT+0.9 pp

4Hertz Global Holdings, Inc. HTZ+0.8 pp

5Custom Truck One Source, Inc. CTOS+0.7 pp

Return on capital · company comparison

17/18 level · 17/18 change

All-company data · latest reported quarter

Company	ROCE	ROCE change	Reported
Neutron Holdings, Inc. LIME	36%	—	Mar 2026
AerCap Holdings N.V. AER	7.7%	+1.7 pp	Jun 2026
United Rentals, Inc. URI	4.4%	+0.3 pp	Jun 2026
PROG Holdings, Inc. PRG	4.1%	−0.5 pp	Jun 2026
McGrath RentCorp MGRC	3.5%	−0.8 pp	Jun 2026
Ryder System, Inc. R	2.2%	+0.1 pp	Jun 2026
GATX Corporation GATX	2.1%	+1.0 pp	Jun 2026
Sunbelt Rentals Holdings, Inc. SUNB	2.0%	−0.5 pp	Jun 2026
WillScot Holdings Corporation WSC	1.8%	−0.4 pp	Mar 2026
Custom Truck One Source, Inc. CTOS	1.2%	+0.7 pp	Mar 2026
Herc Holdings Inc. HRI	1.1%	+0.7 pp	Jun 2026
Vestis Corporation VSTS	1.1%	+0.1 pp	Jun 2026
Avis Budget Group, Inc. CAR	0.6%	+0.2 pp	Jun 2026
EquipmentShare.com Inc. EQPT	0.0%	+0.9 pp	Mar 2026
Hertz Global Holdings, Inc. HTZ	-0.4%	+0.8 pp	Mar 2026
U-Haul Holding Company UHAL	-0.5%	−0.2 pp	Mar 2026
Alta Equipment Group Inc. ALTG	-0.7%	−0.8 pp	Mar 2026

Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 17 companies with a series here. The remaining 5 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AerCap Holdings N.V. · AER

Sep 20215.3%

Dec 20213.1%

Mar 20223.7%

Jun 20224.1%

Sep 20224.6%

Dec 20225.0%

Mar 20235.1%

Jun 20235.4%

Sep 20235.5%

Dec 20235.7%

Mar 20246.1%

Jun 20246.2%

Sep 20245.8%

Dec 20246.1%

Mar 20256.2%

Jun 20256.0%

Sep 20256.9%

Dec 20257.0%

Mar 20267.2%

Jun 20267.7%

Avis Budget Group, Inc. · CAR

Sep 20216.9%

Dec 20214.8%

Mar 20224.1%

Jun 20225.3%

Sep 20227.0%

Dec 202226%

Mar 20237.8%

Jun 20232.6%

Sep 20233.2%

Dec 20233.3%

Mar 2024-0.2%

Jun 20240.6%

Sep 20241.4%

Dec 20240.2%

Mar 2025-2.0%

Jun 20250.4%

Sep 20252.0%

Dec 20256.5%

Mar 2026-0.8%

Jun 20260.6%

Custom Truck One Source, Inc. · CTOS

Sep 2021-0.4%

Dec 20210.7%

Mar 20220.7%

Jun 20220.8%

Sep 20221.0%

Dec 20222.3%

Mar 20231.7%

Jun 20231.7%

Sep 20231.6%

Dec 20232.2%

Mar 20240.8%

Jun 20240.7%

Sep 20240.9%

Dec 20242.7%

Mar 20250.5%

Jun 20251.1%

Sep 20251.3%

Dec 20252.1%

Mar 20261.2%

Jun 2026—

EquipmentShare.com Inc. · EQPT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 20230.0%

Dec 20230.0%

Mar 2024—

Jun 2024—

Sep 20241.5%

Dec 20243.0%

Mar 2025—

Jun 2025—

Sep 20251.4%

Dec 20253.9%

Mar 20260.0%

Jun 2026—

GATX Corporation · GATX

Sep 20210.9%

Dec 20211.1%

Mar 20220.8%

Jun 20220.9%

Sep 20220.9%

Dec 20220.9%

Mar 20230.9%

Jun 20231.0%

Sep 20231.0%

Dec 20231.8%

Mar 20241.1%

Jun 20241.0%

Sep 20242.0%

Dec 20241.9%

Mar 20252.0%

Jun 20251.1%

Sep 20251.9%

Dec 20251.6%

Mar 20262.1%

Jun 20262.1%

Herc Holdings Inc. · HRI

Sep 20213.3%

Dec 20213.2%

Mar 20222.4%

Jun 20223.0%

Sep 20223.8%

Dec 20223.8%

Mar 20232.5%

Jun 20232.9%

Sep 20233.5%

Dec 20233.1%

Mar 20242.3%

Jun 20242.4%

Sep 20243.3%

Dec 20240.3%

Mar 20250.8%

Jun 20250.4%

Sep 20251.7%

Dec 20251.6%

Mar 20261.0%

Jun 20261.1%

McGrath RentCorp · MGRC

Sep 20213.9%

Dec 20214.6%

Mar 20222.7%

Jun 20223.5%

Sep 20224.1%

Dec 20224.8%

Mar 20231.9%

Jun 20234.5%

Sep 20236.2%

Dec 20235.0%

Mar 20244.6%

Jun 20244.7%

Sep 20246.0%

Dec 20244.9%

Mar 20253.5%

Jun 20254.3%

Sep 20254.7%

Dec 20255.0%

Mar 20262.9%

Jun 20263.5%

Ryder System, Inc. · R

Sep 20212.2%

Dec 20212.6%

Mar 20222.9%

Jun 20223.7%

Sep 20223.7%

Dec 20223.2%

Mar 20232.4%

Jun 20232.7%

Sep 20233.9%

Dec 202335%

Mar 20241.7%

Jun 20242.3%

Sep 20242.3%

Dec 20242.2%

Mar 20251.9%

Jun 20252.1%

Sep 20252.1%

Dec 20252.1%

Mar 20261.7%

Jun 20262.2%

Sunbelt Rentals Holdings, Inc. · SUNB

Sep 2021—

Dec 20214.3%

Mar 20223.3%

Jun 20223.3%

Sep 20224.0%

Dec 20224.8%

Mar 20233.7%

Jun 20233.4%

Sep 20233.9%

Dec 20234.2%

Mar 20243.0%

Jun 20242.1%

Sep 20243.3%

Dec 20243.7%

Mar 20252.5%

Jun 20252.5%

Sep 20252.9%

Dec 20253.2%

Mar 20264.8%

Jun 20262.0%

U-Haul Holding Company · UHAL

Sep 20215.1%

Dec 20213.6%

Mar 20221.3%

Jun 20224.0%

Sep 20224.0%

Dec 20222.4%

Mar 20230.8%

Jun 20232.8%

Sep 20232.9%

Dec 20231.4%

Mar 2024-0.3%

Jun 20242.1%

Sep 20242.0%

Dec 20241.0%

Mar 2025-0.3%

Jun 20251.6%

Sep 20251.3%

Dec 20250.2%

Mar 2026-0.5%

Jun 2026—

United Rentals, Inc. · URI

Sep 20214.0%

Dec 20214.4%

Mar 20223.4%

Jun 20224.0%

Sep 20225.0%

Dec 20225.2%

Mar 20233.7%

Jun 20234.6%

Sep 20235.3%

Dec 20234.9%

Mar 20243.7%

Jun 20244.4%

Sep 20244.8%

Dec 20244.6%

Mar 20253.4%

Jun 20254.1%

Sep 20254.4%

Dec 20254.1%

Mar 20263.5%

Jun 20264.4%

WillScot Holdings Corporation · WSC

Sep 20211.8%

Dec 20211.4%

Mar 2022-1.1%

Jun 20222.2%

Sep 20222.8%

Dec 20223.3%

Mar 20232.9%

Jun 20233.2%

Sep 20233.3%

Dec 20233.3%

Mar 20242.4%

Jun 2024-0.1%

Sep 2024-0.6%

Dec 20243.2%

Mar 20252.2%

Jun 20252.3%

Sep 20252.2%

Dec 2025-3.4%

Mar 20261.8%

Jun 2026—

ROCE change · reported quarter history

Showing the 12 largest of 16 companies with a series here. The remaining 4 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AerCap Holdings N.V. · AER

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−0.7 pp

Dec 2022+1.9 pp

Mar 2023+1.4 pp

Jun 2023+1.3 pp

Sep 2023+0.9 pp

Dec 2023+0.7 pp

Mar 2024+1.0 pp

Jun 2024+0.8 pp

Sep 2024+0.3 pp

Dec 2024+0.4 pp

Mar 2025+0.1 pp

Jun 2025−0.2 pp

Sep 2025+1.1 pp

Dec 2025+0.9 pp

Mar 2026+1.0 pp

Jun 2026+1.7 pp

Avis Budget Group, Inc. · CAR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.1 pp

Dec 2022+21.4 pp

Mar 2023+3.7 pp

Jun 2023−2.7 pp

Sep 2023−3.8 pp

Dec 2023−22.9 pp

Mar 2024−8.0 pp

Jun 2024−2.0 pp

Sep 2024−1.8 pp

Dec 2024−3.1 pp

Mar 2025−1.8 pp

Jun 2025−0.2 pp

Sep 2025+0.6 pp

Dec 2025+6.3 pp

Mar 2026+1.2 pp

Jun 2026+0.2 pp

Custom Truck One Source, Inc. · CTOS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+1.4 pp

Dec 2022+1.6 pp

Mar 2023+1.0 pp

Jun 2023+0.9 pp

Sep 2023+0.6 pp

Dec 2023−0.1 pp

Mar 2024−0.9 pp

Jun 2024−1.0 pp

Sep 2024−0.7 pp

Dec 2024+0.5 pp

Mar 2025−0.3 pp

Jun 2025+0.4 pp

Sep 2025+0.4 pp

Dec 2025−0.6 pp

Mar 2026+0.7 pp

Jun 2026—

EquipmentShare.com Inc. · EQPT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024+1.5 pp

Dec 2024+3.0 pp

Mar 2025—

Jun 2025—

Sep 2025−0.1 pp

Dec 2025+0.9 pp

Mar 2026—

Jun 2026—

GATX Corporation · GATX

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 20220.0 pp

Dec 2022−0.2 pp

Mar 2023+0.1 pp

Jun 2023+0.1 pp

Sep 2023+0.1 pp

Dec 2023+0.9 pp

Mar 2024+0.2 pp

Jun 20240.0 pp

Sep 2024+1.0 pp

Dec 2024+0.1 pp

Mar 2025+0.9 pp

Jun 2025+0.1 pp

Sep 2025−0.1 pp

Dec 2025−0.3 pp

Mar 2026+0.1 pp

Jun 2026+1.0 pp

Herc Holdings Inc. · HRI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.5 pp

Dec 2022+0.6 pp

Mar 2023+0.1 pp

Jun 2023−0.1 pp

Sep 2023−0.3 pp

Dec 2023−0.7 pp

Mar 2024−0.2 pp

Jun 2024−0.5 pp

Sep 2024−0.2 pp

Dec 2024−2.8 pp

Mar 2025−1.5 pp

Jun 2025−2.0 pp

Sep 2025−1.6 pp

Dec 2025+1.3 pp

Mar 2026+0.2 pp

Jun 2026+0.7 pp

McGrath RentCorp · MGRC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+0.2 pp

Dec 2022+0.2 pp

Mar 2023−0.8 pp

Jun 2023+1.0 pp

Sep 2023+2.1 pp

Dec 2023+0.2 pp

Mar 2024+2.7 pp

Jun 2024+0.2 pp

Sep 2024−0.2 pp

Dec 2024−0.1 pp

Mar 2025−1.1 pp

Jun 2025−0.4 pp

Sep 2025−1.3 pp

Dec 2025+0.1 pp

Mar 2026−0.6 pp

Jun 2026−0.8 pp

Ryder System, Inc. · R

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+1.5 pp

Dec 2022+0.6 pp

Mar 2023−0.5 pp

Jun 2023−1.0 pp

Sep 2023+0.2 pp

Dec 2023+31.5 pp

Mar 2024−0.7 pp

Jun 2024−0.4 pp

Sep 2024−1.6 pp

Dec 2024−32.5 pp

Mar 2025+0.2 pp

Jun 2025−0.2 pp

Sep 2025−0.2 pp

Dec 2025−0.1 pp

Mar 2026−0.2 pp

Jun 2026+0.1 pp

Sunbelt Rentals Holdings, Inc. · SUNB

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022+0.5 pp

Mar 2023+0.4 pp

Jun 2023+0.1 pp

Sep 2023−0.1 pp

Dec 2023−0.6 pp

Mar 2024−0.7 pp

Jun 2024−1.3 pp

Sep 2024−0.6 pp

Dec 2024−0.5 pp

Mar 2025−0.5 pp

Jun 2025+0.4 pp

Sep 2025−0.4 pp

Dec 2025−0.5 pp

Mar 2026+2.3 pp

Jun 2026−0.5 pp

U-Haul Holding Company · UHAL

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022−1.1 pp

Dec 2022−1.2 pp

Mar 2023−0.5 pp

Jun 2023−1.2 pp

Sep 2023−1.1 pp

Dec 2023−1.0 pp

Mar 2024−1.1 pp

Jun 2024−0.7 pp

Sep 2024−0.9 pp

Dec 2024−0.4 pp

Mar 20250.0 pp

Jun 2025−0.5 pp

Sep 2025−0.7 pp

Dec 2025−0.8 pp

Mar 2026−0.2 pp

Jun 2026—

United Rentals, Inc. · URI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+1.0 pp

Dec 2022+0.8 pp

Mar 2023+0.3 pp

Jun 2023+0.6 pp

Sep 2023+0.3 pp

Dec 2023−0.3 pp

Mar 20240.0 pp

Jun 2024−0.2 pp

Sep 2024−0.5 pp

Dec 2024−0.3 pp

Mar 2025−0.3 pp

Jun 2025−0.3 pp

Sep 2025−0.4 pp

Dec 2025−0.5 pp

Mar 2026+0.1 pp

Jun 2026+0.3 pp

WillScot Holdings Corporation · WSC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022+1.0 pp

Dec 2022+1.9 pp

Mar 2023+4.0 pp

Jun 2023+1.0 pp

Sep 2023+0.5 pp

Dec 20230.0 pp

Mar 2024−0.5 pp

Jun 2024−3.3 pp

Sep 2024−3.9 pp

Dec 2024−0.1 pp

Mar 2025−0.2 pp

Jun 2025+2.4 pp

Sep 2025+2.8 pp

Dec 2025−6.6 pp

Mar 2026−0.4 pp

Jun 2026—

09 · compare level, then change

Valuation Against Growth & Quality

AerCap Holdings N.V. has the lowest PEG among the 18 Rental & Leasing Services companies compared here, at 0.26×. Willis Lease Finance Corporation is next at 0.81×. The same company also holds the lowest P/E, at 6.78×. 3 of 18 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: AerCap Holdings N.V. has the lowest comparable PEG at 0.26×, 67.9% below Willis Lease Finance Corporation. Only 3 of 18 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderAerCap Holdings N.V. · 0.26×

Gap67.9% versus #2 · Willis Lease Finance Corporation

Persistence0/8 recent comparable periods

Coverage3/18 companies · 52 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.

PEGlowest PEG

1AerCap Holdings N.V. AER0.3

2Willis Lease Finance Corporation WLFC0.8

3United Rentals, Inc. URI3.5

P/Elowest P/E

1AerCap Holdings N.V. AER6.8

2Hertz Global Holdings, Inc. HTZ7.5

3Avis Budget Group, Inc. CAR8.0

4Willis Lease Finance Corporation WLFC10.3

5PROG Holdings, Inc. PRG12.9

Valuation · company comparison

3/18 level · 17/18 change

All-company data · latest reported quarter

Company	PEG	P/E	Reported
United Rentals, Inc. URI	3.5	27.2	Jun 2026
Ryder System, Inc. R	3.3	21.5	Jun 2026
Herc Holdings Inc. HRI	1.9	97.5	Jun 2026
GATX Corporation GATX	1.0	17.5	Jun 2026
PROG Holdings, Inc. PRG	0.9	12.9	Jun 2026
Willis Lease Finance Corporation WLFC	0.8	10.3	Mar 2026
Custom Truck One Source, Inc. CTOS	0.8	58.2	Mar 2026
Hertz Global Holdings, Inc. HTZ	0.6	7.5	Mar 2026
McGrath RentCorp MGRC	0.4	19.5	Jun 2026
WillScot Holdings Corporation WSC	0.4	17.5	Mar 2026
AerCap Holdings N.V. AER	0.3	6.8	Jun 2026
Avis Budget Group, Inc. CAR	0.2	8.0	Jun 2026
Sunbelt Rentals Holdings, Inc. SUNB	—	24.3	Jun 2026
U-Haul Holding Company UHAL	—	199.1	Mar 2026
EquipmentShare.com Inc. EQPT	—	226.3	Mar 2026
Vestis Corporation VSTS	—	192.0	Jun 2026
Alta Equipment Group Inc. ALTG	—	68.7	Mar 2026

Full 20-quarter history · every available company

PEG · reported quarter history

AerCap Holdings N.V. · AER

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 20240.4

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 20260.3

Avis Budget Group, Inc. · CAR

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20230.2

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Custom Truck One Source, Inc. · CTOS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 20230.8

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

GATX Corporation · GATX

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20231.0

Sep 20230.4

Dec 2023—

Mar 20240.3

Jun 20243.0

Sep 20241.5

Dec 20242.3

Mar 20251.6

Jun 20250.5

Sep 20251.4

Dec 20251.1

Mar 20261.0

Jun 2026—

Herc Holdings Inc. · HRI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.3

Jun 20230.4

Sep 20230.5

Dec 20231.2

Mar 20241.9

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Hertz Global Holdings, Inc. · HTZ

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20230.2

Sep 20230.6

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

McGrath RentCorp · MGRC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 20230.3

Mar 2024—

Jun 2024—

Sep 20240.4

Dec 20240.4

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

PROG Holdings, Inc. · PRG

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 20230.4

Sep 2023—

Dec 2023—

Mar 20242.2

Jun 2024—

Sep 20241.3

Dec 20240.2

Mar 2025—

Jun 2025—

Sep 20250.9

Dec 2025—

Mar 2026—

Jun 2026—

Ryder System, Inc. · R

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.1

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 20242.1

Dec 20240.5

Mar 20250.3

Jun 20251.7

Sep 20251.5

Dec 20251.9

Mar 20263.3

Jun 2026—

United Rentals, Inc. · URI

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 20230.3

Jun 20230.4

Sep 20230.5

Dec 20230.9

Mar 20241.1

Jun 20241.1

Sep 20241.9

Dec 20241.9

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 20263.5

Willis Lease Finance Corporation · WLFC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 20250.3

Sep 20250.5

Dec 2025—

Mar 20260.8

Jun 2026—

WillScot Holdings Corporation · WSC

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 20230.3

Dec 20230.4

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

P/E · reported quarter history

Showing the 12 largest of 17 companies with a series here. The remaining 5 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

AerCap Holdings N.V. · AER

Sep 20217.9

Dec 202115.7

Mar 2022—

Jun 2022-8.6

Sep 2022-9.0

Dec 2022-19.4

Mar 20238.1

Jun 20238.0

Sep 20235.8

Dec 20235.0

Mar 20245.1

Jun 20245.5

Sep 20247.1

Dec 20248.4

Mar 20258.6

Jun 20257.0

Sep 20255.6

Dec 20256.4

Mar 20265.7

Jun 20266.8

Avis Budget Group, Inc. · CAR

Sep 20219.4

Dec 202110.7

Mar 20228.1

Jun 20223.5

Sep 20222.8

Dec 20222.9

Mar 20233.5

Jun 20234.5

Sep 20233.9

Dec 20234.2

Mar 20243.9

Jun 20245.0

Sep 20248.0

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

Custom Truck One Source, Inc. · CTOS

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022583.0

Dec 202239.5

Mar 202329.5

Jun 202329.3

Sep 202322.1

Dec 202329.4

Mar 202458.2

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 2026—

EquipmentShare.com Inc. · EQPT

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026226.3

Jun 2026—

GATX Corporation · GATX

Sep 202132.2

Dec 202126.2

Mar 202224.4

Jun 202219.0

Sep 202218.2

Dec 202224.5

Mar 202325.0

Jun 202321.2

Sep 202316.2

Dec 202316.9

Mar 202419.1

Jun 202420.4

Sep 202417.7

Dec 202419.9

Mar 202519.7

Jun 202517.6

Sep 202520.4

Dec 202518.6

Mar 202618.3

Jun 202617.5

Herc Holdings Inc. · HRI

Sep 202126.4

Dec 202121.2

Mar 202220.4

Jun 202210.0

Sep 202210.4

Dec 202212.1

Mar 202310.1

Jun 202311.8

Sep 20239.8

Dec 202312.3

Mar 202413.9

Jun 202411.2

Sep 202413.0

Dec 202425.6

Mar 202529.9

Jun 2025153.1

Sep 2025—

Dec 20254,946.0

Mar 2026—

Jun 202697.5

McGrath RentCorp · MGRC

Sep 202119.1

Dec 202121.9

Mar 202223.2

Jun 202219.5

Sep 202220.0

Dec 202221.0

Mar 202314.0

Jun 202313.5

Sep 202313.8

Dec 202316.8

Mar 202424.1

Jun 202422.6

Sep 202411.5

Dec 202411.9

Mar 202511.5

Jun 202511.3

Sep 202519.9

Dec 202516.5

Mar 202617.5

Jun 202619.5

Ryder System, Inc. · R

Sep 202112.2

Dec 20218.5

Mar 20226.6

Jun 20225.1

Sep 20224.7

Dec 20224.9

Mar 20235.4

Jun 20237.4

Sep 202310.6

Dec 202313.2

Mar 202415.7

Jun 202411.4

Sep 202413.6

Dec 202414.2

Mar 202512.6

Jun 202513.5

Sep 202516.0

Dec 202516.0

Mar 202617.0

Jun 202621.5

Sunbelt Rentals Holdings, Inc. · SUNB

Sep 2021—

Dec 2021—

Mar 2022—

Jun 2022—

Sep 2022—

Dec 2022—

Mar 2023—

Jun 2023—

Sep 2023—

Dec 2023—

Mar 2024—

Jun 2024—

Sep 2024—

Dec 2024—

Mar 2025—

Jun 2025—

Sep 2025—

Dec 2025—

Mar 2026—

Jun 202624.3

U-Haul Holding Company · UHAL

Sep 202112.5

Dec 202111.9

Mar 20228.4

Jun 20227.3

Sep 20227.6

Dec 202210.3

Mar 202310.8

Jun 202312.0

Sep 202314.5

Dec 202322.2

Mar 202422.2

Jun 202422.7

Sep 202424.5

Dec 202432.7

Mar 202538.7

Jun 202529.3

Sep 202537.3

Dec 2025105.0

Mar 2026199.1

Jun 2026—

United Rentals, Inc. · URI

Sep 202121.2

Dec 202117.5

Mar 202216.7

Jun 202210.0

Sep 20229.9

Dec 202212.0

Mar 202312.7

Jun 202313.6

Sep 202312.9

Dec 202316.3

Mar 202419.5

Jun 202417.1

Sep 202421.2

Dec 202418.2

Mar 202516.2

Jun 202519.5

Sep 202524.6

Dec 202521.0

Mar 202618.6

Jun 202627.2

WillScot Holdings Corporation · WSC

Sep 202193.3

Dec 202159.2

Mar 202244.5

Jun 202229.0

Sep 202227.8

Dec 202229.5

Mar 202320.3

Jun 202319.8

Sep 202318.2

Dec 202318.9

Mar 202428.7

Jun 202440.0

Sep 2024341.8

Dec 2024223.0

Mar 2025308.9

Jun 202545.7

Sep 202517.5

Dec 2025—

Mar 2026—

Jun 2026—

10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Rental & Leasing Services comparison names 4 specific ways its own evidence can mislead, all listed below. All 18 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.

Keep these limits visible

A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.

11 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 18 Rental & Leasing Services companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-09-16. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company

Market dataThrough 2026-09-16 · weekly price and relative-strength history

Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.

Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.

12 · questions investors ask, short speakable answers

Rental & Leasing Services company comparison FAQs

These 22 answers restate the Rental & Leasing Services comparison above in question form. Every one is computed from the same 18 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-09-16. Nothing here is estimated, and none of it is a recommendation.

Is the Rental & Leasing Services sector outperforming S&P 500?

Which Rental & Leasing Services company is largest by revenue?

United Rentals, Inc. leads with revenue of $16,832 million, based on 10 of 18 comparable companies through Jun 2026.

Which Rental & Leasing Services company is growing fastest?

Willis Lease Finance Corporation has the fastest current revenue growth at 26.1%, across 10 of 18 comparable companies.

Which Rental & Leasing Services company has the strongest 4-Factor Sector Score?

AerCap Holdings N.V. ranks first at 70.3/100 with 85.3% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Rental & Leasing Services company has the lowest comparable PEG?

AerCap Holdings N.V. has the lowest comparable PEG at 0.26, among 3 of 18 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Rental & Leasing Services comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Which Rental & Leasing Services company is the biggest?

United Rentals, Inc. is the largest, with trailing-twelve-month revenue of $16,832 million, ahead of Sunbelt Rentals Holdings, Inc. at $11,154 million. That covers 10 of 18 companies with comparable reporting through Jun 2026.

Which Rental & Leasing Services company has the best profit margins?

AerCap Holdings N.V. has the highest operating margin at 57.5%, from 17 of 18 comparable companies. Avis Budget Group, Inc. shows the biggest recent improvement, at +14.7 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Rental & Leasing Services company makes the most profit?

AerCap Holdings N.V. earns the most, at $3,393 million of trailing-twelve-month net profit, from 10 of 18 comparable companies. Willis Lease Finance Corporation has the fastest profit growth at 15.2%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Rental & Leasing Services company earns the highest return on capital?

Neutron Holdings, Inc. leads on return on capital employed at 35.6%, across 17 of 18 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Rental & Leasing Services stock is the cheapest?

On PEG — where a LOWER number is cheaper — AerCap Holdings N.V. screens cheapest at 0.26×. Only 3 of 18 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Rental & Leasing Services sector beating the market?

Rental & Leasing Services has outperformed S&P 500 by 1.7% over the last 52 weeks and 15.5% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 5 of 16 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Rental & Leasing Services stock has the strongest price momentum?

Vestis Corporation has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Rental & Leasing Services company scores highest for research priority?

AerCap Holdings N.V. scores 70.3 out of 100 with 85.3% evidence confidence, from 27.1 points on growth and earnings, 16.9 on capital efficiency, 16.5 on valuation and 9.8 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Rental & Leasing Services companies does this comparison cover, and over what period?

It compares 18 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Rental & Leasing Services sector?

The 18 Rental & Leasing Services companies on this page carry $170,530 million of combined market value. United Rentals, Inc. is the largest at $62,632 million, about 37% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-09-16.

What is the Rental & Leasing Services sector's P/E ratio?

The median price-to-earnings ratio across the 18 Rental & Leasing Services companies on this page is 21.5×, measured on the 17 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-09-16.

How is the Rental & Leasing Services sector performing?

5 of the 16 covered Rental & Leasing Services companies are beating S&P 500 on Mansfield relative strength. The sector itself is 1.7% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-09-16.

How many Rental & Leasing Services stocks are listed in the US?

This comparison covers 18 listed Rental & Leasing Services companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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