Sector Alpha Week of 2026-08-04
20-quarter listed-company comparison

Rental & Leasing Services Stocks

Rental & Leasing Services: Sunbelt Rentals Holdings, 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 5% behind S&P 500. Earnings across its companies fell 5% on average over the last four reported quarters.

TURNING · ahead 1w~Moving with the index8 of 17 companies ahead of S&P 500 by 5% or more over three months

RS ↑1w · 14/16 >200d (−1) · 8/17 lead (+0) · EPS 9/17↑

20020262025202420232022 411348 TRAILING 12-MONTH EPS · 100 AT THE START0100137Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 9 reportingJun 2022 · trailing 12-month earnings per share at 108, against 100 at the start · no comparable year yet · 10 reportingSep 2022 · trailing 12-month earnings per share at 118, against 100 at the start · no comparable year yet · 10 reportingDec 2022 · trailing 12-month earnings per share at 128, against 100 at the start · no comparable year yet · 10 reportingMar 2023 · trailing 12-month earnings per share at 137, against 100 at the start · up 37.7% on a year ago · 10 reportingJun 2023 · trailing 12-month earnings per share at 136, against 100 at the start · up 30.3% on a year ago · 10 reportingSep 2023 · trailing 12-month earnings per share at 135, against 100 at the start · up 25.7% on a year ago · 11 reportingDec 2023 · trailing 12-month earnings per share at 136, against 100 at the start · up 16.1% on a year ago · 11 reportingMar 2024 · trailing 12-month earnings per share at 132, against 100 at the start · down 23.1% on a year ago · 11 reportingJun 2024 · trailing 12-month earnings per share at 107, against 100 at the start · down 12.9% on a year ago · 11 reportingSep 2024 · trailing 12-month earnings per share at 126, against 100 at the start · down 3.0% on a year ago · 11 reportingDec 2024 · trailing 12-month earnings per share at 92, against 100 at the start · down 28.2% on a year ago · 11 reportingMar 2025 · trailing 12-month earnings per share at 95, against 100 at the start · down 15.7% on a year ago · 11 reportingJun 2025 · trailing 12-month earnings per share at 98, against 100 at the start · up 2.1% on a year ago · 11 reportingSep 2025 · trailing 12-month earnings per share at 130, against 100 at the start · up 5.3% on a year ago · 10 reportingDec 2025 · trailing 12-month earnings per share at 99, against 100 at the start · down 13.0% on a year ago · 11 reportingMar 2026 · trailing 12-month earnings per share at 100, against 100 at the start · down 15.6% on a year ago · 11 reportingNot reported yet — earnings trail price by a quarter or two100 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
20020262025202420232022 411348 TRAILING 12-MONTH EPS · 100 AT THE START0100137Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 9 reportingJun 2022 · trailing 12-month earnings per share at 108, against 100 at the start · no comparable year yet · 10 reportingSep 2022 · trailing 12-month earnings per share at 118, against 100 at the start · no comparable year yet · 10 reportingDec 2022 · trailing 12-month earnings per share at 128, against 100 at the start · no comparable year yet · 10 reportingMar 2023 · trailing 12-month earnings per share at 137, against 100 at the start · up 37.7% on a year ago · 10 reportingJun 2023 · trailing 12-month earnings per share at 136, against 100 at the start · up 30.3% on a year ago · 10 reportingSep 2023 · trailing 12-month earnings per share at 135, against 100 at the start · up 25.7% on a year ago · 11 reportingDec 2023 · trailing 12-month earnings per share at 136, against 100 at the start · up 16.1% on a year ago · 11 reportingMar 2024 · trailing 12-month earnings per share at 132, against 100 at the start · down 23.1% on a year ago · 11 reportingJun 2024 · trailing 12-month earnings per share at 107, against 100 at the start · down 12.9% on a year ago · 11 reportingSep 2024 · trailing 12-month earnings per share at 126, against 100 at the start · down 3.0% on a year ago · 11 reportingDec 2024 · trailing 12-month earnings per share at 92, against 100 at the start · down 28.2% on a year ago · 11 reportingMar 2025 · trailing 12-month earnings per share at 95, against 100 at the start · down 15.7% on a year ago · 11 reportingJun 2025 · trailing 12-month earnings per share at 98, against 100 at the start · up 2.1% on a year ago · 11 reportingSep 2025 · trailing 12-month earnings per share at 130, against 100 at the start · up 5.3% on a year ago · 10 reportingDec 2025 · trailing 12-month earnings per share at 99, against 100 at the start · down 13.0% on a year ago · 11 reportingMar 2026 · trailing 12-month earnings per share at 100, against 100 at the start · down 15.6% on a year ago · 11 reportingNot reported yet — earnings trail price by a quarter or two100No earnings on file this far back — the price series reaches further than the filings do
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 its 17 companies. 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 11.9% over the last 52 weeks. Over 13 weeks the gap is a lead of 1.8%. 12 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 +43.7%.

+1.8%Sector vs S&P 500 · 13 weeks
+11.9%Sector vs S&P 500 · 52 weeks
12/16Stocks leading S&P 500
8/16Stocks 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 11.9% over 52 weeks and 1.8% over 13 weeks. 12 of 16 covered companies beat the S&P 500 on Mansfield relative strength, while 8 of 16 beat the sector itself. Sunbelt Rentals Holdings, Inc. leads with revenue of $11,154 million, based on 8 of 18 comparable companies through Jun 2026.

Companies
18
complete canonical membership
Combined market value
$193.5B
United Rentals, Inc.
Revenue growing
5/8
positive TTM year-on-year growth
Beating S&P 500
12/16
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%
Willis Lease Finance Corporation has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 52.6% evidence confidence.
PROG Holdings, 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.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Willis Lease Finance CorporationWLFC 64.7/100Thin evidence · provisional53% evidence ASLEEP 21.1/35 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 14.6/20 RS sector 3.4% · RS bench 12.1% · 1Y 41.7%5 of 12 weeks ahead 100% evidence
Exact sum: 21.1 + 13.4 + 15.6 + 14.6 = 64.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
2United Rentals, Inc.URI 60.8/100Thin evidence · provisional58% evidence BREAKING OUT 19.1/35 Revenue — · PAT — · OPM change 0.2 pp 45% evidence 17.1/25 ROCE 4.4% · OPM 21.8% 76% evidence 9.6/20 P/E 27.2× · PEG — 15% evidence 15.0/20 RS sector 3.5% · RS bench 12.7% · 1Y 33.9%11 of 12 weeks ahead 100% evidence
Exact sum: 19.1 + 17.1 + 9.6 + 15 = 60.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
3PROG Holdings, Inc.PRG 60.8/100Thin evidence · provisional58% evidence BREAKING OUT 17.2/35 Revenue — · PAT — · OPM change 0.4 pp 45% evidence 14.9/25 ROCE 4.1% · OPM 8.8% 76% evidence 10.8/20 P/E 12.9× · PEG — 15% evidence 17.9/20 RS sector 11.5% · RS bench 21.2% · 1Y 46.3%9 of 12 weeks ahead 100% evidence
Exact sum: 17.2 + 14.9 + 10.8 + 17.9 = 60.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
4Ryder System, Inc.R 53.9/100Thin evidence · provisional58% evidence TURNING 17.1/35 Revenue — · PAT — · OPM change -0.8 pp 45% evidence 12.8/25 ROCE 2.2% · OPM 7.2% 76% evidence 10.0/20 P/E 21.5× · PEG — 15% evidence 14.0/20 RS sector 5.5% · RS bench 14.5% · 1Y 51.3%8 of 12 weeks ahead 100% evidence
Exact sum: 17.1 + 12.8 + 10 + 14 = 53.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
5Herc Holdings Inc.HRI 53.6/100Thin evidence · provisional58% evidence BREAKING OUT 20.6/35 Revenue — · PAT — · OPM change 2.8 pp 45% evidence 9.6/25 ROCE 1.1% · OPM 9% 76% evidence 9.1/20 P/E 97.5× · PEG — 15% evidence 14.3/20 RS sector 2.4% · RS bench 12% · 1Y 54.6%9 of 12 weeks ahead 100% evidence
Exact sum: 20.6 + 9.6 + 9.1 + 14.3 = 53.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
6Vestis CorporationVSTS 53.4/100Thin evidence · provisional58% evidence LEADER 17.0/35 Revenue — · PAT — · OPM change 0.4 pp 45% evidence 7.8/25 ROCE 1.1% · OPM 4.1% 76% evidence 8.9/20 P/E 192× · PEG — 15% evidence 19.7/20 RS sector 43.7% · RS bench 54% · 1Y 193.4%12 of 12 weeks ahead 100% evidence
Exact sum: 17 + 7.8 + 8.9 + 19.7 = 53.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
7Custom Truck One Source, Inc.CTOS 51.6/100Mixed-positive evidence64% evidence TURNING 20.7/35 Revenue 9.4% · PAT — · OPM change 3.9 pp 62% evidence 8.1/25 ROCE 1.2% · OPM 6.8% 76% evidence 9.4/20 P/E 58.2× · PEG — 15% evidence 13.4/20 RS sector 23.3% · RS bench 33.1% · 1Y 93.3%11 of 12 weeks ahead 100% evidence
Exact sum: 20.7 + 8.1 + 9.4 + 13.4 = 51.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
8McGrath RentCorpMGRC 47.0/100Thin evidence · provisional58% evidence TURNING 14.8/35 Revenue — · PAT — · OPM change -1.4 pp 45% evidence 16.2/25 ROCE 3.5% · OPM 21.9% 76% evidence 10.2/20 P/E 19.5× · PEG — 15% evidence 5.8/20 RS sector -12.7% · RS bench -4.5% · 1Y 2.1%0 of 12 weeks ahead 100% evidence
Exact sum: 14.8 + 16.2 + 10.2 + 5.8 = 47 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
9U-Haul Holding CompanyUHAL 46.5/100Mixed-negative evidence64% evidence BREAKING OUT 13.9/35 Revenue 3.6% · PAT -77.4% · OPM change -2.8 pp 62% evidence 5.7/25 ROCE -0.5% · OPM -5.8% 76% evidence 8.7/20 P/E 199.1× · PEG — 15% evidence 18.2/20 RS sector 9.2% · RS bench 19.2% · 1Y 29.6%10 of 12 weeks ahead 100% evidence
Exact sum: 13.9 + 5.7 + 8.7 + 18.2 = 46.5 · Decision use: Price leads the evidence: RS versus the benchmark is 19.2%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
10GATX CorporationGATX 45.1/100Thin evidence · provisional58% evidence ASLEEP 18.6/35 Revenue — · PAT — · OPM change -2.6 pp 45% evidence 14.6/25 ROCE 2.1% · OPM 53.8% 76% evidence 10.4/20 P/E 17.5× · PEG — 15% evidence 1.5/20 RS sector -14.7% · RS bench -6.7% · 1Y 20.2%0 of 12 weeks ahead 100% evidence
Exact sum: 18.6 + 14.6 + 10.4 + 1.5 = 45.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
11Avis Budget Group, Inc.CAR 39.6/100Thin evidence · provisional58% evidence BASING 20.5/35 Revenue — · PAT — · OPM change 14.7 pp 45% evidence 6.7/25 ROCE 0.6% · OPM -8.9% 76% evidence 11.1/20 P/E 8× · PEG — 15% evidence 1.3/20 RS sector -24.6% · RS bench -18.2% · 1Y -8.2%5 of 12 weeks ahead 100% evidence
Exact sum: 20.5 + 6.7 + 11.1 + 1.3 = 39.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
12Sunbelt Rentals Holdings, Inc.SUNB 38.5/100Mixed-negative evidence75% evidence TURNING 7.9/35 Revenue 3.4% · PAT -12.8% · OPM change -5.5 pp 95% evidence 13.4/25 ROCE 2% · OPM 14.9% 76% evidence 9.8/20 P/E 24.3× · PEG — 15% evidence 7.4/20 RS sector -7.5% · RS bench 1.1% · 1Y 18.7%3 of 12 weeks ahead 100% evidence
Exact sum: 7.9 + 13.4 + 9.8 + 7.4 = 38.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
13WillScot Holdings CorporationWSC 38.5/100Mixed-negative evidence71% evidence ASLEEP 7.2/35 Revenue -4.1% · PAT -553.3% · OPM change -3.7 pp 83% evidence 12.3/25 ROCE 1.8% · OPM 17.6% 76% evidence 10.6/20 P/E 17.4× · PEG — 15% evidence 8.4/20 RS sector -1.3% · RS bench 7.4% · 1Y 9.5%9 of 12 weeks ahead 100% evidence
Exact sum: 7.2 + 12.3 + 10.6 + 8.4 = 38.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
14Hertz Global Holdings, Inc.HTZ 38.5/100Thin evidence · provisional58% evidence ASLEEP 19.3/35 Revenue -1% · PAT — · OPM change 9.4 pp 62% evidence 4.9/25 ROCE -0.4% · OPM -4.1% 76% evidence 11.3/20 P/E 7.5× · PEG — 15% evidence 3.0/20 RS sector -75.4% · RS bench -72.8% · 1Y -72.8%5 of 12 weeks ahead 70% evidence
Exact sum: 19.3 + 4.9 + 11.3 + 3 = 38.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
15Alta Equipment Group Inc.ALTG 31.4/100Thin evidence · provisional58% evidence BASING 9.8/35 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 8.5/20 RS sector -4.2% · RS bench 4.3% · 1Y -3.4%2 of 12 weeks ahead 70% evidence
Exact sum: 9.8 + 3.8 + 9.3 + 8.5 = 31.4 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
16Neutron 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.
17AerCap Holdings N.V.AER 48.3/100Thin evidence · provisional29% evidence ASLEEP 18.1/35 Revenue — · PAT — · OPM change — 7% evidence 13.4/25 ROCE — · OPM — 15% evidence 11.5/20 P/E 7.2× · PEG — 15% evidence 5.3/20 RS sector -7.5% · RS bench 1.2% · 1Y 40.7%1 of 12 weeks ahead 100% evidence
Exact sum: 18.1 + 13.4 + 11.5 + 5.3 = 48.3 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
18EquipmentShare.com Inc.EQPT 46.9/100Thin evidence · provisional44% evidence ASLEEP 22.4/35 Revenue 23.6% · PAT — · OPM change 1.5 pp 62% evidence 6.0/25 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 —1 of 12 weeks ahead 0% evidence
Exact sum: 22.4 + 6 + 8.5 + 10 = 46.9 · 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 +193.4%. It also leads on Mansfield relative strength against the S&P 500 at +54%. 12 of 16 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-08-04.

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

Sunbelt Rentals Holdings, Inc. has the highest Revenue among the 18 Rental & Leasing Services companies compared here, at $11,154 million. Hertz Global Holdings, Inc. is next at $8,695 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: Sunbelt Rentals Holdings, Inc. is the scale leader at $11,154 million, 28.3% ahead of Hertz Global 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.

LeaderSunbelt Rentals Holdings, Inc. · $11,154 million
Gap28.3% versus #2 · Hertz Global Holdings, Inc.
Persistence6/8 recent comparable periods
Coverage8/18 companies · 311 observations

Investor read: Sunbelt Rentals Holdings, 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: Sunbelt Rentals Holdings, 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
1Sunbelt Rentals Holdings, Inc. SUNB$11.2B
2Hertz Global Holdings, Inc. HTZ$8.7B
3U-Haul Holding Company UHAL$6.0B
4EquipmentShare.com Inc. EQPT$4.7B
5WillScot Holdings Corporation WSC$2.3B
Revenue growthfastest growers
1Willis Lease Finance Corporation WLFC26%
2EquipmentShare.com Inc. EQPT24%
3Custom Truck One Source, Inc. CTOS9.4%
4U-Haul Holding Company UHAL3.6%
5Sunbelt Rentals Holdings, Inc. SUNB3.4%
Revenue · company comparison
8/18 level · 8/18 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.

CompanyRevenueRevenue growthReported
United Rentals, Inc. URI$4.0B7.2%Jun 2026
Ryder System, Inc. R$3.1B-0.2%Jun 2026
Sunbelt Rentals Holdings, Inc. SUNB$2.8B8.9%Jun 2026
Avis Budget Group, Inc. CAR$2.5B4.1%Jun 2026
AerCap Holdings N.V. AER$2.3B8.9%Jun 2026
Hertz Global Holdings, Inc. HTZ$2.0B11%Mar 2026
U-Haul Holding Company UHAL$1.3B3.1%Mar 2026
Herc Holdings Inc. HRI$1.1B32%Jun 2026
EquipmentShare.com Inc. EQPT$989M38%Mar 2026
PROG Holdings, Inc. PRG$743M11%Jun 2026
Vestis Corporation VSTS$659M-2.2%Jun 2026
GATX Corporation GATX$584M38%Jun 2026
WillScot Holdings Corporation WSC$549M-2.0%Mar 2026
Custom Truck One Source, Inc. CTOS$462M9.5%Mar 2026
Alta Equipment Group Inc. ALTG$411M-2.8%Mar 2026
McGrath RentCorp MGRC$199M2.1%Jun 2026
Willis Lease Finance Corporation WLFC$194M23%Mar 2026
Neutron Holdings, Inc. LIME$170M32%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

$1.5B
$1.5B
$1.8B
$1.7B
$1.8B
$1.9B
$1.9B
$2.0B
$1.9B
$2.0B
$2.1B
$2.0B
$2.0B
$2.1B
$2.1B
$1.9B
$2.4B
$2.3B
$2.3B
—

Avis Budget Group, Inc. · CAR

$3.0B
$2.6B
$2.4B
$3.2B
$3.5B
$2.8B
$2.6B
$3.1B
$3.6B
$2.8B
$2.6B
$3.0B
$3.5B
$2.7B
$2.4B
$3.0B
$3.5B
$2.7B
$2.5B
—

Custom Truck One Source, Inc. · CTOS

$357M
$356M
$366M
$362M
$358M
$487M
$452M
$457M
$434M
$522M
$411M
$423M
$447M
$521M
$422M
$511M
$482M
$528M
$462M
—

EquipmentShare.com Inc. · EQPT

—
—
—
—
—
—
—
—
—
—
$717M
$717M
$776M
$1.6B
$716M
$1.1B
$944M
$1.6B
$989M
—

GATX Corporation · GATX

$314M
$321M
$317M
$313M
$321M
$323M
$339M
$343M
$360M
$369M
$380M
$387M
$405M
$414M
$422M
$431M
$439M
$449M
$584M
—

Herc Holdings Inc. · HRI

$550M
$578M
$568M
$640M
$745M
$787M
$740M
$802M
$908M
$832M
$804M
$848M
$965M
$951M
$861M
$1.0B
$1.3B
$1.2B
$1.1B
—

McGrath RentCorp · MGRC

$173M
$176M
$125M
$153M
$174M
$183M
$164M
$203M
$244M
$222M
$188M
$213M
$267M
$244M
$195M
$236M
$256M
$257M
$199M
—

Ryder System, Inc. · R

$2.5B
$2.6B
$2.9B
$3.0B
$3.0B
$3.1B
$3.0B
$2.9B
$2.9B
$3.0B
$3.1B
$3.2B
$3.2B
$3.2B
$3.1B
$3.2B
$3.2B
$3.2B
$3.1B
—

Sunbelt Rentals Holdings, Inc. · SUNB

$1.9B
$2.0B
$2.0B
$2.1B
$2.3B
$2.5B
$2.4B
$2.4B
$2.7B
$2.9B
$2.7B
$2.6B
$2.8B
$2.9B
$2.6B
$2.5B
$2.8B
$3.0B
$2.6B
$2.8B

U-Haul Holding Company · UHAL

$1.7B
$1.4B
$1.2B
$1.6B
$1.7B
$1.4B
$1.2B
$1.5B
$1.7B
$1.3B
$1.1B
$1.5B
$1.7B
$1.4B
$1.2B
$1.6B
$1.7B
$1.4B
$1.3B
—

United Rentals, Inc. · URI

$2.6B
$2.8B
$2.5B
$2.8B
$3.1B
$3.3B
$3.3B
$3.6B
$3.8B
$3.7B
$3.5B
$3.8B
$4.0B
$4.1B
$3.7B
$3.9B
$4.2B
$4.2B
$4.0B
—

WillScot Holdings Corporation · WSC

$461M
$377M
$451M
$523M
$578M
$591M
$565M
$582M
$605M
$612M
$587M
$605M
$601M
$603M
$560M
$589M
$567M
$566M
$549M
—

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

—
—
—
38%
22%
28%
6.0%
15%
9.3%
4.8%
8.4%
1.6%
3.1%
8.1%
2.8%
-2.8%
18%
9.9%
8.9%
—

Avis Budget Group, Inc. · CAR

—
—
—
37%
18%
7.9%
5.1%
-3.7%
0.5%
-0.3%
-0.2%
-2.4%
-2.4%
-2.0%
-4.7%
-0.3%
1.1%
-1.7%
4.1%
—

Custom Truck One Source, Inc. · CTOS

—
—
—
-3.5%
0.3%
37%
24%
26%
21%
7.2%
-9.1%
-7.4%
3.0%
-0.2%
2.7%
21%
7.8%
1.3%
9.5%
—

EquipmentShare.com Inc. · EQPT

—
—
—
—
—
—
—
—
—
—
—
—
—
—
-0.1%
60%
22%
1.2%
38%
—

GATX Corporation · GATX

—
—
—
-1.3%
2.2%
0.6%
6.9%
9.6%
12%
14%
12%
13%
13%
12%
11%
11%
8.4%
8.5%
38%
—

Herc Holdings Inc. · HRI

—
—
—
30%
35%
36%
30%
25%
22%
5.7%
8.7%
5.7%
6.3%
14%
7.1%
18%
35%
27%
32%
—

McGrath RentCorp · MGRC

—
—
—
4.8%
0.6%
4.0%
31%
33%
40%
21%
15%
4.9%
9.4%
9.9%
3.7%
11%
-4.1%
5.3%
2.1%
—

Ryder System, Inc. · R

—
—
—
27%
23%
19%
3.4%
-4.9%
-3.7%
-2.1%
5.0%
10%
8.3%
5.5%
1.1%
0.2%
0.1%
-0.4%
-0.2%
—

Sunbelt Rentals Holdings, Inc. · SUNB

—
—
—
—
22%
25%
21%
18%
19%
13%
9.5%
7.5%
2.2%
2.2%
-3.4%
-3.8%
1.7%
0.7%
2.7%
8.9%

U-Haul Holding Company · UHAL

—
—
—
8.5%
2.3%
-2.1%
-0.8%
-3.6%
-3.1%
-2.6%
-7.8%
0.5%
0.5%
3.7%
13%
5.3%
3.7%
1.9%
3.1%
—

United Rentals, Inc. · URI

—
—
—
21%
18%
19%
30%
28%
23%
13%
6.1%
6.2%
6.0%
9.8%
6.7%
4.5%
5.9%
2.8%
7.2%
—

WillScot Holdings Corporation · WSC

—
—
—
13%
25%
57%
25%
11%
4.7%
3.6%
3.9%
4.0%
-0.7%
-1.5%
-4.6%
-2.6%
-5.7%
-6.1%
-2.0%
—
06 · compare level, then change

Operating Economics & Margin Trend

GATX Corporation has the highest OPM among the 18 Rental & Leasing Services companies compared here, at 53.8%. McGrath RentCorp is next at 21.9%. Avis Budget Group, Inc. has the highest Margin change at +14.7 percentage points, so level and change sit with different companies. 16 of 18 companies report a comparable reading, the latest through Jun 2026.

What the numbers say: GATX Corporation leads opm at 53.8%; Avis Budget Group, Inc. leads margin change at +14.7 percentage points.

LeaderGATX Corporation · 53.8%
Gap145.7% versus #2 · McGrath RentCorp
Persistence6/8 recent comparable periods
Coverage16/18 companies · 273 observations

Investor read: GATX Corporation 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
1GATX Corporation GATX54%
2McGrath RentCorp MGRC22%
3United Rentals, Inc. URI22%
4WillScot Holdings Corporation WSC18%
5Sunbelt Rentals Holdings, Inc. SUNB15%
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
4Custom Truck One Source, Inc. CTOS+3.9 pp
5Herc Holdings Inc. HRI+2.8 pp
Operating margin · company comparison
16/18 level · 16/18 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
GATX Corporation GATX54%−2.6 ppJun 2026
McGrath RentCorp MGRC22%−1.4 ppJun 2026
United Rentals, Inc. URI22%+0.2 ppJun 2026
WillScot Holdings Corporation WSC18%−3.7 ppMar 2026
Sunbelt Rentals Holdings, Inc. SUNB15%−5.5 ppJun 2026
Herc Holdings Inc. HRI9.0%+2.8 ppJun 2026
PROG Holdings, Inc. PRG8.8%+0.4 ppJun 2026
Ryder System, Inc. R7.2%−0.8 ppJun 2026
Custom Truck One Source, Inc. CTOS6.8%+3.9 ppMar 2026
Vestis Corporation VSTS4.1%+0.4 ppJun 2026
EquipmentShare.com Inc. EQPT0.1%+1.5 ppMar 2026
Alta Equipment Group Inc. ALTG-1.4%−1.6 ppMar 2026
Hertz Global Holdings, Inc. HTZ-4.1%+9.4 ppMar 2026
U-Haul Holding Company UHAL-5.8%−2.8 ppMar 2026
Avis Budget Group, Inc. CAR-8.9%+14.7 ppJun 2026
Neutron Holdings, Inc. LIME-17%+7.3 ppMar 2026
Full 20-quarter history · every available company

OPM · 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.

Avis Budget Group, Inc. · CAR

42%
34%
31%
35%
41%
206%
69%
22%
24%
32%
-2.3%
5.8%
12%
2.0%
-24%
6.4%
17%
67%
-8.9%
—

Custom Truck One Source, Inc. · CTOS

-1.5%
2.8%
2.7%
5.2%
6.5%
11%
8.8%
8.7%
8.8%
10%
4.5%
4.2%
5.2%
13%
2.9%
5.5%
6.8%
9.8%
6.8%
—

EquipmentShare.com Inc. · EQPT

—
—
—
—
—
—
—
—
—
—
2.4%
2.4%
8.0%
7.8%
-1.4%
5.5%
6.9%
11%
0.1%
—

GATX Corporation · GATX

26%
23%
26%
26%
27%
28%
27%
28%
29%
51%
30%
29%
55%
53%
56%
32%
55%
54%
54%
—

Herc Holdings Inc. · HRI

21%
20%
16%
19%
23%
23%
17%
20%
22%
23%
18%
18%
24%
2.4%
6.2%
3.8%
13%
13%
9.0%
—

McGrath RentCorp · MGRC

21%
24%
20%
22%
23%
27%
12%
23%
27%
25%
28%
26%
28%
26%
23%
24%
26%
29%
22%
—

Neutron Holdings, Inc. · LIME

—
—
—
—
—
—
—
—
—
—
—
—
—
—
-24%
—
—
—
-17%
—

Ryder System, Inc. · R

9.4%
11%
11%
13%
13%
11%
8.7%
11%
15%
133%
6.5%
8.8%
9.0%
9.0%
8.0%
8.8%
9.1%
8.9%
7.2%
—

Sunbelt Rentals Holdings, Inc. · SUNB

26%
28%
23%
21%
26%
29%
25%
24%
26%
28%
22%
16%
25%
27%
21%
20%
23%
24%
19%
15%

U-Haul Holding Company · UHAL

35%
30%
13%
31%
31%
23%
9.3%
26%
26%
15%
-3.6%
20%
18%
11%
-3.0%
16%
13%
2.5%
-5.8%
—

United Rentals, Inc. · URI

26%
27%
23%
26%
30%
31%
23%
26%
29%
29%
24%
27%
28%
27%
22%
25%
26%
25%
22%
—

WillScot Holdings Corporation · WSC

20%
19%
-13%
22%
25%
29%
27%
29%
29%
29%
22%
-0.9%
-5.9%
29%
21%
22%
21%
-33%
18%
—

Margin 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.

Avis Budget Group, Inc. · CAR

—
—
—
−32.4 pp
−1.2 pp
+172.2 pp
+38.1 pp
−13.5 pp
−17.5 pp
−173.9 pp
−71.7 pp
−15.7 pp
−11.2 pp
−29.9 pp
−21.3 pp
+0.6 pp
+4.4 pp
+64.7 pp
+14.7 pp
—

Custom Truck One Source, Inc. · CTOS

—
—
—
+16.8 pp
+8.0 pp
+7.8 pp
+6.1 pp
+3.5 pp
+2.3 pp
−0.4 pp
−4.3 pp
−4.5 pp
−3.6 pp
+2.7 pp
−1.6 pp
+1.3 pp
+1.6 pp
−3.1 pp
+3.9 pp
—

EquipmentShare.com Inc. · EQPT

—
—
—
—
—
—
—
—
—
—
—
—
—
—
−3.8 pp
+3.1 pp
−1.1 pp
+3.6 pp
+1.5 pp
—

GATX Corporation · GATX

—
—
—
+2.7 pp
+1.8 pp
+5.1 pp
+1.7 pp
+1.4 pp
+1.3 pp
+23.3 pp
+2.6 pp
+1.0 pp
+26.3 pp
+2.2 pp
+26.4 pp
+3.4 pp
−0.3 pp
+0.7 pp
−2.6 pp
—

Herc Holdings Inc. · HRI

—
—
—
+2.3 pp
+1.3 pp
+2.7 pp
+1.1 pp
+0.4 pp
−0.2 pp
−0.2 pp
+0.7 pp
−1.2 pp
+1.3 pp
−20.1 pp
−11.3 pp
−14.6 pp
−10.5 pp
+10.8 pp
+2.8 pp
—

McGrath RentCorp · MGRC

—
—
—
+1.4 pp
+2.2 pp
+2.3 pp
−8.2 pp
+1.8 pp
+4.4 pp
−1.6 pp
+15.6 pp
+2.2 pp
+0.7 pp
+0.8 pp
−4.4 pp
−1.3 pp
−2.0 pp
+3.0 pp
−1.4 pp
—

Neutron Holdings, Inc. · LIME

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
+7.3 pp
—

Ryder System, Inc. · R

—
—
—
+3.6 pp
+3.3 pp
+0.7 pp
−2.1 pp
−2.1 pp
+2.6 pp
+122.1 pp
−2.2 pp
−1.7 pp
−6.3 pp
−124.4 pp
+1.5 pp
0.0 pp
+0.1 pp
−0.1 pp
−0.8 pp
—

Sunbelt Rentals Holdings, Inc. · SUNB

—
—
—
—
+0.6 pp
+1.0 pp
+2.6 pp
+2.1 pp
−0.2 pp
−1.6 pp
−2.9 pp
−7.6 pp
−1.1 pp
−0.7 pp
−1.5 pp
+4.5 pp
−2.1 pp
−3.3 pp
−2.0 pp
−5.5 pp

U-Haul Holding Company · UHAL

—
—
—
−2.1 pp
−4.2 pp
−6.4 pp
−3.5 pp
−5.1 pp
−4.9 pp
−8.4 pp
−12.9 pp
−6.0 pp
−7.3 pp
−3.8 pp
+0.6 pp
−4.3 pp
−5.5 pp
−8.6 pp
−2.8 pp
—

United Rentals, Inc. · URI

—
—
—
+4.8 pp
+4.0 pp
+4.3 pp
−0.2 pp
+0.2 pp
−1.0 pp
−2.6 pp
+1.9 pp
+0.6 pp
−1.1 pp
−2.0 pp
−2.8 pp
−1.2 pp
−1.8 pp
−1.5 pp
+0.2 pp
—

WillScot Holdings Corporation · WSC

—
—
—
+6.5 pp
+5.2 pp
+9.8 pp
+39.6 pp
+6.8 pp
+4.4 pp
−0.1 pp
−4.7 pp
−29.5 pp
−35.3 pp
0.0 pp
−0.8 pp
+22.4 pp
+26.9 pp
−61.4 pp
−3.7 pp
—
07 · compare level, then change

Profit Scale & Acceleration

Sunbelt Rentals Holdings, Inc. has the highest Net profit among the 18 Rental & Leasing Services companies compared here, at $1,881 million. Willis Lease Finance Corporation is next at $121 million. Willis Lease Finance Corporation has the highest Profit growth at 15.2%, so level and change sit with different companies.

What the numbers say: Sunbelt Rentals Holdings, Inc. leads with $1,881 million of TTM profit, 15.5× the profit of Willis Lease Finance Corporation. 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.

LeaderSunbelt Rentals Holdings, Inc. · $1,881 million
Gap15.5× versus #2 · Willis Lease Finance Corporation
Persistence0/8 recent comparable periods
Coverage8/18 companies · 311 observations

Investor read: Sunbelt Rentals 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 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
1Sunbelt Rentals Holdings, Inc. SUNB$1.9B
2Willis Lease Finance Corporation WLFC$121M
3U-Haul Holding Company UHAL$83M
4EquipmentShare.com Inc. EQPT$59M
5Custom Truck One Source, Inc. CTOS$-17M
Profit growthfastest growers
1Willis Lease Finance Corporation WLFC15%
2Sunbelt Rentals Holdings, Inc. SUNB-13%
3WillScot Holdings Corporation WSC-553%
Net profit · company comparison
8/18 level · 3/18 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
AerCap Holdings N.V. AER$818M27%Jun 2026
United Rentals, Inc. URI$531M2.5%Jun 2026
Sunbelt Rentals Holdings, Inc. SUNB$226M-31%Jun 2026
Ryder System, Inc. R$93M-5.1%Jun 2026
GATX Corporation GATX$58M7.4%Jun 2026
PROG Holdings, Inc. PRG$36M2.9%Jun 2026
WillScot Holdings Corporation WSC$28M-35%Mar 2026
McGrath RentCorp MGRC$27M-3.6%Jun 2026
Willis Lease Finance Corporation WLFC$25M47%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$-29M30%Mar 2026
Neutron Holdings, Inc. LIME$-61M—Mar 2026
U-Haul Holding Company UHAL$-128M-155%Mar 2026
Avis Budget Group, Inc. CAR$-234M51%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

$441M
$90M
$-2.0B
$341M
$441M
$498M
$435M
$497M
$1.1B
$1.1B
$604M
$448M
$375M
$671M
$643M
$1.3B
$1.2B
$633M
$818M
—

Avis Budget Group, Inc. · CAR

$674M
$381M
$527M
$774M
$1.0B
$424M
$312M
$436M
$627M
$260M
$-113M
$15M
$238M
$-2.0B
$-504M
$5M
$360M
$-856M
$-234M
—

Custom Truck One Source, Inc. · CTOS

$-21M
$-4M
$-3M
$14M
$-2M
$31M
$14M
$12M
$9M
$16M
$-14M
$-24M
$-17M
$28M
$-18M
$-28M
$-6M
$21M
$-4M
—

EquipmentShare.com Inc. · EQPT

—
—
—
—
—
—
—
—
—
—
$-24M
$-24M
$1M
$50M
$-48M
$17M
$6M
$65M
$-29M
—

GATX Corporation · GATX

$37M
$38M
$79M
$-8M
$22M
$30M
$57M
$49M
$39M
$42M
$55M
$32M
$63M
$52M
$54M
$60M
$42M
$61M
$58M
—

Herc Holdings Inc. · HRI

$72M
$72M
$58M
$73M
$101M
$98M
$67M
$76M
$113M
$91M
$65M
$70M
$122M
$-46M
$-18M
$-35M
$30M
$24M
$-24M
—

McGrath RentCorp · MGRC

$23M
$28M
$18M
$24M
$27M
$35M
$12M
$28M
$40M
$32M
$23M
$21M
$149M
$39M
$28M
$36M
$42M
$50M
$27M
—

Ryder System, Inc. · R

$139M
$182M
$176M
$240M
$247M
$200M
$140M
$-18M
$160M
$124M
$85M
$126M
$143M
$135M
$98M
$132M
$139M
$133M
$93M
—

Sunbelt Rentals Holdings, Inc. · SUNB

$527M
$594M
$488M
$476M
$658M
$821M
$630M
$585M
$722M
$838M
$552M
$-539M
$685M
$819M
$325M
$329M
$648M
$717M
$290M
$226M

U-Haul Holding Company · UHAL

$410M
$281M
$87M
$338M
$350M
$199M
$37M
$257M
$274M
$99M
$-1M
$195M
$187M
$67M
$-82M
$142M
$106M
$-37M
$-128M
—

United Rentals, Inc. · URI

$409M
$481M
$367M
$493M
$606M
$639M
$451M
$591M
$703M
$679M
$542M
$636M
$708M
$689M
$518M
$622M
$701M
$653M
$531M
—

WillScot Holdings Corporation · WSC

$57M
$40M
$39M
$60M
$78M
$99M
$76M
$88M
$92M
$86M
$56M
$-47M
$-70M
$89M
$43M
$48M
$43M
$-187M
$28M
—

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

—
—
—
36%
0.0%
453%
—
46%
151%
122%
39%
-9.9%
-66%
-39%
6.5%
181%
224%
-5.7%
27%
—

Avis Budget Group, Inc. · CAR

—
—
—
94%
53%
11%
-41%
-44%
-39%
-39%
-136%
-97%
-62%
-853%
—
-67%
51%
—
—
—

Custom Truck One Source, Inc. · CTOS

—
—
—
—
—
—
—
-14%
—
-48%
-200%
-300%
-289%
75%
—
—
—
-25%
—
—

EquipmentShare.com Inc. · EQPT

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
500%
30%
—
—

GATX Corporation · GATX

—
—
—
-122%
-41%
-21%
-28%
—
77%
40%
-3.5%
-35%
62%
24%
-1.8%
88%
-33%
17%
7.4%
—

Herc Holdings Inc. · HRI

—
—
—
55%
40%
36%
16%
4.1%
12%
-7.1%
-3.0%
-7.9%
8.0%
-151%
-128%
-150%
-75%
—
—
—

McGrath RentCorp · MGRC

—
—
—
14%
17%
25%
-33%
17%
48%
-8.6%
92%
-25%
273%
22%
22%
71%
-72%
28%
-3.6%
—

Ryder System, Inc. · R

—
—
—
60%
78%
9.9%
-20%
-108%
-35%
-38%
-39%
—
-11%
8.9%
15%
4.8%
-2.8%
-1.5%
-5.1%
—

Sunbelt Rentals Holdings, Inc. · SUNB

—
—
—
—
25%
38%
29%
23%
9.7%
2.1%
-12%
-192%
-5.1%
-2.3%
-41%
—
-5.4%
-12%
-11%
-31%

U-Haul Holding Company · UHAL

—
—
—
-2.0%
-15%
-29%
-57%
-24%
-22%
-50%
-103%
-24%
-32%
-32%
—
-27%
-43%
-155%
—
—

United Rentals, Inc. · URI

—
—
—
68%
48%
33%
23%
20%
16%
6.3%
20%
7.6%
0.7%
1.5%
-4.4%
-2.2%
-1.0%
-5.2%
2.5%
—

WillScot Holdings Corporation · WSC

—
—
—
200%
37%
148%
95%
47%
18%
-13%
-26%
-153%
-176%
3.5%
-23%
—
—
-310%
-35%
—
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%. United Rentals, Inc. is next at 4.4%. GATX Corporation has the highest ROCE change at +1 percentage points, so level and change sit with different companies. 16 of 18 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Neutron Holdings, Inc. leads ROCE at 35.6%, 31.2 percentage points above United Rentals, Inc.. GATX Corporation has the strongest latest improvement at +1 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%
Gap709.1% versus #2 · United Rentals, Inc.
PersistenceNot enough history
Coverage16/18 companies · 279 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%
2United Rentals, Inc. URI4.4%
3PROG Holdings, Inc. PRG4.1%
4McGrath RentCorp MGRC3.5%
5Ryder System, Inc. R2.2%
ROCE changefastest improvers
1GATX Corporation GATX+1.0 pp
2EquipmentShare.com Inc. EQPT+0.9 pp
3Hertz Global Holdings, Inc. HTZ+0.8 pp
4Custom Truck One Source, Inc. CTOS+0.7 pp
5Herc Holdings Inc. HRI+0.7 pp
Return on capital · company comparison
16/18 level · 16/18 change
All-company data · latest reported quarter
CompanyROCEROCE changeReported
Neutron Holdings, Inc. LIME36%—Mar 2026
United Rentals, Inc. URI4.4%+0.3 ppJun 2026
PROG Holdings, Inc. PRG4.1%−0.5 ppJun 2026
McGrath RentCorp MGRC3.5%−0.8 ppJun 2026
Ryder System, Inc. R2.2%+0.1 ppJun 2026
GATX Corporation GATX2.1%+1.0 ppJun 2026
Sunbelt Rentals Holdings, Inc. SUNB2.0%−0.5 ppJun 2026
WillScot Holdings Corporation WSC1.8%−0.4 ppMar 2026
Custom Truck One Source, Inc. CTOS1.2%+0.7 ppMar 2026
Herc Holdings Inc. HRI1.1%+0.7 ppJun 2026
Vestis Corporation VSTS1.1%+0.1 ppJun 2026
Avis Budget Group, Inc. CAR0.6%+0.2 ppJun 2026
EquipmentShare.com Inc. EQPT0.0%+0.9 ppMar 2026
Hertz Global Holdings, Inc. HTZ-0.4%+0.8 ppMar 2026
U-Haul Holding Company UHAL-0.5%−0.2 ppMar 2026
Alta Equipment Group Inc. ALTG-0.7%−0.8 ppMar 2026
Full 20-quarter history · every available company

ROCE · 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.

Avis Budget Group, Inc. · CAR

6.9%
4.8%
4.1%
5.3%
7.0%
26%
7.8%
2.6%
3.2%
3.3%
-0.2%
0.6%
1.4%
0.2%
-2.0%
0.4%
2.0%
6.5%
-0.8%
0.6%

Custom Truck One Source, Inc. · CTOS

-0.4%
0.7%
0.7%
0.8%
1.0%
2.3%
1.7%
1.7%
1.6%
2.2%
0.8%
0.7%
0.9%
2.7%
0.5%
1.1%
1.3%
2.1%
1.2%
—

EquipmentShare.com Inc. · EQPT

—
—
—
—
—
—
—
—
0.0%
0.0%
—
—
1.5%
3.0%
—
—
1.4%
3.9%
0.0%
—

GATX Corporation · GATX

0.9%
1.1%
0.8%
0.9%
0.9%
0.9%
0.9%
1.0%
1.0%
1.8%
1.1%
1.0%
2.0%
1.9%
2.0%
1.1%
1.9%
1.6%
2.1%
2.1%

Herc Holdings Inc. · HRI

3.3%
3.2%
2.4%
3.0%
3.8%
3.8%
2.5%
2.9%
3.5%
3.1%
2.3%
2.4%
3.3%
0.3%
0.8%
0.4%
1.7%
1.6%
1.0%
1.1%

McGrath RentCorp · MGRC

3.9%
4.6%
2.7%
3.5%
4.1%
4.8%
1.9%
4.5%
6.2%
5.0%
4.6%
4.7%
6.0%
4.9%
3.5%
4.3%
4.7%
5.0%
2.9%
3.5%

Neutron Holdings, Inc. · LIME

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
36%
—

Ryder System, Inc. · R

2.2%
2.6%
2.9%
3.7%
3.7%
3.2%
2.4%
2.7%
3.9%
35%
1.7%
2.3%
2.3%
2.2%
1.9%
2.1%
2.1%
2.1%
1.7%
2.2%

Sunbelt Rentals Holdings, Inc. · SUNB

—
4.3%
3.3%
3.3%
4.0%
4.8%
3.7%
3.4%
3.9%
4.2%
3.0%
2.1%
3.3%
3.7%
2.5%
2.5%
2.9%
3.2%
4.8%
2.0%

U-Haul Holding Company · UHAL

5.1%
3.6%
1.3%
4.0%
4.0%
2.4%
0.8%
2.8%
2.9%
1.4%
-0.3%
2.1%
2.0%
1.0%
-0.3%
1.6%
1.3%
0.2%
-0.5%
—

United Rentals, Inc. · URI

4.0%
4.4%
3.4%
4.0%
5.0%
5.2%
3.7%
4.6%
5.3%
4.9%
3.7%
4.4%
4.8%
4.6%
3.4%
4.1%
4.4%
4.1%
3.5%
4.4%

WillScot Holdings Corporation · WSC

1.8%
1.4%
-1.1%
2.2%
2.8%
3.3%
2.9%
3.2%
3.3%
3.3%
2.4%
-0.1%
-0.6%
3.2%
2.2%
2.3%
2.2%
-3.4%
1.8%
—

ROCE change · reported quarter history

Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Avis Budget Group, Inc. · CAR

—
—
—
—
+0.1 pp
+21.4 pp
+3.7 pp
−2.7 pp
−3.8 pp
−22.9 pp
−8.0 pp
−2.0 pp
−1.8 pp
−3.1 pp
−1.8 pp
−0.2 pp
+0.6 pp
+6.3 pp
+1.2 pp
+0.2 pp

Custom Truck One Source, Inc. · CTOS

—
—
—
—
+1.4 pp
+1.6 pp
+1.0 pp
+0.9 pp
+0.6 pp
−0.1 pp
−0.9 pp
−1.0 pp
−0.7 pp
+0.5 pp
−0.3 pp
+0.4 pp
+0.4 pp
−0.6 pp
+0.7 pp
—

EquipmentShare.com Inc. · EQPT

—
—
—
—
—
—
—
—
—
—
—
—
+1.5 pp
+3.0 pp
—
—
−0.1 pp
+0.9 pp
—
—

GATX Corporation · GATX

—
—
—
—
0.0 pp
−0.2 pp
+0.1 pp
+0.1 pp
+0.1 pp
+0.9 pp
+0.2 pp
0.0 pp
+1.0 pp
+0.1 pp
+0.9 pp
+0.1 pp
−0.1 pp
−0.3 pp
+0.1 pp
+1.0 pp

Herc Holdings Inc. · HRI

—
—
—
—
+0.5 pp
+0.6 pp
+0.1 pp
−0.1 pp
−0.3 pp
−0.7 pp
−0.2 pp
−0.5 pp
−0.2 pp
−2.8 pp
−1.5 pp
−2.0 pp
−1.6 pp
+1.3 pp
+0.2 pp
+0.7 pp

McGrath RentCorp · MGRC

—
—
—
—
+0.2 pp
+0.2 pp
−0.8 pp
+1.0 pp
+2.1 pp
+0.2 pp
+2.7 pp
+0.2 pp
−0.2 pp
−0.1 pp
−1.1 pp
−0.4 pp
−1.3 pp
+0.1 pp
−0.6 pp
−0.8 pp

Ryder System, Inc. · R

—
—
—
—
+1.5 pp
+0.6 pp
−0.5 pp
−1.0 pp
+0.2 pp
+31.5 pp
−0.7 pp
−0.4 pp
−1.6 pp
−32.5 pp
+0.2 pp
−0.2 pp
−0.2 pp
−0.1 pp
−0.2 pp
+0.1 pp

Sunbelt Rentals Holdings, Inc. · SUNB

—
—
—
—
—
+0.5 pp
+0.4 pp
+0.1 pp
−0.1 pp
−0.6 pp
−0.7 pp
−1.3 pp
−0.6 pp
−0.5 pp
−0.5 pp
+0.4 pp
−0.4 pp
−0.5 pp
+2.3 pp
−0.5 pp

U-Haul Holding Company · UHAL

—
—
—
—
−1.1 pp
−1.2 pp
−0.5 pp
−1.2 pp
−1.1 pp
−1.0 pp
−1.1 pp
−0.7 pp
−0.9 pp
−0.4 pp
0.0 pp
−0.5 pp
−0.7 pp
−0.8 pp
−0.2 pp
—

United Rentals, Inc. · URI

—
—
—
—
+1.0 pp
+0.8 pp
+0.3 pp
+0.6 pp
+0.3 pp
−0.3 pp
0.0 pp
−0.2 pp
−0.5 pp
−0.3 pp
−0.3 pp
−0.3 pp
−0.4 pp
−0.5 pp
+0.1 pp
+0.3 pp

Vestis Corporation · VSTS

—
—
—
—
—
+3.2 pp
—
+2.4 pp
+2.1 pp
−1.5 pp
−2.0 pp
−1.0 pp
−1.0 pp
−0.5 pp
−1.9 pp
−0.4 pp
—
−0.5 pp
+1.0 pp
+0.1 pp

WillScot Holdings Corporation · WSC

—
—
—
—
+1.0 pp
+1.9 pp
+4.0 pp
+1.0 pp
+0.5 pp
0.0 pp
−0.5 pp
−3.3 pp
−3.9 pp
−0.1 pp
−0.2 pp
+2.4 pp
+2.8 pp
−6.6 pp
−0.4 pp
—
09 · compare level, then change

Valuation Against Growth & Quality

Willis Lease Finance Corporation has the lowest PEG among the 18 Rental & Leasing Services companies compared here, at 0.81×. AerCap Holdings N.V. has the lowest P/E at 7.17×, so level and change sit with different companies. 1 of 18 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Willis Lease Finance Corporation has the lowest comparable PEG at 0.81×. Only 1 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.

LeaderWillis Lease Finance Corporation · 0.81×
GapNot enough peers
Persistence0/8 recent comparable periods
Coverage1/18 companies · 50 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
1Willis Lease Finance Corporation WLFC0.8
P/Elowest P/E
1AerCap Holdings N.V. AER7.2
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
1/18 level · 17/18 change
All-company data · latest reported quarter
CompanyPEGP/EReported
Ryder System, Inc. R3.321.5Jun 2026
Herc Holdings Inc. HRI1.997.5Jun 2026
United Rentals, Inc. URI1.927.2Jun 2026
GATX Corporation GATX1.017.5Jun 2026
PROG Holdings, Inc. PRG0.912.9Jun 2026
Willis Lease Finance Corporation WLFC0.810.3Mar 2026
Custom Truck One Source, Inc. CTOS0.858.2Mar 2026
Hertz Global Holdings, Inc. HTZ0.67.5Mar 2026
AerCap Holdings N.V. AER0.57.2Jun 2026
McGrath RentCorp MGRC0.419.5Jun 2026
WillScot Holdings Corporation WSC0.417.5Mar 2026
Avis Budget Group, Inc. CAR0.28.0Jun 2026
Sunbelt Rentals Holdings, Inc. SUNB—24.3Jun 2026
U-Haul Holding Company UHAL—199.1Mar 2026
EquipmentShare.com Inc. EQPT—226.3Mar 2026
Vestis Corporation VSTS—192.0Jun 2026
Alta Equipment Group Inc. ALTG—68.7Mar 2026
Full 20-quarter history · every available company

PEG · reported quarter history

AerCap Holdings N.V. · AER

—
—
—
—
—
—
—
—
—
—
—
—
0.5
—
—
—
—
—
—
—

Avis Budget Group, Inc. · CAR

—
—
—
—
—
—
—
0.2
—
—
—
—
—
—
—
—
—
—
—
—

Custom Truck One Source, Inc. · CTOS

—
—
—
—
—
—
—
—
—
0.8
—
—
—
—
—
—
—
—
—
—

GATX Corporation · GATX

—
—
—
—
—
—
—
1.0
0.4
—
0.3
3.0
1.5
2.3
1.6
0.5
1.4
1.1
1.0
—

Herc Holdings Inc. · HRI

—
—
—
—
—
—
0.3
0.4
0.5
1.2
1.9
—
—
—
—
—
—
—
—
—

Hertz Global Holdings, Inc. · HTZ

—
—
—
—
—
—
—
0.2
0.6
—
—
—
—
—
—
—
—
—
—
—

McGrath RentCorp · MGRC

—
—
—
—
—
—
—
—
—
0.3
—
—
0.4
0.4
—
—
—
—
—
—

PROG Holdings, Inc. · PRG

—
—
—
—
—
—
—
0.4
—
—
2.2
—
1.3
0.2
—
—
0.9
—
—
—

Ryder System, Inc. · R

—
—
—
—
—
—
0.1
—
—
—
—
—
2.1
0.5
0.3
1.7
1.5
1.9
3.3
—

United Rentals, Inc. · URI

—
—
—
—
—
—
0.3
0.4
0.5
0.9
1.1
1.1
1.9
1.9
—
—
—
—
—
—

Willis Lease Finance Corporation · WLFC

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
0.3
0.5
—
0.8
—

WillScot Holdings Corporation · WSC

—
—
—
—
—
—
—
—
0.3
0.4
—
—
—
—
—
—
—
—
—
—

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

8.0
9.8
—
—
—
—
8.0
8.2
5.8
5.4
5.7
6.0
7.5
8.9
9.1
7.3
5.7
6.8
6.0
7.2

Avis Budget Group, Inc. · CAR

9.4
10.7
8.1
3.5
2.8
2.9
3.5
4.5
3.9
4.2
3.9
5.0
8.0
—
—
—
—
—
—
—

Custom Truck One Source, Inc. · CTOS

—
—
—
—
583.0
39.5
29.5
29.3
22.1
29.4
58.2
—
—
—
—
—
—
—
—
—

EquipmentShare.com Inc. · EQPT

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
226.3
—

GATX Corporation · GATX

32.2
26.2
24.4
19.0
18.2
24.5
25.0
21.2
16.2
16.9
19.1
20.4
17.7
19.9
19.7
17.6
20.4
18.6
18.3
17.5

Herc Holdings Inc. · HRI

26.4
21.2
20.4
10.0
10.4
12.1
10.1
11.8
9.8
12.3
13.9
11.2
13.0
25.6
29.9
153.1
—
4,946.0
—
97.5

McGrath RentCorp · MGRC

19.1
21.9
23.2
19.5
20.0
21.0
14.0
13.5
13.8
16.8
24.1
22.6
11.5
11.9
11.5
11.3
19.9
16.5
17.5
19.5

Ryder System, Inc. · R

12.2
8.5
6.6
5.1
4.7
4.9
5.4
7.4
10.6
13.2
15.7
11.4
13.6
14.2
12.6
13.5
16.0
16.0
17.0
21.5

Sunbelt Rentals Holdings, Inc. · SUNB

—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
24.3

U-Haul Holding Company · UHAL

12.5
11.9
8.4
7.3
7.6
10.3
10.8
12.0
14.5
22.2
22.2
22.7
24.5
32.7
38.7
29.3
37.3
105.0
199.1
—

United Rentals, Inc. · URI

21.2
17.5
16.7
10.0
9.9
12.0
12.7
13.6
12.9
16.3
19.5
17.1
21.2
18.2
16.2
19.5
24.6
21.0
18.6
27.2

WillScot Holdings Corporation · WSC

93.3
59.2
44.5
29.0
27.8
29.5
20.3
19.8
18.2
18.9
28.7
40.0
341.8
223.0
308.9
45.7
17.5
—
—
—
10 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Rental & Leasing Services comparison names 5 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. 1 of the 5 ranked sections has fewer than three usable current readings. 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.
  • Thin comparisons: Valuation have fewer than three usable current readings.
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 2026-08-04. 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 2026-08-04 · 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 2026-08-04. Nothing here is estimated, and none of it is a recommendation.

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

Rental & Leasing Services has outperformed S&P 500 by 11.9% over 52 weeks and 1.8% over 13 weeks. 12 of 16 covered companies beat the S&P 500 on Mansfield relative strength, while 8 of 16 beat the sector itself.

Which Rental & Leasing Services company is largest by revenue?

Sunbelt Rentals Holdings, Inc. leads with revenue of $11,154 million, based on 8 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 8 of 18 comparable companies.

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

Willis Lease Finance Corporation ranks first at 64.7/100 with 52.6% evidence confidence. The score prioritizes research; it is not a buy recommendation.

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

Willis Lease Finance Corporation has the lowest comparable PEG at 0.81, among 1 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?

Sunbelt Rentals Holdings, Inc. is the largest, with trailing-twelve-month revenue of $11,154 million, ahead of Hertz Global Holdings, Inc. at $8,695 million. That covers 8 of 18 companies with comparable reporting through Jun 2026.

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

GATX Corporation has the highest operating margin at 53.8%, from 16 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?

Sunbelt Rentals Holdings, Inc. earns the most, at $1,881 million of trailing-twelve-month net profit, from 8 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 16 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 — Willis Lease Finance Corporation screens cheapest at 0.81×. Only 1 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 11.9% over the last 52 weeks and 1.8% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 12 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?

Willis Lease Finance Corporation scores 64.7 out of 100 with 52.6% evidence confidence, from 21.1 points on growth and earnings, 13.4 on capital efficiency, 15.6 on valuation and 14.6 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 $193,537 million of combined market value. United Rentals, Inc. is the largest at $71,587 million, about 37% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-04.

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 2026-08-04.

How is the Rental & Leasing Services sector performing?

12 of the 16 covered Rental & Leasing Services companies are beating S&P 500 on Mansfield relative strength. The sector itself is 11.9% ahead of S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-04.

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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