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Shares in Ashtead Technology Holdings PLC (AIM:AT.) rose 12% to 375.6p on Monday after the subsea technology group said profits for 2025 would come in ahead of market expectations, helped by stronger margins and successful integration of recent acquisitions.
Ashtead Group remains in a 'show me' phase, with near-term earnings growth muted despite a robust long-term outlook. Q2 2026 results showed stabilization but not acceleration: revenue up 1% y/y, EBITDA down 2% y/y, and margin compression persists. The mega-project pipeline is credible and shifting toward higher-value data centers, but early-stage ramp-up continues to weigh on margins.
Ashtead Group plc (ASHTY) Q2 2026 Earnings Call Transcript
When America builds, Ashtead Group PLC (LSE:AHT) booms. But with confidence ebbing in the world's largest rental market, the Sunbelt Rentals owner is finding the gears harder to shift.
Siemens (OTCMKTS:SIEGY - Get Free Report) and Ashtead Group (OTCMKTS:ASHTY - Get Free Report) are both large-cap industrials companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, valuation, dividends, profitability, analyst recommendations, institutional ownership and risk. Volatility and Risk Siemens has a beta of
Here is how Ashtead Group PLC (ASHTY) and Life360 (LIF) have performed compared to their sector so far this year.
Jefferies has cut its rating on Ashtead Group PLC (LSE:AHT), the equipment rental group, citing the recent strength in the shares. It has moved to 'hold' from 'buy', with the price target lowered to 5,700p from 5,900p.
Ashtead Group plc (OTCPK:ASHTY) Q1 2026 Earnings Call September 3, 2025 6:30 AM EDT Company Participants Brendan Horgan - CEO & Executive Director Alexander Pease - Chief Financial Officer Conference Call Participants Annelies Vermeulen - Morgan Stanley, Research Division Suhasini Varanasi - Goldman Sachs Group, Inc., Research Division William Kirkness - Sanford C. Bernstein & Co., LLC.
Ashtead Group PLC (LSE:AHT) confirmed plans to relist on the New York Stock Exchange in March, as it reported a drop in first-quarter profits compared to last year but raised its cash flow guidance. Revenue came in at $2.8 billion for the three months to 31 July, up 2% year-on-year, with rental revenue also increasing 2% to $2.6 billion.
Here is how Ashtead Group PLC (ASHTY) and MSC Industrial (MSM) have performed compared to their sector so far this year.
The update from Ashtead Technology Holdings PLC (AIM:AT.) on Tuesday morning, confirming its move from AIM to London's main board and solid first-half results, will be reassuring to investors, said analysts.
Subsea equipment specialist Ashtead Technology Holdings PLC (AIM:AT.) floated 12% higher to 386p after releasing a buoyant update and confirmed that it will glide over from AIM to London's main market on the first Monday of October.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Ashtead Group (ASHTY) possesses solid growth attributes, which could help it handily outperform the market.
Ashtead Group (ASHTY) possesses solid growth attributes, which could help it handily outperform the market.
Ashtead Group PLC (ASHTY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Ashtead Group (ASHTY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Shares in Ashtead Technology Holdings PLC (AIM:AT.) fell 21% on Thursday after the subsea services group reported lower-than-expected revenues for the first half of 2025, despite maintaining profit guidance for the full year.
Stifel has revised its 12-month price target on Ashtead Technology Holdings PLC (AIM:AT.) to 660p, down from 900p, while reiterating a 'buy' rating on the shares.
Ashtead's latest results were solid but unremarkable, with rental revenue up 4% (constant currency) and strong free cash flow of $1.8bn. Despite short-term economic uncertainty, I remain optimistic due to robust U.S. megaproject activity and Ashtead's ongoing Sunbelt 4.0 growth strategy. Valuation is in line with peers, but Ashtead's proven business model and North American focus support a premium, long-term investment case.