The earnings call highlighted strong safety records, robust financial performance, and significant market share gains in North America, particularly in the specialty segment. However, challenges remain with lower used equipment sales, interest expenses, and the performance of the U.K. and local construction markets. Despite these challenges, the overall business shows resilience and adaptability.

Company Guidance

In the recent analyst call, Ashtead Group plc provided detailed guidance for the upcoming fiscal year. The company anticipates group rental revenue growth between 0% and 4%, driven largely by the specialty segment, while general tool and U.K. revenues may see more modest gains. The capital expenditure is projected to be between $1.8 billion and $2.2 billion, primarily focused on fleet replacement in North America and the U.K., with some growth investments in specialty areas. Despite this investment, Ashtead expects to generate substantial free cash flow between $2.0 billion and $2.3 billion. The company also plans to complete its ongoing $1.5 billion share buyback program within the year. The guidance reflects confidence in the resilience and flexibility of their business model, with expectations for continued rate progression and strategic market share gains.

Record Safety Performance

Achieved a record low total recordable incident rate of 0.65 and a lost time rate of 0.1, demonstrating strong safety protocols.

Strong Financial Performance

Group EBITDA grew by 3% to $5 billion, and North America rental revenues increased by 4%, consistent with prior guidance.

Robust Cash Flow and Shareholder Returns

Generated near-record free cash flow of $1.8 billion, with $886 million returned to shareholders through dividends and buybacks.

Expansion and Market Share Gains

Added 42,000 new customers and 61 new locations in North America, contributing to $1.9 billion in rental revenue growth.

Strong Specialty Segment Performance

Specialty rental revenue grew by 8% year-over-year, with specific sub-segments like power and HVAC growing over 20%.

Ashtead (GB:AHT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GB:AHT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 02, 2025	2026 (Q1)	0.67 / -	0.721	―	―	―
Jun 17, 2025	2025 (Q4)	0.53 / 0.58	0.587	-0.76% (>-0.01)	―	―
Mar 04, 2025	2025 (Q3)	0.58 / 0.57	0.603	-5.16% (-0.03)	―	―
Dec 10, 2024	2025 (Q2)	0.91 / 0.86	0.876	-1.94% (-0.02)	―	―
Sep 03, 2024	2025 (Q1)	0.71 / 0.72	0.791	-8.80% (-0.07)	―	―
Jun 18, 2024	2024 (Q4)	0.60 / 0.59	0.624	-5.93% (-0.04)	―	―
Mar 05, 2024	2024 (Q3)	0.62 / 0.60	0.68	-11.43% (-0.08)	―	―
Dec 05, 2023	2024 (Q2)	0.88 / 0.88	0.868	0.94% (<+0.01)	―	―
Sep 05, 2023	2024 (Q1)	0.78 / 0.79	0.699	13.14% (+0.09)	―	―
Jun 13, 2023	2023 (Q4)	0.59 / 0.62	0.531	17.57% (+0.09)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GB:AHT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 17, 2025	4335.16p	4515.22p	+4.15%
Mar 04, 2025	4747.71p	4356.93p	-8.23%
Dec 10, 2024	6168.68p	5303.18p	-14.03%
Sep 03, 2024	5269.74p	5320.88p	+0.97%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ashtead Group plc (GB:AHT) report earnings?

Ashtead Group plc (GB:AHT) is schdueled to report earning on Sep 02, 2025, TBA (Confirmed).

What is Ashtead Group plc (GB:AHT) earnings time?

Ashtead Group plc (GB:AHT) earnings time is at Sep 02, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Ashtead Group plc stock?

The P/E ratio of Ashtead is N/A.

What is GB:AHT EPS forecast?

GB:AHT EPS forecast for the fiscal quarter 2026 (Q1) is 0.67.

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