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Capital Asset Leasing '26: Short Cycle Leasing
13 tickers · $120.69B total market cap
Group: Capital Asset Leasing
Capital Asset Leasing '26: Short Cycle Leasing tracks 13 publicly listed stocks in this theme. Sample tickers: 9678.T, ALTG, CTOS, EQPT, HRI, MGRC, R, SKYH, SUNB, URI, VP.LSE, VSTS, and 1 more. Use the table below for the full list.
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
United Rentals, Inc.URI | 04/22/2026 (AMC) | 04/22/2026 (AMC) | -13.41% | 22.40% | 2.65% | -6.00% | $58.11B | 7.6923 |
Sunbelt Rentals Holdings IncSUNB | 03/12/2026 | — | 4.18% | — | 3.28% | — | $31.06B | 7.6923 |
Ryder System, Inc.R | 04/23/2026 (BMO) | 04/23/2026 (BMO) | -1.97% | 11.32% | 9.88% | -9.92% | $8.83B | 7.6923 |
EquipmentShare.com Inc.EQPT | 05/13/2026 | 05/13/2026 | — | -0.20% | — | -8.61% | $5.96B | 7.6923 |
Herc Holdings Inc.HRI | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -15.01% | 5.61% | -15.31% | -2.49% | $4.28B | 7.6923 |
WillScot Holdings CorporationWSC | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 3.17% | 20.09% | 2.15% | -18.65% | $4.14B | 7.6923 |
McGrath RentCorpMGRC | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -4.10% | -7.91% | 7.08% | -0.57% | $2.70B | 7.6923 |
Custom Truck One Source, Inc.CTOS | 04/27/2026 | 04/27/2026 | 7.60% | 3.09% | 44.17% | 2.77% | $2.11B | 7.6923 |
Vestis CorporationVSTS | 05/12/2026 | 05/12/2026 | -3.18% | 20.97% | 45.81% | 5.24% | $1.56B | 7.6923 |
Kanamoto Co.,Ltd.9678.T | 03/10/2026 | — | 9.14% | — | 11.65% | — | $1.07B | 7.6923 |
Sky Harbour Group CorporationSKYH | 05/14/2026 | 05/14/2026 | -0.21% | -8.06% | 0.11% | 3.46% | $686.1M | 7.6923 |
Alta Equipment Group Inc.ALTG | 05/07/2026 | 05/07/2026 | 6.15% | -12.77% | 18.70% | -23.48% | $180.2M | 7.6923 |
Vp plcVP.LSE | 06/11/2025 | 06/11/2025 | 2.70% | 4.29% | 12.64% | -18.81% | $2.5M | 7.6923 |
| Average | -0.41% | 5.35% | 11.90% | -7.00% | $9.28B | 7.6923 | ||
| Median | 1.24% | 4.29% | 8.48% | -6.00% | $2.70B | 7.6923 | ||
| Std Dev | 7.35% | 11.71% | 16.83% | 9.42% | $16.14B | 0.0% | ||
| Min | -15.01% | -12.77% | -15.31% | -23.48% | $2.5M | 7.6923 | ||
| Max | 9.14% | 22.40% | 45.81% | 5.24% | $58.11B | 7.6923 | ||
| % Positive Tickers | 50.00% | 63.64% | 91.67% | 27.27% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.