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Data Centers '25: Equipment & Rentals
15 tickers · $704.44B total market cap
Group: Data Centers
Data Centers '25: Equipment & Rentals tracks 15 publicly listed stocks in this theme. Sample tickers: 6301.T, AHT.LSE, CAT, CNH, DE, EQPT, ESE, HEES, HRI, JLG, LEVO, MTW, and 3 more. Use the table below for the full list.
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Caterpillar Inc.CAT | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 2.19% | 9.83% | 23.23% | -3.32% | $401.98B | 6.6667 |
Deere & CompanyDE | 02/19/2026 (BMO) | 05/21/2026 (BMO) | 11.67% | — | -15.76% | — | $152.47B | 6.6667 |
United Rentals, Inc.URI | 04/22/2026 (AMC) | 04/22/2026 (AMC) | -13.41% | 22.40% | 2.65% | -6.00% | $59.17B | 6.6667 |
Komatsu Ltd.6301.T | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -1.54% | -4.34% | 13.83% | -5.95% | $35.89B | 6.6667 |
CNH Industrial N.V.CNH | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -0.63% | 3.97% | -20.44% | -2.39% | $13.02B | 6.6667 |
Stanley Black & Decker, Inc.SWK | 04/29/2026 (BMO) | 04/29/2026 (BMO) | 5.69% | -0.22% | -8.46% | -5.46% | $11.73B | 6.6667 |
Oshkosh CorporationOSK | 05/08/2026 (BMO) | 05/08/2026 (BMO) | -1.60% | -9.86% | 6.42% | -13.67% | $7.60B | 6.6667 |
ESCO Technologies Inc.ESE | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 6.17% | -9.68% | 31.48% | -2.71% | $7.56B | 6.6667 |
EquipmentShare.com Inc.EQPT | 05/13/2026 | 05/13/2026 | — | -0.20% | — | -8.61% | $6.35B | 6.6667 |
Herc Holdings Inc.HRI | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -15.01% | 5.61% | -15.31% | -2.39% | $4.47B | 6.6667 |
H&E Equipment Services, Inc.HEES | 04/29/2025 (BMO) | 04/29/2025 (BMO) | -2.20% | -0.63% | -7.91% | 5.38% | $3.47B | 6.6667 |
The Manitowoc Company, Inc.MTW | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 0.27% | 3.35% | -8.26% | -14.53% | $426.2M | 6.6667 |
Ashtead Group plcAHT.LSE | 02/25/2026 (BMO) | — | 1.41% | — | -1.38% | — | $293.2M | 6.6667 |
Jlg Industries IncJLG | — | — | — | — | — | — | — | 6.6667 |
Visa Inc.LEVO | — | — | — | — | — | — | — | 6.6667 |
| Average | -0.58% | 1.84% | 0.01% | -5.42% | $54.19B | 6.6667 | ||
| Median | -0.18% | -0.20% | -4.64% | -5.46% | $7.60B | 6.6667 | ||
| Std Dev | 7.21% | 8.68% | 15.48% | 5.30% | $108.11B | 0.0% | ||
| Min | -15.01% | -9.86% | -20.44% | -14.53% | $293.2M | 6.6667 | ||
| Max | 11.67% | 22.40% | 31.48% | 5.38% | $401.98B | 6.6667 | ||
| % Positive Tickers | 50.00% | 45.45% | 41.67% | 9.09% |
* 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%.