英文【Bernstein】阿什特德：第四季度北美租赁收入增长加速

报告摘要

For the exclusive use of JATIN CHAWLA at TVF CAPITAL ADVISORS PTE LTD on 17-Jun-2025 BERNSTEIN FLASHMAIL will.kirkness@bernsteinsg.com

核心要点

17 June 2025
2024 Q4
6.8%
2025 Q4
2025 Q4E
1.2%
1.1%
2.6%

报告信息

文件全名: 《英文【Bernstein】阿什特德：第四季度北美租赁收入增长加速-11页.pdf》
适合读者: 战略规划行业研究员
核心数据: Overall 4Q25 PBT/was 5% ahead of consensus driven by recovering rental revenue growth and better margins. The mid-point for FY26
growth outlook implies consensus may move down low-mid single digits. We expect capex guidance, which at the mid-point is 35% below
4Q results 5% ahead: 4Q25 adj PBT/EPS of $430m/$0.79 was 5%/10% ahead of consensus ($404m/$0.72, BERNe: $414m/
4Q North America rental revenue growth was 3% (cons: 1%, BERNe: 2%, 3Q: 1%):
• Organic growth was 4% in 4Q (3Q: 1%) with bolt-ons at 0% (3Q: 0.2%). North America General Tool grew at 1% (3Q: -1%) and
核心议题: 管理咨询

常见问题

《英文【Bernstein】阿什特德：第四季度北美租赁收入增长加速》主要包含哪些内容?

For the exclusive use of JATIN CHAWLA at TVF CAPITAL ADVISORS PTE LTD on 17-Jun-2025 BERNSTEIN FLASHMAIL will.kirkness@bernsteinsg.com核心数据:Overall 4Q25 PBT/was 5% ahead of consensus driven by recovering rental revenue growth and better margins. The mid-point for FY26;growth outlook implies consensus may move down low-mid single digits. We expect capex guidance, which at the mid-point is 35% below;4Q results 5% ahead: 4Q25 adj PBT/EPS of $430m/$0.79 was 5%/10% ahead of consensus ($404m/$0.72, BERNe: $414m/。

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覆盖 2025 年,全文约 11。

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