Alta Equipment Group
Sells, rents, and services equipment through OEM-backed North American territories.
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Profile
Sells and rents material handling, construction, and environmental processing equipment, with parts and service tied to exclusive OEM territories. Revenue comes from equipment sales, product support, rentals, and rental fleet sales across U.S. and Canadian markets.
Sells, rents, and supports lift trucks, construction equipment, environmental processing equipment, cranes, aerial platforms, paving equipment, and related parts. Material Handling, Construction Equipment, and Master Distribution connect manufacturer territories with customers across U.S. states and Canadian provinces.
The model centers on dealership rights, parts availability, technician service, and selective rentals. Equipment sales are the largest activity, while product support and rental fleet sales keep the business tied to customer uptime and fleet replacement cycles.
OEM relationships, exclusive territories, floor-plan financing, and end-market activity in construction, logistics, manufacturing, recycling, and waste management shape results. Master Distribution also carries tariff and sourcing exposure through European equipment suppliers.
Company facts
Key statistics
Year to date +17.8% · Average volume (30d) 156.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jun 24, 2026 | DA Davidson | Reiterate | Neutral | $7 | $8 | |
| Mar 9, 2026 | Raymond James | Target | $9 | $9.50 | ||
| Mar 6, 2026 | D.A. Davidson | Target | $20 | $7 | ||
| Aug 18, 2025 | DA Davidson | Downgrade | Buy | Neutral | ||
| Jul 8, 2025 | Northland Capital Markets | Upgrade | Market Perform | Outperform |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | −$0.21 | −$0.25 | −16.8% | $488.7M | $475.5M | −2.7% | +1.76% |
| May 7, 2026Q1 FY26 | −$0.59 | −$0.62 | −5.1% | $424.2M | $410.5M | −3.2% | −11.60% |
| Feb 26, 2026Q4 FY25 | −$0.29 | −$0.39 | −34.5% | $489.6M | $509.1M | +4.0% | +6.15% |
| Nov 6, 2025Q3 FY25 | −$0.27 | −$1.31 | −385.2% | $489.6M | $422.6M | −13.7% | −10.70% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $423.0M | $481.2M | $422.6M | $509.1M | $410.5M | $475.5M | |
| Gross profit | $115.0M | $122.3M | $117.8M | $119.5M | $109.3M | $124.2M | |
| Operating income | $800.0K | −$12.4M | $4.8M | $30.0M | −$5.7M | $12.0M | |
| Net income | −$20.9M | −$6.1M | −$41.6M | −$11.7M | −$19.5M | −$7.5M | |
| Diluted EPS | −$0.65 | −$0.21 | −$1.31 | −$0.39 | −$0.62 | −$0.25 | |
| Gross margin | 27.2% | 25.4% | 27.9% | 23.5% | 26.6% | 26.1% | |
| Operating margin | 0.2% | -2.6% | 1.1% | 5.9% | -1.4% | 2.5% |
Fiscal years (4-quarter sums)FY21 $1.21B · FY22 $1.57B · FY23 $1.88B · FY24 $1.88B · FY25 $1.84B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $20.9M · Total debt $691.3M · Total assets $1.32B · Shareholders' equity −$36.2M
Dividends
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| May 15, 2025 | May 15 | May 30 | $0.057 | |
| Feb 14, 2025 | Feb 15 | Feb 28 | $0.057 | |
| Nov 15, 2024 | Nov 15 | Nov 29 | $0.057 | |
| Aug 15, 2024 | Aug 15 | Aug 30 | $0.057 | |
| May 14, 2024 | May 15 | May 31 | $0.057 | |
| Feb 14, 2024 | Feb 15 | Jan 31 | $0.057 | |
| Nov 14, 2023 | Nov 15 | Nov 30 | $0.057 | |
| Aug 14, 2023 | Aug 15 | Aug 31 | $0.057 |
Ownership
Shares outstanding 32.54M · Float 15.43M · 47.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Ryan Greenawalt · director, 10 percent owner, officer: Chief Executive Officer | 5.73M | 17.61% | Form 4 | Mar 25, 2026 |
| Mill Road Capital Management LLC | 4.37M | 13.44% | 13F | Aug 14, 2026 |
| Thomas E. Lynch | 4.29M | 13.30% | 13D | Jan 22, 2026 |
| CastleKnight Master Fund LP | 1.80M | 5.50% | 13G | Jul 10, 2026 |
| Scott Miller | 1.77M | 5.30% | 13G | Sep 4, 2024 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 12, 2026 | Mill Road Capital III, L.P. | 10 percent owner | +58,162 | $6.10 |
| Mar 13, 2026 | Mill Road Capital III, L.P. | 10 percent owner | +3,798 | $5.95 |
| Mar 3, 2026 | Sidhartha Nair | director | +1,000 | $7.13 |
| Mar 5, 2026 | Sidhartha Nair | director | +1,000 | $7.00 |
| Mar 9, 2026 | Sidhartha Nair | director | +1,000 | $6.75 |
Peers
- United Rentals
Largest rental rival across construction and specialty equipment
- Sunbelt Rentals
Sunbelt platform contesting North American rental demand
- Herc
Scaled rental rival with H&E branch and fleet expansion
- Caterpillar
Construction OEM channel competing through the Cat dealer network
- Custom Truck One Source
Specialty equipment rental, sales, and aftermarket overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Alta Equipment Group | $6.02 | +2.03% | $191.6M | — | — | 0.1 | −1.2% |
| United Rentals | $1,030.25 | +0.02% | $64.13B | 24.9 | 19.6 | 3.8 | +11.8% |
| Sunbelt Rentals | $74.59 | +1.91% | $30.01B | 23.5 | 18.3 | 2.7 | — |
| Herc | $150.60 | +0.06% | $5.03B | 102.4 | 18.2 | 1.0 | +20.2% |
| Caterpillar | $799.82 | −0.02% | $368.62B | 34.4 | 27.8 | 4.9 | +24.0% |
| Custom Truck One Source | $9.20 | −0.05% | $2.09B | 98.0 | 42.2 | 1.0 | +10.2% |
| Median | 34.4 | 19.6 | 2.7 | +16.0% |