Ashtead Group Results Presentation Deck
US TRADING
May
Q1
General Tool
+15%
+22%
Specialty
Total
+16%
1 Rental only revenue presented on a billing day basis
Jun
Jul
Aug
Sep
Rental revenue¹
2019/20
Q2
+14%
+23%
+16%
Oct
13 First quarter results ¦ 31 July 2022
FY22
Fleet on rent
Q3
+20%
+34%
+23%
2020/21
Nov
Dec
Q4
+24%
+34%
+26%
Jan
2021/22
FY
+18%
+28%
+21%
Feb
Mar
2022/23
FY23
Q1
+23%
+39%
+27%
Apr
Strong growth and momentum in General Tool, while Specialty
delivers another exceptional quarter
Strong demand environment coupled with ongoing supply
constraints contributing to high utilisation levels
▪ Illustrates diversity of our end markets and power of cross
selling between General Tool and Specialty
■
Market dynamics supportive of continued progression in rental
rates
▪ Customers' trend to opex rather than capex heightened during
prolonged period of supply constraints and increased
equipment costs, accelerating structural shift from ownership
to rental
Strength across all Specialty business lines
Ashtead
groupView entire presentation