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Copart: Purple Wave Integration and the Primacy of Buyer Density

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Copart•US•Large CapPurple WaveIAARitchie Bros AuctioneersSunbelt RentalsUnited RentalsHercNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksSerial AcquirerIndustrialsConsumer Discretionary
Nov 19, 2025

Alta Equipment: End Market Cyclicality, OEM Relationship & Fleet Utilization

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Alta Equipment•US•Small CapDeere & CompanyHercCaterpillarVolvo Construction EquipmentUnited RentalsAshtead GroupScale EconomiesOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerIndustrials
Sep 27, 2024
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IP Fieldwork Podcast

Ashtead Investor Day 2024

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Ashtead Group•GB•Large CapUnited RentalsHercSerial AcquirerIndustrials
Jul 8, 2024

EquipmentShare: T3 Platform & Branch Operations

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EquipmentShareAshtead GroupUnited RentalsHercSerial AcquirerIndustrials
May 6, 2024

Sunbelt, United and Herc Rentals: Customer Perspective

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United Rentals•US•Large CapAshtead GroupEquipmentShareHercSerial AcquirerIndustrials
Apr 17, 2024

EquipmentShare: Competing with Sunbelt and United Rentals

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EquipmentShareHercAshtead GroupUnited RentalsSerial AcquirerIndustrials
Apr 8, 2024

Sunbelt Rentals: Pump & Power Specialty Equipment

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Ashtead Group•GB•Large CapHercUnited RentalsSerial AcquirerIndustrials
Feb 8, 2024
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IP Research Survey

Sunbelt Rentals: Competition with Independent Equipment Rental Firms

IP ResearchUnited Rentals•US•Large CapHercAshtead GroupSerial AcquirerIndustrials
Feb 6, 2024

Sunbelt vs United: the Nature of Equipment Rental Competition

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United Rentals•US•Large CapAshtead GroupHercSerial AcquirerIndustrials
Feb 1, 2024

Ashtead, Herc, & United Rentals: Equipment Rental Market Growth Prospects

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Ashtead Group•GB•Large CapUnited RentalsSunbelt RentalsH&E Equipment ServicesEquipmentShareAhern RentalsCaterpillarHercSerial AcquirerIndustrials
Dec 18, 2023

Herc, Sunbelt, United Rentals: Equipment Rental Buying & Pricing

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United Rentals•US•Large CapHercIngersoll RandSunbelt RentalsCASE Construction EquipmentEquipmentShareCooper Equipment RentalsSerial AcquirerIndustrials
Jun 27, 2023

Herc Rentals, Sunbelt, & United Rentals Competition

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Herc•US•Mid CapHertz GlobalUnited RentalsAshtead GroupSunbelt RentalsAhern RentalsEquipmentShareH&E Equipment ServicesSunstate EquipmentJLG IndustriesSkyjackGenieSerial AcquirerIndustrialsMaterialsCommunication Services
May 30, 2023

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