The global construction equipment rental market was valued at $93.5 billion in 2018 and is projected to reach $220.7 billion by 2032, growing at a compound annual growth rate (CAGR) of 6.6% from 2023 to 2032. Growth is driven by rising demand for earthmoving equipment, infrastructure development, and the cost-effectiveness of renting over purchasing. The market serves construction, mining, and industrial sectors, with Asia-Pacific holding a 42.3% market share in 2020. LAMEA is expected to be the fastest-growing region due to rapid urbanization and infrastructure investments. Key factors include technological integration such as IoT and the rise of electric-powered machinery. Challenges include economic instability, market saturation in developed regions, and pandemic-related disruptions. Major players include Boels Rentals, H&E Equipment Services Inc., Herc Holdings, United Rentals, Inc., and others, with recent developments including acquisitions, expansions, and partnerships such as United Rentals' collaboration with Ford Pro to purchase electric vehicles.

The article identifies three small-cap stocks in the Russell 2000 index—Foot Locker (FL), Herc Holdings (HRI), and Fastly (FSLY)—that are considered risky due to weak financial performance, poor margins, high debt levels, and subpar growth. Each company is evaluated on metrics such as same-store sales, operating margins, net-debt-to-EBITDA ratios, and valuation. The piece recommends avoiding these stocks and instead considering a curated list of 'High Quality' growth stocks, including Nvidia and Exlservice, which have delivered strong returns over the past five years. The article promotes StockStory as a platform that helps investors identify top opportunities and currently has open roles for equity analysts and marketing professionals.

The power rental market, which involves the temporary provision of electricity generation equipment such as generators and power plants for short-term or emergency energy needs, is projected to grow significantly from 2024 to 2031. A recent report by DataM Intelligence titled 'Power Rental Market Size 2025' analyzes key market drivers, regional growth, and competitive dynamics. Major developments include Herc Rentals' $5.3 billion acquisition of H&E Equipment Services in Q1 2025, which expanded its fleet by 64,000 units and is expected to generate $300 million in annual pre-tax synergies through cross-selling in power, HVAC, and related services. Sandbrook Capital acquired intellirent from Electro Rent in February 2025 to focus on high-demand electrical-test equipment rentals supporting power grid modernization. United Rentals initially made a $4.8 billion bid for H&E Equipment Services in early 2025, which was later surpassed by Herc. On April 28, 2025, Worldwide Power Products launched Worldwide Power Distribution (WPD) to expand into power distribution equipment rentals across the U.S., offering transformers, distribution panels, and other critical components. The market is segmented by fuel type, equipment type, application, end user, and power rating. Regional analysis covers North America, Europe, Asia-Pacific, South America, and the Middle East & Africa. The report includes insights into emerging startups, go-to-market strategies, market size, TAM/SAM/SOM, and competitive benchmarking.

China's Horizon Construction Equipment has surpassed United Rentals to become the world's largest owner of mobile elevated work platforms (MEWPs), marking the first time a Chinese company holds the top spot in the Access50 ranking. Despite a domestic construction downturn and real estate crash, Horizon and its rival Huatie have expanded their fleets significantly, with Huatie rising to third place and Horizon acquiring Malaysia-based TH Tong Heng Machinery's 1,200-unit fleet. Other regional players like Malaysia's Ban Ngai Rent, Turkey's rental companies, and India's Mtandt have also seen notable growth, reflecting broader trends of increasing aerial rental demand in developing markets. In the US, United Rentals, Sunbelt Rentals, and Sunstate continue to grow, while Herc Rentals rose to sixth place after acquiring H&H Rentals. Europe shows mixed performance, with Southern Europe, particularly Spain’s Manain Elevació, seeing growth and new entries to the ranking.

The Q2 earnings season for specialty equipment distributors saw strong overall revenue performance, with the group beating analysts' consensus estimates by 2%. United Rentals reported a 4.5% year-on-year revenue increase, exceeding expectations, and posted a strong quarter with solid operating income and full-year EBITDA guidance that slightly outperformed forecasts. Hudson Technologies had a standout quarter with a 1.7% beat on revenue and impressive performance on EPS and EBITDA, despite a 3.2% year-on-year revenue decline. Karat Packaging reported a 10.1% revenue growth in line with expectations but missed EPS and next quarter’s revenue guidance. Herc Holdings saw a 18.2% year-on-year revenue increase, surpassing expectations, but significantly missed full-year revenue and EBITDA guidance, resulting in a 26% stock decline. Alta Equipment Group reported a 1.4% revenue decline but beat EPS and operating income estimates. The broader market benefited from a soft landing, recent Fed rate cuts, and political optimism following Donald Trump’s presidential win, though economic uncertainty remains due to potential tariffs and tax changes.