Encouragingly, Acquis is finding there is increasing demand from these partners to structure pan-European partnerships with common product structures and legal setups, compliant with both domestic and EU regulations, helping to offset what has been a generally weak market in France lately due to economic and regulatory uncertainty tied to its political crisis.Many of these lenders are present throughout Europe with multiple subsidiaries, Guez explains, and they continue to invest and grow, offering ample bu ...

Core Insights - Equipment leasing can be a lucrative business if there is preferential access to capital and effective portfolio management and pricing strategies [1] Company Overview - AerCap Holdings N.V. (AER) is recognized as one of the leading companies in the equipment leasing sector, demonstrating strong capabilities in capital access and portfolio management [1]

Core Insights - Equipment leasing can be a lucrative business if there is preferential access to capital and effective portfolio management and pricing strategies [1] Company Analysis - AerCap is highlighted as one of the leading companies in the aircraft leasing sector, demonstrating strong capabilities in managing and pricing its portfolio effectively [1]

A Missouri construction equipment leasing firm that used heavy private bond borrowing to fund rapid growth saw its debt prices drop sharply Friday amid a legal battle with a former board member erupted with dueling fraud and misconduct allegations https://t.co/4PGztwWKZA ...

Core Insights - Axos Bank is acquiring Verdant Commercial Capital for $43.5 million, enhancing its equipment leasing business and aiming for better risk-adjusted returns [1][2]. Company Overview - Verdant Commercial Capital specializes in lending to the industrial and manufacturing sectors, with approximately $1.1 billion in loans and leases [2]. - The company offers various types of equipment finance leases ranging from $50,000 to $5 million [2][3]. Strategic Rationale - The acquisition is expected to provide Axos Bank with increased scale and profitability in the equipment leasing sector [2][4]. - Axos Bank plans to leverage Verdant's specialization in vendor-based equipment leasing to cross-sell commercial deposits and floorplan lending across multiple industry verticals [4]. Financial Projections - The transaction is anticipated to be accretive to earnings per share by approximately 2% to 3% in fiscal 2026 and 5% to 6% in fiscal 2027 [4]. - Axos will pay a 10% premium on Verdant's book value at closing, with potential performance-based cash considerations for the seller if Verdant achieves a return exceeding 15% [6]. Recent Activity - This acquisition marks Axos Bank's first purchase since December 2023, following its acquisition of two loan pools from the FDIC totaling $1.25 billion [7].

Core Insights - TOUAX demonstrates resilience and adaptability in a challenging global economic environment, marked by geopolitical tensions and slower European growth [2][3] - The business model's strength is reflected in increased operating profitability and revenue growth, particularly in the Containers division [3][4] Financial Performance - Restated revenue from activities reached €83.7 million as of June 30, 2025, an increase of €3.2 million (+4.0%) compared to June 2024 [4][11] - Operating EBITDA rose to €30.5 million, a €0.5 million increase (+1.7%), supported by strong performance in the Containers division [4][22] - Group share of net profit was €2.5 million, down from €3.8 million in June 2024 (-35% year-over-year), but increased by +31% on a comparable basis after adjusting for non-recurring income [5][8] Revenue Breakdown by Division - Freight Railcars division revenue decreased to €28.0 million, down €1.2 million (-4.0%) due to a slowdown in the European intermodal market [14][15] - River Barges division revenue slightly increased to €8.2 million, driven by chartering activity on the Rhine basin [17] - Containers division revenue surged to €40.3 million, an increase of €6.2 million (+18.3%), indicating resilience in trade despite tariff negotiations [18][19] Operating Profitability - Operating EBITDA in the Freight Railcars division fell by €1.9 million (-11.5%) to €15.0 million, primarily due to declining leasing activity [22] - The Containers division saw a significant operating EBITDA increase of €3.9 million (+55.3%), attributed to growth in new container trading [24] - Operating EBITDA for the River Barges division decreased by €1.1 million (-28.2%) due to reduced management activity [23] Financial Structure - As of June 30, 2025, total assets amounted to €577.0 million, down 6% from December 2024 [9] - The Loan to Value (LTV) ratio increased to 63.7% from 59.0% in December 2024, reflecting the impact of exchange rate fluctuations [30] - Total equity decreased to €71.4 million, primarily due to negative currency translation adjustments related to the US Dollar [31] Outlook - The short-term outlook is mixed, with potential challenges from weak growth in the rail freight market and geopolitical uncertainties, but medium to long-term trends remain positive due to infrastructure projects and sustainability requirements [33] - The company plans to continue investing in innovation and improving customer service to create sustainable value for partners [34]

Core Insights - The company reported a total restated revenue of €39.0 million for Q1 2025, representing a 7.2% increase compared to €36.4 million in Q1 2024 [2][8] - The growth in owned activity contributed €2.0 million, reflecting a 5.7% increase [8] Revenue Breakdown - Leasing revenue from owned equipment decreased to €17.1 million, down by €2.2 million from €19.4 million in Q1 2024 [3][9] - Ancillary services revenue increased to €4.7 million, up by €1.7 million compared to €3.0 million in Q1 2024 [3][9] - Sales of owned equipment rose to €14.7 million, an increase of €2.5 million from €12.2 million in the same period last year [3][9] Activity Performance - Revenue from management activity amounted to €2.2 million, showing a 24.9% increase over the previous year [4] - The Freight Railcars activity experienced a decline of €0.8 million (-5.7%), attributed to lower leasing revenue and maintenance contract volumes [11] - The River Barges activity saw an increase of €1.4 million (+46.1%), driven by strong performance in both owned and management activities [12] Market Trends - The company noted a mixed short-term outlook due to geopolitical issues and low European economic growth impacting intermodal rail transport [15] - However, the long-term trend remains positive, supported by growing demand for environmentally friendly transport solutions [16] Company Overview - TOUAX Group manages €1.3 billion in assets and is a leading player in the leasing of freight railcars, river barges, and containers [17]