Core Viewpoint - Alta Equipment Group Inc. will report its financial results for the third quarter of 2025 on November 6, 2025, after U.S. market close, followed by a conference call and webcast to discuss the results [1]. Group 1: Financial Reporting - The financial results for the third quarter ended September 30, 2025, will be announced after the market closes on November 6, 2025 [1]. - A conference call and webcast will take place on the same day at 5:00 p.m. Eastern Time to discuss the financial results and answer questions [1][2]. Group 2: Company Overview - Alta Equipment Group Inc. is a leading provider of premium material handling, construction, and environmental processing equipment, operating one of the largest integrated equipment dealership platforms in North America [3]. - The company has a branch network of over 80 locations across various states in the U.S. and Canadian provinces, offering a wide range of specialized equipment and services [3].

Core Points - Aerial Titans announces sponsorship of NASCAR driver Josh Reaume, who will drive the 2 Aerial Titans "Freedom Flyer" Ford at Talladega on October 17, 2025, honoring American workers [1][5] - The partnership between Aerial Titans and Reaume Brothers Racing (RBR) reflects their shared history of building their businesses from the ground up to compete with larger firms [2][5] - Josh Reaume expresses pride in the partnership, highlighting the importance of Aerial Titans' equipment in NASCAR and their support for the racing community [3][5] Company Overview - Aerial Titans is one of the largest aerial equipment dealers in North America, specializing in new and used aerial work platforms and material handling equipment since 2012 [6][7] - The company provides a full range of services including logistics, financing, equipment repair, parts, and warranty services to major equipment and fleet companies [6][7] - Aerial Titans is an authorized dealer for several prominent brands, offering extensive inventory and competitive financing options [7] Reaume Brothers Racing Overview - Reaume Brothers Racing is entering its eighth season in the NASCAR Craftsman Truck Series, fielding multiple Ford F-150 entries [8] - The team is recognized for its diversity, having provided over 40 drivers their debut in NASCAR's top divisions and representing various nationalities [8][9] - RBR focuses on building a culture of competitiveness and teamwork while inspiring positive change in the community [9]

Core Insights - Oshkosh reported revenue of $2.73 billion for the quarter ended June 2025, a decrease of 4% year-over-year, while EPS increased to $3.41 from $3.34 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $2.65 billion by 3.15%, and the EPS surpassed the consensus estimate of $2.98 by 14.43% [1] Financial Performance Metrics - Vocational net sales totaled $969.7 million, exceeding the average estimate of $960.02 million by analysts, reflecting a year-over-year increase of 15% [4] - Defense net sales were reported at $372 million, significantly below the estimated $462.81 million, marking a year-over-year decline of 37.9% [4] - Access total net sales reached $1.26 billion, surpassing the average estimate of $1.19 billion, but showed a year-over-year decrease of 10.7% [4] - Corporate and other net sales were $27.3 million, exceeding the estimated $17.17 million, but this represented a drastic year-over-year decline of 1616.7% [4] - Aerial work platforms net sales were $638 million, above the estimated $549.91 million, with a year-over-year decrease of 5.6% [4] - Other access net sales were $292.9 million, exceeding the estimate of $258.5 million, reflecting a year-over-year decline of 3.2% [4] - Telehandlers net sales were $325.1 million, below the estimated $364.06 million, with a year-over-year decline of 24.2% [4] Operating Income - Adjusted operating income for the Access segment was $185.7 million, surpassing the average estimate of $160.28 million [4] - Adjusted operating income for the Vocational segment was $157.9 million, compared to the average estimate of $151.82 million [4] - The adjusted corporate and other operating loss was $-48.5 million, slightly worse than the estimated loss of $-47.35 million [4] - Vocational operating income was $147.3 million, slightly below the estimated $148.98 million [4] - Access operating income was reported at $181.6 million, exceeding the estimate of $165.44 million [4] Stock Performance - Oshkosh shares returned +1.9% over the past month, compared to a +2.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Viewpoint - Herc Holdings Inc. and H&E Equipment Services, Inc. have completed a tender offer for H&E Shares as part of a merger agreement, with the acquisition expected to close on June 2, 2025 [1][3]. Group 1: Tender Offer Details - The tender offer expired on May 29, 2025, with 25,369,090 H&E Shares validly tendered, representing approximately 69.33% of the outstanding shares [2]. - All conditions to the tender offer have been satisfied or waived, and the tendered shares will be accepted for payment [2]. Group 2: Merger Completion - The acquisition is anticipated to close on June 2, 2025, at which point H&E will become a wholly-owned subsidiary of Herc [3][4]. - Following the merger, H&E Shares will cease trading on the Nasdaq Stock Market [4]. Group 3: Company Profiles - Herc Holdings Inc. operates through Herc Rentals Inc. and has 453 locations across North America, with total revenues of approximately $3.6 billion in 2024 [5]. - H&E Equipment Services, Inc. is one of the largest rental equipment companies in the U.S., serving diverse end markets across various high-growth geographies [6].

Core Viewpoint - H&E Equipment Services, Inc. has decided not to declare a regular quarterly cash dividend for June 2025 due to ongoing progress with its merger with Herc Holdings, Inc., expected to close in early June 2025 [1] Company Overview - H&E Equipment Services, Inc. is one of the largest rental equipment companies in the United States, founded in 1961 [2] - The company's fleet includes aerial work platforms, earthmoving, material handling, and other general and specialty lines [2] - H&E serves diverse end markets across high-growth geographies with branches throughout various regions including the Pacific Northwest, West Coast, Intermountain, Southwest, Gulf Coast, Southeast, Midwest, and Mid-Atlantic [2]

Financial Performance - Total revenues for the first quarter of 2025 were $319.5 million, a decline of 14.0% compared to $371.4 million in the first quarter of 2024 [6][13] - Total equipment rental revenues decreased to $274.0 million, down 7.2% from $295.3 million in the same quarter of 2024 [6][34] - The company reported a net loss of $6.2 million, or $0.17 per diluted share, compared to a net income of $25.9 million, or $0.71 per diluted share, in the first quarter of 2024 [13][26] Gross Profit and Margins - Gross profit for the first quarter of 2025 was $123.6 million, a decrease of 25.0% from $164.9 million in the first quarter of 2024 [7][14] - Total gross margin declined to 38.7% in the first quarter of 2025, down from 44.4% in the same quarter of 2024 [7][8] - Equipment rental gross margins were 38.2% compared to 43.3% in the first quarter of 2024 [7][34] Rental Fleet and Utilization - The original equipment cost of the rental fleet was approximately $2.9 billion, an increase of 3.8% compared to the end of the first quarter of 2024 [9][29] - Average time utilization based on original equipment cost was 60.3%, down from 63.6% in the first quarter of 2024 [7][8] - Dollar utilization was 33.1% compared to 37.0% in the first quarter of 2024 [9] Expenses and Adjusted Metrics - Selling, General, and Administrative (SG&A) expenses were $111.6 million, a decrease of 2.4% from $114.3 million in the first quarter of 2024 [10] - Adjusted EBITDA for the first quarter of 2025 totaled $131.2 million, a decrease of 18.9% compared to $161.7 million in the same quarter of 2024 [14][33] - Adjusted net income, excluding transaction expenses, was $1.2 million compared to net income of $25.9 million in the first quarter of 2024 [13][31] Strategic Developments - The company is pursuing a branch expansion strategy, with four openings in the first quarter and one in the second quarter of 2025 [3] - The planned merger with Herc Rentals is expected to enhance operational resiliency and is anticipated to close in mid-2025 [4][11]