Alta Equipment (ALTG)
Market Price (5/30/2026): $6.15 | Market Cap: $200.6 MilSector: Industrials | Industry: Diversified Support Services
Alta Equipment (ALTG)
Market Price (5/30/2026): $6.15Market Cap: $200.6 MilSector: IndustrialsIndustry: Diversified Support Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldFCF Yield is 12% Megatrend and thematic driversMegatrends include Automation & Robotics, and E-commerce Logistics & Data Centers. Themes include Process / Warehouse Automation, Industrial Robotics, Show more. | Weak multi-year price returns2Y Excs Rtn is -69%, 3Y Excs Rtn is -138% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 572% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -1.9%, Rev Chg QQuarterly Revenue Change % is -3.0% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -42% Key risksALTG key risks include [1] significant pressure on free cash flow from its high debt and leverage and [2] eroded margins resulting from the impact of trade tariffs on its distribution and imported equipment. |
| Attractive yieldFCF Yield is 12% |
| Megatrend and thematic driversMegatrends include Automation & Robotics, and E-commerce Logistics & Data Centers. Themes include Process / Warehouse Automation, Industrial Robotics, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -69%, 3Y Excs Rtn is -138% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 572% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -1.9%, Rev Chg QQuarterly Revenue Change % is -3.0% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -42% |
| Key risksALTG key risks include [1] significant pressure on free cash flow from its high debt and leverage and [2] eroded margins resulting from the impact of trade tariffs on its distribution and imported equipment. |
Qualitative Assessment
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Updated on 5/28/2026
Alta Equipment (ALTG) stock has lost about 10% since 1/31/2026 because of the following key factors:
1. Alta Equipment Group reported a significant financial underperformance in its first quarter 2026 results. The company announced an adjusted earnings per share (EPS) of -$0.55, missing analyst expectations of -$0.47 by 17.9%. Revenue also fell short, coming in at $410.5 million against estimates of $424.5 million, representing a 3% year-over-year decline. This underperformance was further highlighted by a 16.4% decrease in Adjusted EBITDA to $28.1 million from $33.6 million in the prior-year quarter.
2. The company experienced sluggish activity in its construction equipment segment and overall margin contraction, indicating a challenging macroeconomic environment. Customers remained cautious on capital spending, leading to declines in new and used equipment sales, which contributed to a decrease in overall revenue. Gross profit slipped to $109.3 million from $115.0 million year over year, and selling, general, and administrative expenses increased, further pressuring profitability and resulting in contracted margins.
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Alta Equipment (ALTG) stock has lost about 10% since 1/31/2026 because of the following key factors:
1. Alta Equipment Group reported a significant financial underperformance in its first quarter 2026 results. The company announced an adjusted earnings per share (EPS) of -$0.55, missing analyst expectations of -$0.47 by 17.9%. Revenue also fell short, coming in at $410.5 million against estimates of $424.5 million, representing a 3% year-over-year decline. This underperformance was further highlighted by a 16.4% decrease in Adjusted EBITDA to $28.1 million from $33.6 million in the prior-year quarter.
2. The company experienced sluggish activity in its construction equipment segment and overall margin contraction, indicating a challenging macroeconomic environment. Customers remained cautious on capital spending, leading to declines in new and used equipment sales, which contributed to a decrease in overall revenue. Gross profit slipped to $109.3 million from $115.0 million year over year, and selling, general, and administrative expenses increased, further pressuring profitability and resulting in contracted margins.
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Stock Movement Drivers
Fundamental Drivers
The -8.9% change in ALTG stock from 1/31/2026 to 5/29/2026 was primarily driven by a -8.0% change in the company's P/S Multiple.| (LTM values as of) | 1312026 | 5292026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.76 | 6.16 | -8.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,825 | 1,823 | -0.1% |
| P/S Multiple | 0.1 | 0.1 | -8.0% |
| Shares Outstanding (Mil) | 32 | 33 | -0.9% |
| Cumulative Contribution | -8.9% |
Market Drivers
1/31/2026 to 5/29/2026| Return | Correlation | |
|---|---|---|
| ALTG | -8.9% | |
| Market (SPY) | 9.6% | 44.1% |
| Sector (XLI) | 4.9% | 53.6% |
Fundamental Drivers
The 0.7% change in ALTG stock from 10/31/2025 to 5/29/2026 was primarily driven by a 1.2% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 10312025 | 5292026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.12 | 6.16 | 0.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,851 | 1,823 | -1.5% |
| P/S Multiple | 0.1 | 0.1 | 1.0% |
| Shares Outstanding (Mil) | 33 | 33 | 1.2% |
| Cumulative Contribution | 0.7% |
Market Drivers
10/31/2025 to 5/29/2026| Return | Correlation | |
|---|---|---|
| ALTG | 0.7% | |
| Market (SPY) | 11.5% | 43.5% |
| Sector (XLI) | 12.4% | 54.9% |
Fundamental Drivers
The 46.5% change in ALTG stock from 4/30/2025 to 5/29/2026 was primarily driven by a 48.3% change in the company's P/S Multiple.| (LTM values as of) | 4302025 | 5292026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.21 | 6.16 | 46.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,877 | 1,823 | -2.8% |
| P/S Multiple | 0.1 | 0.1 | 48.3% |
| Shares Outstanding (Mil) | 33 | 33 | 1.7% |
| Cumulative Contribution | 46.5% |
Market Drivers
4/30/2025 to 5/29/2026| Return | Correlation | |
|---|---|---|
| ALTG | 46.5% | |
| Market (SPY) | 38.0% | 41.9% |
| Sector (XLI) | 33.7% | 49.3% |
Fundamental Drivers
The -53.7% change in ALTG stock from 4/30/2023 to 5/29/2026 was primarily driven by a -59.5% change in the company's P/S Multiple.| (LTM values as of) | 4302023 | 5292026 | Change |
|---|---|---|---|
| Stock Price ($) | 13.30 | 6.16 | -53.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,572 | 1,823 | 16.0% |
| P/S Multiple | 0.3 | 0.1 | -59.5% |
| Shares Outstanding (Mil) | 32 | 33 | -1.5% |
| Cumulative Contribution | -53.7% |
Market Drivers
4/30/2023 to 5/29/2026| Return | Correlation | |
|---|---|---|
| ALTG | -53.7% | |
| Market (SPY) | 89.0% | 39.7% |
| Sector (XLI) | 81.1% | 49.2% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ALTG Return | 48% | -9% | -5% | -46% | -28% | 36% | -32% |
| Peers Return | 65% | -3% | 12% | -5% | 6% | 32% | 140% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 10% | 101% |
Monthly Win Rates [3] | |||||||
| ALTG Win Rate | 67% | 33% | 42% | 33% | 42% | 60% | |
| Peers Win Rate | 69% | 46% | 52% | 44% | 48% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| ALTG Max Drawdown | -21% | -42% | -54% | -57% | -51% | -39% | |
| Peers Max Drawdown | -27% | -43% | -40% | -39% | -37% | -33% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: URI, HRI, TITN, CTOS.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/29/2026 (YTD)
How Low Can It Go
| Event | ALTG | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -45.2% | -18.8% |
| % Gain to Breakeven | 82.5% | 23.1% |
| Time to Breakeven | 85 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -30.5% | -7.8% |
| % Gain to Breakeven | 43.8% | 8.5% |
| Time to Breakeven | 86 days | 18 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -24.7% | -6.7% |
| % Gain to Breakeven | 32.7% | 7.1% |
| Time to Breakeven | 60 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -39.0% | -24.5% |
| % Gain to Breakeven | 64.0% | 32.4% |
| Time to Breakeven | 184 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -64.6% | -33.7% |
| % Gain to Breakeven | 182.7% | 50.9% |
| Time to Breakeven | 295 days | 140 days |
In The Past
Alta Equipment's stock fell -45.2% during the 2025 US Tariff Shock. Such a loss loss requires a 82.5% gain to breakeven.
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Asset Allocation
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| Event | ALTG | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -45.2% | -18.8% |
| % Gain to Breakeven | 82.5% | 23.1% |
| Time to Breakeven | 85 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -30.5% | -7.8% |
| % Gain to Breakeven | 43.8% | 8.5% |
| Time to Breakeven | 86 days | 18 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -24.7% | -6.7% |
| % Gain to Breakeven | 32.7% | 7.1% |
| Time to Breakeven | 60 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -39.0% | -24.5% |
| % Gain to Breakeven | 64.0% | 32.4% |
| Time to Breakeven | 184 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -64.6% | -33.7% |
| % Gain to Breakeven | 182.7% | 50.9% |
| Time to Breakeven | 295 days | 140 days |
In The Past
Alta Equipment's stock fell -45.2% during the 2025 US Tariff Shock. Such a loss loss requires a 82.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Alta Equipment (ALTG)
Alta Equipment Group Inc. owns and operates integrated equipment dealership platforms in the United States. It operates in two segments, Material Handling and Construction Equipment. The company operates a branch network that sells, rents, and provides parts and service support for various categories of specialized equipment, including lift trucks and aerial work platforms, earthmoving equipment, cranes, paving and asphalt equipment, and other material handling and construction equipment. It also offers repair and maintenance services for its equipment. In addition, the company designs and builds warehouses; and provides automated equipment installation and system integration solutions. It serves diversified manufacturing, food and beverage, wholesale/retail, construction, automotive, municipal/government, and medical sectors. Alta Equipment Group Inc. was founded in 1984 and is headquartered in Livonia, Michigan.
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Here are 1-2 brief analogies for Alta Equipment (ALTG):
Think of them as a United Rentals (URI) that also *sells* and *services* a broad range of forklifts, cranes, and construction equipment.
They are like a multi-brand Caterpillar (CAT) or John Deere (DE) dealership, offering everything from material handling equipment to bulldozers, along with rentals and full maintenance.
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- Specialized Equipment Sales: Sells a variety of new and used specialized equipment, including lift trucks, aerial work platforms, earthmoving equipment, cranes, and paving equipment.
- Specialized Equipment Rental: Rents out a diverse fleet of specialized equipment such as lift trucks, aerial work platforms, and construction machinery.
- Equipment Parts Sales: Provides a comprehensive range of parts and components to support the maintenance and repair of its specialized equipment offerings.
- Equipment Repair and Maintenance Services: Offers extensive repair, maintenance, and service support for all types of material handling and construction equipment.
- Warehouse Design and Building: Designs and constructs new warehouse facilities for clients across various industrial sectors.
- Automated Equipment Installation: Provides installation services for automated equipment to optimize customer operational workflows.
- System Integration Solutions: Delivers solutions for integrating diverse equipment and systems into unified, efficient operational platforms.
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nullAI Analysis | Feedback
- Volvo (VOLV-B)
- Hyster-Yale Materials Handling, Inc. (HY)
- JCB
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- Oshkosh Corporation (OSK)
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Ryan Greenawalt, Chairman & CEO
Ryan Greenawalt joined Alta in December 2008 and has served as Chief Executive Officer since December 2017. He leads the executive leadership team and is responsible for corporate strategy, operations, and corporate development, including leading the company's acquisition activities. He returned to the equipment industry after a career in financial services from 2002 to 2008. His father, Steven Greenawalt, founded Alta Equipment Group in 1984. Ryan rejoined the company in a senior management role in 2008. In 2017, he consolidated ownership by buying out his father and other family members, becoming the sole owner prior to the company's public offering. The company became publicly traded in 2020 following a SPAC merger with B. Riley Principal Merger Corp., which generated approximately $300 million in gross proceeds. As of early 2025, Mr. Greenawalt holds the dual roles of Chief Executive Officer and Chairman of the Board.
Tony Colucci, Chief Financial Officer
Tony Colucci joined Alta Equipment Company in February 2015 and has leadership and responsibility for the company's Accounting and Finance function. He is a licensed CPA in Michigan and is accredited by the AICPA in Business Valuation (ABV) and Certified Financial Forensics (CFF).
Jeffrey Hoover, Chief Legal Officer and General Counsel
Jeffrey Hoover joined Alta Equipment Company in January 2024. He previously served as a partner at Dinsmore & Shohl LLP since July 2021 and spent 14 years at Howard & Howard Attorneys, PLLC as an attorney and partner from 2007 through 2021. Mr. Hoover specialized in mergers and acquisitions, corporate finance, commercial lending, and real estate transactions, and served as external legal counsel to Alta Equipment Company since 2016.
Sidhartha Nair, Head of Strategic and Transformation Activities (U.S., Canada, and Mexico)
Mr. Sidhartha Nair has led Strategic and Transformation activities in the U.S., Canada, and Mexico since December 2021. He first joined Daimler Financial Services in 2003, holding roles of increasing responsibility for more than 20 years in its U.S., Caribbean, and India business units. Prior to 2003, he was a consultant with McKinsey & Company, focusing on developing strategic solutions for growth, turnaround, and new market entry.
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```htmlHere are the key risks to Alta Equipment Group Inc. (ALTG):
- High Leverage and Significant Indebtedness: Alta Equipment Group Inc. carries a substantial amount of debt, leading to high leverage and significant interest expenses. The company has a high debt-to-equity ratio, and some reports indicate negative shareholders' equity, which exacerbates the concerns surrounding its debt load. This substantial indebtedness could adversely affect the company's financial condition.
- Weakness in Construction Equipment Sales and Market Oversupply: The company faces challenges due to softening demand for new and used construction equipment and an oversupply of machinery in the market, particularly in its Construction Equipment segment. This market oversupply, coupled with macroeconomic uncertainties such as the risk of a U.S. recession, contributes to price degradation, especially for heavier earthmoving machines, and unit volume declines in key regions.
- Persistent Losses and Lack of Profitability: Alta Equipment Group Inc. has reported recurring net losses, with expectations of continued unprofitability in the near term. The company's net loss available to common stockholders widened in 2025, and its basic loss per share deepened. This ongoing lack of profitability, alongside its high leverage and negative equity, represents a significant financial concern.
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The clear emerging threat for Alta Equipment Group Inc. is the rapid advancement and adoption of electric and autonomous heavy equipment and material handling solutions. As manufacturers increasingly focus on developing and deploying electric and AI-driven machinery, this trend necessitates significant adaptation in Alta's core business areas, including the types of equipment it sells, the specialized skills and tools required for service and maintenance, and the types of parts it stocks. Failure to rapidly invest in training, infrastructure, and updated inventory for these new technologies could lead to a competitive disadvantage or obsolescence in certain market segments.
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Addressable Markets for Alta Equipment (ALTG)
Alta Equipment Group Inc. operates in various segments, and the addressable markets for its main products and services in the United States are substantial:
Material Handling Equipment
- The U.S. material handling equipment market was valued at approximately USD 42.37 billion in 2024 and is projected to reach USD 83.92 billion by 2033. Another estimate indicates the U.S. market generated USD 44.6 billion in revenue in 2023 and is expected to reach USD 66.0 billion by 2030.
- For forklift trucks, the U.S. market size was estimated at USD 14.0 billion in 2024 and is projected to grow to USD 29.5 billion by 2035. Another source places the U.S. forklift market at USD 12.4 billion in 2025, expected to reach USD 35.7 billion by 2034.
- The U.S. aerial work platform market size is estimated at USD 6.50 billion in 2024 and is projected to grow at a CAGR of 6.0% from 2025 to 2030. Another report indicates the U.S. market was valued at USD 6.19 billion in 2022 and is expected to reach approximately USD 11.19 billion by 2032.
Construction Equipment
- The overall United States construction equipment market size was valued at USD 44.70 billion in 2023 and is expected to reach USD 57.10 billion by 2029. Other estimates suggest the market was valued at USD 64,396.6 million in 2025 and is projected to reach USD 92,865.2 million by 2034.
- The U.S. earthmoving equipment market was valued at USD 13 billion. More recently, it was estimated at USD 11.4 billion in 2023 and is projected to grow at a CAGR of 5.6% from 2024 to 2030.
- The U.S. crane market size was estimated at USD 5.5 billion in 2024 and is projected to grow to USD 9.0 billion by 2035. Another source states the U.S. crane market was valued at USD 3.77 billion in 2025 and is set to reach USD 5.65 billion by 2034.
- For paving and asphalt equipment, the North America asphalt paver market was valued at US$ 517.19 million in 2023 and is expected to reach US$ 686.85 million by 2031. The global pavers equipment market was worth over USD 4.3 billion in 2023.
Services
- The Machinery Maintenance & Heavy Equipment Repair Services market in the U.S. was USD 59.2 billion in 2024. Looking at the broader U.S. Maintenance, Repair, and Operations Market, it was valued at USD 93.17 billion in 2025 and is estimated to reach USD 102.86 billion by 2031.
- The U.S. warehouse automation market generated a revenue of USD 5,190.2 million in 2023 and is expected to reach USD 16,602.6 million by 2030. Another source indicates the U.S. warehouse automation market is projected to reach USD 34.8 billion by 2034.
- The U.S. system integration market generated a revenue of USD 109,617.9 million in 2023 and is expected to reach USD 243,085.8 million by 2030. Another report estimates the U.S. system integration market size at USD 130.23 billion in 2024, projected to be worth around USD 500.85 billion by 2034.
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Alta Equipment Group Inc. (ALTG) is expected to drive future revenue growth over the next 2-3 years through several key strategies:- Growth in Product Support Revenue: The company anticipates mid-single-digit percentage growth in its product support revenue, encompassing parts and service. This segment has consistently demonstrated resilience and expanding margins, contributing significantly to overall profitability.
- Increased New and Used Equipment Sales: Alta Equipment Group foresees a rebound in new and used equipment sales, driven by improved capital investment conditions, easing competitive intensity, and a projected reversion to normal industry equipment volumes and margins. The company reported a significant sequential increase in new and used equipment sales in Q4 2025.
- Leveraging Federal and State Infrastructure Spending: The Construction Equipment segment is poised for growth, supported by elevated federal infrastructure spending, rising state Department of Transportation (DOT) budgets, and forecasted growth in non-residential construction starts. The company's 2026 guidance assumes approximately 5% growth in the construction equipment industry.
- Strategic Acquisitions and Dealership Platform Expansion: Alta Equipment Group has a history of successful acquisitions, having completed 16 since going public in 2020, which have significantly contributed to revenue and Adjusted EBITDA. The company's diversified growth strategy continues to involve expanding its integrated equipment dealership platform through strategic market opportunities.
- Expansion of the Master Distribution Segment: The Master Distribution segment returned to positive EBITDA in Q4 2025 due to improved volumes and gross margins, and the company expects continued growth from this segment in 2026.
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Alta Equipment Group Inc. (ALTG) has made several capital allocation decisions over the last 3-5 years, focusing on share repurchases, strategic acquisitions, and capital expenditures. Here's a summary of their capital allocation decisions:Share Repurchases
- Alta Equipment Group Inc. announced a stock repurchase program in March 2020, authorizing the Company to repurchase up to $10 million of its common stock.
- In November 2024, the Board of Directors expanded the share buyback authorization from $12.5 million to $20.0 million.
- In Q4 2025, the company repurchased 171,308 shares of common stock for $1.0 million at an average price of $5.87 per share.
Share Issuance
- As of March 3, 2025, there were 32,859,690 shares of Common Stock and 1,200,000 depositary shares representing interests in Preferred Stock issued and outstanding.
Outbound Investments
- Alta Equipment Group Inc. has a history of significant acquisition-led growth, completing over 25 acquisitions since 2008 and expecting this activity to continue.
- The company's strategy involves consolidating in the material handling and construction equipment industries, with original equipment manufacturer (OEM) partners supporting expansions into new territories or acquisitions of existing dealers.
Capital Expenditures
- Alta Equipment Group Inc. invested $1.1 million in capital expenditures in Q4 2025.
- The company's annual free cash flow for FY 2025 was $37.40 million, with capital expenditures of $51 million, calculated as operating cash flow ($33 million) minus capital expenditures.
- Alta Equipment Group's CapEx % AVG 5YRS (trailing twelve months) stood at 3.46%, with an average of 3.73% over the past five years.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Alta Equipment Earnings Notes | 12/16/2025 | |
| Would You Still Hold Alta Equipment Stock If It Fell Another 30%? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to ALTG.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | GEO | GEO | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | RUN | Sunrun | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | 0.0% | 0.0% | 0.0% |
| 04172026 | RSG | Republic Services | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.8% | 0.8% | -1.1% |
| 04102026 | VRSK | Verisk Analytics | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 12.3% | 12.3% | 0.0% |
| 04102026 | UHAL | U-Haul | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.3% | 0.3% | -1.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 21.82 |
| Mkt Cap | 2.2 |
| Rev LTM | 2,427 |
| Op Inc LTM | 161 |
| FCF LTM | 25 |
| FCF 3Y Avg | 1 |
| CFO LTM | 278 |
| CFO 3Y Avg | 140 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.0% |
| Rev Chg 3Y Avg | 6.3% |
| Rev Chg Q | 7.2% |
| QoQ Delta Rev Chg LTM | 1.7% |
| Op Inc Chg LTM | 1.6% |
| Op Inc Chg 3Y Avg | 1.9% |
| Op Mgn LTM | 8.1% |
| Op Mgn 3Y Avg | 7.8% |
| QoQ Delta Op Mgn LTM | 0.3% |
| CFO/Rev LTM | 14.0% |
| CFO/Rev 3Y Avg | 7.3% |
| FCF/Rev LTM | 1.4% |
| FCF/Rev 3Y Avg | 0.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.2 |
| P/S | 1.0 |
| P/Op Inc | 12.0 |
| P/EBIT | 9.5 |
| P/E | -9.2 |
| P/CFO | 3.7 |
| Total Yield | -0.8% |
| Dividend Yield | 0.8% |
| FCF Yield 3Y Avg | 1.0% |
| D/E | 1.7 |
| Net D/E | 1.6 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 4.8% |
| 3M Rtn | 12.0% |
| 6M Rtn | 22.7% |
| 12M Rtn | 26.2% |
| 3Y Rtn | 34.4% |
| 1M Excs Rtn | -1.4% |
| 3M Excs Rtn | 1.8% |
| 6M Excs Rtn | 11.4% |
| 12M Excs Rtn | 0.7% |
| 3Y Excs Rtn | -48.2% |
Price Behavior
Price Behavior
| Market Price | $6.16 | |
| Market Cap ($ Bil) | 0.2 | |
| First Trading Date | 04/25/2019 | |
| Distance from 52W High | -28.5% | |
| 50 Days | 200 Days | |
| DMA Price | $6.39 | $6.37 |
| DMA Trend | down | up |
| Distance from DMA | -3.6% | -3.4% |
| 3M | 1YR | |
| Volatility | 80.5% | 66.7% |
| Downside Capture | 304.10 | 232.78 |
| Upside Capture | 150.94 | 189.43 |
| Correlation (SPY) | 41.1% | 38.5% |
ALTG Betas & Captures as of 4/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.20 | 2.43 | 2.37 | 2.31 | 2.27 | 1.66 |
| Up Beta | 2.36 | 1.59 | 2.13 | 1.73 | 2.22 | 1.51 |
| Down Beta | 11.29 | 3.27 | 3.17 | 3.18 | 2.49 | 1.52 |
| Up Capture | 305% | 310% | 299% | 346% | 422% | 422% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 15 | 21 | 33 | 65 | 121 | 356 |
| Down Capture | -410% | 224% | 179% | 167% | 161% | 112% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 7 | 21 | 30 | 56 | 124 | 383 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ALTG | |
|---|---|---|---|---|
| ALTG | 27.3% | 66.7% | 0.63 | - |
| Sector ETF (XLI) | 23.1% | 15.3% | 1.15 | 47.9% |
| Equity (SPY) | 30.3% | 11.8% | 1.94 | 38.8% |
| Gold (GLD) | 37.5% | 26.7% | 1.17 | 15.2% |
| Commodities (DBC) | 39.6% | 18.8% | 1.63 | -8.9% |
| Real Estate (VNQ) | 12.5% | 13.1% | 0.64 | 25.2% |
| Bitcoin (BTCUSD) | -31.8% | 41.6% | -0.81 | 19.0% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ALTG | |
|---|---|---|---|---|
| ALTG | -15.4% | 56.1% | -0.08 | - |
| Sector ETF (XLI) | 12.7% | 17.4% | 0.57 | 49.2% |
| Equity (SPY) | 14.3% | 17.0% | 0.66 | 41.2% |
| Gold (GLD) | 18.8% | 18.0% | 0.85 | 6.7% |
| Commodities (DBC) | 10.2% | 19.4% | 0.41 | 7.8% |
| Real Estate (VNQ) | 3.4% | 18.8% | 0.08 | 33.6% |
| Bitcoin (BTCUSD) | 14.6% | 54.6% | 0.46 | 18.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ALTG | |
|---|---|---|---|---|
| ALTG | -3.9% | 56.4% | 0.13 | - |
| Sector ETF (XLI) | 14.2% | 20.0% | 0.63 | 45.6% |
| Equity (SPY) | 15.9% | 17.9% | 0.76 | 40.4% |
| Gold (GLD) | 13.3% | 16.0% | 0.69 | 7.7% |
| Commodities (DBC) | 7.3% | 17.9% | 0.33 | 15.4% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.24 | 35.4% |
| Bitcoin (BTCUSD) | 67.0% | 66.9% | 1.06 | 17.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 5/29/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/7/2026 | -11.6% | -20.3% | |
| 2/26/2026 | 6.2% | 6.9% | -20.8% |
| 11/6/2025 | -10.7% | -17.5% | -12.7% |
| 8/7/2025 | 7.9% | 17.0% | 15.2% |
| 5/7/2025 | -0.5% | 21.5% | 32.1% |
| 3/5/2025 | -1.0% | -3.1% | -21.2% |
| 11/12/2024 | -0.3% | -10.2% | -5.8% |
| 8/7/2024 | -21.7% | -29.8% | -24.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 15 | 12 |
| # Negative | 12 | 9 | 11 |
| Median Positive | 8.2% | 11.4% | 10.7% |
| Median Negative | -8.2% | -12.8% | -17.1% |
| Max Positive | 35.3% | 61.4% | 96.6% |
| Max Negative | -21.7% | -29.8% | -27.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/26/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/07/2025 | 10-Q |
| 12/31/2024 | 03/05/2025 | 10-K |
| 09/30/2024 | 11/12/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 03/14/2024 | 10-K |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 03/09/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/09/2022 | 10-Q |
Recent Forward Guidance
Updated 5/28/2026Latest: Q1 2026 Earnings Reported 5/7/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted EBITDA | 167.50 Mil | 175.00 Mil | 182.50 Mil | -2.8% | Lowered | Guidance: 180.00 Mil for 2026 | |
Prior: Q4 2025 Earnings Reported 2/26/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Adjusted EBITDA | 172.50 Mil | 180.00 Mil | 187.50 Mil | 5.9% | Raised | Guidance: 170.00 Mil for 2025 | |
Insider Activity
Updated 4/26/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Mill, Road Capital Iii, LP | Direct | Buy | 3162026 | 5.95 | 3,798 | 22,585 | 26,005,281 | Form | |
| 2 | Mill, Road Capital Iii, LP | Direct | Buy | 3162026 | 6.10 | 58,162 | 354,666 | 26,644,225 | Form | |
| 3 | Nair, Sidhartha | Direct | Buy | 3162026 | 6.37 | 1,000 | 6,370 | 240,824 | Form | |
| 4 | Nair, Sidhartha | Direct | Buy | 3162026 | 6.75 | 1,000 | 6,750 | 248,440 | Form | |
| 5 | Nair, Sidhartha | Direct | Buy | 3162026 | 7.00 | 1,000 | 7,000 | 250,642 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.
Core Cache Last Updated: 5/29/2026