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Services-Equipment Rental & Leasing, NEC SIC 7359
12 companies filing with the SEC under SIC 7359. Median revenue growth +7% year on year in Q3 2026 (middle half +1% to +20%, 7 companies). The growth model expects the industry's combined revenue to grow +9% in Q3 2026. 2 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- PRG → PGR 96% of the supplier's revenue, $2.3B
- KPLT → W 10% of the supplier's revenue, $29.2M
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +9.4% | $8.5B | $8.0B – $9.0B |
| Q4 2026 | +10.3% | $11.6B | $10.8B – $12.4B |
| Q1 2027 | +10.6% | $11.6B | $10.7B – $12.5B |
| Q2 2027 | +10.5% | $12.2B | $11.3B – $13.2B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| URI United Rentals | $4.9B | +16% | transition |
| United Rentals North America | $4.4B | — | transition |
| SUNB Sunbelt Rentals Holdings | $3.1B | — | reacceleration |
| EQPT EquipmentShare.com | $1.4B | — | deceleration |
| UPBD Upbound Group | $1.1B | -2% | mature |
| PRG Prog Holdings | $726M | +26% | expansion |
| Sumisho Air Lease | $593M | -18% | transition |
| CTOS Custom Truck One Source | $495M | +3% | deceleration |
| Aircastle | $283M | +24% | reacceleration |
| MGRC McGrath Rentcorp | $275M | +7% | mature |
| KPLT Katapult Holdings | $74.8M | — | deceleration |
| Arboretum Silverleaf Income Fund, L.P. | $8K | — | transition |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.