Aaron's Holdings Company, Inc.

PRG Industrials Rental & Leasing Services

Aaron's Holdings Company, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $2.4 billion, roughly unchanged from fiscal 2024. In the quarter to June 2026, revenue grew 22.3%, EPS fell 4.17%, free cash flow grew 48.4% and total debt rose 49.3%, each against the same quarter a year earlier. Dividend growth for three consecutive years.

30.99 0.12 −0.39%
Market cap
$1.2B
P/E
8.4×
Fwd P/E
9.1×
Dividend yield
1.77%
F-score
5/9
Altman Z
4.83
Beneish M
−2.88
Dividend safety
74/100

Insider Decisions trades per month

Total sells 0.18
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — 2 — —
Insider Ownership 4.52%

Capital & Financial Ratios $m

Market Cap 1,240.00
Revenue 2,614.68
Net Income 146.67
Free Cash Flow 318.97
Net Debt 794.70
Current Ratio 4.03 (at or above 1.5: strong)
Debt/Equity 1.10
P/E ratio 8.42
Fwd P/E 9.11
P/S ratio 0.48
P/B ratio 1.55
Past 5Y EPS Growth —
This Y EPS Growth 40.01% (at or above 15%: strong)
Next Y EPS Growth 12.91%
Next Y revenue growth 27.01% (at or above 10%: strong)
Next 5Y EPS Growth 20.32% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 17.27%
10-year low 10-year high
P/S against its own 10 years 15.92%
10-year low 10-year high
P/B against its own 10 years 26.02%
10-year low 10-year high
EV/Sales against its own 10 years 45.74%
10-year low 10-year high
EV/FCF against its own 10 years 16.77%
10-year low 10-year high

Dividends

Payout Ratio 0.15
Annual Dividend Rate 0.55
Annual Dividend Yield 1.77%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.56
0.14
0.14
0.14
2025 0.52
0.13
0.13
0.13
0.13
2024 0.48
0.12
0.12
0.12
0.12
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 0.14
0.03
0.03
0.03
0.04
2019 0.12
0.03
0.03
0.03
0.03
2018 0.11
0.03
0.03
0.03
0.03
2017 0.10
0.02
0.02
0.02
0.03
2016 0.09
0.02
0.02
0.02
0.02
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 155 91 309 92
Receivables 101 91 122 439
Inventory 633 680 609 531
Other — — — —
1,067 974 1,201 1,231
2023 2024 2025 Q'26
Payables 151 90 96 149
ST’ Debt — — — —
Other 36 41 37 —
292 205 255 306

Compound Annual Growth %

10y 5y 3y
Sales (2.74%) (0.61%) (2.48%)
Cash Flow 7.17% (5.98%) 11.37%
Earnings 0.79% 0.00% 14.14%
Book Value (5.87%) (5.42%) 9.38%

Revenue $m

Mar Jun Sep Dec Year
’26 743 720 — — —
’25 668 589 595 557 2,409
’24 642 592 606 559 2,399
’23 655 593 583 508 2,339
’22 710 649 626 612 2,598
’21 721 660 650 647 2,678
’20 668 599 611 606 2,485
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 172 106 — — —
’25 210 70 110 (55) 335
’24 136 55 32 (84) 139
’23 157 48 87 (88) 204
’22 98 57 127 (41) 242
’21 167 72 56 (49) 246
’20 228 133 191 (96) 456
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 169 101 — — —
’25 208 68 106 (57) 325
’24 134 54 30 (87) 130
’23 156 45 85 (91) 195
’22 96 54 125 (43) 233
’21 165 69 54 (52) 236
’20 205 124 176 (106) 399
Fiscal quarters ending in the months shown.

EPS $

Mar Jun Sep Dec Year
’26 0.89 0.91 — — —
’25 0.83 0.95 0.82 1.00 3.59
’24 0.49 0.77 1.94 1.34 4.53
’23 1.00 0.79 0.76 0.41 2.98
’22 0.49 0.37 0.32 0.73 1.90
’21 1.16 1.02 0.86 0.59 3.67
’20 (4.19) 1.01 1.60 0.60 (0.90)
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low 17.17 22.15 30.70 34.95 11.03 25.89 12.11 16.75 27.84 23.50

Analyst estimates 2026–2028

Powerpack
High 29.02 40.90 47.50 66.71 60.11 60.50 46.85 44.81 50.28 44.43
People
People Employees 11,500 11,900 11,800 12,100 1,868 1,849 1,692 1,606 1,403 1,151
Revenue/emp, $m 0.28 0.28 0.17 0.18 1.33 1.45 1.54 1.46 1.71 2.09
Income, $m
Income, $m Revenue 3,208 3,384 2,036 2,163 2,485 2,678 2,598 2,339 2,399 2,409
Gross margin, % 90.80 92.35 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00
EBT 218 240 157 28 272 328 148 189 163 175
EBT margin, % 6.81 7.08 7.70 1.28 10.93 12.26 5.71 8.09 6.81 7.24
Net income 139 293 196 31 (61) 244 99 139 197 147
Depreciation 1,387 1,531 1,822 2,108 2,728 1,853 1,802 1,608 1,648 1,615
Per share, $
Per share, $ Revenue 44.33 47.77 29.46 32.13 36.94 40.56 50.03 50.82 56.34 60.09
Earnings 1.93 4.13 2.84 0.47 (0.91) 3.69 1.90 3.02 4.63 3.66
Cash flow 6.46 2.25 5.16 4.71 6.78 3.73 4.67 4.44 3.25 8.36
Capex (0.53) (0.64) (1.01) (1.17) (0.85) (0.14) (0.19) (0.21) (0.19) (0.25)
Free cash flow 5.93 1.61 4.15 3.54 5.93 3.58 4.48 4.23 3.06 8.10
Book value 20.48 24.39 25.47 25.81 14.66 10.29 10.99 12.85 15.27 18.62
Shares, m 72 71 69 67 67 66 52 46 43 40
Valuation, ×
Valuation, × P/E 14.09 8.11 12.52 107.64 0.00 12.29 8.73 10.45 9.05 8.06
P/S 0.61 0.70 1.21 1.51 1.46 1.11 0.34 0.62 0.75 0.49
P/B 1.32 1.37 1.40 1.88 3.67 4.38 1.53 2.43 2.77 1.58
EV/Sales 0.66 0.79 1.41 1.81 1.46 1.27 0.51 0.80 0.98 0.61
EV/FCF 4.96 23.44 10.02 16.41 9.11 14.37 5.71 9.64 18.05 4.52
Cash, $m
Cash, $m Operating cash flow 467 159 356 317 456 246 242 204 139 335
Capex (38) (45) (70) (79) (57) (9) (10) (10) (8) (10)
Free cash flow 429 114 287 238 399 236 233 195 130 325
Balance, $m
Balance, $m Working capital 994 1,031 994 519 575 805 733 775 770 946
Total debt 498 369 425 34 50 590 591 592 644 595
Net debt 169 297 409 (24) 13 419 459 437 553 286
Shareholders’ equity 1,482 1,728 1,761 1,737 986 679 570 591 650 746
Returns, %
Returns, % ROA 5.24 11.02 7.11 1.03 (2.66) 16.57 6.34 9.31 13.13 9.40
ROIC 9.19 7.86 4.52 1.01 16.99 18.97 11.27 13.29 10.12 12.52
ROE 9.78 18.23 11.25 1.80 (4.51) 29.25 15.80 23.90 31.77 21.02
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

Aaron's Holdings Company, Inc. vs peers in Rental & Leasing Services (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
CAR Avis Budget Group, Inc. $3.9B — (loss-making) 51.7× −1.35% (below 0%: shrinking) +900.00% (above 0%: growing) −28.24% (below 0%: shrinking) 49.10% 14.81% Compare
EQPT EquipmentShare.com Inc. $3.7B 15.1× 38.5× +102.37% (above 0%: growing) n/m −17.02% (below 0%: shrinking) 28.36% 6.49% Compare
WSC WillScot Holdings Corporation $3.0B — (loss-making) 25.5× +3.92% (above 0%: growing) 0.00% −60.91% (below 0%: shrinking) 61.83% 19.19% Compare
MGRC McGrath RentCorp $2.8B 18.2× 17.0× −6.16% (below 0%: shrinking) −5.48% (below 0%: shrinking) −124.93% (below 0%: shrinking) 48.80% 24.10% Compare
CTOS Custom Truck One Source, Inc. $2.1B 100× 84.3× +10.16% (above 0%: growing) n/m −104.58% (below 0%: shrinking) 22.00% 8.27% Compare
VSTS Vestis Corporation $1.9B — (loss-making) 168× −1.80% (below 0%: shrinking) n/m +478.29% (above 0%: growing) 28.02% 5.63% Compare
PRG Aaron's Holdings Company, Inc. $1.2B 8.4× 9.1× +22.30% (above 0%: growing) −4.17% (below 0%: shrinking) +48.39% (above 0%: growing) 89.48% 9.12%
WLFC Willis Lease Finance Corporation $813.0M 9.0× 14.6× −0.76% (below 0%: shrinking) −52.99% (below 0%: shrinking) −161.11% (below 0%: shrinking) 86.88% 32.81% Compare
HTZ Hertz Global Holdings, Inc. $652.3M — (loss-making) — (loss-making) +9.66% (above 0%: growing) n/m −18.00% (below 0%: shrinking) 39.32% 7.14% Compare
Median of peers $2.4B 16.7× 38.5× +1.58% −2.74% −44.57% 44.06% 11.54%

All 20 Rental & Leasing Services stocks →

Aaron's Holdings Company, Inc. (PRG) key facts

  • Concern: Net income was $146.8 million, or $3.66 per share (basic), a net margin of 6.09%.
  • Aaron's Holdings Company, Inc. (PRG) is a Rental & Leasing Services company in the Industrials sector, listed on the New York Stock Exchange.
  • Aaron's Holdings Company, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $2.4 billion, roughly unchanged from fiscal 2024.
  • As of October 16, 2026, PRG traded at $30.99, a market capitalization of $1.2 billion.
  • At that price the stock trades at 8.4× trailing-twelve-month earnings and 0.5× sales; its P/E is higher than 17% of its own readings over the past ten years.
  • Aaron's Holdings Company, Inc. pays an annual dividend of $0.55 per share, a yield of 1.77%, with a payout ratio of 15.2%.
  • Return on equity was 21.0% and debt-to-equity 1.10.
  • Its Piotroski F-score is 5 out of 9 and its Altman Z-score is 4.83 (safe zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

Aaron's Holdings Company, Inc. (PRG) Latest News

7 Aug

Impact 4 · transcript

2 Jul

2 May

Impact 4 ·
stockrow.com/PRG · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com