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Business & education services

Ashtead profits fall but cash flow outlook raised

Ashtead Group PLC (LSE:AHT) confirmed plans to relist on the New York Stock Exchange in March, as it reported a drop in first-quarter profits compared to last year but raised its cash flow guidance.

Revenue came in at $2.8 billion for the three months to 31 July, up 2% year-on-year, with rental revenue also increasing 2% to $2.6 billion.

Operating profit fell 7% to $642 million, while adjusted profit before tax slipped 4% to $552 million. Adjusted earnings per share were 95.3¢ compared with 97.4¢ a year earlier.

Free cash flow rose strongly to $514 million from $161 million last year, supported by strong margins and disciplined capital deployment.

The company invested $532 million in the business and completed $330 million of share buybacks, bringing the total to around $675 million under the current programme.

Chief executive Brendan Horgan said rental revenue rose 2.4% as mega project activity gained momentum and noted “positive leading indicators for local non-residential construction activity.”

Ashtead reaffirmed its revenue and capex guidance for the year and raised its free cash flow guidance.

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