Coliseum Capital Management increased its stake in NCR Atleos by 1.1 million shares in Q3, making it the fund's third-largest holding worth $106.3 million. The investment signals confidence in the company's post-spin-off performance and growing self-service banking solutions business.

Coliseum Capital Management invested $52.6 million in MasterBrand during Q3, increasing its stake to 7.6 million shares. Despite a 35% stock decline over the past year, the fund sees potential value in the cabinetry company amid a soft housing market.

The U.S. Power Rental Market is projected to grow from $5.30 billion in 2024 to $8.27 billion by 2030, with a 7.70% CAGR, driven by infrastructure development, shift towards clean energy solutions, and increasing demand for temporary power across various sectors.

Herc Holdings Inc. (HRI) has announced the expiration of its tender offer to acquire H&E Equipment Services, Inc. (HEES). The acquisition is expected to close on June 2, 2025, with Herc becoming the sole owner of H&E.

H&E Equipment Services, Inc. announced that its Board of Directors elected not to declare a regular quarterly cash dividend scheduled for payment to stockholders in June 2025. This decision follows the company's pending merger transaction with Herc Holdings, Inc., which is expected to close in early-June 2025.

H&E Equipment Services has received a buyout offer from Herc Holdings for $104.89 per share, topping United Rentals' previous offer of $92 per share. The merger aims to achieve $300 million in synergies and $2.5 billion in EBITDA, with the deal expected to close by mid-2025 pending approvals.

Herc Holdings reported strong Q4 2024 revenue growth of 14.4% year-over-year, beating analyst estimates. However, the company's adjusted EPS fell short of expectations. Herc expects 4-6% rental revenue growth and $1.575-$1.650 billion in adjusted EBITDA for 2025, as it aims to expand market share through fleet investments, acquisitions, and cross-selling.

The global light tower rental market is expected to grow at a CAGR of 3.6% from 2024 to 2034, reaching a valuation of US$ 1,070.9 million. The demand for temporary lighting solutions is driving the growth, particularly in the construction, entertainment, and emergency response sectors.

Infrastructure Capital Advisors’ InfraCap Small Cap Income ETF (ARCA: SCAP) gapped up about 1% higher on Monday, the second consecutive northernly gap after closing about 0.9% higher on Friday. SCAP is a value fund, which is made up of the iShares Russell 2000 ETF (NYSE: IWM), weighted at 18.13% and a basket of small-cap stocks. Currently, the fund may be of particular interest to cyclical investors who are anticipating the sideways movement in the large-cap space may indicate investors will turn their attention to small-cap investments, the latter of which can offer more growth potential. Investing in small caps can be riskier than investing in mid-cap and large-cap stocks because of the amount of due diligence that’s often required. SCAP is actively managed, using a mix of quantitative and qualitative analysis, offering traders and investors a way to diversify their portfolios without having to spend the time and take on the risk of choosing a basket of small-cap investments individually. InfraCap’s methods of selecting its holdings also provide the opportunity for the fund to outperform compared to ...Full story available on Benzinga.com

Sterling Infrastructure, Modine Manufacturing, Deckers Outdoor and Herc have been highlighted in this Screen of The Week article.

A company capable of generating earnings well above its interest expense can withstand financial hardship. STRL, MOD, DECK and HRI are sound enough to meet financial obligations.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.