The following guide to industry information, research, and analysis provides sources for industry trends and
statistics, financial ratios, salary surveys, and more.
Industry Analysis, Statistics, Trends, and Forecasts
Comprehensive research reports provide in-depth industry analysis and five-year growth forecasts, with special
focus on the underlying structure and external forces and relationships that affect industries and their
performance. Report contents include:
Equipment Leasing and Finance Association (ELFA)
- Key statistics
- Market size and characteristics
- Current performance
- Competitive landscape
- Major companies
- Key risk and success factors
- Five-year growth forecast
Publications available from this trade association include:
Bimonthly trade journal features news and information for equipment finance executives, with topics addressed
in this publication including market conditions, business operations, asset management, accounting, taxation,
and regulation, and special features including the "State of the Industry" issue
that discusses key factors to watch in the year ahead. Current
digital edition is available free online.
Monthly Leasing and Finance Index
Monthly index provides current and historical trend data for commercial lease and finance activities,
with measures provided in the report including new business volume,
accounts receivables over 30 days old, average charge-offs as a percentage of net receivables, credit approvals
as a percentage of credit decisions submitted, and percentage change
in total number of employees from prior year.
Survey of Equipment Finance Activity
Equipment Leasing & Finance Foundation (ELFF)
Comprehensive annual survey provides a detailed analysis of lease and finance activities by type of organization,
market segment, organization size, and business model, with report sections including new business volume,
yield and funding, financial statements and ratios, portfolio performance, and business processes. Executive
summary including detailed table of contents is available free online.
Publications available from this organization include:
Monthly Confidence Index
Monthly index provides a qualitative assessment of prevailing business conditions and expectations
for the next six months as reported by key equipment finance executives,
with questions addressed in the survey including prevailing business
conditions, expected product demand, access to capital to fund
business assets, planned changes in employment, and expected U.S. economic conditions.
U.S. Economic Outlook
Quarterly economic outlook report analyzes global and domestic trends impacting capital spending
for the coming year, and provides capital investment forecasts
for twelve vertical markets including agriculture, aircraft, construction, computers, materials handling,
medical, mining and oilfield, other industrial, railroad, ships and boats, software, and trucks. Outlook
reports are available free online.
State of the Industry
Annual state of the industry report analyzes the results of the "ELFA Survey of Equipment Finance Activity",
with topics addressed in this publication including key figures and trends, industry growth drivers, new
business volume, yield and funding costs, portfolio performance, business operations, financial performance,
long-term capital investment trends, and emerging trends and opportunities.
Industry Future Council Report
Based on input from a cross section of selected business executives, this report examines issues, trends,
challenges, and opportunities affecting the industry and assesses their likely impact on the future growth
and business operations of equipment lease and finance companies on both a near- term and longer-term basis.
Current and previous editions of the report can be viewed free online.
Industry Financial Ratios
Equipment Rental / Finance Leasing
Financial Benchmarking Data
Search for "5324" and "522298"
Five-year financial statement analysis includes income statements, balance sheets, and key financial ratios,
with data available by sales size range on a national, state, and metro area level.
Survey of Equipment Finance Activity
- Income and expense detail in dollars and percentages
- Balance sheets in dollars and percentages
- Cash flow analysis
- Liquidity and working capital ratios
- Profitability and return on investment ratios
- Asset turnover and efficiency ratios
- Capital structure and debt service ratios
Financial statement section of this annual survey provides cumulative income statements, cumulative balance
sheets, and five-year historical financial ratios for participating commercial lease and finance companies,
with financial information analyzed by type of organization, market segment, organization size, and business
model. Executive summary with detailed table of contents is available free online.
Compensation resources available from this trade association include:
ELFA Compensation Survey
Annual salary survey provides information on base salaries, cash bonus and commission incentives, long-term
compensation awards, and total compensation for more than ninety executive, front-office, and support job
positions at over seventy companies representing a cross section of the equipment leasing and finance sector,
including bank, captive, and independent equipment finance companies.
Small & Medium Enterprise Compensation Survey
Annual salary survey provides information on base salaries, bonuses, commissions, and benefits for specialized
revenue and support positions at small to medium-sized bank, captive, and independent equipment finance
companies (new origination volume under $250 million), with results displayed by company type (i.e., bank,
captive, independent), new business volume, market segment, and region.
Business Valuation Resources