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Armac Locação, Logística e Serviços S.A.

Armac Locação, Logística e Serviços S.A.

ARML3.SA
Armac Locação, Logística e Serviços S.A.BR flagB3 S.A.
2.86
BRL
-0.09
- -
990.94MMarket Cap
Armac Locação, Logística e Serviços S.A.
ARML3.SA
(B3 S.A.)

Recent

price

2.86

P/E

ratio

- -

div

yld

- -

ROIC.AI

2018
2019
2020
2021
2022
2023
2024
2025
TTM
FRC
0.12
0.18
0.32
1.13
2.76
3.94
5.1
5.45
5.62
Revenue per Share
0.02
0.03
0.05
0.17
0.43
0.47
0.49
0.19
0.15
Basic EPS, GAAP
0.03
0.06
-0.22
-1.72
-2.02
0.34
0.1
1.3
0.75
Free Cash Flow per Basic Share
- -
0.01
0.06
0.14
0.29
0.29
0.31
0.08
0.07
Dividend per Share
- -
- -
- -
2.9
2.91
2.9
3.5
3.58
3.65
Book Value per Share
0.05
0.07
0.24
2.84
2.99
3.2
3.21
3.29
3.42
Tangible Book Value per Share
346
346
346
346
345
346
346
346
338
Basic Weighted Avg Shares
43
61
111
390
952
1,361
1,766
1,888
1,899
Sales/Revenue/Turnover
34.07
36.83
35.78
33.21
33.66
33.44
29.62
22.38
21.11
Operating Margin (%)
5
7
16
55
137
186
203
240
277
Depreciation Expense
6
9
18
58
149
163
170
67
51
Net Income, GAAP
34.54
39.26
28.38
35.19
11.55
17.88
22.23
- -
23.53
Effective Tax Rate (%)
14.79
14.93
15.75
14.9
15.61
12
9.64
3.55
2.66
Profit Margin (%)
-8
-19
32
1,586
898
440
724
1,295
1,079
Working Capital
34
46
237
1,740
2,078
1,867
2,397
2,902
2,957
LT Debt
17
23
85
1,113
1,159
1,230
1,311
1,330
1,360
Total Equity
- -
16.99
11.81
4.91
8.96
11.23
11.34
- -
- -
Return on Invested Capital (%)
- -
21.76
15.47
6.16
12.73
14.28
13.91
- -
11.62
Return on Capital (%)
- -
3,984.35
2,919.73
11.57
14.81
16.26
15.35
5.47
4.51
Return on Common Equity (%)

Capital Structure

FRC

•

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
62
73
237
LT Borrowings
2,335
2,796
2,832
LT Finance Leases
101
106
125
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
339
346
346
Market Capitalization
1,262
1,515
1,664

Working Capital

FRC

•

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
1,384
2,126
2,010
Cash, Cash Equivalents & STI
625
1,155
1,034
Accounts Receivable, Net
276
291
234
Inventories
81
84
94
Total Current Liabilities
626
831
931
Payables & Accruals
- -
- -
- -
ST Debt
62
73
237
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
245.29%
1.47%
Free Cash Flow
- -
338.56%
1,174.14%
Net Income, GAAP
- -
68.12%
-60.59%
Sales/Revenue/Turnover
- -
94.81%
6.9%
Total Cash Common Dividend
- -
33.35%
-72.79%

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
388
408
497
473
1,766
2025
440
451
495
502
1,888
2026
451
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.15
0.15
0.18
0.03
0.49
2025
0.04
-0.02
0.11
- -
0.19
2026
-0.01
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.04
0.1
0.19
- -
0.31
2025
0.03
0.06
- -
- -
0.08
2026
0.01
- -
- -
- -
- -
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Business
Armac Locação, Logística e Serviços S.A. (ARML3.SA) operates as a leading multi-category equipment rental platform in Brazil, specializing in the leasing of heavy machinery, logistics equipment, and related services to industries including agriculture, mining, infrastructure, pulp and paper, fertilizers, food and beverage, and transportation. The company offers an extensive portfolio of yellow line equipment such as wheel loaders, hydraulic excavators, backhoe loaders, crawler tractors, mini loaders, motor graders, road rollers, agricultural tractors, lifting platforms, and forklifts; trucks including basculantes from 10m³ to 20m³, pipas of 10,000 to 20,000 liters, comboios of 6,000 and 10,000 liters, and muncks of 25t, 33t, and 45t; compactors from 1.2t to 27t in smooth drum, sheepsfoot, pneumatic, and mini models; vibratory pavers; telescopic handlers from 10t to 13t; skid steer loaders with attachments like brooms, hydraulic breakers, pallet forks, milling machines, or drills; mini excavators from 1t to 8t; retroescavadeiras; and additional items including lighting towers. Founded in 1994 and headquartered in Barueri, São Paulo, Armac Locação serves customers across 23 Brazilian states and the Federal District through a business model emphasizing 24-hour maintenance availability, operational flexibility for equipment returns or swaps, and nationwide presence with over 5,000 employees and strategic branches for rapid support in sectors like mining, agribusiness, and port operations. Recent developments include the post-IPO expansion of asset sales through dedicated seminovos stores, with plans to open 20 outlets to enable capital recycling and support fleet renewal amid robust Q3 2025 financial results exceeding forecasts; ongoing store maturation and market creation for used equipment sales despite high interest rates; maintenance CapEx commitments around 42 million reals alongside net-zero expansion investments; inauguration of a new seminovos store in Americana with special pricing; and anticipation of fleet renewals into 2025 driven by productivity demands.