US · Industrials · Rental & Leasing Services
EPS came in at 3.91 against a street estimate of 3.08 — a beat of 26.9%.
Analysts rate Herc Holdings Inc a buy (8 buy, 2 hold, 1 sell out of 11) with an average price target of $199.92.
CONFIDENT H&E integration complete; pro forma rental revenue grew 2% with improved fleet efficiency. Raising full-year guidance on stronger mega-project demand. Fuel inflation headwind ~150bps, partially offset by cost synergies and operational gains. Q2 2026 No geographic breakdown provided; bifurcated U.S. demand: local markets stable/weak (interest-rate sensitivity), national accounts strong (mega projects across energy, data centers, manufacturing). Analysts pressed on pricing momentum (management: self-help fleet health driving dollar lift), margin drivers (specialty mix, sales maturity, logistics), and CapEx specificity (confirmed demand-driven, not speculative; mega-project and specialty weighted). 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 14.93% |
| BlackRock Inc | 8.56% |
| NORGES BANK | 6.33% |
| Vanguard Portfolio Management, LLC | 4.82% |
| Vanguard Capital Management, LLC | 4.40% |
| Dimensional Fund Advisors, Inc. | 3.98% |
| First Trust Advisors L.P. | 3.92% |
| Coliseum Capital Management LLC | 3.34% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 total revenue was $1,364 million, up from $1,304 million in the third quarter of 2025. • Equipment rental reve | 2026-10-27 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 total revenue rose 5% to $1,364 million, while equipment rental revenue reached a record $1,254 million, up 12% | 2026-10-27 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • Herc Holdings announced a planned CEO succession effective January 1, 2027. • Lawrence H. Silber, CEO since 2015, will become Exe | 2026-10-26 |
| Material agreement · Q3 2026 HERC HOLDINGS INC. - FORM 8-K SUMMARY Report Date: August 31, 2026 --- HEADLINE NUMBERS • Receivables Financing Agreement (RFA) amended on August 3 | 2026-09-03 |
| Board / officer change · Q3 2026 HERC HOLDINGS INC. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Erik Olsson elected to Board of Directors effective immediately on August 18, | 2026-08-19 |
| Quarterly report · Q2 2026 HERC HOLDINGS INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues (Q2 2026): $1,204 million vs. $1,002 million (Q2 2025) — 20% increase • | 2026-07-28 |
| Results announced · Q3 2026 HERC HOLDINGS INC. – Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Equipment rental revenue: $1,072 million in Q2 2026, up 23% from $870 million in Q2 | 2026-07-28 |
| Shareholder vote results · Q2 2026 HERC HOLDINGS INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held on May 14, 2026 • Total votes cast: approximately 32.2 | 2026-05-20 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.70 / share ex-date Sep 2, 2026 · pay Sep 16, 2026 | 2026-09-02 |
| Dividend | $0.70 / share ex-date May 29, 2026 · pay Jun 12, 2026 | 2026-05-29 |
| Dividend | $0.70 / share ex-date Feb 18, 2026 · pay Mar 4, 2026 | 2026-02-18 |
| Dividend | $0.70 / share ex-date Dec 15, 2025 · pay Dec 26, 2025 | 2025-12-15 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Herc Holdings Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.