LIVE

HRI

Herc Holdings Inc.

HRI

NYSE·Industrials·Rental & Leasing Services·Mkt cap $4.7B

$132.73

-5.35%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

View research view

52-Week Range

$88.45 - $188.35

P/E

-81.93

Fwd P/E

22.08

Beta

1.90

Div Yield

2.00%

Avg Vol

601.2K

Shares Out

33.4M

Mkt Cap

$4.7B

Price action

Price chart

Down 2.3% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Diversified equipment fleet and specialized ProSolutions offerings create higher switching costs and customer stickiness
  • Established scale and nationwide distribution network with international presence provide operational efficiency and market reach advantages
  • Integrated service model combining rental, maintenance, training, and supplies captures greater share of customer spending versus competitors
  • Long operating history since 1965 with established relationships across construction, industrial, and commercial sectors

Bear Case

1 risk

  • Above-average volatility (beta 1.9).

Growth

Turning profitable

Strong revenue growth (23% YoY)

Value

Fairly valued vs Rental & Leasing peers

Momentum

Hot

+54.0% over 3m

Quality

Stable

Solid business

Dividend

Modest

2.00% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 16, 2026

Q2 26 RECAP

APR 28, 2026

Reported EPS of $0.21 vs -$0.21 consensus (+201.3% surprise). Revenue of $1.1B vs $1.1B expected (+7.3%). Beat on both top and bottom lines.

EPS beat +201.3%
Rev beat +7.3%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+201.3%

Next: Apr 16, 2026

Revenue trend · last 8Q

+14%

+7%

+18%

+35%

+32%

Q1 24

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q1 26

$804.0M

$848.0M

$965.0M

$951.0M

$861.0M

$1.0B

$1.3B

$1.1B

Margins · last 8Q

Gross

Operating

Profit

-2.1%

Wall Street consensus

7 analysts · 71% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

71%

Hold

2

29%

Sell

0%

Median Price Target

$160.00

+20.5% vs $132.73

Low $160.00
Median $160.00
High $160.00

Latest: Exane BNP Paribas · $160.00 · Jun 29, 2026

1 analyst covering

vs Industry

How HRI stacks vs Rental & Leasing Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.