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HRI

Herc Holdings Inc.

HRI

NYSE·Industrials·Rental & Leasing Services·Mkt cap $4.6B

$140.92

+1.43%

P/E

-335.52

Mkt Cap

$4.6B

52-Wk Range

$88.45–$188.35

52-Week Range

$88.45 - $188.35

P/E

-335.52

Fwd P/E

19.68

Beta

1.87

Div Yield

2.02%

Avg Vol

542.6K

Shares Out

33.4M

Mkt Cap

$4.6B

Price action

Price chart

Up 7.7% over the trailing year

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

Stable

-1.1% over 3m

Quality

Stable

Solid business

Dividend

Solid

2.02% yield

Earnings track record

Latest print - beat on both lines

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

Next: Oct 27, 2026

Q3 26 RECAP

JUL 28, 2026

Reported EPS of $1.43 vs $0.76 consensus (+87.2% surprise). Revenue of $1.2B vs $1.2B expected (+4.2%). Beat on both top and bottom lines.

EPS beat +87.2%
Rev beat +4.2%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+87.2%

Revenue trend · last 8Q

+14%

+7%

+18%

+35%

+32%

+20%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q1 26

Q2 26

$848.0M

$965.0M

$951.0M

$861.0M

$1.0B

$1.3B

$1.1B

$1.2B

Margins · last 8Q

Gross

0.0%

Operating

0.0%

Profit

1.6%

Wall Street consensus

5 analysts · 60% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

60%

Hold

2

40%

Sell

0%

Median Price Target

$160.00

+13.5% vs $140.92

Low $160.00
Median $160.00
High $160.00

Latest: Wells Fargo · Aug 17, 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.