
Why Is Herc Holdings (HRI) Down 28.2% Since Last Earnings Report?
Herc Holdings (HRI) reported earnings 30 days ago. What's next for the stock?
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Herc Holdings (HRI) reported earnings 30 days ago. What's next for the stock?

Herc Holdings leans on specialty rentals and mega projects to smooth demand, but 2026 hinges on improving utilization and margins after 2025 pressure.

Herc Holdings enters 2026 with rising synergies, expanded scale, and optimization efforts that could drive utilization gains and boost profits.

Herc Holdings remains a ‘buy' despite a 31.8% stock decline and profit headwinds post-H&E Equipment Services acquisition. HRI's revenue surged to $4.38 billion in 2025, but net income fell sharply due to higher operating costs, depreciation, and interest expense. Management targets 2026 EBITDA of $2.0–$2.1 billion, driven by $125 million in cost synergies and $100–$200 million in revenue synergies.

Herc Holdings Inc. (HRI) Presents at JPMorgan Industrials Conference 2026 Transcript

Capital International Investors lifted its holdings in shares of Herc Holdings Inc. (NYSE: HRI) by 31.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 85,681 shares of the transportation company's stock after buying an additional 20,551 shares during the quarter.

Soviero Asset Management added 38,000 shares of Herc Holdings in the fourth quarter. The quarter-end position value increased by $5.64 million due to the new purchase.

BONITA SPRINGS, Fla.--(BUSINESS WIRE)--Herc Holdings Inc. (NYSE: HRI), one of North America's leading equipment rental suppliers operating through Herc Rentals Inc. (“Herc Holdings,” “Herc Rentals” or the “Company”), today announced that President Aaron Birnbaum and Senior Vice President and Chief Financial Officer Mark Humphrey will participate in the 2026 J.P. Morgan Industrials Conference in Washington, D.C., on March 17, 2026. A fireside chat discussion and simultaneous audio webcast will t.

American Century Companies Inc. increased its position in Herc Holdings Inc. (NYSE: HRI) by 8.1% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,301,975 shares of the transportation company's stock after buying an additional 97,235 shares during

Channing Capital Management LLC reduced its position in Herc Holdings Inc. (NYSE: HRI) by 0.9% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 612,552 shares of the transportation company's stock after selling 5,629 shares during the quarter. Herc

Herc Holdings Inc. (HRI) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript

Herc (NYSE: HRI) executives used the company's fourth-quarter and full-year 2025 earnings call to detail progress integrating the H&E acquisition, highlight operational initiatives to drive revenue and cost synergies, and provide initial 2026 financial guidance. Management characterized 2025 as a "transformational year," citing the June closing of what it called the largest acquisition in the equipment

Herc Holdings Inc. (HRI) Presents at Barclays 43rd Annual Industrial Select Conference Transcript

Investors interested in Transportation - Equipment and Leasing stocks are likely familiar with Herc Holdings (HRI) and Westinghouse Air Brake Technologies (WAB). But which of these two companies is the best option for those looking for undervalued stocks?

Herc Holdings Inc. (HRI) Q4 2025 Earnings Call Transcript

Herc Holdings (HRI) came out with quarterly earnings of $2.07 per share, beating the Zacks Consensus Estimate of $1.84 per share. This compares to earnings of $3.58 per share a year ago.

BONITA SPRINGS, Fla.--(BUSINESS WIRE)--Herc Holdings Inc. (NYSE: HRI) ("Herc Holdings" or the "Company") today reported financial results for the quarter and full year ended December 31, 2025. “2025 was a pivotal year for Herc Rentals. In June, we completed the largest acquisition in our industry, bringing together two high‑quality equipment rental operators to create significant long‑term strategic and financial value,” said Larry Silber, chief executive officer. “We are extremely pleased with.

Herc Holdings (HRI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Insights into Mario Gabelli (Trades, Portfolio)'s Investment Moves in Q4 2025 Mario Gabelli (Trades, Portfolio) recently submitted the 13F filing for the fourt

GAMCO Investors sold 34,492 shares of Herc Holdings in the fourth quarter; the estimated transaction value was $4.73 million (based on quarterly average pricing). Nevertheless, the quarter-end position value actually rose by $29.81 million, reflecting both share sales and price movement.