Herc Holdings (HRI) came out with quarterly earnings of $2.22 per share, beating the Zacks Consensus Estimate of $1.83 per share. This compares to earnings of $4.35 per share a year ago.
Investors with an interest in Transportation - Equipment and Leasing stocks have likely encountered both Herc Holdings (HRI) and Westinghouse Air Brake Technologies (WAB). But which of these two stocks is more attractive to value investors?
Herc Holdings Inc. (NYSE:HRI ) Q2 2025 Earnings Conference Call July 29, 2025 8:30 AM ET Company Participants Aaron D. Birnbaum - Senior VP & COO Lawrence H.
Herc Holdings (HRI) came out with quarterly earnings of $1.87 per share, beating the Zacks Consensus Estimate of $1.29 per share. This compares to earnings of $2.6 per share a year ago.
Herc Holdings (HRI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Herc Holdings is positioned for growth via mega-projects, acquisitions, and specialty equipment expansion, but faces headwinds from high leverage and local market softness. The company's premium valuation reflects investor expectations for robust growth, driven by infrastructure spending and successful integration of the H&E acquisition. Key risks include heavy debt, sensitivity to interest rates, and potential delays in construction or government-funded projects, making financial discipline critical.
Investors need to pay close attention to Herc Holdings stock based on the movements in the options market lately.
Herc Holdings' national account segment continues to show strength due to healthy project activity, but local account weakness is expected to impact overall volume growth in 2025. Margins are expected to be pressured by weak local volumes and an unfavorable mix. The upcoming H&E transaction, while beneficial long-term, will increase debt and interest expenses, further straining the company's bottom line and valuation.
Herc Holdings, Inc. (NYSE:HRI ) Q1 2025 Earnings Conference Call April 22, 2025 8:30 AM ET Company Participants Leslie Hunziker - Head, IR Larry Silber - President and CEO Aaron Birnbaum - SVP & COO Mark Humphrey - SVP & CFO Conference Call Participants Jerry Revich - Goldman Sachs Rob Wertheimer - Melius Research Tami Zakaria - JPMorgan Steven Ramsey - Thompson Research Group Kyle Menges - Citigroup Ken Newman - KeyBanc Capital Markets Mig Dobre - Baird Operator Hello and welcome to the Herc Holdings Q1 Earnings Call and Webcast. All lines have been placed on mute to prevent any background noise.
Herc Holdings (HRI) came out with quarterly earnings of $1.30 per share, missing the Zacks Consensus Estimate of $2.51 per share. This compares to earnings of $2.36 per share a year ago.
Herc Holdings' topline grew 14.4% year-on-year to $951 million, as the national account business continues to support overall topline growth. While the pipeline for mega projects remains healthy, softer local market demand is expected to impact the consolidated growth in 2025. Lower anticipated volume growth is also expected to put pressure on the company's margin in the quarters ahead.
Herc Holdings, an equipment rental company, has shown strong financial performance with a 54.5% stock increase since June last year, outperforming the S&P 500. Despite a mixed final quarter for 2024, with revenue beating expectations but earnings falling short, the company's fundamental health remains positive. Management anticipates growth from new construction, renewable energy, and tech projects, planning $700-$900 million in capital expenditures for 2024.