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Herc Holdings Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | -$1.02 |
| EPS actual | $0.210 |
| EPS Surprise | 120.59% |
| Revenue estimate | 1.061B |
| Revenue actual | 1.139B |
| Revenue Surprise | 7.31% |
| Release date | Feb 17, 2026 |
| EPS estimate | $1.87 |
| EPS actual | $2.07 |
| EPS Surprise | 10.70% |
| Revenue estimate | 1.253B |
| Revenue actual | 1.209B |
| Revenue Surprise | -3.48% |
| Release date | Oct 28, 2025 |
| EPS estimate | $1.83 |
| EPS actual | $2.22 |
| EPS Surprise | 21.31% |
| Revenue estimate | 1.253B |
| Revenue actual | 1.304B |
| Revenue Surprise | 4.11% |
| Release date | Jul 29, 2025 |
| EPS estimate | $1.29 |
| EPS actual | $1.87 |
| EPS Surprise | 44.96% |
| Revenue estimate | 1.281B |
| Revenue actual | 1.002B |
| Revenue Surprise | -21.76% |
Last 4 Quarters for Herc Holdings
Below you can see how HRI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $123.61 |
| EPS estimate | $1.29 |
| EPS actual | $1.87 |
| EPS surprise | 44.96% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $140.25 |
| Jul 24, 2025 | $147.29 |
| Jul 25, 2025 | $149.08 |
| Jul 28, 2025 | $149.88 |
| Jul 29, 2025 | $123.61 |
| Jul 30, 2025 | $117.34 |
| Jul 31, 2025 | $116.81 |
| Aug 01, 2025 | $114.53 |
| Aug 04, 2025 | $113.89 |
| 4 days before | -11.86% |
| 4 days after | -7.86% |
| On release day | -5.07% |
| Change in period | -18.80% |
| Release date | Oct 28, 2025 |
| Price on release | $138.64 |
| EPS estimate | $1.83 |
| EPS actual | $2.22 |
| EPS surprise | 21.31% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $129.83 |
| Oct 23, 2025 | $128.42 |
| Oct 24, 2025 | $131.91 |
| Oct 27, 2025 | $133.28 |
| Oct 28, 2025 | $138.64 |
| Oct 29, 2025 | $141.67 |
| Oct 30, 2025 | $137.34 |
| Oct 31, 2025 | $142.05 |
| Nov 03, 2025 | $136.35 |
| 4 days before | 6.79% |
| 4 days after | -1.65% |
| On release day | 2.19% |
| Change in period | 5.02% |
| Release date | Feb 17, 2026 |
| Price on release | $150.12 |
| EPS estimate | $1.87 |
| EPS actual | $2.07 |
| EPS surprise | 10.70% |
| Date | Price |
|---|---|
| Feb 10, 2026 | $181.12 |
| Feb 11, 2026 | $180.81 |
| Feb 12, 2026 | $174.69 |
| Feb 13, 2026 | $173.12 |
| Feb 17, 2026 | $150.12 |
| Feb 18, 2026 | $147.14 |
| Feb 19, 2026 | $143.59 |
| Feb 20, 2026 | $153.46 |
| Feb 23, 2026 | $146.19 |
| 4 days before | -17.12% |
| 4 days after | -2.62% |
| On release day | -1.99% |
| Change in period | -19.29% |
| Release date | Apr 28, 2026 |
| Price on release | $133.96 |
| EPS estimate | -$1.02 |
| EPS actual | $0.210 |
| EPS surprise | 120.59% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $107.86 |
| Apr 23, 2026 | $121.46 |
| Apr 24, 2026 | $122.15 |
| Apr 27, 2026 | $124.61 |
| Apr 28, 2026 | $133.96 |
| Apr 29, 2026 | $131.60 |
| Apr 30, 2026 | $126.92 |
| May 01, 2026 | $133.13 |
| May 04, 2026 | $123.91 |
| 4 days before | 24.20% |
| 4 days after | -7.50% |
| On release day | -1.76% |
| Change in period | 14.88% |
Herc Holdings Earnings Call Transcript Summary of Q1 2026
Herc Holdings completed integration of the H&E acquisition and is shifting to execution to capture scale benefits. The combined company now has ~30% more branches and a $9.4 billion original equipment cost (OEC) fleet; pro forma fleet size is modestly down (~1–2%) by design to improve utilization. Specialty solutions are a key growth focus (double-digit specialty revenue growth in Q1) and specialty locations increased ~25%. Digital/e-commerce adoption hit a record in Q1. Q1 GAAP rental revenue rose ~33% year-over-year driven by the acquisition, but on a pro forma basis rental revenue declined ~3% while pro forma adjusted EBITDA was down ~5%. Adjusted EBITDA (GAAP) increased 33%; free cash flow was $94 million. Disposals totaled $281 million (realized proceeds ~49% of OEC). The company reaffirmed full-year 2026 guidance, expects an operational inflection in Q2 with revenue and margin acceleration in H2, and reiterated a path to de-lever to the top of its 2–3x net leverage target by year-end 2027. Cost synergies are ahead of plan and revenue synergies ($100–120 million incremental for 2026) are expected to be back-half weighted. Management emphasized safety, fleet alignment, cross-selling to national accounts/mega projects, and disciplined capital allocation (CapEx weighted into Q2–Q3 to support seasonal peak and specialty ramps).
