HRI · Herc Holdings Inc
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 28, 2026TL;DR. Herc raised its full-year 2026 equipment rental revenue and adjusted EBITDA guidance on stronger national-account and mega-project demand, and is stepping up fleet CapEx to capture that pipeline, while fuel/transportation inflation pressured margins and reduced full-year free cash flow guidance.
- + Positive fleet efficiency: 2% higher rental revenue on ~3% less average fleet at OEC
- + Pro forma dollar utilization improved 220 bps YoY
- + Specialty revenue grew double digits in Q2 and company is stepping up fleet investment in specialty
- − Fuel/transportation inflation pressured Q2 margins and is expected to remain a headwind
- − Full-year 2026 free cash flow guidance lowered to $250–$350M from previous $299M trend
- − Adjusted EPS declined 27% YoY
- − Net leverage remains elevated at 3.95x
- − Continued demand bifurcation with interest-rate-sensitive commercial weakness in some local markets
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Rental & Leasing Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HRI
this stock
Herc Holdings Inc
|
$4.53B | -15.9% | +22.6% | — | 7.3% |
|
URI
United Rentals, Inc.
|
$65.59B | +23.7% | +4.9% | 26.7 | 2.5% |
|
SUNB
Sunbelt Rentals Holdings, Inc.
|
$30.76B | — | +3.4% | — | 2.1% |
|
AER
AerCap Holdings N.V.
|
$22.91B | -0.2% | +6.5% | — | 2.2% |
|
UHAL
U-Haul Holding Co /NV/
|
$11.85B | +19.4% | +3.6% | — | 0.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HRI | -9.1% | -11.5% | +20.7% | -18.1% | -15.9% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -8.4% | -11.6% | +8.6% | -17.5% | -27.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.