Herc Holdings Inc.

Herc Holdings Inc.

HRIยทNYSE

$132.03

+1.2%
IndustrialsRental & Leasing Services

Herc Holdings Inc., through its subsidiaries, operates as an equipment rental supplier in the United States and internationally. It rents aerial, earthmoving, material handling, trucks and trailers, air compressors, compaction, and lighting equipment. The company also provides ProSolutions, an industry specific solution-based services, which include power generation, climate control, remediation and restoration, pump, trench shoring, and studio and production equipment; and ProContractor professional grade tools. In addition, it offers various services, including repair, maintenance, equipment management, and safety training; and equipment re-rental and on-site support services, as well as ancillary services, such as equipment transport, rental protection, cleaning, refueling, and labor. Further, the company sells used equipment and contractor supplies, such as construction consumables, tools, small equipment, and safety supplies. It serves non-residential and residential construction, specialty trade, restoration, remediation and environment, and facility maintenance contractors; industrial manufacturing industries, including automotive and aerospace, power, metals and mining, agriculture, pulp, paper and wood, food and beverage, and refineries and petrochemical industries; infrastructure and government sectors; and commercial facilities, hospitality, healthcare, recreation, entertainment production, and special event management customers. The company sells its products through its sales team and industry catalogs, as well as through participation and sponsorship of industry events, trade shows, and Internet. Herc Holdings Inc. was founded in 1965 and is based in Bonita Springs, Florida.

At a Glance

Live Snapshot
Market Cap$4.41B
EPS0.0320
P/E Ratio4125.94
Earnings Date08/04/2026
hri

Herc Holdings Inc. Street Expectations Map

HRI ยท NYSE

Wall Street analysts project that HRI stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 183.40, with estimates ranging from a low of 165.00 to a high of 198.00.

Lowest Target
165.00
24.97%
Consensus Target
183.40
38.91%
Highest Target
198.00
49.97%

The consensus 1-year price target stands at 183.40, with estimates ranging from a low of 165.00 to a high of 198.00.

Analyst Consensus Analysis

Upside Potential

+38.9%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

18.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Herc Holdings Inc. Forward Estimates of Revenue

HRI ยท NYSE
Latest Revenue
4.38B
FY 2025
Avg Estimate
5.01B
FY 2026
Estimate Range
4.93B - 5.16B
Analyst Spread

Forward Growth Analysis

Projected Growth+14.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Herc Holdings Inc. Forward Estimates of Net Income

HRI ยท NYSE
Latest Net Income
1.00M
FY 2025
Avg Estimate
263.57M
FY 2026
Estimate Range
235.58M - 291.57M
Analyst Spread

Forward Growth Analysis

Projected Growth+26257.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread21%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Herc Holdings Inc. Forward Estimates of EPS

HRI ยท NYSE
Latest EPS
0.03
FY 2025
Avg Estimate
$9.25
FY 2026
Estimate Range
$8.27 - $10.23
Analyst Spread

Forward Growth Analysis

Projected Growth+28818.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread21%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Herc Holdings Inc. Forward Estimates of EBIT

HRI ยท NYSE
Latest EBIT
670.00M
FY 2025
Avg Estimate
915.01M
FY 2026
Estimate Range
900.45M - 941.16M
Analyst Spread

Forward Growth Analysis

Projected Growth+36.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Herc Holdings Inc. Forward Estimates of EBITDA

HRI ยท NYSE
Latest EBITDA
1.75B
FY 2025
Avg Estimate
1.09B
FY 2026
Estimate Range
1.07B - 1.12B
Analyst Spread

Forward Growth Analysis

Projected Growth-37.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Herc Holdings Inc. Forward Estimates of SG&A Expense

HRI ยท NYSE
Latest SG&A Expense
564.00M
FY 2025
Avg Estimate
716.93M
FY 2026
Estimate Range
705.52M - 737.42M
Analyst Spread

Forward Growth Analysis

Projected Growth+27.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Herc Holdings Inc. Insider Positioning

HRI ยท NYSE

During the last 12 months, insiders have purchased $427K worth of HRI shares, with no selling activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

3.0K

427.41K

Sold

0

0.00

Net Activity

+427K

+$427K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
OJA

Olin John A

Director

3.0K sharesโ€ข1 transactions

$427K

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $427K net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

โˆž:1

Perfect buy/sell ratio. Only buying activity with zero sellingโ€”the most bullish possible insider signal.

Insider Participation

High Buying

1 insider buyers vs. 0 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Unanimous insider buying: Zero selling combined with active buying is rare and typically very bullish. Insiders appear to see significant upside with limited downside risk.