Herc Holdings Appoints Aaron Birnbaum as President Effective January 1, 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 24 2025
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Should l Buy HRI?
Source: Newsfilter
- Leadership Transition: Herc Holdings announced the promotion of Aaron Birnbaum to president effective January 1, 2026, continuing his role in operational strategy and integration plans, which aims to enhance the company's market competitiveness through leadership continuity.
- Extensive Experience: Birnbaum brings over 35 years of experience in the equipment rental industry, having served as COO since 2020, overseeing sales, fleet, and safety activities to ensure operational efficiency across all geographic zones.
- Strategic Planning: He will continue to lead the company's regional and specialty teams, driving strategic planning and operational execution to support long-term success and sustainable growth for the company.
- Succession Planning: This appointment aligns with the company's succession plan, ensuring leadership stability that will help maintain the company's competitive edge in future market challenges.
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Analyst Views on HRI
Wall Street analysts forecast HRI stock price to rise
7 Analyst Rating
5 Buy
1 Hold
1 Sell
Moderate Buy
Current: 174.690
Low
150.00
Averages
175.00
High
200.00
Current: 174.690
Low
150.00
Averages
175.00
High
200.00
About HRI
Herc Holdings Inc. is an equipment rental supplier. It operates through subsidiaries, including Herc Rentals Inc. In addition to its principal business of equipment rental, it sells used equipment and contractor supplies, such as construction consumables, tools, small equipment and safety supplies; provides repair, maintenance, equipment management services and safety training to certain of its customers; offer equipment re-rental services and provides on-site support to its customers; and provide ancillary services, such as equipment transport, rental protection, cleaning, refueling and labor. Its classic fleet includes aerial, earthmoving, material handling, trucks and trailers, air compressors, compaction, and lighting equipment. Its ProSolutions offering includes industry-specific, solutions-based services in tandem with power generation, climate control, remediation and restoration, pumps, and trench shorting equipment as well as its ProContractor professional grade tools.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Expectations: The projected revenue for Q4 stands at $1.25 billion, representing a 31.4% year-over-year increase; however, this strong growth contrasts sharply with the steep decline in EPS, potentially affecting overall market performance.
- Historical Performance Review: Over the past two years, Herc has only beaten EPS estimates 25% of the time while exceeding revenue estimates 75% of the time, indicating a relatively stable revenue performance but challenges in profitability.
- Estimate Revision Dynamics: In the last three months, there have been no upward revisions to EPS estimates and three downward revisions, while revenue estimates saw two upward revisions, reflecting a cautious market outlook on the company's future profitability.
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- Value Change: Despite the sale, the value of Herc Holdings' stake increased by $29.81 million, indicating strong performance in infrastructure spending and the equipment rental market.
- Financial Performance Highlights: Herc Holdings saw a 30% year-over-year increase in equipment rental revenue to $1.12 billion, pushing total revenue up 35% to $1.30 billion, while adjusted EBITDA rose 24%, despite margin compression due to acquisition integration costs.
- Investor Confidence: The share sale appears to be more of a portfolio housekeeping move rather than a reduction in confidence in Herc Holdings, as the company continues to benefit from infrastructure demand and operational scale, despite a notable 15% decline in stock price over the past year.
See More
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- Webcast Arrangement: A fireside chat discussion will take place at 9:40 a.m. ET on the day of the conference, with a live audio webcast available, enhancing transparency and investor engagement through the company's investor relations site.
- Company Background: Founded in 1965, Herc Holdings is a leading equipment rental supplier in North America with approximately 612 locations and projected total revenues of about $5.1 billion in 2024, indicating strong market position and growth potential.
- Employees and Services: The company employs around 9,900 individuals and offers a diverse range of equipment and industry-specific solutions aimed at helping customers work more efficiently and safely, further solidifying its competitive advantage in the rental market.
See More
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- Yield Information: The forward yield of 1.82% reflects the company's attractiveness in the current market environment, potentially drawing in investors seeking stable income.
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- Investor Conference Call: Following the earnings release, management will hold a conference call at 8:30 a.m. ET to review the company's results and may disclose material business and financial information not included in the press release.
- Live Webcast Availability: The conference call will be available via live webcast, allowing investors to access real-time information and enhancing transparency and engagement with stakeholders.
- Company Overview: Founded in 1965, Herc Holdings operates approximately 612 rental locations across North America, with projected total revenues of about $5.1 billion for 2024, underscoring its strong market position in the equipment rental industry.
See More
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IPO Market Activity: A company with a ".com" in its name is preparing to go public, indicating a resurgence in the IPO market reminiscent of the late 1990s.
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