Herc Rentals Receives National Honors for Veteran Employment and Career Advancement from Military Friendly® and Military Times
Recognition for Veteran Support: Herc Holdings, Inc. has been named a Military Friendly® Employer for the eleventh consecutive year, achieving Gold designation and ranking among the Top 10 Employers, while also receiving the Military Friendly® Spouse Employer designation for the fifth time.
Commitment to Career Opportunities: The company emphasizes its dedication to hiring veterans and service members, providing them with long-term career paths that leverage their military-acquired skills, as highlighted by CEO Larry Silber.
Additional Honors: Herc Rentals was also included in the 2025 Best for Vets: Employers list by Military Times, based on a survey assessing policies and benefits for transitioning service members and their families.
Company Overview: Founded in 1965, Herc Holdings operates through Herc Rentals Inc. and has expanded to 612 locations across North America, offering a wide range of equipment rental services and employing approximately 9,900 individuals.
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- Earnings Announcement Date: Herc Holdings is set to announce its Q4 earnings on February 17 before market open, with a consensus EPS estimate of $1.87, reflecting a significant 47.8% year-over-year decline, which may dampen investor sentiment.
- 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.
- Share Sale Details: GAMCO Investors reported selling 34,492 shares of Herc Holdings in a fourth-quarter SEC filing, with an estimated trade value of $4.73 million, reflecting a more than 25% increase in the company's stock price during the period.
- 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.
- Executive Participation: Herc Holdings CEO Larry Silber and CFO Mark Humphrey will participate in Citi's Global Industrial Tech and Mobility Conference on February 19, 2026, in Miami Beach, showcasing the company's leadership in the industry.
- 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.
- Dividend Declaration: Herc Holdings has declared a quarterly dividend of $0.70 per share, consistent with previous distributions, indicating the company's stable cash flow and shareholder return strategy, which is expected to bolster investor confidence.
- 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.
- Payment Schedule: The dividend is payable on March 4, with a record date of February 18 and an ex-dividend date also set for February 18, ensuring shareholders receive timely returns.
- Financing Activity: Herc Holdings has also announced a $1.2 billion senior unsecured notes offering, further strengthening the company's capital structure and providing funding support for future growth and investments.
- Earnings Release Schedule: Herc Holdings is set to release its Q4 and full year 2025 financial results on February 17, 2026, before market opens, which is expected to significantly impact investor sentiment.
- 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.

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.
Market Sentiment: This move reflects the current enthusiasm and optimism surrounding initial public offerings in the financial market.







