tiprankstipranks
Trending News
More News >
Herc Holdings (HRI)
NYSE:HRI
US Market
Advertisement

Herc Holdings (HRI) Earnings Dates, Call Summary & Reports

Compare
333 Followers

Earnings Data

Report Date
Feb 17, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
1.95
Last Year’s EPS
3.58
Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 28, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted significant progress in integration and growth in mega projects and specialty solutions, but also acknowledged challenges in local markets and certain operational inefficiencies. The company is focused on optimizing fleet management and improving margins, while being cautious of economic and market conditions.
Company Guidance
During Herc Holdings, Inc.'s third quarter 2025 earnings call, the company provided guidance emphasizing the integration of a major acquisition and its impact on operations and financial performance. The company reported a 30% year-over-year increase in equipment rental revenue and a 24% rise in adjusted EBITDA, despite challenges in the local markets due to high interest rates. The integration has led to an expanded operating structure, with a shift from 9 to 10 U.S. regions and the addition of key leadership roles. The company completed a comprehensive sales territory optimization exercise to enhance customer relationships and improve sales force capabilities. Herc Holdings also highlighted the completion of a full systems integration in just 90 days, significantly faster than the typical 6 to 18 months for similar-sized companies. This integration allows Herc to leverage its scale and technology to unlock cost and revenue synergies within a three-year time frame. Looking forward, the company is focusing on fleet management, network optimization, and expanding its specialty equipment offerings, aiming to increase its specialty network by 25% next year. The guidance for 2025 remains unchanged, with gross fleet CapEx expected to be between $900 million and $1.1 billion. The company is confident in achieving both cost and revenue synergies while continuing to focus on long-term growth strategies.
Successful Acquisition Integration
Completed full systems integration in just 90 days, compared to typical timelines of 6 to 18 months. Expanded field operating structure and added key leadership roles to ensure operational continuity and scalability.
Growth in Mega Projects and Specialty Solutions
Strong contributions from mega projects and specialty solutions drove approximately 30% year-over-year increase in equipment rental revenue.
Proactive Fleet Management
Increased gross CapEx seasonally and expanded specialty equipment offering. Nearly doubled disposals on an OEC basis versus last year, optimizing larger general rental fleet post acquisition.
Strong Safety Performance
Achieved at least 97% perfect days throughout the organization. Total recordable incident rate remains better than the industry's benchmark of 1.0.

Herc Holdings (HRI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

HRI Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 17, 2026
2025 (Q4)
1.95 / -
3.58
Oct 28, 2025
2025 (Q3)
2.05 / 2.22
4.35-48.97% (-2.13)
Jul 29, 2025
2025 (Q2)
1.96 / 1.87
2.6-28.08% (-0.73)
Apr 22, 2025
2025 (Q1)
2.21 / 1.30
2.36-44.92% (-1.06)
Feb 13, 2025
2024 (Q4)
3.89 / 3.58
3.2410.49% (+0.34)
Oct 22, 2024
2024 (Q3)
4.48 / 4.35
48.75% (+0.35)
Jul 23, 2024
2024 (Q2)
2.91 / 2.60
2.69-3.35% (-0.09)
Apr 23, 2024
2024 (Q1)
2.15 / 2.36
2.350.43% (<+0.01)
Feb 13, 2024
2023 (Q4)
3.46 / 3.24
3.44-5.81% (-0.20)
Oct 24, 2023
2023 (Q3)
4.13 / 4.00
3.4216.96% (+0.58)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

HRI Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 28, 2025
$133.28$138.64+4.02%
Jul 29, 2025
$148.99$122.88-17.52%
Apr 22, 2025
$110.24$101.18-8.22%
Feb 13, 2025
$204.79$192.47-6.02%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Herc Holdings (HRI) report earnings?
Herc Holdings (HRI) is schdueled to report earning on Feb 17, 2026, Before Open (Confirmed).
    What is Herc Holdings (HRI) earnings time?
    Herc Holdings (HRI) earnings time is at Feb 17, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is HRI EPS forecast?
          HRI EPS forecast for the fiscal quarter 2025 (Q4) is 1.95.
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis