Feed / HRI

Herc Holdings Inc.

HRI

Industrials · 142.01 -2.1% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Herc Holdings Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Company-2.1% todayVolume comparison unavailable
Market group0 of 3 activeEquipment Rental Services · unavailable
Disclosed network0 of 4 confirmingNo filing-linked name is confirming now
What would change this read
  • HRI's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if HRI's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Rental & Leasing Services

No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • HRI's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements46
Verified relationships4
Evidence supporting the case
  • Latest annual revenue changed +45.6% year over year.
  • Operating cash flow covered net income at 1085.00x in the latest annual period.
  • Credit and interest rates has repeated favorable evidence across 3 filings.
Evidence challenging the case
  • Net margin changed -35.5 percentage points in the latest annual period.
  • Diluted shares increased 10.2% in the latest annual period.
Questions before a position
  • P/E is 17312% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

142.01
6m+23.0%12m+6.3%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$2.1B+16.4%$7.37+3.4%
2022-12-31$2.7B+32.2%$10.92-0.7%
2023-12-31$600.0M-78.1%$12.09-5.0%
2024-12-31$592.0M-1.3%$7.40-0.7%
2025-12-31$862.0M+45.6%$0.03+10.2%

What management says matters

Persistent and emerging business drivers

Credit and interest ratespositive · 3 filings
MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS (CONTINUED) Interest expense, net increased $66 million, or 106%, during the first quarter of 2026 when compared with the first quarter of 2025 due to the new debt issued to…
10-Q · Apr 28, 2026
Macroeconomic conditionsmixed · 3 filings
Currently, we do not expect any direct impact of current macroeconomic conditions on our procurement costs in 2026, however, we cannot predict the extent to which our financial condition, results of operations or cash flows will ultimately be impacted by thes…
10-Q · Apr 28, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 5.2× · EV/sales 5.1×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

142.01-2.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for HRI. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for HRI. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind HRI

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

HTZHertz Global Holdings, Inc.competitorFeb 17, 2026

See Item 1A "Risk Factors—Other Operational Risks." Corporate History On June 30, 2016, we, in our previous form as the holding company of both the existing equipment rental operations as well as the former vehicle rental operations (in its form prior to the…

KLICKulicke and Soffa Industries, Inc.supplierFeb 17, 2026

AND SUBSIDIARIES Executive Officers of the Registrant (continued) for Kulicke & Soffa Industries, Inc., a global manufacturer and supplier of semiconductor equipment, and before that he worked for Ernst & Young, including as an audit senior in its Assurance S…

Depended on by

SUNBSunbelt Rentals Holdings, Inc.competitorJun 23, 2026

In North America, our largest national competitors include United Rentals, Herc Rentals and EquipmentShare.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

HRI is currently a Early Follower in the organic co-movement group Equipment Rental Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.