“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 ↗
Herc Holdings Inc.
HRI
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.
- 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.
Research brief
The story so far
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.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- HRI's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- 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.
- Net margin changed -35.5 percentage points in the latest annual period.
- Diluted shares increased 10.2% in the latest annual period.
- P/E is 17312% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
142.01Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
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.