HERC HOLDINGS INC (HRI)
Industrials · Construction and industrial equipment rental · NYSE
Herc Holdings is a large, diversified equipment rental company serving construction, industrial, and infrastructure customers with a fleet-based business model exposed to economic cycles.
What HERC HOLDINGS INC does
Herc Holdings is an equipment rental company that leases construction and industrial equipment—such as power tools, generators, and fleet machinery—to contractors, industrial operators, and other customers across residential/commercial construction, infrastructure, oil & gas, and related sectors. The company generates revenue through equipment rental, sales of used rental fleet equipment, and sales of new equipment and parts. In March 2026, the company completed its acquisition of H&E Equipment Services to expand its market presence and capabilities.
Themes: ["Equipment rental / construction equipment leasing","Industrial equipment rental","Fleet and utility equipment"]
Fundamentals
- Price$144.85 as of 2026-07-09 close
- Market cap$4.9B as of 2026-07-10
- 1-year return+0.2% as of 2026-07-09 close
- P/E4861.69 as of 2026-07-10
- Net margin-0.1% as of 2026-07-10
- Gross margin+56.7% as of 2026-07-10
- ROE-0.3% as of 2026-07-10
- Debt / equity4.26 as of 2026-07-10
- Revenue growth (YoY)+28.4% as of 2026-07-10
- Revenue CAGR (3y)+16.9% SEC XBRL
- Beta1.87 as of 2026-07-10
Dividend: yield +1.9%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Cyclical business dependent on construction activity and industrial capital investment; downturns in construction, oil/gas, or broader economic conditions directly reduce rental demand.","Intense industry competition with fragmented market of small and regional competitors, creating downward pricing pressure and risk of market share loss.","Significant indebtedness (long-term debt of ~$8 billion as of Q1 2026) and exposure to residual value risk on rental fleet disposition."]
Competitors & peers
- United Rentals (URI)
- Sunbelt Rentals
- H&E Equipment Services (now acquired subsidiary)
- RSC Equipment Rentals
- Herc Rentals regional/local competitors
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.