H&E Equipment Services, Inc.

Informe acción NasdaqGS:HEES

Capitalización de mercado: US$3.4b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

H&E Equipment Services Dirección

Dirección controles de criterios 4/4

El CEO de H&E Equipment Services es Brad Barber , nombrado en Jan 2019, tiene una permanencia de 6.42 años. compensación anual total es $4.85M, compuesta por 20.4% salario y 79.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.67% de las acciones de la empresa, por valor de $22.95M. La antigüedad media del equipo directivo y de la junta directiva es de 6.4 años y 14.1 años, respectivamente.

Información clave

Brad Barber

Chief Executive Officer (CEO)

US$4.8m

Compensación total

Porcentaje del salario del CEO20.41%
Permanencia del CEO6.4yrs
Participación del CEO0.7%
Permanencia media de la dirección6.4yrs
Promedio de permanencia en la Junta Directiva14.1yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha Apr 17

H&E Equipment: Special Situation With A 10% Yield

Summary H&E is trading at a 3.25% discount to the acquisition price, and the transaction is likely to close between June and August. The transaction is pending regulatory approval, with an expected annual return of 10% if completed by July or August. The probability of closing from a regulatory perspective is high. Risks include potential declines in equity markets and regulatory delays, which could impact the expected return. Herc Holdings is trading at its fair value of $115 per share, increasing the margin of safety for H&E shareholders. Read the full article on Seeking Alpha
Seeking Alpha Jan 15

United Rentals Buys Instead Of Rents With Purchase Of H&E Equipment Services

Summary United Rentals, Inc. is acquiring H&E Equipment Services, Inc. for $4.8 billion in cash, causing H&E shares to more than double and United Rentals shares to rise over 5%. The acquisition expands United Rentals' fleet significantly and is expected to generate $130 million in annual cost savings and $120 million in cross-selling opportunities. Despite preferring a stock deal over cash, I believe this acquisition makes United Rentals more appealing and maintain a “buy” rating for United Rentals. H&E Equipment Services shareholders see limited further upside, prompting a downgrade to “hold,” but the deal provides a substantial premium over pre-announcement prices. Read the full article on Seeking Alpha
Seeking Alpha Dec 20

H&E Equipment Services: Earnings Understate Cash Production

Summary HEES is well-positioned to grow sales by 7-8% annually until FY'26E in my view. Competitive advantages include high capital turnover, modest margins, and efficient cash conversion, sustaining current earnings growth. Management's strategic investments and expansion plans, coupled with attractive valuations, support a $65-$70/share target. Read the full article on Seeking Alpha
Artículo de análisis Dec 09

Returns On Capital At H&E Equipment Services (NASDAQ:HEES) Have Hit The Brakes

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis Nov 21

H&E Equipment Services' (NASDAQ:HEES) Dividend Will Be $0.275

H&E Equipment Services, Inc. ( NASDAQ:HEES ) will pay a dividend of $0.275 on the 13th of December. This makes the...
Artículo de análisis Nov 12

Does H&E Equipment Services (NASDAQ:HEES) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Oct 29

Is It Too Late To Consider Buying H&E Equipment Services, Inc. (NASDAQ:HEES)?

H&E Equipment Services, Inc. ( NASDAQ:HEES ), is not the largest company out there, but it led the NASDAQGS gainers...
User avatar
Nueva narrativa Sep 24

Expansion And Strategic Acquisitions Set To Boost Market Presence Amid Margin Pressures And Financial Challenges

Expansion into new U.S. states and focused participation in megaprojects like data centers could significantly boost H&E Equipment Services' market share and revenue.
Artículo de análisis Aug 16

H&E Equipment Services (NASDAQ:HEES) Is Due To Pay A Dividend Of $0.275

H&E Equipment Services, Inc.'s ( NASDAQ:HEES ) investors are due to receive a payment of $0.275 per share on 13th of...
Artículo de análisis Jul 31

Do H&E Equipment Services' (NASDAQ:HEES) Earnings Warrant Your Attention?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha Jul 23

H&E Equipment Services: Unfairly Punished Equipment Rental Play With Catalysts

Summary H&E Equipment Services, Inc. is an equipment rental company in the U.S. with a strong presence in the industrially active Sun Belt region. Secular growth tailwinds from infrastructure spending and HEES' subsequent margin growth had added an est. $47K in NOPAT per employee since FY'21. Valuations are compressed with scope for multiples expansion and repricing into the $60s. Read the full article on Seeking Alpha
Artículo de análisis Jul 15

Is It Time To Consider Buying H&E Equipment Services, Inc. (NASDAQ:HEES)?

While H&E Equipment Services, Inc. ( NASDAQ:HEES ) might not have the largest market cap around , it saw a decent share...
Artículo de análisis Jul 02

Returns On Capital At H&E Equipment Services (NASDAQ:HEES) Have Stalled

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Artículo de análisis May 30

Benign Growth For H&E Equipment Services, Inc. (NASDAQ:HEES) Underpins Its Share Price

H&E Equipment Services, Inc.'s ( NASDAQ:HEES ) price-to-earnings (or "P/E") ratio of 10x might make it look like a buy...
Artículo de análisis May 03

H&E Equipment Services, Inc. Beat Revenue Forecasts By 5.3%: Here's What Analysts Are Forecasting Next

There's been a notable change in appetite for H&E Equipment Services, Inc. ( NASDAQ:HEES ) shares in the week since its...
Seeking Alpha May 01

Choice Equities - H&E Equipment Services: Market Fails To Appreciate Growth Prospects

Summary H&E Equipment Services has ample scale to demonstrate pricing power in markets that primarily operate based on local market share dynamics. This industry structure provides scale benefits to HEES but also suggests small bolt-on acquisitions can move the needle on company financials. It appears the market fails to appreciate the company’s growth prospects, but has also perhaps overlooked its somewhat recent transition to a high-margin pure play rental company. Read the full article on Seeking Alpha
Seeking Alpha Apr 18

H&E Equipment: Rental Business With Ambitions

Summary H&E Equipment Services is a rental equipment company that serves customers across 30 states, generating revenue from various sectors. The company has seen recent revenue growth and operates with a modest leverage ratio. HEES has made several acquisitions to expand its business, and despite modest valuations, I am cautious about chasing the shares here. Read the full article on Seeking Alpha
Artículo de análisis Apr 16

Here's Why We Think H&E Equipment Services (NASDAQ:HEES) Is Well Worth Watching

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis Apr 01

What Does H&E Equipment Services, Inc.'s (NASDAQ:HEES) Share Price Indicate?

H&E Equipment Services, Inc. ( NASDAQ:HEES ), might not be a large cap stock, but it led the NASDAQGS gainers with a...
Artículo de análisis Feb 24

Results: H&E Equipment Services, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Last week saw the newest annual earnings release from H&E Equipment Services, Inc. ( NASDAQ:HEES ), an important...
Seeking Alpha Feb 15

H&E Equipment: Short-Term Prospects Are Less Appealing

Summary H&E Equipment Services, Inc. stock has nearly doubled in value since I first covered the stock in 2020. A lot has changed since then, and the business is now in a much better position than it was just a few years ago. The stellar share price performance, however, has now resulted in the stock now trading much closer to its fair value. Read the full article on Seeking Alpha
Artículo de análisis Feb 15

H&E Equipment Services (NASDAQ:HEES) Has Announced A Dividend Of $0.275

The board of H&E Equipment Services, Inc. ( NASDAQ:HEES ) has announced that it will pay a dividend of $0.275 per share...
Artículo de análisis Jan 26

There's No Escaping H&E Equipment Services, Inc.'s (NASDAQ:HEES) Muted Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...
Seeking Alpha Jan 12

H&E Is Positioned Well For Elevated 2024 Construction Spending

Summary H&E Equipment Services has underperformed but gained 11% since my buy recommendation, still lagging behind United Rentals. HEES's Q3 results showed strong revenue and EBITDA growth, but concerns remain about borrowing to fund fleet expansion. Despite concerns, the Company's financial profile has improved, and its growth plans are supported by ongoing demand and government infrastructure spending. Read the full article on Seeking Alpha
Artículo de análisis Jan 08

Here's Why We Think H&E Equipment Services (NASDAQ:HEES) Is Well Worth Watching

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis Dec 06

Is H&E Equipment Services (NASDAQ:HEES) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Oct 20

Should You Think About Buying H&E Equipment Services, Inc. (NASDAQ:HEES) Now?

H&E Equipment Services, Inc. ( NASDAQ:HEES ), might not be a large cap stock, but it saw significant share price...
Artículo de análisis Oct 06

Here's Why We Think H&E Equipment Services (NASDAQ:HEES) Is Well Worth Watching

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Artículo de análisis Sep 04

Does H&E Equipment Services (NASDAQ:HEES) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Aug 17

H&E Equipment Services (NASDAQ:HEES) Is Paying Out A Dividend Of $0.275

H&E Equipment Services, Inc. ( NASDAQ:HEES ) will pay a dividend of $0.275 on the 15th of September. This makes the...
Artículo de análisis Aug 02

Estimating The Fair Value Of H&E Equipment Services, Inc. (NASDAQ:HEES)

Key Insights Using the 2 Stage Free Cash Flow to Equity, H&E Equipment Services fair value estimate is US$56.72 Current...
Artículo de análisis Jun 03

Is Now The Time To Put H&E Equipment Services (NASDAQ:HEES) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Brad Barber en comparación con los beneficios de H&E Equipment Services?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2025n/an/a

US$91m

Dec 31 2024US$5mUS$989k

US$123m

Sep 30 2024n/an/a

US$144m

Jun 30 2024n/an/a

US$162m

Mar 31 2024n/an/a

US$170m

Dec 31 2023US$6mUS$908k

US$169m

Sep 30 2023n/an/a

US$167m

Jun 30 2023n/an/a

US$156m

Mar 31 2023n/an/a

US$143m

Dec 31 2022US$5mUS$815k

US$134m

Sep 30 2022n/an/a

US$104m

Jun 30 2022n/an/a

US$91m

Mar 31 2022n/an/a

US$75m

Dec 31 2021US$3mUS$746k

US$61m

Sep 30 2021n/an/a

US$18m

Jun 30 2021n/an/a

US$756k

Mar 31 2021n/an/a

-US$8m

Dec 31 2020US$2mUS$691k

-US$46m

Sep 30 2020n/an/a

-US$3m

Jun 30 2020n/an/a

US$17m

Mar 31 2020n/an/a

US$36m

Dec 31 2019US$2mUS$628k

US$69m

Sep 30 2019n/an/a

US$90m

Jun 30 2019n/an/a

US$83m

Mar 31 2019n/an/a

US$81m

Dec 31 2018US$2mUS$536k

US$77m

Compensación vs. Mercado: La compensación total de Brad($USD4.85M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD6.91M).

Compensación vs. Ingresos: La compensación de Brad ha sido consistente con los resultados de la empresa en el último año.


CEO

Brad Barber (52 yo)

6.4yrs
Permanencia
US$4,845,127
Compensación

Mr. Bradley W. Barber, also known as Brad, served as President of H&E Equipment Services, Inc. since November 2, 2012 until January 1, 2021 and serves as its Chief Executive Officer & Director since Januar...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
John Engquist
Executive Chairman19.8yrsUS$2.16m6.89%
$ 236.4m
Bradley Barber
CEO & Director6.4yrsUS$4.85m0.67%
$ 23.0m
John Engquist
President & COO4.4yrsUS$1.44m1.26%
$ 43.4m
Leslie Magee
CFO & Secretary19.8yrsUS$1.42m0.41%
$ 14.0m
Jeffrey Chastain
Vice President of Investor Relationsno datasin datossin datos
6.4yrs
Permanencia media
54.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de HEES es experimentado (6.4 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
John Engquist
Executive Chairman19.8yrsUS$2.16m6.89%
$ 236.4m
Bradley Barber
CEO & Director6.4yrsUS$4.85m0.67%
$ 23.0m
Bruce Bruckmann
Independent Director19.8yrsUS$205.05k2.89%
$ 99.2m
Lawrence Karlson
Independent Directorno dataUS$195.05k0.14%
$ 4.8m
Patrick Edsell
Independent Director14.1yrsUS$215.05k0.10%
$ 3.5m
Gary Bagley
Lead Independent Director19.8yrsUS$220.05k0.15%
$ 5.2m
Paul Arnold
Independent Director18.6yrsUS$210.05k0.21%
$ 7.1m
Thomas Galligan
Independent Director14.1yrsUS$205.05k0.10%
$ 3.5m
Mary Patricia Thompson
Independent Director4.1yrsUS$205.05k0.034%
$ 1.2m
Suzanne Wood
Non-Executive Independent Director2.3yrsUS$195.05k0.0078%
$ 268.7k
Jacob Thomas
Independent Director2.8yrsUS$195.05k0.013%
$ 445.4k
14.1yrs
Permanencia media
72yo
Promedio de edad

Junta con experiencia: Los miembros de la junta directiva de HEES son experimentados ( 14.1 años antigüedad media).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2025/06/02 21:56
Precio de las acciones al final del día2025/05/30 00:00
Beneficios2025/03/31
Ingresos anuales2024/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

H&E Equipment Services, Inc. está cubierta por 8 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Sameer RathodMacquarie Research
Neil FrohnappleNorthcoast Research
Seth WeberRBC Capital Markets