H&E Equipment Services, Inc.

NasdaqGS:HEES Rapport sur les actions

Capitalisation boursière : 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 Gestion

Gestion contrôle des critères 4/4

Le PDG H&E Equipment Services est Brad Barber, nommé en Jan2019, a un mandat de 6.42 ans. La rémunération annuelle totale est $ 4.85M, composée du salaire de 20.4% et des bonus 79.6%, y compris les actions et options de la société. détient directement 0.67% des actions de la société, d'une valeur de $ 22.95M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 6.4 ans et 14.1 ans.

Informations clés

Brad Barber

Directeur général

US$4.8m

Rémunération totale

Pourcentage du salaire du PDG20.41%
Durée du mandat du directeur général6.4yrs
Propriété du PDG0.7%
Durée moyenne d'occupation des postes de direction6.4yrs
Durée moyenne du mandat des membres du conseil d'administration14.1yrs

Mises à jour récentes de la gestion

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
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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
Nouveau récit 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.
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...

Analyse de la rémunération des PDG

Comment la rémunération de Brad Barber a-t-elle évolué par rapport aux bénéfices de H&E Equipment Services?
DateRémunération totaleSalaireBénéfices de l'entreprise
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

Rémunération vs marché: La rémunération totale de Brad ($USD 4.85M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 7.00M ).

Rémunération et revenus: La rémunération de Brad a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Brad Barber (52 yo)

6.4yrs
Titularisation
US$4,845,127
Compensation

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...


Équipe de direction

NomPositionTitularisationCompensationPropriété
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 datapas de donnéespas de données
6.4yrs
Durée moyenne de l'emploi
54.5yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de HEES est chevronnée et expérimentée (6.4 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
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
Durée moyenne de l'emploi
72yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la HEES est chevronné et expérimenté ( 14.1 années d'ancienneté moyenne).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2025/06/02 06:31
Cours de l'action en fin de journée2025/05/30 00:00
Les revenus2025/03/31
Revenus annuels2024/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

H&E Equipment Services, Inc. est couverte par 8 analystes. 2 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Sameer RathodMacquarie Research
Neil FrohnappleNorthcoast Research
Seth WeberRBC Capital Markets