Herc Holdings Inc.

NYSE:HRI Rapport sur les actions

Capitalisation boursière : US$4.5b

Herc Holdings Croissance future

Future contrôle des critères 3/6

Herc Holdings devrait augmenter ses bénéfices et son chiffre d'affaires de 40.7% et de 6.7% par an respectivement. Le BPA devrait croître de de 42% par an. Le rendement des capitaux propres devrait être 19% dans 3 ans.

Informations clés

40.7%

Taux de croissance des bénéfices

41.97%

Taux de croissance du BPA

Trade Distributors croissance des bénéfices13.5%
Taux de croissance des recettes6.7%
Rendement futur des capitaux propres18.98%
Couverture par les analystes

Good

Dernière mise à jour30 Jun 2026

Mises à jour récentes de la croissance future

Article d’analyse • Oct 31

Herc Holdings Inc. Just Missed EPS By 58%: Here's What Analysts Think Will Happen Next

Investors in Herc Holdings Inc. ( NYSE:HRI ) had a good week, as its shares rose 6.9% to close at US$137 following the...

Recent updates

Seeking Alpha • Jun 28

Herc Holdings Growing With Data Centers And Acquisition

Summary Herc Holdings Inc. is rated Strong Buy with a one-year target price of $251.50, reflecting transformative growth drivers. HRI's acquisition of H&E and expansion into specialty rentals for data center construction are expected to boost margins and EBITDA. Specialty Solutions, including data center rentals, offer higher margins but currently represent just 14% of HRI's revenue base. Management's three-year strategy and synergy realization underpin expectations for substantial EPS and productivity gains through 2030. Read the full article on Seeking Alpha
Article d’analyse • Jun 21

Herc Holdings (HRI) Stock Could Be 8.2% Undervalued After Strong Quarterly Growth

Herc Holdings (HRI) is back on investors’ radar after its latest quarter showed a 32.29% rise in revenue and a 33.33% increase in net profit, alongside stronger institutional participation. See our latest analysis for Herc Holdings. Herc Holdings’ share price has moved sharply higher in recent months, with a 48.95% 90 day share price return and a 37.67% total shareholder return over the past year. This suggests momentum is building as investors reassess the company’s prospects and risk...
Mise à jour du récit • Jun 16

HRI: Slower Revenue And Margin Outlook Will Pressure Future Stock Multiple

The updated analyst price target for Herc Holdings reflects a modest reset of fair value to about $118, with analysts pointing to revised assumptions for revenue growth, profit margins, and future P/E as key drivers of the change. Analyst Commentary on Herc Holdings Recent Street research around Herc Holdings has included both higher and lower price targets, with several bearish analysts highlighting risks that help explain the more cautious end of the updated fair value range.
Mise à jour du récit • Jun 02

HRI: Mega Project Pipeline And Higher Margins Will Support Future Upside

Herc Holdings' updated analyst price target has shifted to $206 from $200, with analysts pointing to expectations for a higher profit margin, a lower future P/E multiple, and recent mixed target changes across the Street as key inputs to the revised fair value framework. Analyst Commentary Recent research on Herc Holdings has been mixed, but there are clear pockets of optimism that help explain the updated US$206 price target.
Mise à jour du récit • May 05

HRI: Integration Synergies And Margin Expansion Will Support Future Upside Potential

Analysts have reduced the fair value estimate for Herc Holdings by about $8 to $168.90. This change reflects updated assumptions that include slightly softer revenue growth, a somewhat higher profit margin outlook, and a lower future P/E multiple following a mix of recent price target raises and cuts across the Street.
Mise à jour du récit • Apr 20

HRI: Mega Project Rental Demand Will Support Future Margin Expansion Potential

Herc Holdings' updated analyst price target reflects a modest reset in expectations, with several firms trimming targets, often into a $165 to $198 range. Analysts are factoring in recent Q4 volatility, integration headwinds, more cautious assumptions on multiple expansion, and a still constructive view on long term rental demand and margin potential.
Mise à jour du récit • Apr 05

HRI: Mega Project Rental Demand Will Drive Future Margin Expansion

Herc Holdings' updated narrative keeps fair value at $200 but reflects a lower blended Street price target centered around $165, as analysts factor in more cautious assumptions on rental company multiple expansion despite generally constructive views on equipment rental demand and U.S. construction activity. Analyst Commentary Recent Street research shows a mix of more conservative valuation work and ongoing confidence in Herc Holdings' position within equipment rental and U.S. construction exposure.
Mise à jour du récit • Mar 22

HRI: Mega Project Rental Demand Will Support Margin Expansion Outlook

Herc Holdings' analyst price targets have been trimmed by up to $35 to around $165 to $198 as analysts reset rental company multiples and take a more conservative view on P/E expansion, even while pointing to constructive equipment rental demand and a pipeline of large U.S. construction projects. Analyst Commentary Recent research shows a reset in valuation multiples for Herc Holdings while still highlighting constructive demand trends and potential catalysts tied to large U.S. construction projects.
Mise à jour du récit • Mar 06

HRI: Integration Synergies And Margin Expansion Will Support Bullish Top Pick View

We are trimming our Herc Holdings fair value estimate to $200 from $205 after analysts reduced price targets, citing softer rental company multiples, choppy near term business trends, and integration headwinds. These factors are partly offset by expectations for future margin expansion and a higher assumed future P/E of 20.5x versus 18.1x previously.
Mise à jour du récit • Feb 20

HRI: Margin Expansion From Integration Synergies Will Drive Future Equity Upside

Narrative Update The analyst price target for Herc Holdings has been trimmed slightly, with our fair value estimate moving from about $178.73 to $177.18 as analysts reset expectations following Q4 results, softer rental company multiples, and updated views on growth, margins, and future P/E. Analyst Commentary Recent Street research on Herc Holdings reflects a mixed but generally constructive stance, with several firms trimming price targets after Q4 while maintaining positive ratings on the stock.
Article d’analyse • Feb 07

Herc Holdings (NYSE:HRI) Is Paying Out A Dividend Of $0.70

Herc Holdings Inc. ( NYSE:HRI ) will pay a dividend of $0.70 on the 4th of March. This means the dividend yield will be...
Mise à jour du récit • Feb 06

HRI: Higher Street Confidence And Fair Value Revisions Will Shape Equity Upside Potential

Analysts have increased their implied fair value estimate for Herc Holdings by about $10 to roughly $178.73, citing updated assumptions around revenue growth, margins, a higher future P/E and a slightly lower discount rate, in line with a series of recent price target increases from major firms. Analyst Commentary Recent Street research on Herc Holdings clusters around higher price targets and continued inclusion in preferred stock lists.
Mise à jour du récit • Jan 23

HRI: Reaffirmed 2025 Rental Outlook Will Support Bullish Sector Top Pick Position

Narrative Update: Herc Holdings Analyst Price Target Shift Analysts now estimate Herc Holdings' fair value at about $205.00, down from roughly $257.84. This reflects more conservative assumptions for revenue growth, profit margins, and future P/E, even as recent research has cited the company as a top pick and supported higher price targets around $195.00.
Article d’analyse • Jan 13

Does Herc Holdings (NYSE:HRI) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Mise à jour du récit • Jan 09

HRI: Future Tariffs And Rate Cuts Will Pressure Earnings And Equity Multiple

Narrative Update Analysts have trimmed their fair value estimate for Herc Holdings to about $120 from roughly $124. This reflects updated assumptions on slightly lower revenue growth, a modestly higher profit margin, and a reduced future P/E multiple, even as recent Street research highlights the stock as a top pick within machinery and industrials and supports a higher $140 price target for the shares.
Mise à jour du récit • Dec 25

HRI: Future Rate Cuts May Pressure Rental Earnings And Compress Equity Multiple

Analysts have raised their fair value estimate for Herc Holdings from $100.00 to approximately $124.03 per share. They cite higher long term price targets, expectations for rental market stabilization into 2026, and the potential for cost discipline to strengthen the balance sheet and support equity value.
Article d’analyse • Dec 19

Investors Appear Satisfied With Herc Holdings Inc.'s (NYSE:HRI) Prospects As Shares Rocket 29%

Herc Holdings Inc. ( NYSE:HRI ) shareholders have had their patience rewarded with a 29% share price jump in the last...
Mise à jour du récit • Dec 11

HRI: Industry Stabilization And Deleveraging Will Support Stronger Equity Upside Through 2026

Analysts have nudged their fair value estimate for Herc Holdings up by about $1 to roughly $168 per share, citing modestly stronger long term revenue growth expectations, slightly higher future earnings multiples, and growing conviction in industry stabilization and balance sheet deleveraging. Analyst Commentary Recent Street research on Herc Holdings points to a gradually improving fundamental backdrop, but also highlights macro and policy risks that could temper near term performance.
Mise à jour du récit • Nov 27

HRI: Industry Stabilization And Cost Management Will Drive Share Gains Through 2026

Analysts have modestly increased their price target for Herc Holdings, raising it by $0.20 to $167.20. This change is attributed to improved industry stabilization and continued balance sheet strengthening.
Mise à jour du récit • Nov 11

HRI: Margin Expansion And Industry Stabilization Will Drive Share Price Upside

Analysts have increased their price target for Herc Holdings from $163.56 to $167.00, citing improved profit margin projections and greater confidence in balance sheet strength as a result of signs of industry stabilization. Analyst Commentary Recent research updates reflect both optimistic and cautious perspectives from analysts regarding Herc Holdings' outlook.
Article d’analyse • Oct 31

Herc Holdings Inc. Just Missed EPS By 58%: Here's What Analysts Think Will Happen Next

Investors in Herc Holdings Inc. ( NYSE:HRI ) had a good week, as its shares rose 6.9% to close at US$137 following the...
Mise à jour du récit • Oct 28

Industry Stabilization And Cost Controls Will Drive Long-Term Rental Upside

Analysts have raised their fair value estimate for Herc Holdings by approximately $7 to $163.56. This reflects an improved price target driven by industry stabilization and ongoing cost management, which are seen as supportive of balance sheet strength.
Mise à jour du récit • Sep 11

Sustained Infrastructure Spending And Rental Demand Will Expand Markets

The consensus analyst price target for Herc Holdings has been revised downward, primarily reflecting slightly lower future P/E and marginally reduced revenue growth expectations, with fair value now at $156.10. What's in the News Updated full-year 2025 equipment rental revenue guidance to $3.7 billion to $3.9 billion.
Article d’analyse • Sep 08

Revenues Tell The Story For Herc Holdings Inc. (NYSE:HRI) As Its Stock Soars 25%

Herc Holdings Inc. ( NYSE:HRI ) shareholders would be excited to see that the share price has had a great month...
Mise à jour du récit • Aug 08

Sustained Infrastructure Spending And Rental Demand Will Expand Markets

The downward revision in Herc Holdings' Analyst Price Target reflects a modest decline in valuation multiples, as evidenced by a lower future P/E, while revenue growth forecasts remain steady, resulting in a new fair value of $163.20. What's in the News Updated full year 2025 equipment rental revenue guidance to $3.7 billion to $3.9 billion.
Article d’analyse • Jun 30

Calculating The Intrinsic Value Of Herc Holdings Inc. (NYSE:HRI)

Key Insights Herc Holdings' estimated fair value is US$114 based on 2 Stage Free Cash Flow to Equity With US$132 share...
Article d’analyse • Jun 14

Does Herc Holdings (NYSE:HRI) 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 • May 27

What Does Herc Holdings Inc.'s (NYSE:HRI) Share Price Indicate?

While Herc Holdings Inc. ( NYSE:HRI ) might not have the largest market cap around , it led the NYSE gainers with a...
Article d’analyse • May 09

Why We Think Herc Holdings Inc.'s (NYSE:HRI) CEO Compensation Is Not Excessive At All

Key Insights Herc Holdings' Annual General Meeting to take place on 15th of May CEO Larry Silber's total compensation...
Article d’analyse • Apr 30

Herc Holdings' (NYSE:HRI) Conservative Accounting Might Explain Soft Earnings

The market for Herc Holdings Inc.'s ( NYSE:HRI ) shares didn't move much after it posted weak earnings recently. We did...
Seeking Alpha • Apr 28

Herc Holdings: Rising Leverage And Local Account Weakness Signal Caution For 2025

Summary Herc Holdings' national account segment continues to show strength due to healthy project activity, but local account weakness is expected to impact overall volume growth in 2025. Margins are expected to be pressured by weak local volumes and an unfavorable mix. The upcoming H&E transaction, while beneficial long-term, will increase debt and interest expenses, further straining the company's bottom line and valuation. Despite the current cheap valuation, continued headwinds in the local account segment and concerns around mounting debt lead to a HOLD rating for HRI stock for now. Read the full article on Seeking Alpha
Seeking Alpha • Mar 17

Herc Holdings: Buying Market Share At An Expensive Price

Summary Herc Holdings Inc has blocked the United Rentals acquisition of H&E Equipment Services and will increase its market share. The company is paying an expensive price, and debt is reaching dangerous levels. If the economy slows down, Herc Holdings could find itself in a tough situation. Expected synergies are optimistic, and the stock is trading above its fair value. I rate Herc Holdings as a sell, assigning it a fair price of $115 per share. Read the full article on Seeking Alpha
Article d’analyse • Mar 13

These 4 Measures Indicate That Herc Holdings (NYSE:HRI) Is Using Debt Extensively

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse • Feb 15

Herc Holdings (NYSE:HRI) Has Announced That It Will Be Increasing Its Dividend To $0.70

Herc Holdings Inc.'s ( NYSE:HRI ) dividend will be increasing from last year's payment of the same period to $0.70 on...
Seeking Alpha • Feb 15

Herc Holdings Looks Set To Continue Adding Value This Year

Summary Herc Holdings, an equipment rental company, has shown strong financial performance with a 54.5% stock increase since June last year, outperforming the S&P 500. Despite a mixed final quarter for 2024, with revenue beating expectations but earnings falling short, the company's fundamental health remains positive. Management anticipates growth from new construction, renewable energy, and tech projects, planning $700-$900 million in capital expenditures for 2024. Herc Holdings remains a 'buy' due to its attractive valuation, strong cash flows, and promising growth catalysts across multiple industries. Read the full article on Seeking Alpha
Article d’analyse • Jan 25

What Herc Holdings Inc.'s (NYSE:HRI) P/E Is Not Telling You

With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
Article d’analyse • Dec 18

Herc Holdings (NYSE:HRI) Shareholders Will Want The ROCE Trajectory To Continue

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

Prévisions de croissance des bénéfices et des revenus

NYSE:HRI - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20285,5704566051,8406
12/31/20275,0883154301,48311
12/31/20264,7891905481,40111
3/31/20264,654-53151,191N/A
12/31/20254,37612791,085N/A
9/30/20254,118-692101,101N/A
6/30/20253,779232541,079N/A
3/31/20253,6251282591,156N/A
12/31/20243,5682113041,225N/A
9/30/20243,4493483391,184N/A
6/30/20243,3923392121,128N/A
3/31/20243,3463451061,091N/A
12/31/20233,282347-651,086N/A
9/30/20233,237354-1931,090N/A
6/30/20233,074342-1891,074N/A
3/31/20232,912339-1871,009N/A
12/31/20222,740330-234917N/A
9/30/20222,531304-135864N/A
6/30/20222,336275-108775N/A
3/31/20222,18724910752N/A
12/31/20212,073224209743N/A
9/30/20212,016188296690N/A
6/30/20211,922155395658N/A
3/31/20211,799110451644N/A
12/31/20201,78174418611N/A
9/30/20201,80173341618N/A
6/30/20201,85243207643N/A
3/31/20201,9605195606N/A
12/31/20191,99948N/A636N/A
9/30/20192,00346N/A625N/A
6/30/20192,01183N/A599N/A
3/31/20192,02173N/A561N/A
12/31/20181,97769N/A559N/A
9/30/20181,925250N/A471N/A
6/30/20181,866217N/A456N/A
3/31/20181,796189N/A388N/A
12/31/20171,755160N/A349N/A
9/30/20171,668-67N/A316N/A
6/30/20171,614-77N/A352N/A
3/31/20171,579-57N/A421N/A
12/31/20161,555-20N/A433N/A
9/30/20161,57272N/A490N/A
6/30/20161,60090N/A456N/A
3/31/20161,643108N/A462N/A
12/31/20151,678111N/A496N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: HRI devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 3.5% ).

Bénéfices vs marché: HRI devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.

Croissance élevée des bénéfices: HRI devrait devenir rentable dans les 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de HRI ( 6.7% par an) devrait croître plus lentement que le marché de US ( 12.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de HRI ( 6.7% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de HRI devrait être faible dans 3 ans ( 19 %).

Découvrir les entreprises en croissance

7D

1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/06 23:09
Cours de l'action en fin de journée2026/07/06 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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 pour apprendre à 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

Herc Holdings Inc. est couverte par 16 analystes. 11 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
Mircea DobreBaird
Adam SeidenBarclays
Seth WeberBNP Paribas