Herc Holdings（HRI）株式概要
ハーク・ホールディングス・インクは、その子会社とともに、米国内外で機器レンタル・サプライヤーとして事業を展開している。 詳細
HRI Community Fair Values
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Analyst Price Targets
Herc Holdings Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$143.02 |
| 52週高値 | US$188.35 |
| 52週安値 | US$88.45 |
| ベータ | 1.88 |
| 1ヶ月の変化 | -2.24% |
| 3ヶ月変化 | 12.69% |
| 1年変化 | 21.89% |
| 3年間の変化 | 7.96% |
| 5年間の変化 | 20.32% |
| IPOからの変化 | 332.74% |
最新ニュース
Seeking Alpha • 23h
Herc Holdings' Dip Offers An Entry Point
Summary Herc Holdings Inc. delivered robust Q2 results, with revenue up 20.2% year-over-year and management raising full-year guidance. HRI’s acquisition of H&E Equipment Services is driving significant revenue and synergy gains, with incremental cost savings expected to reach $125 million by year-end. Despite a 54.7% stock rally since March, HRI remains attractively valued on both absolute and relative bases, with manageable leverage. Management is aggressively investing in growth, targeting mega projects, and increasing net rental equipment expenditures to $850–$950 million for 2026. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 22
HRI: Constructive End Market Demand Will Support Future Upside Potential
The analyst price target for Herc Holdings has been increased from $168.90 to about $174.83. Analysts attribute the revision to updated Q2 previews that highlight constructive end market demand and generally supportive U.S. macro data as key factors.
ナラティブ更新 • Jul 08
HRI: Acquisition Integration And Margin Improvement Will Support Future Upside
Herc Holdings' analyst fair value estimate has been adjusted from $206.00 to $220.00 as analysts update their models for revenue growth, profit margin and forward P/E assumptions following a mix of recent price target changes across the Street. Analyst Commentary Recent Street research on Herc Holdings reflects a mix of initiation, target cuts and subsequent target increases.Recent updates
Seeking Alpha • 23h
Herc Holdings' Dip Offers An Entry Point
Summary Herc Holdings Inc. delivered robust Q2 results, with revenue up 20.2% year-over-year and management raising full-year guidance. HRI’s acquisition of H&E Equipment Services is driving significant revenue and synergy gains, with incremental cost savings expected to reach $125 million by year-end. Despite a 54.7% stock rally since March, HRI remains attractively valued on both absolute and relative bases, with manageable leverage. Management is aggressively investing in growth, targeting mega projects, and increasing net rental equipment expenditures to $850–$950 million for 2026. Read the full article on Seeking Alphaナラティブ更新 • Jul 22
HRI: Constructive End Market Demand Will Support Future Upside Potential
The analyst price target for Herc Holdings has been increased from $168.90 to about $174.83. Analysts attribute the revision to updated Q2 previews that highlight constructive end market demand and generally supportive U.S. macro data as key factors.ナラティブ更新 • Jul 08
HRI: Acquisition Integration And Margin Improvement Will Support Future Upside
Herc Holdings' analyst fair value estimate has been adjusted from $206.00 to $220.00 as analysts update their models for revenue growth, profit margin and forward P/E assumptions following a mix of recent price target changes across the Street. Analyst Commentary Recent Street research on Herc Holdings reflects a mix of initiation, target cuts and subsequent target increases.分析記事 • 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...
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.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 AlphaSeeking 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 AlphaSeeking 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株主還元
| HRI | US Trade Distributors | US 市場 | |
|---|---|---|---|
| 7D | -5.3% | 3.3% | -1.5% |
| 1Y | 21.9% | 12.5% | 16.0% |
業界別リターン: HRI過去 1 年間で12.5 % の収益を上げたUS Trade Distributors業界を上回りました。
リターン対市場: HRI過去 1 年間で16 % の収益を上げたUS市場を上回りました。
価格変動
| HRI volatility | |
|---|---|
| HRI Average Weekly Movement | 8.2% |
| Trade Distributors Industry Average Movement | 6.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: HRI 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: HRIの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1965 | 9,600 | Larry Silber | www.hercrentals.com |
ハーク・ホールディングスは、その子会社とともに、米国内外で機器レンタルを行っている。航空、土木、運搬、トラック、トレーラー、エアコンプレッサー、圧縮機、照明器具などをレンタルしている。同社は、発電、空調制御、修復・復元、ポンプ、トレンチ支保工、スタジオ・制作設備などの業界特化型ソリューションベースのサービス「プロソリューション」、プロ仕様の工具「プロコントラクタ」を提供している。さらに、修理、メンテナンス、設備管理、安全教育などの各種サービス、設備の再レンタルや現場サポートサービス、設備の輸送、レンタル保護、清掃、給油、労務などの付帯サービスも提供している。さらに、同社は、建設消耗品、工具、小型機器、安全用品などの中古機器や請負業者用品を販売している。非住宅および住宅建設、専門工事、修復、修復・環境、施設メンテナンスの請負業者、製油所・石油化学、自動車・航空宇宙、電力、金属・鉱業、農業、パルプ・製紙・木材、食品・飲料などの産業製造業、インフラ、政府部門、商業施設、商業倉庫、教育、医療、データセンター、ホスピタリティ、小売、特別イベント管理、非アカウントの顧客にサービスを提供している。同社は営業チームと業界カタログを通じて、また業界イベント、見本市、インターネットへの参加やスポンサーシップを通じて製品を販売している。ハーク・ホールディングスは1965年に法人化され、フロリダ州ボニータスプリングスに本社を置いている。
Herc Holdings Inc. 基礎のまとめ
| HRI 基礎統計学 | |
|---|---|
| 時価総額 | US$4.96b |
| 収益（TTM） | US$49.00m |
| 売上高(TTM) | US$4.86b |
97.6x
PER（株価収益率1.0x
P/SレシオHRI は割高か？
公正価値と評価分析を参照収益と収入
| HRI 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.86b |
| 売上原価 | US$3.31b |
| 売上総利益 | US$1.55b |
| その他の費用 | US$1.50b |
| 収益 | US$49.00m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.47 |
| グロス・マージン | 31.94% |
| 純利益率 | 1.01% |
| 有利子負債／自己資本比率 | 419.1% |
HRI の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.0%
現在の配当利回り191%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/29 22:14 |
| 終値 | 2026/07/29 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Herc Holdings Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16
| アナリスト | 機関 |
|---|---|
| Mircea Dobre | Baird |
| Adam Seiden | Barclays |
| Seth Weber | BNP Paribas |