H&E Equipment Services, Inc.

NasdaqGS:HEES 주식 리포트

시가총액: 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 경영진

경영진 기준 점검 4/4

H&E Equipment Services CEO는 Brad Barber, Jan2019 에 임명되었습니다 의 임기는 6.42 년입니다. 총 연간 보상은 $4.85M, 20.4% 급여 및 79.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $22.95M 가치에 해당하는 회사 주식의 0.67% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6.4 년과 14.1 년입니다.

핵심 정보

Brad Barber

최고경영자

US$4.8m

총 보수

CEO 급여 비율20.41%
CEO 재임 기간6.4yrs
CEO 지분 보유율0.7%
경영진 평균 재임 기간6.4yrs
이사회 평균 재임 기간14.1yrs

최근 경영진 업데이트

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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
새로운 내러티브 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.
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

CEO 보수 분석

Brad Barber의 보수는 H&E Equipment Services의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Brad의 총 보수(USD4.85M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.03M)보다 낮습니다.

보상과 수익: Brad의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Brad Barber (52 yo)

6.4yrs
재임 기간
US$4,845,127
보수

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...


리더십 팀

이름직위재임 기간보수지분
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 data데이터 없음데이터 없음
6.4yrs
평균 재임 기간
54.5yo
평균 나이

경험이 풍부한 관리: HEES의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.4 년).


이사회 구성원

이름직위재임 기간보수지분
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
평균 재임 기간
72yo
평균 나이

경험이 풍부한 이사회: HEES의 이사회는 노련하고 경험이 풍부합니다(평균 재임 14.1 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2025/06/02 13:29
종가2025/05/30 00:00
수익2025/03/31
연간 수익2024/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

H&E Equipment Services, Inc.는 8명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Sameer RathodMacquarie Research
Neil FrohnappleNorthcoast Research
Seth WeberRBC Capital Markets