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 과거 순이익 실적

과거 기준 점검 2/6

H&E Equipment Services은 연평균 40.4%의 비율로 수입이 증가해 온 반면, Trade Distributors 산업은 수입이 7.3% 증가했습니다. 매출은 연평균 8.3%의 비율로 증가했습니다. H&E Equipment Services의 자기자본이익률은 15.1%이고 순이익률은 6.2%입니다.

핵심 정보

40.39%

순이익 성장률

40.35%

주당순이익(EPS) 성장률

Trade Distributors 산업 성장률23.44%
매출 성장률8.27%
자기자본이익률15.05%
순이익률6.21%
최근 순이익 업데이트31 Mar 2025

최근 과거 실적 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...

매출 및 비용 세부 내역

H&E Equipment Services가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:HEES 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 251,465914420
31 Dec 241,5171234450
30 Sep 241,5181444380
30 Jun 241,5341624290
31 Mar 241,5181704170
31 Dec 231,4691693980
30 Sep 231,4371673880
30 Jun 231,3601563720
31 Mar 231,2951433550
31 Dec 221,2451343390
30 Sep 221,1731043220
30 Jun 221,124913080
31 Mar 221,095752960
31 Dec 211,063612870
30 Sep 211,049182750
30 Jun 211,02612650
31 Mar 21961-82500
31 Dec 201,007-462620
30 Sep 201,087-32730
30 Jun 201,188172860
31 Mar 201,321363080
31 Dec 191,124692830
30 Sep 191,346903040
30 Jun 191,315832970
31 Mar 191,292812880
31 Dec 181,239772750
30 Sep 181,1881372660
30 Jun 181,1251252530
31 Mar 181,0641142410
31 Dec 171,0301102330
30 Sep 17980362280
30 Jun 17965392270
31 Mar 17958372260
31 Dec 16978372280
30 Sep 161,007372300
30 Jun 161,039402290
31 Mar 161,059442260
31 Dec 151,040442200
30 Sep 151,064492170
30 Jun 151,063502140
31 Mar 151,081542110
31 Dec 141,090552060
30 Sep 141,052532010
30 Jun 141,048521960

양질의 수익: HEES는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: HEES의 현재 순 이익률 (6.2%)은 지난해 (11.2%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: HEES의 수익은 지난 5년 동안 연평균 40.4%로 크게 증가했습니다.

성장 가속화: HEES은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: HEES은 지난 1년 동안 수익이 감소(-46.4%)하여 Trade Distributors 업계 평균(3.9%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: HEES의 자본 수익률(15.1%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2025/06/02 20:57
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.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

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