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portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$5.1B
33M shares
52-week range
$88.45 – $188.35
58% from low
Sector
SERVICES-MISCELLANEOUS EQUIPMENT RENTAL & LEASING
Exchange
NYSE
CS
Borrow rate
0.41%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.98B | $2.00B | $1.78B | $2.07B | $2.74B | $3.28B | $3.57B | $4.38B |
| Cost of revenue | $1.45B | $1.46B | $1.25B | $1.32B | $1.68B | $2.06B | $2.22B | $3.14B |
| Gross profit | $522.0M | $542.3M | $526.6M | $756.0M | $1.06B | $1.22B | $1.35B | $1.23B |
| Gross margin | 26.4% | 27.1% | 29.6% | 36.5% | 38.9% | 37.3% | 37.8% | 28.2% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $210.7M | $247.5M | $269.2M | $446.0M | $654.0M | $775.0M | $870.0M | $670.0M |
| EBITDA | $268.0M | $308.5M | $269.2M | $446.0M | $654.0M | $775.0M | $870.0M | $1.50B |
| Net income | $69.1M | $47.5M | $73.7M | $224.0M | $330.0M | $347.0M | $211.0M | $1.0M |
| Net margin | 3.5% | 2.4% | 4.1% | 10.8% | 12.0% | 10.6% | 5.9% | 0.0% |
| EPS (diluted) | 2.39 | 1.63 | 2.51 | 7.37 | 10.92 | 12.09 | 7.40 | 0.03 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $4.8B | $6.01 | $4.52–$7.12 | 5 |
| 2027 | $5.1B | $9.56 | $6.90–$10.96 | 7 |
| 2028 | $5.6B | $15.74 | $13.04–$19.56 | 4 |
| 2029 | $5.9B | $20.30 | $19.68–$20.93 | 2 |
Forward consensus · source: Financial Modeling Prep
Herc Holdings is an equipment rental company that was spun out of Hertz Global in 2016. It is currently the third-largest player in North America, after United Rentals and Sunbelt Rentals, with an approximate 6% market share pro forma for its 2025 acquisition of H&E Equipment Services. It serves a similar mix of companies to its peers (industrial, commercial, and residential construction) from its 450 locations targeting the top 100 metropolitan markets in the US. Herc's rental fleet of approximately $7 billion is also similar in composition to its peer group in terms of equipment offered. The company is also pursuing diversification by bundling and increasing specialty solutions for its customer base. Herc's portfolio skews toward local customers versus national accounts (60%/40%).
www.hercrentals.comNo one on the platform currently holds HRI.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 43,564 | $4.3M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-29 | $0.7000 | 2026-06-12 |
| 2026-02-18 | $0.7000 | 2026-03-04 |
| 2025-12-15 | $0.7000 | 2025-12-26 |
| 2025-08-22 | $0.7000 | 2025-09-05 |
| 2025-05-30 | $0.7000 | 2025-06-13 |
| 2025-02-18 | $0.7000 | 2025-03-04 |
| 2024-12-16 | $0.6650 | 2024-12-27 |
| 2024-08-23 | $0.6650 | 2024-09-06 |
| 2024-05-31 | $0.6650 | 2024-06-14 |
| 2024-02-20 | $0.6650 | 2024-03-07 |
No one on the platform has traded HRI yet.
| $8.2B |
| — |
| ENSEnerSys | $224.13 | +1.00% | $8.2B | — |
| GVAGranite Construction Incorporated | $158.96 | -0.89% | $7.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-12-08 |
| $0.6325 |
| 2023-12-26 |
| 2023-08-17 | $0.6325 | 2023-09-01 |
| Execution date | Ratio |
|---|---|
| 2016-07-01 | 1-for-15reverse |
Trading at 32.5× earnings vs its 20.5× historical median P/E.
Fair value ≈ $92.38 · price $146.29 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Wall St is expecting 0.75 EPS for $HRI Q2 [Reporting 07/16 BMO] http://www.estimize.com/intro/hri?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗$HRI Looking good here https://www.trade-ideas.com/share.php?code=3hDuZctVxCU0PX4zFMJQzyvwwhodoAxz
View on StockTwits ↗$HRI Share Price: $151.34 Contract Selected: Dec 18, 2026 $150 Calls Buy Zone: $19.97 – $24.68 Target Zone: $36.39 – $44.48 Potential Upside: 72% ROI Time to Expiration: 185 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$HRI buying more at these prices. I see this 180-200 by year end.
View on StockTwits ↗$HRI love the action on this stock, now if only I could add more in the 90’ but I dont think we will get there
View on StockTwits ↗$HRI Great piece that accurately captures HRI's current position. So if you want to refresh your understanding of HRI or learn about HRI for the first time, this is essential reading. https://everyticker.com/quote/HRI/analysis/herc-holdings-post-acquisition-margin-inflection-meets-mega-project-tailwinds-nyse-hri
View on StockTwits ↗$HRI $SUNB $URI many construction projects are on the books!
View on StockTwits ↗$SUNB SunBelt June 18 $75 STRIKE CALLS ON FIRE 1544 VOLUME w 232 Open Interest $URI $HRI
View on StockTwits ↗$SUNB SunBelt Heavy equipment rental demand experiencing strong growth, w the global market projected to reach over USD 224B in 2026 continue expanding, driven by infrastructure projects, high ownership costs $HRI $URI
View on StockTwits ↗$HRI $SUNB looks like a busy summer for construction projects! 📈
View on StockTwits ↗$SUNB North America operated 1,392 stores across all 50 U.S. states and eight provinces in Canada, of which 800 were North America – General Tool stores (including one store in the Bahamas) and 592 were North America – Specialty stores...Competes with $HRI
View on StockTwits ↗$EQPT with 351 followers what do you expect. Nobody even knows this company exist. $HRI has a few more but not many. The big dog in the industry $URI has 4900 followers. 
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.