Herc Holdings reports Q4 adjusted EPS $2.07, consensus $1.87

Reports Q4 revenue $1.21B, consensus $1.25B. “2025 was a pivotal year for Herc Rentals. In June, we completed the largest acquisition in our industry, bringing together two high-quality equipment rental operators to create significant long-term strategic and financial value,” said CEO Larry Silber. “We are extremely pleased with the pace and execution of the integration, and I want to thank Team Herc for their dedication and hard work through this period of change. In just six months, we successfully migrated technology systems and data in record time, completed sales and territory optimization initiatives, aligned the fleet mix by market, and achieved run-rate cost synergies ahead of our planned timeline. We are now finalizing the branch network optimization and continue to see strong collaboration across the combined organization as our cultures align. Heading into the 2026 spring/summer construction season, our larger platform positions us to leverage scale-driven network benefits and industry-leading technology, and begin ramping revenue synergies. Combined with increased participation in mega projects and favorable secular trends in specialty equipment, this sets the stage for above-market growth in 2026”.