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Herc Holdings (HRI)
NYSE:HRI
US Market
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Herc Holdings (HRI) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Oct 16, 2025
Before Open (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
3.03
Last Year’s EPS
4.35
Same Quarter Last Year
Based on 6 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Jul 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call reflected a positive outlook with strong rental revenue growth and successful acquisition integration. However, challenges remain with legacy H&E revenue declines and high leverage costs due to the acquisition.
Company Guidance
During the Herc Holdings Second Quarter 2025 Earnings Call, the company provided detailed guidance on various financial metrics and strategic initiatives following its acquisition of H&E Equipment Services. The call highlighted a projected equipment rental revenue of $3.7 billion to $3.9 billion for 2025, incorporating six months of H&E's results. Adjusted EBITDA is anticipated to be between $1.8 billion and $1.9 billion, translating to an adjusted EBITDA margin of 42% to 43%. The company maintained its net fleet CapEx guidance at $400 million to $600 million, despite increasing gross CapEx for synergy fleet. Additionally, adjusted free cash flow is expected to be $400 million to $500 million, benefiting from a $130 million cash tax benefit. Herc Holdings aims to achieve $125 million in cost synergies by year-end 2025 and $350 million in revenue synergies over three years, focusing on leveraging the H&E acquisition to drive long-term growth while pausing other M&A initiatives.
Successful Acquisition of H&E Equipment Services
Herc Holdings successfully completed the acquisition of H&E Equipment Services, with integration activities well underway to ensure smooth transition and synergy capture.
Record Equipment Rental Revenue Growth
Equipment rental revenue was up 15.6% year-over-year, reflecting strong mega project activity and moderated growth in local markets.
Optimized Fleet Management
Herc Holdings optimized its fleet management by disposing of 82% more fleet on an OEC basis compared to the previous year, with realized proceeds at 44% of OEC.
Safety Excellence
The company achieved at least 96% of days as perfect in terms of safety across all branches, with a total recordable incident rate better than the industry benchmark of 1.0.
Strong Specialty Segment Growth
Specialty fleet represents 18% of total fleet composition, with plans to return to 20% as part of long-term growth strategy.

Herc Holdings (HRI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

HRI Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Oct 16, 2025
2025 (Q3)
3.03 / -
4.35
Jul 29, 2025
2025 (Q2)
1.96 / 1.87
2.6-28.08% (-0.73)
Apr 22, 2025
2025 (Q1)
2.21 / 1.30
2.36-44.92% (-1.06)
Feb 13, 2025
2024 (Q4)
3.89 / 3.58
3.2410.49% (+0.34)
Oct 22, 2024
2024 (Q3)
4.48 / 4.35
48.75% (+0.35)
Jul 23, 2024
2024 (Q2)
2.91 / 2.60
2.69-3.35% (-0.09)
Apr 23, 2024
2024 (Q1)
2.15 / 2.36
2.350.43% (<+0.01)
Feb 13, 2024
2023 (Q4)
3.46 / 3.24
3.44-5.81% (-0.20)
Oct 24, 2023
2023 (Q3)
4.13 / 4.00
3.4216.96% (+0.58)
Jul 25, 2023
2023 (Q2)
3.11 / 2.69
2.478.91% (+0.22)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

HRI Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 29, 2025
$148.99$122.88-17.52%
Apr 22, 2025
$110.24$101.18-8.22%
Feb 13, 2025
$204.79$192.47-6.02%
Oct 22, 2024
$166.04$195.04+17.47%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Herc Holdings (HRI) report earnings?
Herc Holdings (HRI) is schdueled to report earning on Oct 16, 2025, Before Open (Confirmed).
    What is Herc Holdings (HRI) earnings time?
    Herc Holdings (HRI) earnings time is at Oct 16, 2025, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is HRI EPS forecast?
          HRI EPS forecast for the fiscal quarter 2025 (Q3) is 3.03.
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