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Herc Holdings (HRI) reported earnings 30 days ago. What's next for the stock?

Herc Holdings leans on specialty rentals and mega projects to smooth demand, but 2026 hinges on improving utilization and margins after 2025 pressure.

Herc Holdings enters 2026 with rising synergies, expanded scale, and optimization efforts that could drive utilization gains and boost profits.

Herc Holdings remains a ‘buy' despite a 31.8% stock decline and profit headwinds post-H&E Equipment Services acquisition. HRI's revenue surged to $4.38 billion in 2025, but net income fell sharply due to higher operating costs, depreciation, and interest expense. Management targets 2026 EBITDA of $2.0–$2.1 billion, driven by $125 million in cost synergies and $100–$200 million in revenue synergies.

Herc Holdings Inc. (HRI) Presents at JPMorgan Industrials Conference 2026 Transcript

Soviero Asset Management added 38,000 shares of Herc Holdings in the fourth quarter. The quarter-end position value increased by $5.64 million due to the new purchase.

BONITA SPRINGS, Fla.--(BUSINESS WIRE)--Herc Holdings Inc. (NYSE: HRI), one of North America's leading equipment rental suppliers operating through Herc Rentals Inc. (“Herc Holdings,” “Herc Rentals” or the “Company”), today announced that President Aaron Birnbaum and Senior Vice President and Chief Financial Officer Mark Humphrey will participate in the 2026 J.P. Morgan Industrials Conference in Washington, D.C., on March 17, 2026. A fireside chat discussion and simultaneous audio webcast will t.