Herc Holdings delivered record equipment rental revenue of $1.25 billion (up 12%) and adjusted EBITDA of $603 million (up 9%) with 190 basis points of margin expansion. The numbers were strong enough for management to boost 2026 revenue and EBITDA guidance by 2% at the midpoint.
Herc successfully integrates H&E, delivering significant synergies and achieving critical mass to support an economic moat.
The H&E deal may underperform and result in financial distress.
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Metric
|
HRI
|
URI
|
SUNB
|
|---|---|---|---|
Price/Earnings (Normalized) | 49.37 | 24.04 | 23.16 |
Price/Book Value | 2.63 | 7.46 | 4.50 |
Price/Sales | 1.07 | 4.18 | 2.97 |
Price/Cash Flow | 3.55 | 11.71 | 7.62 |
|
Metric
|
HRI
|
URI
|
SUNB
|
|---|---|---|---|
Quick Ratio | 0.97 | 0.65 | 0.72 |
Current Ratio | 1.08 | 0.80 | 0.94 |
Interest Coverage | 1.27 | 6.29 | 5.33 |
|
Metric
|
HRI
|
URI
|
SUNB
|
|---|---|---|---|
Return on Assets (Normalized) | 0.61% | 8.21% | 5.92% |
Return on Equity (Normalized) | 4.34% | 27.57% | 17.63% |
Return on Invested Capital (Normalized) | 4.68% | 12.48% | 9.06% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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United States