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.
|
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% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| United Rentals Inc
URI
| LOCK|>>QYX< | LOCK|Fs#&< | $72B | |||
| Sunbelt Rentals Holdings Inc
SUNB
| LOCK|pP^h$%? | LOCK|>Wxy& | $34B | |||
| AerCap Holdings NV
AER
| — | LOCK|r?# | $24B | |||
| Ryder System Inc
R
| — | LOCK|JS<Nm | $11B | |||
| U-Haul Holding Co
UHAL
| — | LOCK|&S | $10B | |||
| U-Haul Holding Co Ordinary Shares - Series N
UHAL.B
| — | LOCK|@R | $10B | |||
| Localiza Rent A Car SA ADR
LZRFY
| — | LOCK|z? | $6B | |||
| BOC Aviation Ltd Shs Unitary 144A/Reg S
BCVVF
| — | LOCK|?k | $6B | |||
| Element Fleet Management Corp
ELEEF
| — | LOCK|$%>r | $6B |
United States