HRI Herc Holdings (HRI) Q2 FY26 earnings call
Herc Holdings delivered a strong second quarter, with pro forma equipment rental revenue returning to growth ahead of schedule, driven by robust mega project activity and specialty segment expansion. The company raised its full-year guidance, reflecting increased demand and strategic fleet investments, despite facing headwinds from fuel inflation. Management is focused on optimizing its expanded platform, enhancing fleet efficiency, and advancing a multi-year logistics transformation to scale its cost structure.
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HRI operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Fleet disposal proceeds realization rate | 49%For the $281 million of disposals in the first quarter realized proceeds were 49% of OEC, up from 45% in Q1 2025, reflecting a healthy [indiscernible] across almost every category as well as our focused selling into the higher return wholesale and retail channels.Source: earnings call transcript | ~46%In the quarter, we disposed of $247 million of fleet at OEC generating healthy proceeds of approximately 46%.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.