Jun 2026 (Q2 FY26) — Jul 28, 2026
Herc Holdings Q2 FY26 — Strong Mega Project Demand Drives Raised Full-Year Guidance
Read the full callHerc Holdings (HRI) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Herc Holdings earnings: last reported Tue, 28 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,204 | +20.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 19.0 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$124.46 +2.38% · +$2.89
Performance −0.6% 1Y
1Y: $125.23 on 17 Oct 2025 → $124.46. High $181.12 (10 Feb 2026), low $91.04 (2 Apr 2026).
- Previous close
- $121.57
- 52-week range
- $91.04 – $181.12
- One year
- −3.03%
Overview
- Symbol
- HRI
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — Apr 28, 2026
Herc Holdings Q1 FY26 — H&E Integration Complete, Specialty Growth & Back-Half Acceleration
Read the full callEvery analysed call
Herc Holdings earnings calls (HRI)
Financials
What the filings say
Net profit, year on year: +154% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 965 | 951 | 861 | 1,002 | 1,304 | 1,209 | 1,139 | 1,204 |
| Profit before tax | 160 | -43 | -8 | -46 | 38 | 17 | -23 | 24 |
| Tax rate | 23.8% | −7.0% | −125.0% | 23.9% | 21.1% | −41.2% | −4.3% | 20.8% |
| Net profit | 122 | -46 | -18 | -35 | 30 | 24 | -24 | 19 |
| EPS ($ per share) | 4.30 | — | -0.63 | -1.17 | 0.90 | — | -0.72 | 0.57 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -391 | -351 | -277 | -53 | 224 | 498 | 633 | 547 |
| Total liabilities | 3,038 | 3,173 | 2,846 | 3,514 | 4,849 | 5,788 | 6,481 | 11,828 |
| Fixed assets | 283 | 312 | 290 | 308 | 392 | 465 | 554 | 868 |
| Total assets | 3,610 | 3,817 | 3,588 | 4,490 | 5,957 | 7,061 | 7,877 | 13,776 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 559 | 636 | 611 | 743 | 917 | 1,086 | 1,225 | 1,085 |
| Cash from investing | -567 | -464 | -207 | -960 | -1,682 | -1,581 | -1,511 | -4,944 |
| Cash from financing | -4 | -167 | -406 | 220 | 785 | 512 | 299 | 3,827 |
| Net cash flow | -14 | 5 | 0 | 2 | 19 | 17 | 12 | -31 |
| Capital expenditure | -78 | -57 | -41 | -47 | -104 | -156 | -161 | -157 |
| Free cash flow | 482 | 579 | 570 | 696 | 813 | 930 | 1,064 | 928 |
HRI revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Equipment Rental Excluding Other Rental | 81% | 79% | — | — | — | — | — | 80% | — |
| Other Rental Revenue | 9% | 9% | 6% | 6% | 6% | 6% | 5% | 9% | +83.3% |
| Salesof Revenue Earning Equipment | 8% | 10% | 12% | 11% | 12% | 12% | 12% | 9% | +3.8% |
| Other Rental Delivery and Pick Up | 6% | 6% | 6% | 6% | 6% | 6% | 5% | 6% | +20.0% |
| Other Rental Miscellaneous | 3% | 3% | — | — | — | — | — | 3% | — |
| New Equipment Parts and Supplies | 1% | 1% | 1% | 2% | 1% | 1% | 1% | 1% | -29.4% |
| Service and Other Revenue | 1% | 1% | 1% | 1% | 1% | 1% | 1% | 1% | +11.1% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
HRI operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | 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.
Insider filings
66 filings between Nov 14, 2025 and Aug 21, 2026.
Open market
decisions to buy or sellPurchases
$930.3K
2 purchases by 2 insiders
Sales
None
No insider sold shares.
Compensation
not trading decisions- 31
- Award — granted as compensation
- 33
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Olsson Erik | $502.9K | — | Aug 21, 2026 |
| Olin John A | $427.4K | — | Feb 27, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 21, 2026 | Olsson Erik Director | Purchase | 3,085 | $502.9K |
| Aug 18, 2026 | Peres Tamir SVP&Chief Information Officer | Award | 2,261 | $0 |
| Aug 18, 2026 | Olsson Erik Director | Award | 639 | $0 |
| Aug 18, 2026 | Peres Tamir SVP&Chief Information Officer | Tax withheld | 822 | $137.1K |
| May 14, 2026 | CAMPBELL PATRICK D Director | Award | 1,035 | $0 |
| May 14, 2026 | CAMPBELL PATRICK D Director | Award | 1,070 | $150.0K |
| May 14, 2026 | Kelly Michael A Director | Award | 1,035 | $0 |
| May 14, 2026 | Olin John A Director | Award | 1,035 | $0 |
| Mar 13, 2026 | Humphrey Mark SVP & Chief Financial Officer | Tax withheld | 114 | $12.4K |
| Mar 13, 2026 | Schumacher Mark Alan VP & Chief Accounting Officer | Tax withheld | 30 | $3.3K |
| Feb 27, 2026 | Olin John A Director | Purchase | 3,000 | $427.4K |
| Feb 7, 2026 | Silber Lawrence Harris Chief Executive Officer | Tax withheld | 1,035 | $186.6K |
| Feb 7, 2026 | Birnbaum Aaron President | Tax withheld | 316 | $57.0K |
| Feb 7, 2026 | Sheek Samuel Wade SVP & Chief Legal Officer | Tax withheld | 169 | $30.5K |
| Feb 7, 2026 | Peres Tamir SVP&Chief Information Officer | Tax withheld | 215 | $38.8K |
| Feb 7, 2026 | Humphrey Mark SVP & Chief Financial Officer | Tax withheld | 107 | $19.3K |
| Feb 7, 2026 | Cunningham Christian J SVP & Chief HR Officer | Tax withheld | 201 | $36.2K |
| Feb 7, 2026 | Schumacher Mark Alan VP & Chief Accounting Officer | Tax withheld | 38 | $6.9K |
| Feb 6, 2026 | Birnbaum Aaron President | Tax withheld | 395 | $71.2K |
| Feb 6, 2026 | Silber Lawrence Harris Chief Executive Officer | Tax withheld | 1,329 | $239.6K |
| Feb 6, 2026 | Schumacher Mark Alan VP & Chief Accounting Officer | Tax withheld | 76 | $13.7K |
| Feb 6, 2026 | Peres Tamir SVP&Chief Information Officer | Tax withheld | 253 | $45.6K |
| Feb 6, 2026 | Sheek Samuel Wade SVP & Chief Legal Officer | Tax withheld | 236 | $42.6K |
| Feb 6, 2026 | Cunningham Christian J SVP & Chief HR Officer | Tax withheld | 237 | $42.7K |
| Feb 6, 2026 | Humphrey Mark SVP & Chief Financial Officer | Tax withheld | 236 | $42.6K |
| Feb 3, 2026 | Peres Tamir SVP&Chief Information Officer | Tax withheld | 887 | $136.6K |
| Feb 3, 2026 | Peres Tamir SVP&Chief Information Officer | Award | 2,335 | $0 |
| Feb 3, 2026 | Birnbaum Aaron SVP & Chief Operating Officer | Award | 7,467 | $0 |
| Feb 3, 2026 | Humphrey Mark SVP & Chief Financial Officer | Tax withheld | 258 | $39.7K |
| Feb 3, 2026 | Silber Lawrence Harris President & CEO | Award | 21,100 | $0 |
| Feb 3, 2026 | Humphrey Mark SVP & Chief Financial Officer | Tax withheld | 472 | $72.7K |
| Feb 3, 2026 | Humphrey Mark SVP & Chief Financial Officer | Tax withheld | 460 | $70.9K |
| Feb 3, 2026 | Peres Tamir SVP&Chief Information Officer | Tax withheld | 258 | $39.7K |
| Feb 3, 2026 | Humphrey Mark SVP & Chief Financial Officer | Award | 1,168 | $0 |
| Feb 3, 2026 | Humphrey Mark SVP & Chief Financial Officer | Award | 2,221 | $0 |
| Feb 3, 2026 | Humphrey Mark SVP & Chief Financial Officer | Award | 4,707 | $0 |
| Feb 3, 2026 | Cunningham Christian J SVP & Chief HR Officer | Tax withheld | 887 | $136.6K |
| Feb 3, 2026 | Cunningham Christian J SVP & Chief HR Officer | Award | 2,335 | $0 |
| Feb 3, 2026 | Cunningham Christian J SVP & Chief HR Officer | Award | 2,306 | $0 |
| Feb 3, 2026 | Cunningham Christian J SVP & Chief HR Officer | Award | 4,220 | $0 |
| Feb 3, 2026 | Birnbaum Aaron SVP & Chief Operating Officer | Tax withheld | 327 | $50.4K |
| Feb 3, 2026 | Cunningham Christian J SVP & Chief HR Officer | Tax withheld | 242 | $37.3K |
| Feb 3, 2026 | Birnbaum Aaron SVP & Chief Operating Officer | Tax withheld | 1,360 | $209.5K |
| Feb 3, 2026 | Birnbaum Aaron SVP & Chief Operating Officer | Award | 3,668 | $0 |
| Feb 3, 2026 | Birnbaum Aaron SVP & Chief Operating Officer | Award | 4,762 | $0 |
| Feb 3, 2026 | Humphrey Mark SVP & Chief Financial Officer | Award | 1,297 | $0 |
| Feb 3, 2026 | Silber Lawrence Harris President & CEO | Tax withheld | 4,361 | $671.7K |
| Feb 3, 2026 | Silber Lawrence Harris President & CEO | Award | 12,003 | $0 |
| Feb 3, 2026 | Silber Lawrence Harris President & CEO | Award | 12,811 | $0 |
| Feb 3, 2026 | Silber Lawrence Harris President & CEO | Tax withheld | 1,334 | $205.5K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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