{"filings":[{"id":554836,"accession_number":"0001364479-26-000103","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2026-05-20T20:19:06+00:00","items":["5.07"],"status":"ready","headline":"Herc Holdings annual meeting elects all 8 director nominees, approves say-on-pay, ratifies PwC","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All eight director nominees elected with majority support; Rakesh Sachdev received lowest votes at 26,993,742 (89.2% of votes cast).","Advisory vote on executive compensation approved with 29,517,952 votes for (97.7% of votes cast).","Ratification of PricewaterhouseCoopers as auditor for 2026 approved with 31,950,347 votes for (99.7% of votes cast).","Broker non-votes: 1,806,794 on director elections and say-on-pay; none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92430,"accession_number":"0001364479-26-000084","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Herc Holdings Q1 2026: revenue up 32% to $1.14B, adjusted EBITDA $448M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Equipment rental revenue $981M (+33%); total revenues $1,139M (+32%).","Net loss $24M ($0.72/diluted share); adjusted net income $7M ($0.21/diluted share).","Adjusted EBITDA $448M (+33%), margin flat at 39.3%; free cash flow $94M nearly doubled.","Affirms FY2026 guidance: equipment rental revenue $4.275B-$4.4B, adj. EBITDA $2.0B-$2.1B.","Completed integration of H&E acquisition; net debt $8.0B with net leverage 3.96x."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":1139000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103268,"accession_number":"0001364479-26-000049","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Herc Holdings FY 2025 record revenue $4.376B; net income $1M on H&E costs; guides FY26 adj. EBITDA $2.0-2.1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 equipment rental revenue $1,039M (+24% YoY); total revenues $1,209M (+27%).","FY25 net income $1M ($0.03/share) impacted by H&E acquisition costs; adjusted net income $239M ($7.61/share, -41% YoY).","Adjusted EBITDA FY25 $1,818M (+15%); margin 41.5% vs 44.4% prior year.","2026 guidance: equipment rental revenue $4.275-4.4B; adjusted EBITDA $2.0-2.1B; net capex $500-800M.","Net leverage 3.95x (pro forma) vs 2.54x; liquidity ~$1.9B; declared quarterly dividend $0.70/share."],"consensus_eps_estimate":null,"consensus_eps_actual":0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":4376000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103267,"accession_number":"0001364479-26-000012","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2026-01-30T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director John M. Engquist not standing for re-election at Herc Holdings' 2026 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John M. Engquist informed Board on Jan 28, 2026, he will not seek re-election at the 2026 annual meeting.","Departure is not due to any disagreement with the Company on operations, policies, or practices.","No named replacement; Board size and composition to be determined at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119518,"accession_number":"0001193125-25-320956","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-12-16T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Herc Holdings refinances $1.2B debt with new 5.75%/6.00% notes due 2031/2034","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $600M 5.750% notes due 2031 and $600M 6.000% notes due 2034, net proceeds used to redeem all $1.2B of 5.50% Senior Notes due 2027.","Redemption of 2027 Notes completed on Dec 16, 2025; indenture satisfied and discharged.","Amended credit agreement reduces interest rate margin to 1.75% (Term SOFR) and 0.75% (Base Rate); $750M term loans unchanged.","Notes are senior unsecured, guaranteed by domestic subsidiaries, rank equally with existing senior debt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119517,"accession_number":"0001193125-25-305550","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-12-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Herc Holdings prices $1.2B in senior notes; proceeds to redeem $1.2B 2027 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $600M of 5.750% notes due 2031 and $600M of 6.000% notes due 2034.","Net proceeds plus ABL borrowings to redeem all $1.2B of existing 5.50% Senior Notes due 2027.","Closing expected on or about December 16, 2025, subject to customary conditions.","Notes are senior unsecured, guaranteed by domestic subsidiaries including Herc Rentals Inc.","Offering conducted under Rule 144A/Reg S; not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119516,"accession_number":"0001193125-25-304571","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-12-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Herc Holdings proposes $1.2B senior unsecured notes offering to refinance 5.50% notes due 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering $1,200M in senior unsecured notes due 2031/2034, with proceeds to redeem all $1.2B 5.50% Senior Notes due 2027.","Pro forma combined results with H&E: nine months ended Sep 30, 2025 net loss $148M ($4.46 diluted EPS); 2024 net income $110M ($3.32 EPS).","Total purchase price for H&E acquisition $4.816B, including $2.869B cash and $584M Herc stock, financed with new debt and ABL borrowings.","Interest expense pro forma adjustment assumes 6.6% weighted-average rate on new debt; 100bp rate hike would increase annual interest by ~$43M.","Notes offered under Rule 144A/Reg S, not registered; guarantees from domestic subsidiaries including Herc Rentals Inc."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119515,"accession_number":"0001193125-25-303217","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-12-01T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Herc Holdings announces conditional redemption of $1.2B 5.50% Senior Notes due 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redemption of all $1.2 billion aggregate principal of 5.50% Senior Notes due 2027 on December 16, 2025.","Redemption price is 100% of principal plus accrued and unpaid interest as of redemption date (excluding the date).","Redemption conditioned on Company completing financing on satisfactory terms to pay the redemption price."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119514,"accession_number":"0001364479-25-000062","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-11-24T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Herc Holdings names Aaron Birnbaum President; adds two independent directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Aaron Birnbaum, current COO, elected President effective Jan 1, 2026; CEO Larry Silber remains CEO.","Birnbaum gets base salary of $775,000, target bonus of 100% of base, and $2,000,000 equity award.","Patrick Shannon (former Allegion CFO) and John Olin (Wabtec CFO) elected independent directors joining Audit Committee.","Both new directors deemed independent under NYSE standards; compensation prorated from Jan 1, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119513,"accession_number":"0001364479-25-000055","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Herc Holdings Q3 revenue up 35% to $1.3B; adj. EPS $2.22; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Equipment rental revenue $1,122M (+30% YoY); total revenues $1,304M (+35%).","Adjusted net income $74M ($2.22 diluted EPS) down 40% from $124M ($4.35) prior year.","Adjusted EBITDA $551M (+24%); margin 42.3% vs 46.2% prior year due to acquisition costs.","Completed H&E IT integration; sold Cinelease for $100M initial cash on July 31, 2025.","Reaffirmed FY2025 guidance: equip rental rev $3.7-3.9B; adj. EBITDA $1.8-1.9B."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":3167000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136086,"accession_number":"0001364479-25-000048","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-09-04T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Herc Holdings amends receivables facility, extends maturity to Aug 2026, increases borrowing capacity","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Sixth Amendment to Receivables Financing Agreement executed on August 29, 2025.","Maturity date extended to August 31, 2026.","Amendment increases borrowing availability under the facility.","Facility is secured by receivables of Herc Receivables U.S. LLC, a wholly-owned special purpose vehicle.","Lenders include Credit Agricole, Wells Fargo, Truist, and PNC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136085,"accession_number":"0001364479-25-000043","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Herc Holdings sells Cinelease business to Zello for $100M cash plus earnouts","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Sale completed July 31, 2025; initial cash consideration $100M, plus potential earnouts.","Acquired by Zello, a private investment platform.","Net proceeds to repay credit facility debt.","Herc retains core equipment rental business."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136084,"accession_number":"0001364479-25-000039","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Herc Holdings posts Q2 net loss of $35M on H&E acquisition costs; updates FY2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Equipment rental revenue $870M (+14% YoY); total revenues $1,002M (+18% YoY)","Net loss of $35M ($1.17 per share) vs net income $70M prior year; driven by $73M transaction costs and $49M loss on Cinelease assets held for sale","Adjusted EBITDA $406M (+13%); adjusted EBITDA margin 40.5% vs 42.5% prior year","Closed H&E acquisition on June 2, 2025; financed with $4.4B new debt at weighted avg rate 6.8%","FY2025 guidance: equipment rental revenue $3.7-3.9B, adjusted EBITDA $1.8-1.9B, net capex $400-600M"],"consensus_eps_estimate":null,"consensus_eps_actual":-1.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":1863000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153131,"accession_number":"0001193125-25-133360","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["1.01","1.02","2.01","2.03","5.02","7.01","9.01"],"status":"ready","headline":"Herc Holdings completes acquisition of H&E Equipment Services for $78.75 cash + 0.1287 shares per share","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Completed acquisition of H&E Equipment Services; H&E stockholders received $78.75 cash + 0.1287 Herc shares per share.","Issued $1.65B 7.000% senior notes due 2030 and $1.1B 7.250% senior notes due 2033.","Entered new $4B ABL credit facility maturing 2030 and $750M term loan facility maturing 2032.","Borrowed $2.538B under new ABL to refinance prior ABL and finance the acquisition.","Appointed John M. Engquist (former H&E board member) to Herc Board, expanding size to eight."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153130,"accession_number":"0001364479-25-000033","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Herc Holdings shareholders elect all seven director nominees at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All seven director nominees elected for one-year terms; Rakesh Sachdev received lowest votes (23.6M for, 2.3M against).","Non-binding advisory vote on executive compensation approved with 24.2M for, 1.6M against, 129k abstentions.","Ratification of PricewaterhouseCoopers as independent auditor for 2025 approved with 27.0M for, 153k against.","Broker non-votes were 1.3M on director elections and executive compensation; none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153129,"accession_number":"0001364479-25-000030","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Herc Holdings grants $1M retention equity to COO Aaron Birnbaum","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["COO Aaron Birnbaum receives $1M in special retention equity: 50% RSUs, 50% PSUs.","RSUs cliff vest on third anniversary; PSUs vest Dec 31, 2027 based on performance.","PSU performance measures: Avg ROIC (40% weight) and Avg REBITDA margin (60% weight)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153128,"accession_number":"0001193125-25-120994","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-05-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Herc Holdings prices $2.75B notes at 7.000% and 7.250% to fund H&E acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1.65B of 7.000% senior unsecured notes due 2030 and $1.1B of 7.250% notes due 2033 priced.","Total $2.75B offering; closing expected on or about June 2, 2025, subject to conditions.","Proceeds to finance acquisition of H&E Equipment Services, redeem H&E debt, and pay fees.","Notes initially issued by escrow subsidiary; upon acquisition close, Herc will assume obligations.","Offering part of financing for previously announced $78.75 cash plus 0.1287 stock per share acquisition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153127,"accession_number":"0001193125-25-117313","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-05-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Herc Holdings provides pro forma financing details for $4.8B H&E acquisition","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Combined company TEV $12+ billion; pro forma revenue ~$5.1B, Adj. EBITDA (synergized) ~$2.3B.","Financing includes $750M Term Loan B due 2032, $2.75B new unsecured debt, and $919M ABL draw.","Pro forma net leverage 3.6x (synergized) and Net First Lien leverage 1.6x; target 2.0x-3.0x net leverage.","Estimated run-rate cost synergies of $125M; combined fleet OEC $10B with over 600 branches.","LTM Q1 2025 Herc Adj. EBITDA $1.583B; quarterly dividend $0.70/share maintained."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153126,"accession_number":"0001364479-25-000026","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-04-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Herc Holdings Q1 net loss $18M on H&E deal costs; record revenue $861M; FY outlook affirmed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record equipment rental revenue $739M (+3%), total revenue $861M (+7%); dollar utilization 37.6% vs 39.7%.","Net loss $18M ($0.63/sh) vs net income $65M; adjusted EPS $1.30 (down 45%); adjusted EBITDA flat at $339M (margin 39.4%).","Transaction expenses $74M (vs $3M) including $64M termination fee to United Rentals for H&E acquisition.","Affirms FY2025 guidance: rental revenue growth 4-6%, adj. EBITDA $1.575-1.650B, net capex $400-600M.","H&E acquisition closing targeted mid-year; quarterly dividend raised 5% to $0.70/share."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":861000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171907,"accession_number":"0001193125-25-057956","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-03-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Herc Holdings commences tender offer for H&E Equipment Services at $78.75 cash plus 0.1287 shares per share","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Tender offer for all H&E shares at $78.75 cash and 0.1287 Herc common shares per H&E share.","Offer expires April 15, 2025; condition: majority of H&E shares tendered plus regulatory approvals.","Financing from available cash, sale of marketable securities, and amended credit facility (March 11, 2025).","Closing expected mid-year 2025; remaining shares acquired in second-step merger at same price."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171906,"accession_number":"0001193125-25-052987","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-03-12T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Herc Holdings amends ABL facility to permit H&E Equipment Services acquisition","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Third Amendment to ABL Credit Facility executed on March 11, 2025.","Amendment permits Herc Holdings' acquisition of all H&E Equipment Services shares.","Allows incurrence of debt and related liens under the ABL facility for the H&E Acquisition.","Executed with Bank of America as agent and Required Lenders; reaffirms security interests.","Step essential to consummate the previously announced H&E Acquisition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171905,"accession_number":"0001193125-25-030725","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-02-20T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Herc Holdings to acquire H&E Equipment Services for $78.75 cash + 0.1287 shares per share","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Per H&E share: $78.75 cash + 0.1287 HRI shares; H&E board unanimously recommends tender.","Termination fee: $144.8M payable by H&E for superior proposal; also must refund $63.5M URI fee.","Committed $4.5B bridge facility from Credit Agricole; no financing condition in Merger Agreement.","Offer subject to >50% tender, HSR clearance, and completed marketing period (up to 12 business days)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171904,"accession_number":"0001193125-25-029600","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Herc Holdings to acquire H&E Equipment Services for $104.89/share; expects $300M EBITDA synergies","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Herc acquires H&E for $78.75 cash + 0.1287 Herc shares per share; total value $104.89/share (10-day VWAP).","H&E shareholders will own ~14.1% of combined company; transaction expected to close mid-2025.","Expected $300M annual EBITDA synergies by year 3: $125M cost, $175M revenue; accretive >20% to cash EPS.","Pro forma combined revenue ~$5.2B, EBITDA ~$2.5B; net leverage 3.8x at close, below 3.0x in 24 months.","Herc paid $63.5M termination fee to United Rentals on behalf of H&E."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171903,"accession_number":"0001193125-25-028712","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-02-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Herc Holdings proposes to acquire H&E Equipment Services for $104.89/share in cash and stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Herc offers $78.75 cash + 0.1287 Herc shares per H&E share, total $104.89, a 14% premium to United Rentals' $92.00 cash bid.","H&E board deemed proposal superior; United Rentals waives match period, will not submit revised bid.","Combined company to have >600 locations, ~$10B fleet OEC, $5.2B revenue, $2.5B EBITDA; net leverage 3.8x at close.","Expected ~$300M annual EBITDA synergies (cost $125M, revenue $175M) by year 3; high-single-digit cash EPS accretive in 2026.","Transaction expected to close mid-2025; subject to regulatory approvals and tender condition; no financing contingency."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171902,"accession_number":"0001364479-25-000006","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2025-02-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Herc Holdings posts Q4 net loss of $46M on Cinelease impairment; adjusted EPS up 11%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q4 rental revenue $839M +12% YoY; total revenue $951M +14%.","Reported net loss of $46M ($1.62/sh) from $194M write-down on Cinelease held for sale.","Adjusted net income $102M ($3.58/sh) vs $92M ($3.24/sh) prior year, +11%.","FY 2025 guidance: rental revenue growth 4%-6%, adj. EBITDA $1.575B-$1.650B.","Net rental capex guided $400M-$600M; sale of Cinelease expected in 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":7.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":3568000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":188901,"accession_number":"0001364479-24-000057","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2024-10-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Herc Holdings reports record Q3 rental revenue $866M (+13% YoY); raises FY revenue guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 total revenues $965M (+6% YoY); net income $122M (+8%); adjusted EPS $4.35 vs $4.00 prior year.","Record equipment rental revenue $866M (+13% YoY); pricing +2.3%, volume +10.7%; dollar utilization 42.2%.","Adjusted EBITDA $446M (+9%); margin 46.2%; FY EBITDA guidance reaffirmed at $1.55B-$1.60B.","FY2024 rental revenue growth guidance raised to 9.5%-11% from 7%-10%; net capex narrowed to $650M-$700M."],"consensus_eps_estimate":null,"consensus_eps_actual":9.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":2617000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205375,"accession_number":"0001364479-24-000050","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2024-09-04T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Herc Holdings amends receivables financing, extends maturity to Aug 2025, increases borrowing availability","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Fifth Amendment extends receivables facility maturity from prior date to August 31, 2025.","Amendment increases commitment and uncommitted allocation for greater borrowing availability under the RFA.","Lenders include Credit Agricole, Regions Bank, and Wells Fargo; existing security on receivables continues.","No changes to other terms; Performance Guarantor reaffirms guaranty."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205374,"accession_number":"0001364479-24-000043","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2024-07-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Herc Holdings Reports Record Q2 2024 Revenue but Net Income Declines 8%; Reaffirms Full-Year Guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record equipment rental revenue of $765M, up 9% year-over-year; total revenues $848M, up 6%.","Net income decreased 8% to $70M ($2.46 per diluted share); adjusted EBITDA rose 2% to $360M.","Rental pricing increased 3.5% year-over-year; dollar utilization improved to 41.0%.","Completed 6 acquisitions with 21 locations in H1 2024; subsequently acquired Otay Mesa for $264M.","Reaffirmed 2024 guidance: equipment rental revenue growth 7%-10%, adjusted EBITDA $1.55B-$1.60B."],"consensus_eps_estimate":null,"consensus_eps_actual":4.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":1652000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222278,"accession_number":"0001364479-24-000035","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2024-06-07T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Herc Holdings issues $800M of 6.625% Senior Notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $800M aggregate principal amount of 6.625% Senior Notes due June 15, 2029.","Interest payable semi-annually on June 15 and Dec 15, commencing Dec 15, 2024.","Notes are senior unsecured, ranking equally with existing senior debt; guaranteed by domestic subsidiaries.","Redemption: make-whole prior to June 2026; then at 103.313% (2026-2027), 101.656% (2027-2028), 100% thereafter.","Change of control triggers offer to repurchase at 101% of principal; asset sale triggers offer at 100%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222277,"accession_number":"0001364479-24-000032","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2024-06-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Herc Holdings prices $800M of 6.625% senior notes due 2029, upsized from $500M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Initially offered $500M senior unsecured notes due 2029 on June 4, 2024.","Offering upsized to $800M aggregate principal amount at 6.625% coupon.","Closing expected on or about June 7, 2024, subject to customary conditions.","Net proceeds to repay a portion of ABL credit facility debt and related fees."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222276,"accession_number":"0001364479-24-000029","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2024-05-21T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Herc Holdings stockholders elect all director nominees, approve executive pay and auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Eight director nominees elected; Patrick Campbell received 23.6M votes for, 2.1M against.","Advisory vote on executive compensation passed with 25.4M for vs 0.3M against.","Ratification of PricewaterhouseCoopers as independent auditor for 2024 approved with 26.8M for.","Broker non-votes of 1.2M on director and compensation matters; none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222275,"accession_number":"0001364479-24-000025","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2024-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Herc Holdings Q1 2024 record revenue $804M (+9%), adj. EBITDA +10%, affirms FY2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record Q1 total revenue $804M (+9% YoY); net income $65M ($2.29 diluted EPS) down 3% due to higher interest and tax rate.","Adjusted EBITDA $339M (+10%), margin 42.2% vs 41.6% a year ago; rental pricing up 5.1%.","Affirms FY2024 guidance: equipment rental revenue growth 7-10%, adjusted EBITDA $1.55B-$1.60B, net capex $500M-$700M.","Added 15 locations in Q1 via 4 acquisitions and 4 greenfields; corporate credit rating upgraded to BB by S&P."],"consensus_eps_estimate":null,"consensus_eps_actual":2.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":804000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":241794,"accession_number":"0001364479-24-000005","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2024-02-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Herc Holdings reports record FY2023 total revenue $3.282B (+20%); Q4 adj EBITDA +6%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2023 net income $347M (+5%), diluted EPS $12.09; Q4 net income $91M (-7%), adj EPS $3.24.","FY2023 adj EBITDA $1,452M (+18%), margin 44.2%; Q4 adj EBITDA $382M (+6%), margin 46.0%.","2024 guidance: equipment rental revenue growth 7-10%, adj EBITDA $1.55B-$1.60B, net capex $500M-$700M.","Quarterly dividend raised 5% to $0.665/share; payable March 7, 2024 to holders of record Feb 21.","Added 42 new locations in 2023; repurchased 1.1M shares for $120M; net leverage 2.5x."],"consensus_eps_estimate":null,"consensus_eps_actual":12.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":3282000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":259228,"accession_number":"0001364479-23-000067","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Herc Holdings holds Investor Day; announces new 3-year financial targets","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor Day held November 2, 2023; management reviewed progress on 2021 strategic initiatives.","New three-year financial targets were announced, covering growth, margins, and capital allocation.","Specific target figures were not disclosed in the 8-K filing; refer to investor presentation.","Long-term growth strategies and capital allocation plans were also discussed with investors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":259227,"accession_number":"0001364479-23-000062","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2023-10-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Herc Holdings Q3 record revenue $908M (+22% YoY), net income $113M; exploring Cinelease sale","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $908M (+22% YoY); net income $113M ($3.96 diluted EPS) vs $101M ($3.36) prior year.","Adjusted EBITDA $410M (+19% YoY); margin 45.2% vs 46.3% prior year.","Exploring strategic alternatives for Cinelease studio entertainment business; expects transaction within one year.","Narrows FY2023 adjusted EBITDA guidance to $1.45B-$1.50B (prev $1.45B-$1.55B); net rental capex guidance $1.0B-$1.1B.","Rental pricing +6.9% YoY; dollar utilization 42.1% (down from 45.3% due to studio & supply chain)."],"consensus_eps_estimate":null,"consensus_eps_actual":8.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":2450000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":276503,"accession_number":"0001364479-23-000059","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2023-09-06T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Herc Holdings amends receivables financing facility, extends maturity to Aug 2024","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Fourth Amendment to Receivables Financing Agreement executed August 31, 2023.","Amendment provides greater borrowing availability under the facility.","Maturity date of the facility extended to August 31, 2024.","Borrower is Herc Receivables U.S. LLC; Credit Agricole remains administrative agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":276502,"accession_number":"0001364479-23-000056","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2023-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Herc Holdings Q2 record revenue $802M (+25%), adj. EBITDA $352M (+24%), reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record equipment rental revenue $702M (+16% YoY); total revenues $802M (+25%).","Net income $76M ($2.66 diluted EPS) vs $73M ($2.38) last year; adjusted EPS $2.69.","Adjusted EBITDA $352M (+24%); margin 43.9% vs 44.4% due to studio entertainment slowdown.","Rental pricing +7.8% YoY; dollar utilization 40.3% (down from 42.5%).","Reaffirmed FY2023 adjusted EBITDA guidance $1.45B-$1.55B; net rental capex $1.0B-$1.2B."],"consensus_eps_estimate":null,"consensus_eps_actual":4.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":1542000000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":294254,"accession_number":"0001364479-23-000050","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2023-05-15T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Herc Holdings amends bylaws and holds 2023 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board amended bylaws to enhance stockholder nomination and proposal procedures, align with DGCL electronic meeting rules.","Seven directors elected: votes for ranged from 20.7M to 24.1M; no new directors added.","Advisory vote on executive compensation approved: 23.7M for, 2.0M against.","Frequency vote: 22.8M favored annual say-on-pay; company will hold annual advisory votes.","Ratification of PwC as auditor for 2023: 27.0M for, 107,554 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":294253,"accession_number":"0001364479-23-000044","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2023-04-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Herc Holdings posts record Q1 revenue of $740M, up 30%; adjusted EBITDA $308M, affirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Equipment rental revenue $654M (record), up 24% YoY; total revenue $740M up 30%.","Net income $67M ($2.28 diluted EPS); adjusted net income $69M ($2.35 diluted EPS).","Adjusted EBITDA $308M (+30%); margin 41.6% vs 41.7% prior; rental pricing +7% YoY.","Affirms FY 2023 adjusted EBITDA $1.45B-$1.55B; net rental capex $1.0B-$1.2B.","Repurchased ~460K shares for $52M; net leverage 2.5x; dividend raised 10% to $0.6325."],"consensus_eps_estimate":null,"consensus_eps_actual":2.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":740000000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314858,"accession_number":"0001364479-23-000012","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2023-03-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Herc Holdings directors Miller and Gary resign after Icahn Group holdings drop below threshold","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Steven D. Miller and Hunter C. Gary resigned from the Board on March 14, 2023, effective immediately.","Resignations triggered by Icahn Group's Net Long Position falling below 1,520,000 and 1,266,667 shares, respectively.","With their resignations, the Nomination and Standstill Agreement between Herc and the Icahn Group is terminated.","No replacement directors named; the Board size will be reduced accordingly."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314857,"accession_number":"0001364479-23-000010","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2023-03-09T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Herc Holdings appoints Mark Humphrey as CFO; Mark Irion resigns effective March 10","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mark Humphrey promoted to SVP & CFO effective March 10, succeeding Mark Irion who resigned for another opportunity.","Humphrey previously VP & CAO; Schumacher adds CAO role to his Controller duties.","Irion remains with Herc through March 31 for orderly transition.","Compensation: Humphrey base $470k, target bonus 75% of base, LTI $630k; Schumacher base $300k, bonus 50%, LTI $200k."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314856,"accession_number":"0001364479-23-000008","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2023-03-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Andrew Teno resigns from Herc Holdings board after Icahn Group stake falls below threshold","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Andrew Teno resigned from the Board on March 3, 2023.","Resignation triggered by Icahn Group's net long position dropping below 1,900,000 shares.","Departure per 2014 Nomination and Standstill Agreement with Carl Icahn and affiliates.","No replacement named; Board size reduced accordingly."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314855,"accession_number":"0001364479-23-000005","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2023-02-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Herc Holdings reports record FY22 revenue $2.74B, adj. EBITDA $1.23B; guides FY23 adj. EBITDA $1.45-$1.55B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 equipment rental revenue $713.1M (+31.5%), total rev $786.0M (+36.0%), net income $97.8M ($3.27 EPS), adj. EPS $3.44.","FY22 equipment rental revenue $2,551.5M (+33.6%), net income $329.9M ($10.92 EPS), adj. EBITDA $1,227.2M (+37.2%), margin 44.8%.","FY23 guidance: adj. EBITDA $1.45B-$1.55B (18-26% growth), net rental equipment capex $1.0B-$1.2B.","Repurchased ~1.05M shares for $115.2M in FY22; remaining buyback authorization $280.6M.","FY22 dollar utilization record 43.3%; net leverage 2.4x; quarterly dividend $0.6325/sh payable Mar 9, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":10.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":2740000000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":333231,"accession_number":"0001364479-22-000032","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2022-10-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Herc Holdings Q3 2022: rental revenue up 35.9% to record $706M; raises FY adj. EBITDA guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $745.1M (+35.4% YoY); equipment rental revenue record $706.2M (+35.9% YoY).","Net income $101.4M ($3.36 diluted EPS); adjusted net income $103.4M ($3.42 per share), +42.2%.","Adjusted EBITDA record $345.0M (+40.3%); margin 46.3% (+160 bps).","Repurchased ~540K shares for $59.1M in Q3; $336.7M remaining under buyback.","FY2022 adj. EBITDA guidance raised to $1.22-1.25B (36-40% growth); net capex guidance $1.0-1.1B."],"consensus_eps_estimate":null,"consensus_eps_actual":7.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":1952800000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":350719,"accession_number":"0001364479-22-000027","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2022-08-31T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Herc Holdings amends receivables financing facility; extends maturity to Aug 2023, increases borrowing capacity","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Third Amendment to existing receivables financing agreement increases borrowing availability and extends maturity to August 31, 2023.","LIBOR benchmark eliminated and replaced under amended facility terms.","Amendment effective upon execution of fee letter, payment of upfront fee, and delivery of legal opinions.","Herc Rentals Inc. remains servicer and performance guarantor; borrowing subsidiary Herc Receivables U.S. LLC is borrower."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":350718,"accession_number":"0001364479-22-000024","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2022-07-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Herc Holdings Q2 revenue +30.5% to $640.4M; EPS $2.38; raises FY adj. EBITDA low end","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Equipment rental revenue record $605.4M (+35.1% YoY); total revenues $640.4M (+30.5%).","Net income $72.2M ($2.38 diluted EPS), adjusted EPS $2.47; adj. EBITDA record $284.2M (+36.8%).","Narrows FY2022 adj. EBITDA guidance to $1.195B-$1.245B (prev. $1.175B-$1.245B); capex unchanged.","Amends ABL facility to $3.5B (from $1.75B) and extends maturity to July 2027.","Plans share repurchases under existing authorization ($395.9M remaining); quarterly dividend $0.575."],"consensus_eps_estimate":null,"consensus_eps_actual":4.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":1207700000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":350717,"accession_number":"0001193125-22-190517","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2022-07-08T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Herc upsizes ABL facility to $3.5B, extends maturity to July 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving credit commitments increased to $3.5 billion from prior amount.","Maturity extended to July 5, 2027; replaces LIBOR with Term SOFR for USD loans.","Selective operational and restrictive covenants modified for increased flexibility.","New ESG amendment provision enables KPI-linked pricing adjustments.","Amendment effective July 5, 2022; lender group includes Bank of America as agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367916,"accession_number":"0001364479-22-000018","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2022-05-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Herc Holdings reports results of 2022 annual meeting; all proposals pass","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Ten director nominees elected, including Patrick D. Campbell, Lawrence H. Silber, and eight others.","Advisory vote on executive compensation approved with 26,635,316 for, 392,869 against.","Ratification of PricewaterhouseCoopers as independent auditor for 2022 passed with 28,153,794 votes in favor.","Broker non-votes of 1,258,506 on director elections and say-on-pay, none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":367915,"accession_number":"0001364479-22-000015","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2022-04-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Herc Holdings Q1 2022: Record rental revenue up 31.6%, raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Equipment rental revenue record $526.8M (+31.6% YoY); total revenue $567.3M (+25.0%).","Net income $58.5M ($1.92 diluted EPS); adjusted EPS $1.95.","Adjusted EBITDA record $236.8M (+28.3%), margin 41.7% (+100 bps).","Dollar utilization record 41.4% (+280 bps); pricing up 4.3% YoY.","FY 2022 adjusted EBITDA guidance raised to $1,175M-$1,245M; net rental capex guidance raised to $900M-$1,120M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":567300000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":387236,"accession_number":"0001364479-22-000006","cik":1364479,"company_name":"HERC HOLDINGS INC","ticker":"HRI","form_type":"8-K","filed_at":"2022-02-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Herc Holdings Q4 rental revenue up 26.9%; raises FY22 EBITDA guidance; boosts dividend 15%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 equipment rental revenue record $542.4M (+26.9% YoY); total revenue $578.0M (+11.1%).","Q4 net income $71.8M ($2.36 diluted EPS); adjusted net income $74.9M ($2.46 diluted EPS).","Q4 adjusted EBITDA record $256.5M (+31.1%), margin 44.4% (+680 bps YoY).","FY 2022 adjusted EBITDA guidance raised to $1.075-1.175B; net capex reaffirmed $820M-$1.12B.","Quarterly dividend increased 15% to $0.575/share, payable Mar 10, 2022 to holders of record Feb 23."],"consensus_eps_estimate":null,"consensus_eps_actual":7.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":2073000000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4627274851.598637,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-02-10T23:59:59+00:00|387236"}