earnings
confidence high
sentiment negative
materiality 0.75
Herc Holdings Q3 revenue up 35% to $1.3B; adj. EPS $2.22; reaffirms FY guidance
HERC HOLDINGS INC
2025-Q3 EPS reported
-$0.75
revenue$3,167,000,000
- 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.
item 2.02item 9.01