HRI

In April 2026, Herc Holdings' stock saw an upward trend, jumping 11.02% on April 28 and surging approximately 45% in a few weeks, driven by strong equipment-rental demand and Q1 2026 earnings that exceeded estimates. The company also received 'Great Place to Work' honors and reported a 25% workforce increase, while analysts maintained positive ratings. In July 2026, Q2 results showed revenue ahead of Wall Street's expectations (up 20.2% year-on-year to $1.20 billion) and adjusted EPS significantly beat consensus, though full-year revenue guidance was below estimates while EBITDA guidance was above. The company declared a regular quarterly dividend of $0.70 per share in May and September 2026. September 2026 was challenging for the stock, with a 4.6% fall on September 24 contributing to a 16.7% decrease over the month. However, on October 1, 2026, the stock jumped 5.66% after pre-announcing record Q3 equipment rental revenue of $866 million (a 13% year-over-year increase) and significantly raising its full-year rental revenue growth outlook from 7-10% to 12-15%, attributed to multi-year mega-project demand and the successful integration of the H&E Equipment Services acquisition, which was completed in June 2025 and added 30% more branches.