HRI
IndustrialsHerc Holdings Inc. · Rental & Leasing Services · $4B
What is Herc Holdings Inc.?
Herc Holdings is a mid-cap equipment rental company serving construction, industrial, and infrastructure customers across the United States and internationally. Spun off in 2006 and headquartered in Bonita Springs, Florida, it operates a broad fleet of rental equipment.
Herc Holdings generates revenue primarily by renting heavy and specialty equipment to contractors, industrial manufacturers, government agencies, and commercial facilities. Customers pay for short- or long-term access to aerial lifts, earthmoving machines, trucks, trailers, and specialty tools rather than purchasing them outright. The company supplements rental income by selling used equipment and contractor supplies, and by offering value-added services such as equipment transport, safety training, maintenance, and on-site support.
Herc Holdings was established in 2006 and is headquartered in Bonita Springs, Florida.
- Aerial, earthmoving, and material handling equipment rental
- ProSolutions specialty services — power, climate control, pumping, and trench shoring
- ProContractor professional-grade tool rentals
- Used equipment and construction consumables sales
- Repair, maintenance, and safety training services
Is HRI a Good Stock to Buy?
UQS Score rates HRI as Below Average overall, reflecting meaningful headwinds across several key pillars.
The Growth pillar stands out as the clearest positive — Herc has expanded its footprint and revenue base at a pace that compares favorably within the equipment rental space. Valuation is rated Attractive, suggesting the market may not be fully pricing in the company's growth trajectory relative to peers.
Quality, Moat, and Risk are all rated Weak, pointing to concerns around earnings durability, competitive differentiation, and balance sheet or cyclical exposure that investors should weigh carefully.
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Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does HRI pay dividends?
Yes — Herc Holdings Inc. pays a dividend.
Herc Holdings pays a regular dividend, which is relatively uncommon among mid-cap equipment rental companies that often prioritize fleet reinvestment. The dividend signals a degree of cash generation confidence, though investors should weigh it against the Weak Risk pillar rating, which flags broader financial concerns. Check Herc's investor relations page for the current dividend rate and payment schedule.
When does HRI report earnings?
Herc Holdings reports earnings on a quarterly cadence, consistent with US-listed equities.
Herc's Growth pillar rating suggests the company has delivered above-average top-line expansion in recent periods, driven by demand across construction and industrial end markets. However, the Weak Quality pillar indicates that profitability and returns on capital have not kept pace with revenue gains.
For the most recent quarter's results and guidance, visit Herc Holdings' investor relations page directly.
HRI Price History
+1.6% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in Herc Holdings Inc.?
Based on Herc Holdings Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
HRI Long-term Outlook
Herc's Good Growth rating points to continued expansion potential, supported by ongoing non-residential construction activity and industrial maintenance demand. However, the Weak Risk pillar introduces meaningful uncertainty — cyclical end markets can turn quickly, and leverage common in equipment rental amplifies downside during slowdowns. The Attractive Valuation label may reflect the market pricing in these risks rather than signaling an obvious opportunity.
Growth drivers
- Expansion of specialty ProSolutions services into higher-margin verticals
- Continued non-residential construction and infrastructure spending
- Used equipment sales providing a secondary revenue stream
Key risks
- High cyclicality in construction and industrial end markets
- Weak Moat rating signals limited pricing power versus larger peers
- Elevated financial risk typical of capital-intensive rental businesses
HRI vs Peers
Herc Holdings competes in a fragmented equipment rental and leasing market alongside several distinct players.
WillScot focuses on modular space and portable storage solutions, giving it a different end-market mix than Herc's heavy equipment rental business.
McGrath RentCorp specializes in modular buildings and electronic test equipment rentals, serving a narrower but more recurring customer base than Herc.
Pony AI operates in autonomous vehicle technology, representing a very different risk and growth profile compared to Herc's traditional equipment rental model.
Frequently Asked Questions
What does Herc Holdings do?
Herc Holdings rents a wide range of equipment — including aerial lifts, earthmoving machines, trucks, trailers, and specialty tools — to construction, industrial, infrastructure, and commercial customers. It also sells used equipment and contractor supplies, and provides services like maintenance, safety training, and on-site support.
Does HRI pay dividends?
Yes, Herc Holdings pays a regular dividend. This is notable for a mid-cap equipment rental company, where capital is often recycled into fleet expansion. Investors should review the current dividend rate and payment schedule on Herc's investor relations page.
When does HRI report earnings?
Herc Holdings follows a standard quarterly earnings cadence for US-listed companies. For the exact dates of upcoming earnings releases, check the investor relations section of Herc's official website.
Is HRI a good stock to buy?
UQS Score rates HRI as Below Average, driven by Weak ratings across Quality, Moat, and Risk pillars. The Growth pillar and Attractive Valuation offer some counterbalance, but the overall profile suggests meaningful risks. Pro members can view the full pillar breakdown to form their own view.
Is HRI overvalued?
HRI's Valuation pillar is rated Attractive, suggesting the stock may be priced at a discount relative to its fundamentals or sector peers. However, an attractive price alone does not offset the Weak Quality and Risk ratings — context matters when assessing value.
How does HRI compare to its competitors?
Herc competes in a fragmented rental market. Compared to WillScot Holdings and McGrath RentCorp, Herc offers a broader heavy equipment fleet and specialty services. Its Below Average UQS Score can be benchmarked against peers using the full comparison available to Pro members.
What is HRI's market cap bracket?
Herc Holdings is classified as a mid-cap company. This places it between the largest publicly traded equipment rental giants and smaller regional operators, giving it scale advantages while still carrying more volatility than mega- or large-cap peers.
Who founded Herc Holdings?
Herc Holdings was established in 2006 as a spin-off from Hertz Global Holdings, separating the equipment rental business from the vehicle rental operations. Its founding context is widely documented in public filings and financial history resources.
Is HRI a long-term quality investment?
As a long-term quality indicator, HRI's Below Average UQS Score — with Weak ratings on Quality, Moat, and Risk — raises questions about earnings durability and competitive positioning over time. The Good Growth pillar offers some optimism, but long-term investors should review the full analysis before committing.
What is the main competitive advantage of Herc Holdings?
Herc's ProSolutions platform — covering power generation, climate control, pumping, and remediation — differentiates it from pure-play equipment renters by offering industry-specific solutions. However, the Weak Moat rating suggests this advantage has not yet translated into durable pricing power versus larger competitors.
What sector does HRI belong to?
Herc Holdings operates in the Industrials sector, specifically within equipment rental and leasing. This sector is sensitive to construction activity, industrial output, and broader economic cycles, all of which influence Herc's revenue and profitability.
Is HRI a growth stock or value stock?
HRI shows characteristics of both — the Growth pillar is rated Good, reflecting above-average expansion, while the Valuation pillar is rated Attractive, suggesting the stock is not priced at a premium. Whether that combination is compelling depends on how investors weigh the Weak Risk and Quality ratings.
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Pro Analysis
HRI — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 22, 2026 | 41.8 | 24.9 | 27.0 | 76.4 | 9.8 | 80.7 | -3.5 |
| May 10, 2026 | 45.3 | 20.4 | 27.0 | 76.3 | 37.9 | 83.6 | -0.1 |
| May 8, 2026 | 45.4 | 20.4 | 27.0 | 76.3 | 37.9 | 84.1 | +4.7 |
| May 7, 2026 | 40.7 | 21.2 | 27.0 | 76.3 | 8.6 | 80.3 | 0.0 |
| May 3, 2026 | 40.7 | 21.2 | 27.0 | 76.3 | 8.6 | 80.8 | -0.4 |
| May 1, 2026 | 41.1 | 21.2 | 27.0 | 76.3 | 8.6 | 83.3 | 0.0 |
| Apr 26, 2026 | 41.1 | 21.2 | 27.0 | 74.5 | 8.6 | 85.6 | -0.5 |
| Apr 23, 2026 | 41.6 | 21.2 | 27.0 | 74.5 | 8.6 | 89.3 | -0.1 |
| Apr 20, 2026 | 41.7 | 21.2 | 27.0 | 74.5 | 8.6 | 89.5 | -0.1 |
| Apr 19, 2026 | 41.8 | 21.2 | 27.0 | 74.7 | 8.6 | 90.2 | -0.3 |
HRI — Pillar Breakdown
Quality
— 24.9/100 (25%)Herc Holdings Inc. currently shows below-average quality metrics, suggesting challenges with profitability.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Asset productivity — how much gross profit each dollar of assets generates.
Free cash flow relative to market value.
Growth
— 76.4/100 (20%)Herc Holdings Inc. is growing rapidly with strong revenue and earnings expansion.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 9.8/100 (15%)Herc Holdings Inc. presents elevated risk with concerns around leverage or financial stability.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 81.0/100 (15%)Herc Holdings Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.
Inverse of forward P/E — higher yield means cheaper stock.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 27/100 (25%)Herc Holdings Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for HRI.
Score Composition
Financial Data
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How is the HRI UQS Score Calculated?
The UQS (Unified Quality Score) for Herc Holdings Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Herc Holdings Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Herc Holdings Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.