Nama Insights

Herc Holdings (HRI)

Industrials · Rental Leasing Services · NYSE

Herc Holdings (HRI) is a Industrials company in the Rental Leasing Services industry. It has a market capitalization of $5.08B, a trailing price-to-earnings ratio of 19.9 and a free-cash-flow yield of -3.5%. Over the most recent reported fiscal year, revenue grew 28.3% and free cash flow per share fell 1058.7%. Nama's AI scorecard rates it Hold, 4.5 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Hold · 4.5/10
The sections balance. As of Nov 7, 2026.
Momentum
Lagging · -8.5% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-38.5%
How far the last close sits under the highest price of the past five years.
Market cap$5.08B
Trailing P/E19.9
Price / book2.6
Price / sales1.0
FCF yield-3.5%
Dividend yield1.8%
Gross margin32.7%
Operating margin13.8%
Net margin2.5%
Revenue growth (YoY)+28.3%
Revenue growth (3-yr annual)+16.5%
EPS growth (YoY)-42.1%
FCF/share growth (YoY)-1058.7%
Beta2.0
ExchangeNYSE
SectorIndustrials
IndustryRental Leasing Services

HRI earnings

Next report: Feb 16, 2027 (Q4 2026, EPS estimate $2.96). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 27, 2026 $3.91 $2.92 +33.9% $1.36B
Q2 2026 Jul 28, 2026 $1.43 $0.73 +95.9% $1.20B
Q1 2026 Apr 28, 2026 $0.21 -$0.21 +200.0% $1.14B
Q4 2025 Feb 17, 2026 $2.07 $1.87 +10.7% $1.21B

HRI analyst price target

Median target $200.00 from 12 analysts, ranging $145.00 – $248.00.

Rental Leasing Services peers

TickerCompanyMarket capP/E
URI United Rentals $65.36B 21.5
SUNB Sunbelt Rentals $31.57B 19.9
AER AerCap $25.76B 8.1
R Ryder System $10.18B 18.8
UHAL-B U-Haul $9.72B 122.2
GATX GATX $6.38B 17.3
CAR Avis Budget Group $4.20B —
EQPT EquipmentShare.com $3.72B —
Explore live HRI data on Nama Insights →

Recent Congressional trades

Herc Holdings trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Jefferson Shreve House Sell $15,001 - $50,000 May 8, 2025
Jefferson Shreve House Buy $15,001 - $50,000 May 8, 2025
Jefferson Shreve House Sell $15,001 - $50,000 Apr 11, 2025

HRI FAQ

Is HRI a buy?
Nama's AI scorecard currently rates Herc Holdings Hold (4.5 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is HRI's P/E ratio?
Herc Holdings trades at a trailing price-to-earnings ratio of 19.9.
When does HRI report earnings?
Herc Holdings's next scheduled report is on Feb 16, 2027. Analysts expect EPS of $2.96.
What is the HRI price target?
The median analyst price target from 12 analysts is $200.00, with a range of $145.00 – $248.00.
Is HRI Shariah compliant?
Nama's AAOIFI-style screen reads Herc Holdings as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does HRI pay a dividend?
Yes — Herc Holdings's dividend yield is 1.8%.