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Herc Holdings Inc. (HRI) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
Herc Holdings reported Q4 2025 earnings with EPS of $2.07, beating estimates by $0.20, while revenue reached $1.21 billion, a 27.13% year-over-year increase but missed expectations by $43.64 million. CEO Lawrence Silber highlighted strong operational performance despite supply chain challenges, attributing growth to increased demand in construction and industrial sectors. CFO W. Humphrey emphasized cost discipline and fleet optimization as key drivers for margin expansion, projecting continued profitability in 2026 amid economic uncertainty. Analysts questioned the revenue miss, with leadership citing delayed equipment deliveries and higher-than-expected maintenance costs as primary factors. The company reaffirmed its 2026 guidance, focusing on fleet modernization and digital transformation to sustain long-term growth.
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SA Transcripts158.45K FollowersFollow5ShareSaveCommentsQ4: 2026-02-17 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $2.07 beats by $0.20 | Revenue of $1.21B (27.13% Y/Y) misses by $43.64M Herc Holdings Inc. (HRI) Q4 2025 Earnings Call February 17, 2026 8:30 AM EST Company Participants Leslie Hunziker - Senior Vice President of Investor Relations, Communications & SustainabilityLawrence Silber - CEO & DirectorW. Humphrey - Senior VP & CFOAaron Birnbaum - President Conference Call Participants Mircea Dobre - Robert W. Baird & Co. Incorporated, Research DivisionKenneth Newman - KeyBanc Capital Markets Inc., Research DivisionKyle Menges - Citigroup Inc., Research DivisionNeil Tyler - Rothschild & Co Redburn, Research DivisionTami Zakaria - JPMorgan Chase & Co, Research DivisionRobert Wertheimer - Melius Research LLCSherif El-Sabbahy - BofA Securities, Research Division Presentation Operator Thank you for standing by. My name is JL, and I will be your conference operator today. At this time, I would like to welcome everyone to the Herc Holdings, Inc. Fourth Quarter and Full Year 2025 Earnings Call and webcast. [Operator Instructions] I would now like to turn the conference over to Leslie Hunziker, Head of Investor Relations. You may begin. Leslie HunzikerSenior Vice President of Investor Relations, Communications & Sustainability Thank you, operator, and good morning, everyone. Today, we're reviewing our fourth quarter and full year 2025 results with comments on operations and our financials including our view of the industry and our strategic outlook. The prepared remarks will be followed by an open Q&A. Let me remind you that today's call will include forward-looking statements. These statements are based on the environment as we see it today and are subject to risks and uncertainties that could cause actual results to differ materially from our expectations and projections. These risks and uncertainties include, but are not limited to the factors identified in the press release and our annual report on Form 10-K as well as other filings with the SEC. Today, we are reporting financial results on

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