Equipment rental company Herc Holdings (NYSE:HRI) reported revenue ahead of Wall Street’s expectations in Q3 CY2025, with sales up 35.1% year on year to $1.30 billion. On the other hand, the company’s full-year revenue guidance of $3.8 billion at the midpoint came in 14.2% below analysts’ estimates. Its non-GAAP profit of $2.22 per share was 4.1% below analysts’ consensus estimates.
Shares of equipment rental company Herc Holdings (NYSE:HRI) jumped 5.8% in the morning session after it reported mixed third-quarter results, where a revenue beat appeared to overshadow an earnings miss and a disappointing full-year forecast.
Herc Holdings Q3 results show strong revenue growth but miss on EPS. The company's full-year guidance falls below analyst forecasts, raising investor concerns.
Equipment rental company Herc Holdings (NYSE:HRI) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 35.1% year on year to $1.30 billion. On the other hand, the company’s full-year revenue guidance of $3.8 billion at the midpoint came in 14.2% below analysts’ estimates. Its non-GAAP profit of $2.22 per share was 4.1% below analysts’ consensus estimates.
Shares of equipment rental company Herc Holdings (NYSE:HRI) jumped 3.1% in the afternoon session after JPMorgan raised its price target on the company's stock to $140 from $127. The investment firm's analyst, Tami Zakaria, made the adjustment while reaffirming a 'Neutral' rating on the shares. This revision signaled a more positive valuation for the equipment rental company. The change was part of a broader review of companies in the machinery and waste services sector ahead of their third-quarter reports. The new, higher price target from the influential bank appeared to boost investor confidence.
A number of stocks jumped in the afternoon session after a softened tone from President Donald Trump on U.S.-China relations boosted investor sentiment. The positive shift followed a weekend post on Truth Social where Trump stated, "Don't worry about China, it will all be fine!" and expressed a desire to help rather than hurt the country's economy. This statement provided significant relief to markets that had ended the prior week with steep losses. In response, the Nasdaq Composite jumped 2.2%, the S&P 500 gained 1.6%, and the Dow Jones Industrial Average closed 1.3% higher, as investors' fears of escalating trade tensions subsided.
While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
Shares of equipment rental company Herc Holdings (NYSE:HRI) fell 3.9% in the afternoon session after the broader market pulled back, with major U.S. stock indices all trading in the red. The move came as investors considered concerns about an ongoing government shutdown. On the day, the S&P 500 index saw its first drop in eight days, declining by 0.4%. The Nasdaq Composite fell 0.7%, and the Dow Jones Industrial Average also slipped 0.2%. This wider market weakness appeared to weigh on individual stocks, including those in the equipment rental sector.
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Shares of equipment rental company Herc Holdings (NYSE:HRI) jumped 4.6% in the afternoon session after Baird upgraded the stock to 'Outperform' from 'Neutral' and raised its price target. The research firm lifted its price view on Herc to $160 from $137. This decision was based on seeing signs that the equipment rental industry was stabilizing, a trend expected to last into 2026. The analyst, Mircea Dobre, also pointed out that Herc's efforts to manage costs and its fleet after the H&E acquisition were improving the company's prospects. These factors were expected to help the company gradually reduce its debt, which could increase the value of its stock for investors.
San Francisco, CA – September 27, 2025 – McGrath RentCorp (NASDAQ: MGRC), a diversified business-to-business rental company, has experienced a challenging week, with its stock price facing downward pressure and exhibiting increased volatility. As the company gears up for its crucial third-quarter earnings announcement in late October, investors are closely watching how
Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on.
But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.
Shares of equipment rental company Herc Holdings (NYSE:HRI) jumped 3.4% in the afternoon session after sentiment in the equipment rental sector improved as a major competitor, United Rentals (URI), received a significant price target increase from JP Morgan. The bank maintained its "Overweight" rating on United Rentals and raised its price target by 15% to $1,150. Such a move for a large player often signals strong confidence in the entire industry, which appeared to lift shares of peers like Herc.
Shares of equipment rental company Herc Holdings (NYSE:HRI) fell 4.9% in the morning session after an analyst downgrade of a key competitor, Ashtead Group (AHT), sent ripples of concern through the equipment rental sector.
Shares of equipment rental company Herc Holdings (NYSE:HRI) jumped 2.4% in the afternoon session after the stock extended its positive momentum as the company completed the integration of its $5.3 billion acquisition of H&E Equipment Solutions.
A number of stocks fell in the afternoon session after concerns about the health of the U.S. economy grew following a significant downward revision of job market data.
Great things are happening to the stocks in this article.
They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.
Shares of equipment rental company Herc Holdings (NYSE:HRI) jumped 2.5% in the morning session after the company announced it had entered into a sixth amendment to its receivables financing agreement.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how specialty equipment distributors stocks fared in Q2, starting with Herc (NYSE:HRI).
