$HRI

Herc (HRI) and 7 other specialty equipment distributors reported Q2 earnings. HRI revenue grew 20.2% YoY, beating estimates but missing guidance. Richardson Electronics (RELL) grew 27.6% YoY, beating estimates. SiteOne (SITE) missed estimates, down 4.7% YoY. Alta (ALTG) missed estimates, down 1.2% YoY. Custom Truck One Source (CTOS) grew 10.2% YoY, beating estimates. Group revenues beat by 5.1%, but shares declined 3.6% on average.

Olsson Erik purchased 3,085 shares of HERC HOLDINGS INC (HRI) at $163.00 ($0.50M total) on 2026-08-21.

HERC HOLDINGS INC (HRI) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 19, 2026 HERC HOLDINGS INC. (Exact name of registrant as

A Q2 earnings roundup covering eight specialty equipment distributors reports group revenues 5.1% above analysts’ consensus. Custom Truck One Source (CTOS) posted $563.4M revenue (+10.2% YoY) and beat expectations; Richardson Electronics (RELL) reported $66.2M (+27.6% YoY) and beat; SiteOne (SITE) revenue $1.53B (+4.7%) missed. Other covered firms include Herc (HRI) and Karat Packaging (KRT).

Morgan Stanley research cited by the article says the median S&P 500 EPS surprise was 6% in Q1 2026, above the long-run ~5.5% average. FactSet research cited says firms with positive EPS surprises tend to keep outperforming after results. The article lists 28 companies that beat Wall Street EPS expectations, including Ford (EPS $0.66 vs $0.31), Bloom Energy (EPS $0.78 vs $0.37; revenue >$1B, +164% YoY), and Incyte (EPS $3.09 vs $0.94).

Herc Holdings (HRI) reported Q2 CY2026 results. Revenue rose 20.2% year on year to $1.20 billion, topping Wall Street estimates. Non-GAAP EPS was $1.43, above analysts’ consensus. For full year, the company guided revenue to $4.43 billion (midpoint), 7.6% below estimates. Shares rose 1.9% to $162.75 after the release.

HERC HOLDINGS INC (HRI) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 herc2026q2-pressrelease.htm EX-99.1 Document Herc Holdings Reports Second Quarter 2026 Results and Increases 2026 Full Year Guidance Second Quarter 2026 Highlights – Equipment rental revenue of $1,072 million increased 23% – Total revenues of $1,204 million increased 20

Herc Holdings (HRI) is set to report Q2 earnings Tuesday before the bell. The article notes last quarter’s revenue of $1.14B, up 32.3% YoY, and a beat on EPS but weaker-than-expected full-year revenue guidance. For Q2, analysts expect 14.6% YoY revenue growth. It cites peer results and says HRI trades above its current price versus an average $174.83 target.

Herc Holdings (HRI) shares rose about 4% after peer EquipmentShare raised its 2026 rental outlook, with full-year rental revenue growth guidance to a 33% midpoint from 29%, and approved a share repurchase program up to $500 million. HRI later traded around $150.04. The article cites HRI’s prior net loss and leverage concerns.

Herc Holdings Inc. (HRI) recently announced a quarterly dividend of US$0.70 per share, coupled with strong Q1 2026 results that surpassed expectations. While this signals management's confidence and commitment to shareholder returns, the company is still integrating a major acquisition (H&E deal), raising questions about its capital priorities amid an elevated debt load. Investors should consider these factors alongside the attractive dividend and future growth projections.