Herc Holdings Inc. filings document the operating results, governance, capital structure and material events of a North American equipment rental company listed on the New York Stock Exchange under HRI. Periodic 8-K reports furnish quarterly and annual results, earnings presentation materials, guidance-related disclosures, and pro forma financial information connected to acquired rental operations.
Regulatory filings also cover proxy governance matters, board and executive compensation disclosures, registered common stock, and debt financing activity. Recent capital-structure filings describe senior unsecured notes due 2031 and 2034, subsidiary guarantees including Herc Rentals Inc., and the redemption of prior senior notes, alongside risk and covenant-related disclosure typical of public debt issuance.
Herc Holdings Inc. has an institutional holder group led by Coliseum Capital Management, LLC and related entities reporting passive ownership of its Common Stock on an amended Schedule 13G. Coliseum Capital Management, Adam Gray, and Christopher Shackelton each report being the beneficial owner of 1,177,122 shares of common stock, representing 3.3% of the class, with only shared voting and dispositive power. Coliseum Capital, LLC reports beneficial ownership of 867,487 shares (2.6%), Coliseum Capital Partners, L.P. holds 757,946 shares (2.3%), and Coliseum Capital Co-Invest IV, L.P. holds 109,541 shares (0.3%). The ownership percentages are based on 33,431,444 shares of common stock outstanding as of July 24, 2026. The group states that it now beneficially owns 5 percent or less of Herc’s common stock.
Herc Holdings Inc. reported total revenues of $1,204 million for the quarter ended June 30, 2026, up from $1,002 million a year earlier, led by a $202 million, 23% increase in equipment rental revenue to $1,072 million, largely from the H&E acquisition and growth in average OEC on rent.
Quarterly net income was $19 million, versus a net loss of $35 million in 2025; for the first six months, revenues were $2,343 million and net loss narrowed to $5 million. Operating cash flow rose to $591 million in the first half, supporting $557 million of rental equipment expenditures. As of June 30, 2026, total assets were $13,717 million and Herc carried approximately $8.0 billion of nominal indebtedness, with $2,007 million of availability under its ABL Credit Facility and $43 million of cash. The company maintained its $0.70 per-share quarterly dividend and reports that H&E integration is complete while it manages higher fuel, maintenance and interest costs in a volatile macroeconomic environment.
Herc Holdings Inc. reported strong growth for the quarter ended June 30, 2026. Total revenues reached $1,204 million, up 20.2% year over year, driven by a 23.2% increase in equipment rental revenue to $1,072 million from a larger fleet after the H&E acquisition, higher mega project volume and revenue synergies. Dollar utilization improved to 39.3% from 38.3%. Adjusted EBITDA rose 18.8% to $487 million, with an adjusted EBITDA margin of 40.4%.
GAAP net income was $19 million, or $0.57 per diluted share, compared with a $35 million net loss, or $1.17 loss per diluted share, a year earlier, while adjusted net income declined to $48 million, or $1.43 per diluted share, from $59 million, or $1.97 per diluted share, as higher depreciation, amortization and interest from the H&E transaction and fuel and transportation inflation pressured margins. For the first half of 2026, total revenues were $2,343 million, adjusted EBITDA was $935 million, and free cash flow was $202 million, nearly double the prior year’s $103 million.
Net debt stood at $7.9 billion as of June 30, 2026, corresponding to a net leverage ratio of 3.95x and liquidity of about $2.1 billion. Reflecting confidence in sustained demand and integration benefits, the company raised its 2026 guidance, targeting equipment rental revenue of $4.375–$4.475 billion, adjusted EBITDA of $2.05–$2.125 billion, and significantly higher net rental equipment and gross capital expenditures, while continuing a $0.70 per-share quarterly dividend.
Invesco Ltd. filed Amendment No. 5 to a Schedule 13G/A reporting beneficial ownership of 27,375 shares of Herc Holdings Inc. The filing states Invesco Ltd. may be deemed to beneficially own 27,375 shares of Common Stock (CUSIP 42704L104), representing 0.1% of the class. The filing discloses 26,465 shares as sole voting power and notes these shares are held of record by clients of Invesco Ltd.; the schedule lists related subsidiaries Invesco Advisers, Inc. and Invesco Capital Management LLC. The signature block shows the filing was signed on 07/07/2026.
Herc Holdings Inc. reported the results of its 2026 Annual Meeting of Stockholders held on May 14, 2026. Stockholders elected eight director nominees, each to serve a one-year term ending at the 2027 annual meeting.
Stockholders also approved, on a non-binding advisory basis, the compensation of the company’s named executive officers. In addition, they ratified the selection of PricewaterhouseCoopers LLP as Herc Holdings’ independent registered public accounting firm for 2026, confirming support for the company’s leadership, pay practices, and auditor.
Shannon Patrick S reported acquisition or exercise transactions in this Form 4 filing.
Herc Holdings director Shannon Patrick S received a grant of 1,035 shares of phantom stock, each economically equivalent to one share of common stock. This award brings his total phantom stock holdings to 1,355 shares. The phantom stock will be distributed in common shares after he leaves the board, provided that occurs on or after the company’s 2027 annual meeting of stockholders or earlier following a change of control.
SACHDEV RAKESH reported acquisition or exercise transactions in this Form 4 filing.
Herc Holdings director Rakesh Sachdev received a grant of 1,035 phantom stock units. These units are the economic equivalent of 1,035 shares of Herc Holdings common stock and increase his phantom stock balance to 5,523 units held directly.
The value of this phantom stock will be settled in shares of common stock after he ceases to be a board member, provided that happens on or after the company’s 2027 annual meeting of stockholders, or earlier following a change of control. The reported balance also includes previously granted phantom stock with different distribution conditions. This is a routine, compensation-related award rather than an open-market share purchase or sale.
Olin John A reported acquisition or exercise transactions in this Form 4 filing.
Herc Holdings Inc. director John A. Olin reported a compensation-related award of 1,035 restricted stock units tied to the company’s common stock. Each unit represents one share that will be delivered on the vesting date.
The units vest on the date of the company’s 2027 annual meeting of stockholders, provided Olin remains on the Board of Directors through that date. After this grant, he holds 4,355 shares of common stock directly.
Kelly Michael A reported acquisition or exercise transactions in this Form 4 filing.
HERC HOLDINGS INC director Michael A. Kelly reported a routine equity compensation grant and updated his holdings. He received an award of 1,035 restricted stock units, each representing one share of common stock that will vest on the date of the company’s 2027 annual meeting of stockholders, subject to his continued service on the Board.
Following this grant, Kelly directly holds 2,836 shares of common stock and indirectly holds 13,774 shares through the Michael A. Kelly and Karen E. Kelly Living Trust.
HOLLEY JEAN K reported acquisition or exercise transactions in this Form 4 filing.
Herc Holdings Inc. director Jean K. Holley received a grant of 1,035 units of phantom stock, each economically equivalent to one share of common stock. This award increased her total phantom stock balance to 15,373 units held directly.
The phantom stock will be settled in shares of common stock after Holley ceases to serve on the board, provided this occurs on or after the company’s 2027 annual meeting of stockholders, or earlier following a change of control. The reported balance also includes previously granted phantom stock subject to different distribution conditions.