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Herc Holdings Reports First Quarter 2025 Results and Affirms 2025 Full Year Guidance

1. Herc Holdings reports growth in national accounts driven by construction funding. 2. Economic trends in 2025 reveal disparities impacting operational performance.

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Why Bullish?

The growth in national accounts indicates strong demand, similar to past recoveries post-recession where infrastructure spending boosted companies in related sectors, leading to price appreciation.

How important is it?

The reported growth due to significant funding indicates a solid outlook for HRI, likely swaying investor sentiments positively.

Why Short Term?

With immediate federal funding for construction projects advancing, HRI is likely to see swift market reactions in the near term, akin to previous infrastructure booms.

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BONITA SPRINGS, Fla.--(BUSINESS WIRE)--Herc Holdings Inc. (NYSE: HRI) ("Herc Holdings" or the "Company") today reported financial results for the quarter ended March 31, 2025. “As expected, the 2025 operating landscape continues to be a tale of two disparate economic trends,” said Larry Silber, president and chief executive officer. “Our national account business is growing, fueled by federal and private funding for large construction projects like data centers, manufacturing onshoring and LNG.

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