What is the 13F Pro Quality Score for HRI?

13F Pro ranks HERC HOLDINGS INC (HRI) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View HRI's current score at https://13fpro.ai/company/HRI (free sign-up required for the full ranking).

Which hedge funds own the most HRI stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of HRI include FMR, BlackRock,, NORGES BANK. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/HRI as soon as new 13F filings post.

Where does 13F Pro source HRI data?

All HERC HOLDINGS INC fundamentals and ownership data come directly from SEC EDGAR. HERC HOLDINGS INC files with the SEC under CIK 1364479. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is HRI in?

HERC HOLDINGS INC (HRI) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives HRI's revenue?

Per HERC HOLDINGS INC's latest 10-Q filed with the SEC on 2026-07-28, the biggest revenue drivers are: Equipment rental ($1,072M, +23% YoY); Sales of rental equipment ($110M, +4% YoY); Sales of new equipment, parts and supplies ($12M, -29% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/HRI.

What are HRI's largest expenses?

HERC HOLDINGS INC's latest 10-Q reports these as the largest expense items: Direct operating ($491M, +30% YoY); Depreciation of rental equipment ($242M, +24% YoY); Selling, general and administrative ($155M, +22% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is HRI research updated on 13F Pro?

HRI's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

HERC HOLDINGS INC(HRI)Stock Analysis

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13F Pro Quality Score

65.3/100

Rank #488 of 2,961 stocksTOP 25%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

80.2/100

Profitability

38.3/100

Balance Sheet

36.1/100

Earnings Quality

95.5/100

Free Cash Flow

76.3/100

Institutional Flow

78.6/100

Revenue Scale

77.4/100

Dilution Risk

64.3/100

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Why HRI Scores 65/100

exact factor attribution · 2026-09-11

HRI's composite is driven by revenue growth and earnings quality, held back by earnings growth and profitability. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+6.0 pts

80th pct

Earnings quality

+4.5 pts

96th pct

Scale

+4.1 pts

77th pct

Free cash flow

+3.9 pts

76th pct

Institutional flow

+1.4 pts

79th pct

Shareholder dilution

+0.7 pts

64th pct

Capital efficiency

-1.4 pts

36th pct

Profitability

-1.8 pts

38th pct

Earnings growth

-2.3 pts

4th pct

Latest change (2026-07-28): 57 → 57 · ↑ Profit margin 24→68; despite ↓ Revenue growth 94→70

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

HRI Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for HERC HOLDINGS INC (HRI), a Industrials sector company. 13F Pro's AI-powered ranking engine scores HRI at 65.3/100 on a 32-signal composite quality model, placing it at rank #488 of 2,961 stocks — the top 25% of the AI-ranked universe. HRI scores in the top quartile across earnings quality (95.5), revenue growth (80.2), institutional flow (78.6). Areas of concern include balance sheet strength (36.1) and profitability (38.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), HERC HOLDINGS INC reports quarterly revenue of $1.2B, net income of $19.0M, free cash flow of $273.0M. Top institutional holders of HRI by reported 13-F value include FMR, BlackRock, NORGES BANK, based on the most recent SEC filings. HRI trades on the NYSE exchange and files with the SEC under CIK 1364479. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HRI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for HERC HOLDINGS INC directly from SEC EDGAR. HERC HOLDINGS INC's 13F Pro composite quality score has ranged between 44 and 74 since 2024, currently 65.3 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.

✦

Fun facts about HERC HOLDINGS INC

Quirks, history, and lore behind HRI — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrials company · mid-cap · listed on the NYSE · headquartered in Florida.
2
The Numbers
Annual revenue roughly $2–3 billion, with a fleet of over 400,000 equipment units — one of the largest in North America.
3
The History
Its roots trace back to a car rental giant that decided heavy machinery was also worth renting out — the equipment arm was eventually spun off as its own public company in the 2010s.
4
The Secret
It doesn't build anything — it rents things: forklifts, aerial lifts, compressors, and industrial gear to construction and industrial customers across North America.
5
The Lore
The parent company it spun from is famous for airport rental car counters — but this offspring decided cranes and boom lifts were a better growth story than sedans.
6
The Giveaway
Born out of Hertz's equipment division, it kept the family name and trades under a ticker that rhymes with its heritage — it's basically Hertz for bulldozers.

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What's Driving HRI's Business? Latest 10-Q Breakdown

✓ 36/36 datapoints verified

AI-extracted from HERC HOLDINGS INC's 10-Q filed 2026-07-28 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 20% YoY to $1,204M on the H&E acquisition and mega-project rental growth, but direct operating costs and interest expense grew faster, though net income still swung to $19M from a $35M loss a year ago.

Biggest Revenue Drivers

Equipment rental$1,072M+23% YoY

Primarily reflects additional contribution from the H&E acquisition completed June 2, 2025 and growth in average OEC on rent, particularly on mega projects.

Sales of rental equipment$110M+4% YoY

Continued improvement of equipment mix and utilization; margin rose to 22% from 19% on favorable sales channel mix.

Biggest Revenue Drivers

Total revenue: $1,204M+20% YoY

Equipment rental$1,072M+23% YoY

Primarily reflects additional contribution from the H&E acquisition completed June 2, 2025 and growth in average OEC on rent, particularly on mega projects.

Sales of rental equipment$110M+4% YoY

Continued improvement of equipment mix and utilization; margin rose to 22% from 19% on favorable sales channel mix.

Sales of new equipment, parts and supplies$12M-29% YoY

Service and other revenue$10M+11% YoY

Largest Expense Items

Direct operating$491M+30% YoY

Impact of H&E acquisition and related greenfields still maturing; delivery expense +$19M, fuel +$18M, maintenance +$13M, facilities +$12M.

Depreciation of rental equipment$242M+24% YoY

Increase in average fleet size primarily from the H&E acquisition.

Selling, general and administrative$155M+22% YoY

Held roughly flat as % of rental revenue (14.5% vs 14.6%) on operating leverage and acquisition cost synergies.

Interest expense, net$126M+47% YoY

New debt issued in June 2025 to fund the H&E acquisition.

Margins: Direct operating expenses rose to 45.8% of equipment rental revenue from 43.6% due to H&E integration and immature greenfield sites, while SG&A leverage held roughly flat and rental equipment sales margin improved to 22% from 19%.

Watch Items from the Filing

U.S. revenue was 94.6% of total revenue in Q2 2026 versus 93.5% a year earlier, increasing geographic concentration in a single market.
Interest expense, net rose 47% YoY to $126M and total nominal indebtedness stood at ~$8.0B following debt issued for the H&E acquisition.
Transaction expenses fell 96% YoY to $3M from $73M, suggesting H&E integration costs have largely wound down.
A $49M loss on assets held for sale recorded in Q2 2025 did not recur in Q2 2026, aiding the swing to net income.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.2B

Net Income

Q2 2026

$19.0M

Free Cash Flow

Q2 2026

$273.0M

ROIC

Q2 2026

1.0%

D/E Ratio

Q2 2026

4.19

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+22.6% YoY

$4.38BFY 2025

FY22 $2.74BFY23 $3.28BFY24 $3.57BFY25 $4.38B

Net Income

-99.5% YoY

$1.0MFY 2025

FY22 $330.0MFY23 $347.0MFY24 $211.0MFY25 $1.0M

EPS (Diluted)

-99.6% YoY

$0.03FY 2025

FY22 $10.92FY23 $12.09FY24 $7.40FY25 $0.03

Total Assets

+74.9% YoY

$13.78BFY 2025

FY22 $5.96BFY23 $7.06BFY24 $7.88BFY25 $13.78B

Total Debt

+96.9% YoY

$8.05BFY 2025

FY22 $2.93BFY23 $3.69BFY24 $4.09BFY25 $8.05B

Op. Cash Flow

-11.4% YoY

$1.08BFY 2025

FY22 $917.0MFY23 $1.09BFY24 $1.23BFY25 $1.08B

Free Cash Flow

-12.8% YoY

$928.0MFY 2025

FY22 $813.0MFY23 $930.0MFY24 $1.06BFY25 $928.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$4.38B +22.6%	$3.57B +8.7%	$3.28B +19.8%	$2.74B +32.2%	$2.07B +16.4%	$1.78B
Net Income	$1.0M -99.5%	$211.0M -39.2%	$347.0M +5.2%	$330.0M +47.3%	$224.0M +203.9%	$73.7M
EPS (Diluted)	$0.03 -99.6%	$7.40 -38.8%	$12.09 +10.7%	$10.92 +48.2%	$7.37 +193.6%	$2.51
Total Assets	$13.78B +74.9%	$7.88B +11.6%	$7.06B +18.5%	$5.96B +32.7%	$4.49B +25.1%	$3.59B
Total Debt	$8.05B +96.9%	$4.09B +10.8%	$3.69B +25.7%	$2.93B +51.0%	$1.94B +15.7%	$1.68B
Operating Cash Flow	$1.08B -11.4%	$1.23B +12.8%	$1.09B +18.4%	$917.0M +23.4%	$743.0M +21.6%	$610.9M
Free Cash Flow	$928.0M -12.8%	$1.06B +14.4%	$930.0M +14.4%	$813.0M +16.8%	$696.0M +22.2%	$569.5M

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Available Research

13F Pro tracks comprehensive data for HERC HOLDINGS INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of HRI

FMR LLC
$716.3M4,996,905 sh
BlackRock, Inc.
$410.6M2,864,677 sh
NORGES BANK
$303.5M2,117,340 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$231.4M1,614,469 sh
VANGUARD CAPITAL MANAGEMENT LLC
$211.2M1,473,665 sh
DIMENSIONAL FUND ADVISORS LP
$190.8M1,331,262 sh
FIRST TRUST ADVISORS LP
$187.9M1,311,071 sh
Coliseum Capital Management, LLC
$160.1M1,117,122 sh
GAMCO INVESTORS, INC. ET AL
$140.0M976,739 sh
GEODE CAPITAL MANAGEMENT, LLC
$116.5M812,727 sh

Fund	Value	Shares
FMR LLC	$716.3M	4,996,905
BlackRock, Inc.	$410.6M	2,864,677
NORGES BANK	$303.5M	2,117,340
VANGUARD PORTFOLIO MANAGEMENT LLC	$231.4M	1,614,469
VANGUARD CAPITAL MANAGEMENT LLC	$211.2M	1,473,665
DIMENSIONAL FUND ADVISORS LP	$190.8M	1,331,262
FIRST TRUST ADVISORS LP	$187.9M	1,311,071
Coliseum Capital Management, LLC	$160.1M	1,117,122
GAMCO INVESTORS, INC. ET AL	$140.0M	976,739
GEODE CAPITAL MANAGEMENT, LLC	$116.5M	812,727

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Is HRI a good stock to buy?

13F Pro's AI-powered analysis of HERC HOLDINGS INC (HRI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for HRI are available on the HRI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. HRI is classified as a mid company.

Which hedge funds own HRI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling HRI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of HERC HOLDINGS INC's investment landscape.