Herc Holdings (HRI) Q4 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Tue, February 17, 2026 astatine 9:11 AM CST 40 min read

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Tuesday, February 17, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Lawrence H. Silber

• President — Aaron D. Birnbaum

• Senior Vice President and Chief Financial Officer — W. Mark Humphrey

• Vice President, Investor Relations and Communications — Leslie Hunziker

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Today, we are reporting fiscal results connected a GAAP ground which includes the H&E results for June done December 2025. In addition, we volition beryllium discussing non-GAAP accusation that we judge is utile successful evaluating the company's operating performance. Reconciliations to these non-GAAP measures to the closest GAAP equivalent tin beryllium recovered successful the league telephone materials. Finally, delight people your calendars to articulation our archetypal 4th absorption meetings. And last, we volition beryllium attending the JPMorgan Industrials Conference successful Washington, D.C., connected March 17.

Then we volition beryllium backmost successful Miami connected March 3 for the JPMorgan Leverage Finance Conference, astatine the Barclays 43rd Annual Industrial Select Conference, and Citi's Global Industrial Tech and Mobility Conference successful Miami time and Thursday. This morning, I americium joined by Lawrence H. Silber, Chief Executive Officer, Aaron D. Birnbaum, President, and W. Mark Humphrey, Senior Vice President and Chief Financial Officer. I volition present crook the telephone implicit to Lawrence H. Silber.

Lawrence H. Silber: Thank you, Leslie, and bully morning, everyone.

Lawrence H. Silber: 2025 was a genuinely transformational twelvemonth for our company. In June, we completed the largest acquisition successful our industry's history, a milestone that expands our scale, strengthens our capabilities, and accelerates our semipermanent maturation strategy. From time one, our absorption has been connected thoughtful integration, moving with urgency wherever it matters portion remaining disciplined successful preserving the strengths of some organizations. I americium highly pleased with however good the corporate Team Herc has executed against our integration priorities successful the 8 months since closing. Employees crossed the institution stepped up with bonzer effort and commitment.

Successfully integrating a transaction of this size portion continuing to service customers astatine the highest levels requires focus, collaboration, and execution, and our teams person delivered. The integration enactment taken successful the 4th fourth further bolstered the captious enactment done successful the 3rd 4th wherever we expanded our tract operating operation to 10 U.S. regions, adding cardinal enactment roles to guarantee operating continuity and scalability, completed a broad income territory optimization workout to restructure coverage, and transitioned the acquired branches nether Herc’s exertion stack successful grounds time. As you tin spot connected descent five, during the 4th and archetypal 4th seasonal enarthrosis periods, we person continued our absorption connected 4 cardinal priorities to implicit the integration of the acquired assets.