Hertz Global (HTZ) Q2 2025 Earnings Call August 07, 2025 09:00 AM ET Speaker0Welcome to Hertz Global Holdings Second Quarter twenty twenty five Earnings Call. Currently, all lines are in a listen only mode. Following management's commentary, we will conduct a question and answer session. I would like to remind you that this morning's call is being recorded by the company. I would now like to turn the call over to our host, Johan Rawlisson, Vice President of Investor Relations.Please go ahead, sir.Speaker1Go ...

HERTZ GLOBAL HOLDINGS, INC. Q2 2025 EARNINGS PRESENTATION IMPORTANT DISCLOSURES FORWARD-LOOKING STATEMENTS Certain statements made within this presentation contain forward-looking statements. Forward-looking statements are not guarantees of future performance and by their nature are subject to inherent uncertainties. Actual results may differ materially. Any forward-looking information relayed in this presentation speaks only as of August 7, 2025, and Hertz Global Holdings, Inc. ("Hertz Global" or the "Comp ...

Exhibit 99.1 HERTZ LOGS BEST QUARTERLY RESULTS IN NEARLY TWO YEARS, DRIVEN BY HALF A BILLION DOLLAR PROFITABILITY IMPROVEMENT ------------------------------------------------------------------------------------------------------------------ "Our transformation is taking hold," said Gil West, CEO of Hertz. "Through smarter fleet management, improved utilization, enhanced customer experience, disciplined cost control, and the hard work of our people, it's clear our strategy is working. We're building a strong ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _______________________________________________________________________________ Table of Contents FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ | Commission File | Exact Name of Registrant as S ...

Hertz Stock Up 64%. Car Damage AI Could Add 16.4% To $HTZ Revenue https://t.co/7hKY57ZpPr https://t.co/7hKY57ZpPr ...

Summary of Hertz Global Holdings, Inc. (HTZ) Core Viewpoint - The market anticipates Hertz Global Holdings, Inc. to report a year-over-year increase in earnings despite lower revenues for the quarter ended June 2025, with actual results being crucial for stock price movement [1][2]. Financial Expectations - The upcoming earnings report is expected to show a quarterly loss of $0.44 per share, reflecting a year-over-year change of +69.4%. Revenues are projected to be $2.17 billion, down 7.6% from the previous year [3]. - The consensus EPS estimate has been revised 4.72% higher in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate for Hertz is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.96%. This indicates a bearish outlook from analysts [12]. - The stock currently holds a Zacks Rank of 4, making it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Hertz was expected to post a loss of $1.08 per share but actually reported a loss of -$1.12, resulting in a surprise of -3.70%. The company has not beaten consensus EPS estimates in the last four quarters [13][14]. Industry Comparison - In contrast, Expeditors International (EXPD), another player in the Zacks Transportation - Services industry, is expected to post earnings of $1.24 per share with revenues of $2.4 billion, reflecting a slight decline from the previous year. The company has a positive Earnings ESP of +0.11% and a Zacks Rank of 3, indicating a higher likelihood of beating the consensus EPS estimate [18][19][20].

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Financial Data and Key Metrics Changes - The preliminary vote report indicates that all director nominees have been elected for a three-year term, and the appointment of Ernst and Young LLP as the independent auditor for the fiscal year ending December 31, 2025, has been ratified [13] Business Line Data and Key Metrics Changes - No specific data or metrics related to individual business lines were discussed during the meeting [11] Market Data and Key Metrics Changes - No specific market data or metrics were provided in the meeting [11] Company Strategy and Development Direction and Industry Competition - The company continues to focus on maintaining strong governance through the election of directors and the appointment of independent auditors, which reflects its commitment to transparency and accountability [9][10] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during this meeting [11] Other Important Information - The meeting was conducted virtually, and a quorum was established with proxies representing more than 50% of the company's outstanding shares present [6] Summary of Q&A Session Question: Were there any questions relevant to matters to be voted on at today's meeting? - There were no questions relevant to the matters to be voted on at the meeting [11]

Group 1 - Bill Ackman has made significant investments in the automotive sector, particularly in Uber Technologies, acquiring over 30 million shares, making it the largest holding in the Pershing Square portfolio [2][4] - Ackman increased his stake in Hertz Global Holdings by 18%, with a purchase of 12.7 million shares that was initially undisclosed due to confidentiality [2][3] - Pershing Square exited its position in Nike, previously holding 18.8 million shares, marking a complete divestment [3][5] Group 2 - The latest 13F filing reveals that Ackman and Pershing Square currently hold 11 stocks, with Uber representing 19% of the portfolio, followed by Brookfield Corporation at 18% and Restaurant Brands International at 13% [4][6] - Other notable holdings include Howard Hughes Holdings at 12%, Chipotle at 9.1%, and Canadian Pacific at 8.7% [6] - The portfolio has seen significant changes, with Hilton Worldwide Holdings decreasing by 45% and Google Class C shares down by 16% [5][6]

Core Viewpoint - JPMorgan analyst Ryan Brinkman maintains an Underweight rating on Hertz Global Holdings, indicating concerns about the sustainability of the company's earnings despite recent partnerships and pricing strategies [1][3]. Financial Performance - Hertz reported first-quarter revenue of $1.81 billion, which fell short of the $2 billion analyst consensus, marking a 13% year-over-year decline [4]. - The company also experienced a first-quarter adjusted loss of $1.12 per share, compared to an expected loss of 97 cents per share [4]. Earnings Outlook - Brinkman suggests that while Hertz may appear undervalued based on normalized earnings, the company is not expected to reach those levels until after 2026 [3]. - The company is projected to generate negative free cash flow in 2024 and 2025, which will limit its ability to repurchase shares at current lower prices [3]. Operational Initiatives - Hertz is making progress on cost efficiency initiatives, including partnerships with technology firms aimed at enhancing customer experience and operational productivity [5]. - The company is implementing improvements to its revenue management system and deploying AI tools for vehicle inspection and pricing optimization [5]. - Management has reaffirmed expectations for the progression of EBITDA throughout the year [5]. Market Reaction - Hertz shares are trading lower by 2.88% to $5.60 at the time of publication [6].