Hertz Global (HTZ) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Hertz Global Holdings, Inc. reported a revenue of $2.03 billion for the quarter ended December 2025, reflecting a year-over-year decline of 0.6% and an EPS of -$0.63, an improvement from -$1.18 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $2.01 billion by 1.07%, while the EPS fell short of the consensus estimate of -$0.53 by 18.11% [1] Financial Performance Metrics - Hertz Global's shares have returned -14.8% over the past month, contrasting with the Zacks S&P 500 composite's increase of 0.6% [3] - The company currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Key Operational Metrics - In the Americas RAC segment, transaction days totaled 28,857, slightly below the average estimate of 29,051.90 [4] - The total revenue per day (RPD) for the Americas RAC was $56.11, exceeding the estimated $55.84 [4] - Average vehicles in the Americas RAC were 415,264, surpassing the estimate of 410,152 [4] - For the International RAC segment, the total RPD was $53.89, lower than the estimated $56.02 [4] - Depreciation per unit per month in the International RAC was $263.00, above the estimate of $257.32 [4] - The International RAC segment reported a geographic revenue of $407 million, exceeding the average estimate of $382.05 million, representing a year-over-year increase of 9.7% [4] - The Americas RAC geographic revenue was $1.62 billion, matching the estimate but showing a year-over-year decline of 2.9% [4]