Core Viewpoint - The market anticipates a year-over-year decline in earnings for Herc Holdings (HRI) despite higher revenues, with a focus on how actual results compare to estimates [1][2]. Earnings Expectations - Herc Holdings is expected to report quarterly earnings of $2.38 per share, reflecting a year-over-year decrease of 45.3% [3]. - Revenues are projected to be $1.29 billion, which is an increase of 33.6% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 16.15% higher in the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Herc Holdings is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -15.97% [12]. Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Stocks with a positive Earnings ESP and a solid Zacks Rank have historically produced a positive surprise nearly 70% of the time [10]. Historical Performance - In the last reported quarter, Herc Holdings had an earnings surprise of +44.96%, reporting earnings of $1.87 per share against an expectation of $1.29 [13]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [14]. Industry Comparison - Ryder, another company in the Zacks Transportation - Equipment and Leasing industry, is expected to report earnings of $3.56 per share, indicating a year-over-year increase of 3.5% [18]. - Ryder's revenues are expected to be $3.22 billion, up 1.7% from the previous year, but its consensus EPS estimate has been revised 1.2% lower [19].

Company Overview - Herc Holdings (HRI) is expected to report a year-over-year decline in earnings of 50.4%, with an estimated earnings per share (EPS) of $1.29 for the quarter ended June 2025 [3][12] - Revenue is projected to be $987.76 million, reflecting a 16.5% increase from the same quarter last year [3] Earnings Estimates and Revisions - The consensus EPS estimate has been revised down by 56.34% over the last 30 days, indicating a significant reassessment by analysts [4] - The Most Accurate Estimate for Herc Holdings matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [12] Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from the consensus estimate, but is more predictive for positive readings [9][10] - Herc Holdings currently holds a Zacks Rank of 5 (Strong Sell), complicating predictions of an earnings beat [12] Historical Performance - In the last reported quarter, Herc Holdings was expected to post earnings of $2.51 per share but only achieved $1.30, resulting in a surprise of -48.21% [13] - The company has not beaten consensus EPS estimates in any of the last four quarters [14] Industry Context - In comparison, Ryder (R) is expected to post earnings of $3.11 per share for the same quarter, indicating a year-over-year increase of 3.7% [18] - Ryder's revenue is projected to be $3.17 billion, down 0.3% from the previous year, with an Earnings ESP of 0% and a Zacks Rank of 3 (Hold) [19][20]

Core Viewpoint - United Rentals reported quarterly earnings of $8.86 per share, exceeding the Zacks Consensus Estimate of $8.84 per share, but down from $9.15 per share a year ago, indicating a slight earnings surprise of 0.23% [1] Financial Performance - The company posted revenues of $3.72 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 4.38% and up from $3.49 billion year-over-year [2] - Over the last four quarters, United Rentals has exceeded consensus EPS estimates two times and revenue estimates two times [2] Stock Performance - United Rentals shares have declined approximately 18.4% since the beginning of the year, compared to a decline of 10.1% for the S&P 500 [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $10.81 on revenues of $3.89 billion, and for the current fiscal year, it is $44.09 on revenues of $15.78 billion [7] - The trend of estimate revisions for United Rentals is mixed, which may change following the recent earnings report [6] Industry Context - The Building Products - Miscellaneous industry, to which United Rentals belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Core Insights - Herc Holdings reported quarterly earnings of $1.30 per share, missing the Zacks Consensus Estimate of $2.51 per share, and down from $2.36 per share a year ago, representing an earnings surprise of -48.21% [1] - The company posted revenues of $844 million for the quarter, surpassing the Zacks Consensus Estimate by 0.31%, and up from $804 million year-over-year [2] - The stock has underperformed, losing about 41.1% since the beginning of the year compared to the S&P 500's decline of -12.3% [3] Earnings Performance - Over the last four quarters, Herc Holdings has not surpassed consensus EPS estimates [2] - The current consensus EPS estimate for the upcoming quarter is $2.92 on revenues of $873.26 million, and for the current fiscal year, it is $12.07 on revenues of $3.53 billion [7] Market Outlook - The estimate revisions trend for Herc Holdings is currently unfavorable, resulting in a Zacks Rank 5 (Strong Sell), indicating expected underperformance in the near future [6] - The Transportation - Equipment and Leasing industry is in the bottom 12% of Zacks industries, suggesting that the outlook for the industry can significantly impact stock performance [8]