Herc leads specialty equipment distributors with 32% revenue jump in Q1

Earnings
โดย Yahoo Finance·Read original
Summary · why it matters

Herc Holdings reported first-quarter revenues of $1.14 billion, up 32.3% year on year and beating analyst estimates by 5.3%, making it the fastest-growing and biggest beat among the eight specialty equipment distributors tracked. The company completed the integration of its H&E acquisition, the largest in industry history, adding 25% more specialty locations and expanding its sales network. However, Herc issued full-year revenue guidance that missed expectations significantly, the weakest update in the group. Richardson Electronics posted the best overall quarter with a 4.4% revenue beat and strong EPS and EBITDA outperformance, while SiteOne Landscape Supply had the weakest results, missing revenue estimates by 4.2% and falling short on operating income and EPS. Custom Truck One Source delivered the highest full-year guidance raise among peers, and Hudson Technologies recorded the highest guidance raise but missed operating income and EPS estimates.

Impact on stocks 5

Industrials± Mixed · 3 stocks
Herc Holdings Inc
HRI
± MixedCapitalrelevance

Revenue beat and acquisition integration positive, but full-year guidance missed expectations significantly.

Energy Transition & Power Demand▲ · 1 stocks
Richardson Electronics Ltd
RELL
▲ PositiveCapitalrelevance

Posted the best overall quarter with a 4.4% revenue beat and strong EPS and EBITDA outperformance.

Climate Adaptation & Water▲ · 1 stocks
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