Herc Holdings Inc. · NYSE:HRI
Herc — Barclays 42nd Annual Industrial Select Conference 2025
10 slides from Herc's conference presentation, Feb 19, 2025
Slide 1: Barclays 42nd Annual Industrial Select Conference
Barclays 42nd Annual Industrial Select Conference Miami, February 19, 2025 Larry Silber Mark Humphrey President & CEO SVP & CFO Herc Holdings Inc. Herc Holdings Inc.
Slide 2: Forward-Looking Statements
Forward-Looking Statements Cautionary Note Regarding Forward Looking Statements This communication includes “forward-looking statements,” within the meaning of Section 21E of the Securities Exchange Form 10-K, Quarterly Reports on Form 10-Q and in the other filings with the SEC by each of the Compan
Slide 3: Our Key Strengths
Our Key Strengths A leading equipment A market consolidator A technology-enabled Multi-faceted Significant headroom rental solutions quickly building equipment-services diversification to invest in growth provider delivering density, scale, provider creating strategy offers above-market growth capab
Slide 4: Scaling Herc's Premier Platform and Accelerating Strategy
Scaling Herc’s Premier Platform and Accelerating Strategy for Industry Leading Growth and Superior Value Creation • Immediately accelerates Herc’s proven strategy: substantially expanded footprint, increased density in key regions with economies of scale, geographic Attractive Pro Forma Financial Pr
Slide 5: Herc is Making This Acquisition from Position of Strength
Herc is Making This Acquisition from Position of Strength Herc has Proven Experience Accelerates Existing Strategy for Industry Successfully Integrating Businesses Leading Growth and Superior Value Creation ~544% to Drive Value • Grow the Core • Allocate Capital Total Shareholder Invested $2+ billio
Slide 6: Substantially Expanded Footprint, Increased Density in Key Regions and Enhanced Geographic Diversification
Substantially Expanded Footprint, Increased Density in Key Regions and Enhanced Geographic Diversification ~160 locations 453 locations A leading presence in 11 of the top 20 rental regions Improved urban density in Top 10 Rental MSA 7 of the top 10 rental regions HQ: Bonita Springs, FL HQ: Baton Ro
Slide 7: Clear Line of Sight to $300 Million of Incremental EBITDA
Clear Line of Sight to $300 Million of Incremental EBITDA ~$175 million of Adj. EBITDA1 from revenue ~$125 million of estimated run-rate cost synergies fully realized by end of year 3 synergies largely achieved by the end of year 2 Value-Added Offerings Other Solution-based selling, technology and s
Slide 8: Significant Value Creation Opportunity Through Re-Rating and Synergies
Significant Value Creation Opportunity Through Re-Rating and Synergies Value Creation Opportunity Meaningful Opportunity to Enhance Shareholder Value ▪ A ~$125 million run-rate cost synergies largely achieved by end of year two A 100% of Run-Rate Cost Synergies + B Illustrative % of Identified Reven
Slide 9: Scaling Herc's Premier Platform and Accelerating Strategy for Industry Leading Growth and Superior Value Creation
Scaling Herc’s Premier Platform and Accelerating Strategy for Industry Leading Growth and Superior Value Creation Highly strategic acquisition that Joins respected companies High single digit accretive to expands footprint across the with a combined +120 years of Herc’s cash EPS in 2026, United Stat
Slide 10: Investor Contact: Leslie Hunziker
Investor Contact: Leslie Hunziker Senior Vice President, Investor Relations, Sustainability and Communications leslie.hunziker@hercrentals.com 10
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