Herc Holdings Inc. · NYSE:HRI
Herc — Baird 2025 Global Industrial Conference
10 slides from Herc's conference presentation, Nov 11, 2025
Slide 1: Baird 2025 Global Industrial Conference
Larry Silber, President & CEO Aaron Birnbaum, SVP & COO Mark Humphrey, SVP & CFO
Slide 2: Safe Harbor Statements
Safe Harbor Statements Forward-Looking Statements This presentation includes forward-looking statements within the meaning of Section 21E of the Securities Exchange Act, as amended, and the Private Securities Litigation Reform Act of 1995. Forward looking statements are generally identified by the w
Slide 3: Our Purpose, Mission, Vision and Values
Our Purpose, Mission, Our Vision and Values Vision We aspire to be the supplier, employer and investment of choice in our industry. Our Our Values Mission We do what’s right. To ensure that end We’re in this together. users of our equipment We take responsibility. and services achieve We achieve res
Slide 4: Herc Rentals: A Leading Full-Line Equipment Rental Supplier
Herc Rentals: A Leading Full-Line Equipment Rental Supplier 60 Years of Experience ~9,900 Team members 612 46 States 5 Provinces Branches1 $89 billion Addressable Market2 (1) Physical location count as of September 30, 2025 (2) ARA estimate of the 2026 North American addressable 4 market as of Septe
Slide 5: Our Key Strengths
Our Key Strengths A leading equipment Disciplined capital A technology-enabled Multi-faceted A market consolidator rental solutions management, equipment-services diversification quickly building provider delivering investing for provider creating strategy offers density, scale, above-market growth
Slide 6: Herc Acquires H&E Equipment Services June 2, 2025
Herc Acquires H&E Equipment Services June 2, 2025 Scaling Herc’s Premier Platform and Accelerating Our Strategy for Industry Leading Growth and Superior Value Creation 162 locations1 460 locations1 A leading presence in 11 of the top 20 rental regions Improved urban density in 7 of the top 10 rental
Slide 7: Successfully Executing Against Our Integration Roadmap
Successfully Executing Against Our Integration Roadmap Completed: • Regional Operating Structure Expansion Q2 • Key Leadership Appointments Q2 • Sales & Territory Optimization Q2/Q3 • Safety Training Q3 • Systems Integration Q3 Ongoing: • Branch Network Optimization • Fleet Rationalization • Cultura
Slide 8: 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 Solution-based selling, technology and sales s
Slide 9: How We Win
1 Grow the Core How We Win Increasing fleet and locations in urban markets drives revenue, scale and operating leverage 2 Expand Specialty Accelerating secular shift from ownership to rental and a service-driven model leads to higher utilization and returns, and macro resiliency 3 Elevate Technology
Slide 10: Investor Contact
Investor Contact: Leslie Hunziker Senior Vice President, Investor Relations, Sustainability and Communications leslie.hunziker@hercrentals.com 10
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