Herc Holdings Inc. · NYSE:HRI
Herc — BofA Securities Transportation, Airlines and Industrials Conference 2024
9 slides from Herc's conference presentation, May 14, 2024
Slide 1: BofA Securities Transportation, Airlines and Industrials Conference
BofA Securities Transportation, Airlines and Industrials Conference Larry Silber President & CEO Mark Humphrey SVP & CFO New York, May 14, 2024
Slide 2: 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 3: Safe Harbor Statements and Non-GAAP Financial Metrics
Safe Harbor Statements and Non-GAAP Financial Metrics Forward-Looking Statements This presentation includes forward-looking statements as that term is defined by the federal securities laws, including statements concerning our business plans and strategy, projected profitability, performance or cash
Slide 4: Herc Rentals: A Leading Full-Line Equipment Rental Supplier
Herc Rentals: A Leading Full-Line Equipment Rental Supplier 58 Years of Experience ~7,600 Team members ~412 42 States 5 Provinces Branches1 $83 billion Addressable Market2 (1) Physical location count as of March 31, 2024 (2) ARA estimate of the 2024 North American addressable 4 market as of February
Slide 5: 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 3 Elevate Technology Ongoing investment in
Slide 6: New Operating System Supports Growth through Continuous Improvement
New Operating System Supports Growth through Continuous Improvement Standardized business processes Easy … to do business with Expert … at what we do Continuous improvement Organizational learning Efficient … in serving our customers Launching an interconnected system, efficiently delivering superio
Slide 7: Continuing to Drive Growth as We Scale Our Business
Continuing to Drive Growth as We Scale Our Business Increasing scale drives: Revenue growth that outpaces the market Expanding through acquisitions and greenfields Expanding Through Acquisitions and Greenfields Outsized share of megaproject activity Increases density and share in urban markets • 412
Slide 8: 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 9: Investor Contact: Leslie Hunziker
Investor Contact: Leslie Hunziker Senior Vice President, Investor Relations, Sustainability and Communications leslie.hunziker@hercrentals.com 9
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