Looking back on specialty equipment distributors stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including H&E Equipment Services (NASDAQ:HEES) and its peers.
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the market seems to be baking in a prolonged downturn
as the industry has shed 5.9% over the past six months. This drop was disheartening since the S&P 500 held its ground.
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Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions.
While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.
Machinery provider H&E (NASDAQ:HEES) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 14% year on year to $319.5 million. Its non-GAAP profit of $0.03 per share was 95.5% below analysts’ consensus estimates.
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the specialty equipment distributors industry, including Custom Truck One Source (NYSE:CTOS) and its peers.
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the specialty equipment distributors industry, including H&E Equipment Services (NASDAQ:HEES) and its peers.
What a fantastic six months it’s been for H&E Equipment Services. Shares of the company have skyrocketed 80.3%, hitting $92.63. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.
Shares of machinery provider H&E (NASDAQ:HEES) jumped 18.8% in the pre-market session after Herc Holdings made an offer to buy the company for $104.89 per share in cash and stock, a 14% premium over the pending $92 per share sale to United Rentals. According to the terms of the deal, HRI's offer will generate $300 million of EBITDA by the end of the third year after closing.
Under the terms of the Herc proposal, H&E shareholders would receive $78.75 in cash and 0.1287 shares of Herc common stock for each share they own, with a total value of $104.89 per share.
Herc Holdings has made a superior acquisition offer to H&E Equipment Services for $104.89 per share, which is based on Herc's 10-day VWAP and expected to close mid-2025. The offer includes $78.75 in cash and 0.1287 shares of Herc stock per H&E share, with expected synergies and revenue growth. This offer is better than the previous offer by United Rentals, which has been waived.
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Still, their generally high capital requirements expose them to the ups and downs of economic cycles,
and the industry’s six-month return of 5.7% has fallen short of the S&P 500’s 9% rise.
In this video lesson, I review the resilient overall market, stocks on my radar for the short and long-term portfolio, and a new EOD swing trade, for Tuesday's session. Happy trading. Aloha.
Three major acquisitions—two of which have been announced and another in development—could provide investors in 2025 an opportunity to reevaluate portfolios.
What a fantastic six months it’s been for H&E Equipment Services. Shares of the company have skyrocketed 68.9%, hitting $89.72. This performance may have investors wondering how to approach the situation.
Explore this week's top-performing mid-cap stocks, including H&E Equipment Services' impressive 100.59% surge following an acquisition announcement by United Rentals. Discover why stocks like SEMrush and Blueprint Medicines also experienced significant gains, impacting investment portfolios positively.
These 11 large-cap stocks saw significant growth last week, with notable news from companies such as Johnson & Johnson, MicroStrategy, and United Rentals.
