Monitor Q1 2026 revenue performance to validate the company's guidance of mid-single digit growth. The structural improvements in fleet management and cost controls appear to be driving profitability improvements despite revenue headwinds.
Price Chart
Executive Summary
Hertz reported Q4 2025 revenue of $2.0 billion and full-year 2025 revenue of $8.5 billion, representing a decline from prior year levels. Despite revenue declines, the company highlighted a $2 billion year-over-year improvement in profitability, driven by cost controls and fleet optimization. The company expects mid-single digit revenue growth in Q1 2026.
Key Financial Metrics
Key Facts
- Q4 2025 revenue was $2.0 billion, down 1% YoY
- Full-year 2025 revenue was $8.5 billion, down 6% YoY
- Net loss improved to $194 million in Q4 (from $479 million in Q4 2024)
- Adjusted Corporate EBITDA improved by $150 million YoY in Q4
- Company expects mid-single digit revenue growth in Q1 2026
- Depreciation per unit per month improved 44% YoY to $300 for full-year 2025
Financial Impact
Revenue declined 6% year-over-year to $8.5 billion, but profitability improved by $2 billion with EBITDA losses narrowing significantly
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Americas RAC | $1.6B | -3.0% |
| International RAC | $407.0M | +10.0% |
Risk Factors
- Revenue continues to decline year-over-year
- Company still reporting net losses despite improvements
- Future performance dependent on execution of transformation strategy
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001657853-26-000010 |
| Document: htz-20260226.htm | 0001657853-26-000010 |
| Document: 0001657853-26-000010-index-headers.html | 0001657853-26-000010 |
| Document: 0001657853-26-000010-index.html | 0001657853-26-000010 |
| Document: 0001657853-26-000010.txt | 0001657853-26-000010 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | SC 13D/A | $2.18 | awaiting T+60 | — | $1.99 (−8.72%) |
Oct 20, 2026 7d ago | 8-K | $1.92 | awaiting T+60 | — | $1.99 (+3.65%) |
Oct 13, 2026 14d ago | 3 | $1.85 | awaiting T+60 | — | $1.99 (+7.57%) |
Oct 5, 2026 22d ago | SC 13D/A | $2.06 | awaiting T+60 | — | $1.99 (−3.40%) |
Oct 1, 2026 26d ago | 8-K | $1.76 | awaiting T+60 | — | $1.99 (+13.07%) |
Aug 6, 2026 11w ago | 8-K | $2.02 | awaiting T+60 | — | $1.99 (−1.49%) |
Jul 23, 2026 13w ago | 8-K | $1.81 $1.84 | ▲ +1.66% | ▼ −2.07% | $1.99 (+9.94%) |
Jun 29, 2026 17w ago | 8-K | $2.27 $1.74 | ▲ +23.18% | ▲ +26.00% | $1.99 (+12.14%) |
Jun 26, 2026 17w ago | 424B5 | $2.30 $1.85 | ▲ +19.57% | ▲ +23.93% | $1.99 (+13.48%) |
Jun 25, 2026 17w ago | 8-K | $2.68 $1.82 | ▲ +32.09% | ▲ +35.94% | $1.99 (+25.75%) |
US Market Status
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