NYSE$HTZ

Hertz Global Holdings Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Hertz reported Q4 2025 revenue of $2.0B and a net loss of $194M.

Q4 revenue was $2.0 billion with diluted EPS of $(0.72), an improvement versus prior periods under the Back-to-Basics plan. Adjusted Corporate EBITDA was $(205) million but improved ~$150M year over year. Utilization was 78%; management expects mid-single-digit revenue growth in Q1 2026.

  • FY25 profitability improved more than $2B YoY.
  • Q4 RPU and RPD trends improved sequentially.
  • Liquidity ~$1.5B plus potential enhancements.
  • Transitory Q4 headwinds included FAA disruptions and recalls.

Headline financials

Total Revenue

$2B

Previous: $2.04B-2.0%
EPS (adj)

-$0.72

Previous: -$1.18+39.0%
Vehicle utilization

78.0%

Previous: 79.0%-1.3%
Total RPD

$55.67

Previous: $56.27-1.1%
Total RPU per month

$1.33K

Previous: $1.36K-1.6%
Depreciation per unit

$330.00

Previous: $418.00-21.1%
Net Income

-$194M

Previous: -$479M+59.5%
Operating Income

-$223M

Previous: -$563M+60.4%

Revenue & EPS history

Hertz · Revenue · Quarterly

$2B

Q4 2025-2%vs Q4 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Q1 2026 mid-single-digit revenue growth expected; Back-to-Basics plan continues.

Tailwinds

  • RPU/RPD momentum into 2026.
  • Utilization and DOE per day improvements.
  • Off-airport and mobility platform expansion.

Headwinds

  • Fleet residual value seasonality.
  • Leverage and liquidity constraints.
  • Macro travel demand.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.7%

Avg return

Earnings day

+2.5%

Avg return

5 days after

-3.5%

Avg return

30 days after

53%

10 / 19 earnings

Positive

+36.2%

Q3 2025

Best reaction

-23.8%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.6%-4.1%-17.4%
Q4 2025+1.8%-1.8%+4.1%
Q3 2025+36.2%+33.2%+4.0%
Q1 2025-17.2%-4.0%-12.2%
Q4 2024-8.5%+5.4%-10.4%
Q3 2024+12.5%+20.2%+27.0%
Q2 2024-9.3%-11.0%-25.5%
Q1 2024-23.8%-21.6%-17.6%
Q4 2023+6.7%+2.8%-8.6%
Q3 2023-14.8%-16.7%-15.1%
Q2 2023-11.1%-8.2%-5.9%
Q1 2023+10.1%+7.0%+4.6%
Q4 2022+7.5%+3.6%+4.5%
Q3 2022-1.0%-5.3%-9.9%
Q2 2022+23.0%+18.2%+9.1%
Q1 2022-4.7%-11.0%-12.6%
Q4 2021+10.0%+13.1%+26.1%
Q3 2021+14.8%+29.8%-11.6%
Q2 2021+2.4%-2.7%+0.4%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012
Q4 2011
Q3 2011
Q2 2011
Q1 2011
Q4 2010
Q3 2010
Q2 2010
Q1 2010

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro