HEES

H&E Equipment Services Inc

HEES.US he-equipment.com + Research + Basket
CIK 0001339605
Employees 2,800
Phone 225 298 5200
Fiscal year end December
IPO Jan 31, 2006
Address 7500 Pecue Lane, Baton Rouge, LA, United States, 70809
Price N/A
USD · NASDAQ
52-week range
0.00
0.00
Market Cap
3.47B
P/E Ratio
38.01
Forward P/E
25.38
Book Value
16.65
Div. Yield
1.16%
% Institutions
78.80%
% Insiders
12.08%

1 Year

+102.1%

3 Year

+183.0%

10 Year

+531.4%
Description

H&E Equipment Services, Inc. operates as an integrated equipment services company in the United States and internationally. It operates in four segments: Equipment Rentals; Sales of Rental Equipment; Sales of New Equipment; and Parts, Service and Other Revenues. The Equipment Rentals segment provides construction and industrial equipment for rent on a daily, weekly, and monthly basis. Its Sales of Rental Equipment segment sells used equipment from its rental fleet. The Sales of New Equipment segment sells new construction equipment through a professional sales force. The Parts, Service and Other Revenues segment provides parts for its rental fleet; and maintenance and repair services to its rental fleet and customers' equipment at its facilities, as well as at customers' locations. This segment also sells parts for the equipment; and maintains a parts inventory. The company's rental fleet consists of aerial work platforms, earthmoving, material handling equipment, and other general and specialty lines. It serves industrial and commercial companies, construction contractors, manufacturers, public utilities, municipalities, maintenance contractors, and various other industrial account customers. H&E Equipment Services, Inc. was founded in 1961 and is headquartered in Baton Rouge, Louisiana. As of June 2, 2025, H&E Equipment Services, Inc. operates as a subsidiary of Herc Holdings Inc.

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People

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Directors & Officers

Name Title Year Born
Mr. John Martindale Engquist Executive Chairman 1954
Mr. Bradley W. Barber CEO & Director 1973
Mr. John McDowell Engquist President & COO 1979
Ms. Leslie S. Magee CPA CFO & Secretary 1968
Mr. Jeffrey L. Chastain Vice President of Investor Relations NA

Insider Trading

Open insider trading
Date Insider Name Title Transaction Type Shares Price Value SEC
Mar 25, 2024 Bradley W Barber N/A Sale 1.09K $63.42 $69.25K SEC
Mar 22, 2024 Bradley W Barber N/A Sale 11.48K $63.42 $728.25K SEC
Mar 21, 2024 Lawrence C Karlson N/A Sale 8.23K $60.98 $501.56K SEC
Mar 20, 2024 Bradley W Barber N/A Sale 23.10K $60.53 $1.40M SEC
Mar 11, 2024 Gary W Bagley N/A Sale 5.00K $56.34 $281.70K SEC
Mar 08, 2024 Bradley W Barber N/A Sale 1.90K $60.41 $114.78K SEC
Mar 04, 2024 Bradley W Barber N/A Sale 9.62K $57.80 $555.75K SEC
Mar 01, 2024 Bradley W Barber N/A Sale 15.39K $57.54 $885.25K SEC
Mar 07, 2023 John Mcdowell Engquist N/A Sale 15.00K $55.73 $835.95K SEC
Mar 01, 2023 Gary W Bagley N/A Sale 10.00K $54.31 $543.10K SEC
Nov 09, 2022 Gary W Bagley N/A Sale 6.96K $40.11 $279.09K SEC
Aug 12, 2022 Gary W Bagley N/A Sale 10.00K $35.00 $350.00K SEC

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 3.24M Mar 31, 2025 8.82% $0.01 -12.08%
BlackRock Inc 2.57M Mar 31, 2025 7.02% $0.01 -9.70%
Pentwater Capital Management LP 1.65M Mar 31, 2025 4.50% $1.31 0.00%
American Century Companies Inc 1.16M Mar 31, 2025 3.15% $0.07 -45.86%
Goldman Sachs Group Inc 1.13M Mar 31, 2025 3.09% $0.02 129.67%
UBS Group AG 958.35K Mar 31, 2025 2.61% $0.02 139.42%
Dimensional Fund Advisors, Inc. 943.68K Mar 31, 2025 2.57% $0.02 -21.48%
State Street Corp 765.86K Mar 31, 2025 2.09% $0.00 -3.99%
Geode Capital Management, LLC 764.89K Mar 31, 2025 2.09% $0.01 2.15%
Balyasny Asset Management LLC 715.41K Mar 31, 2025 1.95% $0.11 2,267.65%
Macquarie Group Ltd 608.79K Mar 31, 2025 1.66% $0.08 -72.86%
Magnetar Financial LLC 512.73K Mar 31, 2025 1.40% $0.64 0.00%
Eckert Corp 504.60K Mar 31, 2025 1.38% $2.51 0.00%
Test Hedge Fund Mgmt 489.59K Mar 31, 2025 1.34% $2.90 0.00%
Charles Schwab Investment Management Inc 474.17K Mar 31, 2025 1.29% $0.01 -11.47%
AllianceBernstein L.P. 469.48K Mar 31, 2025 1.28% $0.02 1,196.94%
Man Group PLC 453.92K Mar 31, 2025 1.24% $0.11 0.00%
Water Island Capital LLC 431.65K Mar 31, 2025 1.18% $5.35 0.00%
Glazer Capital, LLC 430.18K Mar 31, 2025 1.17% $1.89 0.00%
Millennium Management LLC 402.98K Mar 31, 2025 1.10% $0.02 0.00%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 994.60K 2.71% ▲ 0.07% May 31, 2025
2 Vanguard Small Cap Index 785.16K 2.14% ▲ 0.50% May 31, 2025
3 Vanguard Institutional Extnd Mkt Idx Tr 490.98K 1.34% ▲ 0.65% May 31, 2025
4 Macquarie Small Cap Core I 354.36K 0.97% ▲ 0.00% May 31, 2025
5 Fidelity Small Cap Index 325.15K 0.89% ▲ 1.05% Apr 30, 2025
6 The Merger Fund A 304.90K 0.83% ▲ 0.00% Mar 31, 2025
7 Westchester Merger Arbitrage Composite 304.90K 0.83% ▲ 0.00% Mar 31, 2025
8 Man Event Driven Alternative IN USD 256.87K 0.70% ▲ 6.94% Mar 31, 2025
9 DFA US Small Cap I 193.81K 0.53% ▲ 0.00% May 31, 2025
10 State St Russell Sm/Mid Cp® Indx SL Cl I 183.13K 0.50% ▲ 0.00% May 31, 2025

Financial Highlights

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Market Cap: $3.47B
EBITDA: $242.52M
P/E Ratio: $38.01
PEG Ratio: $2.49
Book Value: $16.65
Dividend/Share: $1.10
Dividend Yield: 1.16%
Earnings/Share: $2.49
Profit Margin: 6.21%
Operating Margin: 3.76%
ROA (TTM): 4.16%
ROE (TTM): 15.74%
Revenue (TTM): $1.46B
Revenue/Share (TTM): $40.34
Earnings Growth (YOY): -38.80%
Revenue Growth (YOY): -14.00%

Valuation Metrics

Enterprise Value: $5.06B
Trailing P/E: 38.01
Forward P/E: 25.38

Shares Statistics

Shares Outstanding: 36.67M
Shares Float: 31.59M
% Insiders: 12.08%
% Institutions: 78.80%
Short % Float: 5.93%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
Line Item
Step Type
Value
Revenue
adjust
$1.52B
Cost of Goods Sold
adjust
$-841.38M
Gross Profit
subtotal
$675.20M
SG&A
adjust
$-455.55M
Operating Income
subtotal
$229.31M
Other / Non-Operating Items
adjust
$-106.33M
Net Income
subtotal
$122.98M

Earnings Per Share (EPS) History

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Financial Ratios

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