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Upturn AI SWOT - About
H&E Equipment Services Inc (HEES)
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Upturn Advisory Summary
05/30/2025: HEES (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $85
1 Year Target Price $85
| 0 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 6.37% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 05/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.47B USD | Price to earnings Ratio 38.01 | 1Y Target Price 85 |
Price to earnings Ratio 38.01 | 1Y Target Price 85 | ||
Volume (30-day avg) - | Beta 1.83 | 52 Weeks Range 40.61 - 101.28 | Updated Date 06/30/2025 |
52 Weeks Range 40.61 - 101.28 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 1.16% | Basic EPS (TTM) 2.49 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.21% | Operating Margin (TTM) 3.76% |
Management Effectiveness
Return on Assets (TTM) 4.16% | Return on Equity (TTM) 15.74% |
Valuation
Trailing PE 38.01 | Forward PE 25.38 | Enterprise Value 5064707509 | Price to Sales(TTM) 2.37 |
Enterprise Value 5064707509 | Price to Sales(TTM) 2.37 | ||
Enterprise Value to Revenue 3.46 | Enterprise Value to EBITDA 8.04 | Shares Outstanding 36666600 | Shares Floating 31588331 |
Shares Outstanding 36666600 | Shares Floating 31588331 | ||
Percent Insiders 12.07 | Percent Institutions 78.8 |
Analyst Ratings
Rating 3 | Target Price 85 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
H&E Equipment Services Inc
Company Overview
History and Background
H&E Equipment Services Inc. was founded in 1961. It has grown through acquisitions and organic expansion to become one of the largest integrated equipment services companies in the United States.
Core Business Areas
- Equipment Rentals: Renting a variety of construction, industrial, and other equipment to customers across various industries. This segment generates the largest portion of revenue.
- New Equipment Sales: Selling new equipment from various manufacturers.
- Used Equipment Sales: Selling used equipment from the rental fleet and trade-ins.
- Parts Sales: Selling parts for various types of equipment.
- Service: Providing repair and maintenance services for equipment.
Leadership and Structure
H&E Equipment Services Inc. is led by its CEO, Brad Barber. The organizational structure includes regional and branch management teams overseeing operations across the United States.
Top Products and Market Share
Key Offerings
- Excavators: H&E rents and sells excavators from manufacturers like Komatsu and John Deere. Competitors include United Rentals, Sunbelt Rentals, and Herc Rentals. Market share data specific to excavators is difficult to ascertain. Total Revenue is difficult to determine.
- Aerial Lifts: H&E rents and sells aerial lifts, including scissor lifts and boom lifts. Competitors include United Rentals, Sunbelt Rentals, and Herc Rentals. Market share data specific to aerial lifts is difficult to ascertain. Total Revenue is difficult to determine.
- Cranes: H&E rents and sells a variety of cranes. Competitors include Maxim Crane Works. Market share data specific to crane rental is difficult to ascertain. Total Revenue is difficult to determine.
Market Dynamics
Industry Overview
The equipment services industry is cyclical, influenced by construction activity, infrastructure spending, and economic conditions. Demand is driven by the need for equipment in construction, industrial, and government projects.
Positioning
H&E Equipment Services Inc. is a major player in the equipment services industry, with a strong presence across the United States. Its competitive advantages include a large and diverse fleet, a national network of branches, and a focus on customer service.
Total Addressable Market (TAM)
The total addressable market for equipment rental and sales is estimated to be in the tens of billions of dollars annually in the US. H&E is well-positioned to capture a significant share through its national presence.
Upturn SWOT Analysis
Strengths
- Large and diverse equipment fleet
- National network of branches
- Integrated business model (rental, sales, parts, service)
- Strong relationships with equipment manufacturers
- Experienced management team
Weaknesses
- Cyclical exposure to construction and economic cycles
- Capital intensive business model
- Dependence on economic health
- High debt levels
Opportunities
- Increased infrastructure spending
- Growth in non-residential construction
- Expansion into new geographic markets
- Acquisitions of smaller competitors
- Technological advancements in equipment
Threats
- Economic downturns
- Increased competition
- Fluctuations in equipment prices
- Supply chain disruptions
- Rising interest rates
Competitors and Market Share
Key Competitors
- URI
- SUN
- HERC
Competitive Landscape
H&E Equipment Services Inc. competes with larger national players like United Rentals and Sunbelt Rentals. H&E differentiates itself through its integrated business model and customer service.
Major Acquisitions
One Source Equipment Rentals
- Year: 2023
- Acquisition Price (USD millions): 130
- Strategic Rationale: Expanded H&E's presence in the Southeast U.S. and added to its rental fleet.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by organic expansion and acquisitions. A detailed growth analysis needs historical financial statements.
Future Projections: Future growth is expected to be driven by infrastructure spending and expansion in non-residential construction. Analyst consensus estimates would provide more detail.
Recent Initiatives: Recent initiatives involve focusing on equipment rental and growing digital capabilities and technological improvements of the equipment.
Summary
H&E Equipment Services is a significant player in the equipment rental and sales market with a national footprint and integrated services. Its success is tied to construction activity and economic health, presenting both opportunities and risks. Strengths include its diverse fleet and customer focus. Maintaining a strong balance sheet and managing cyclical downturns are key considerations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Financial News Sources
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is estimated. Financial data is illustrative and may not be fully accurate without further investigation.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About H&E Equipment Services Inc
Exchange NASDAQ | Headquaters Baton Rouge, LA, United States | ||
IPO Launch date 2006-01-31 | CEO & Director Mr. Bradley W. Barber | ||
Sector Industrials | Industry Rental & Leasing Services | Full time employees 2800 | Website https://www.he-equipment.com |
Full time employees 2800 | Website https://www.he-equipment.com | ||
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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