The 5 Most Interesting Analyst Questions From Hertz’s Q1 Earnings Call
Hertz’s first quarter results fell short of Wall Street’s expectations, with revenue and adjusted earnings per share coming in below consensus. The market responded negatively, reflecting concerns about persistent demand pressures and execution risk around the company’s ongoing transformation. Management attributed the quarterly performance to a deliberate strategy of reducing fleet capacity and rotating into a younger, lower-cost fleet, as well as temporary disruptions from early vehicle deliveries to avoid tariffs. CEO Gil West described the timing of new vehicle intake as “suboptimal at the local market level, impacting utilization and pricing,” but maintained that these actions were necessary for long-term improvement.
Is now the time to buy HTZ? Find out in our full research report (it’s free).
Hertz (HTZ) Q1 CY2025 Highlights:
While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.
Our Top 5 Analyst Questions Hertz’s Q1 Earnings Call
Catalysts in Upcoming Quarters
Looking ahead, the StockStory team will be monitoring (1) whether Hertz can sustain cost reductions and improve utilization rates as the fleet mix evolves, (2) the effectiveness of new revenue management systems and technology partnerships in driving margin expansion, and (3) how the company navigates macroeconomic headwinds—particularly in corporate and government segments. The pace of recovery in used car residual values and progress on deleveraging will also be important signposts.
Hertz currently trades at $7.02, in line with $6.97 just before the earnings. Is the company at an inflection point that warrants a buy or sell? See for yourself in our full research report (it’s free) .
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