Hertz Global Holdings is expected to report Q3 2026 revenue of $2.62 billion and consensus EPS of $0.21, with the stock currently trading at $1.94 against an average analyst target of $2.13.
Investors are primarily focused on vehicle depreciation per unit (DPU), with management guiding for a range of $285 to $295 per month as the company works to stabilize fleet costs. This report follows a major strategic pivot back to internal combustion engines to mitigate residual value volatility previously caused by aggressive electric vehicle adoption.
Market participants are also monitoring progress on the "back-to-basics" transformation strategy and the performance of the Oro Mobility joint venture to see if profitability targets remain on track.