Josh Baba's questions to Hertz Global Holdings Inc (HTZ) leadership • Q1 2025
Question
Josh Baba, on for Ryan Brinkman, asked for more detail on the new revenue management system's expected EBITDA impact and rollout timeline. He also inquired about the potential impact of tariffs on DOE, particularly for vehicle parts.
Answer
CCO Sandeep Dube characterized the new Amadeus partnership as a multiyear journey with significant potential but declined to quantify specific financial impacts or provide a detailed timeline. CEO Gil West and CFO Scott Haralson addressed DOE, stating that while tariffs could raise parts costs, this headwind is expected to be offset by the lower maintenance needs of a newer fleet and other cost initiatives.