Kyle Menghas

Kyle Menghas sought more details on the $100 million to $120 million revenue synergy target for 2026, including its components and the visibility to achieve it. He also asked about the competitiveness in winning mega projects and potential upside to the 10-15% market share target after H&E integration.

Answer

Aaron Birnbaum (President) explained that revenue synergies are driven by expanding fleet breadth (6,000+ new cat classes), opening 50 new specialty locations (25% network growth), and integrating Herc's pricing tool. For mega projects, he noted stable competitiveness, emphasizing execution, safety, technology, and specialty solutions, with the H&E scale enhancing their competitive position.