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Sharif El-Sabbahy

Research Analyst at Bank of America Corporation

Sherif El-Sabbahy is a Research Analyst at Bank of America Securities (BofA Securities, Inc.), specializing in machinery and industrial equipment coverage across multiple sectors including Construction, Auto/Tires/Trucks, and Business Services. He covers approximately 17 stocks and has issued over 100 ratings with a 53% success rate and an average return of 13.60% per rating, ranking #1,855 out of 10,081 Wall Street analysts on TipRanks with a 3.79-star rating. His most profitable call was a buy rating on Blue Bird Corporation (BLBD) issued in August 2023, which generated a 120.50% return. El-Sabbahy joined BofA Securities in April 2019 and previously held positions as a Principal at Barclays Investments, Inc. and an Associate at Holdsworth & Co. LLC, while also working as an analyst at Melius Research LLC. He holds advanced degrees including an MS in Financial Engineering and an MS in Mathematics from the Claremont Colleges, along with a BA from the University of California at Berkeley.

Sharif El-Sabbahy's questions to HERC HOLDINGS (HRI) leadership

Question · Q4 2025

Sharif El-Sabbahy sought to reconcile the $230 million EBITDA expansion, with $190 million from synergies, against commentary on positive pricing, stable local markets, and mega project growth. He suggested that the Q1 H&E lapping might account for the remaining $40 million expansion.

Answer

Mark Humphrey (SVP and CFO) reiterated that pro forma Q1 2026 would be down year-over-year, noting the company was 'walking into the year down minus 6' after adjusting for the Q4 2024 hurricane. He expects performance to build out of this decline after the Q2 shoulder period, ramping into growth in the second half of the year, aligning with incremental synergy fleet and optimized branches.

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