Event-Driven Stocks

H&E Equipment Services, Inc.

HEES

Industrials · Services-Miscellaneous Equipment Rental & Leasing · SEC filings ↗ · Compare ⊕

View price & chart on Yahoo Finance ↗
Signs5 good1 warningdetails ↓

Financials

SEC XBRL · annual
 FY24FY23FY22FY21FY20FY19
Revenue$1.52B$1.47B$1.24B$1.06B$285.9M$313.6M
Operating income$229.3M$276.7M$228.2M$132.3M−$31.9M$35.7M
Net income$123.0M$169.3M$132.2M$102.5M−$37.0M$14.2M
Total assets$2.80B$2.64B$2.29B$2.08B$1.98B$1.97B
Total liabilities$2.17B$2.11B$1.89B$1.78B$1.74B$1.67B
Equity$622.5M$534.3M$401.0M$303.4M$238.2M$307.5M
EPS (diluted)$3.37$4.66$3.66$2.81$-1.03$0.40
Shares out.36.5M36.3M36.2M36.1M35.9M35.8M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2024
Operating margin
15.1%
Net margin
8.1%
Return on equity
19.8%
Return on assets
4.4%
Return on capital (ROCE)
Liabilities / assets
77.7%
Debt / equity
3.49×
Book value / share
$17.07
Revenue growth (YoY)
3.2%
Net income growth (YoY)
−27.4%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2024
Accruals / assets
13.3%clean
Piotroski F-Score
4/8mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
67
/ 100
Profitability 100Growth 50Catalyst 33Earnings quality 100Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

1 warning5 good
  • High leverage (liabilities > 70% of assets)
  • Operating margin is positive
  • Strong return on equity (>15%)
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 30, 2025852,3341.7-49.2%
May 15, 20251.7M2.0-8.3%
Apr 30, 20251.8M3.0+74.8%
Apr 15, 20251.0M1.0-45.5%
Mar 31, 20251.9M4.2-13.5%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗
  • 15-12GJun 12, 2025
  • S-8 POSJun 3, 2025
  • S-8 POSJun 3, 2025
  • 8-KJun 2, 2025
  • 4Jun 2, 2025
  • 4Jun 2, 2025
  • 4Jun 2, 2025
  • 4Jun 2, 2025
  • 4Jun 2, 2025
  • 4Jun 2, 2025
  • 4Jun 2, 2025
  • 4Jun 2, 2025
  • 4Jun 2, 2025
  • 4Jun 2, 2025
  • 4Jun 2, 2025

Event-driven situations (1)