What Herc makes for data centers
public · hercrentals.com
Herc is a publicly listed company. It appears on 2 parts of the AI data center — Rental fleets and Equipment and rental — in the roles of service and manufacturer. Those parts sit in Layer 7 — Electrical: power distribution (grid to rack) and Layer 9 — Building shell, site & construction. Its shares trade on US exchanges (NYSE/Nasdaq) as HRI.
Listing
US exchanges (NYSE/Nasdaq): HRI· 128 USD -4.07% · mkt cap 4.3B USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
2 parts across 2 layers
No disclosed data-center revenue share on file.
Parts, by layer
Layer 7 — Electrical: power distribution (grid to rack)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Rental fleets | service | inferred | Sunbelt Rentals Holdings, United Rentals, Aggreko |
Layer 9 — Building shell, site & construction
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Equipment and rental | manufacturer | disclosed | Caterpillar, Deere, Manitowoc, Oshkosh, Sunbelt Rentals Holdings, Terex |
Where Herc sits in the stack
Herc's placements in this catalog cover 2 parts, from layer 7 (electrical: power distribution (grid to rack)) to layer 9 (building shell, site & construction). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Rental fleets — Temporary generator capacity rented to bridge gaps during construction, maintenance, or unexpected demand rather than owned outright.
- Equipment and rental — Heavy construction equipment — cranes, earthmovers, and rental fleets — used by contractors during the build.
Closest peers in this catalog
Questions about Herc
- What does Herc make for AI data centers?
- This catalog places Herc on 2 parts: Rental fleets (service) and Equipment and rental (manufacturer).
- Is Herc publicly traded?
- Yes — Herc is listed on US exchanges (NYSE/Nasdaq) under HRI. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Who else makes rental fleets for AI data centers?
- Sunbelt Rentals Holdings, United Rentals and Aggreko are also placed on Rental fleets in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Herc the mix is 1 disclosed and 1 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.