EpochX / Reviewed 24 September 2026 / V7

Hertz: the operating evidence and the equity

60 slides. Network and geography: 3, 9, 17, 19, 36. Palantir: 10–16, 22–23. Autonomous fleets: 30–38. Data: 39–43. Cash, financing and valuation: 44–60. Market snapshot: 23 September 2026 close.

What the disclosures establish

Approximately 11,000 locations includes company-operated and franchise sites. The Americas contributed 80.1% of Q2 revenue. One first Oro autonomous program is named, but the number and terms of individual service contracts are not disclosed. Four driver-led markets are not four AV deployments.

The local research lake, FMP and Unusual Whales records informed this update. Full proprietary sell-side reports were unavailable; dated ratings and targets are not presented as complete research reports. Financial scenarios are labeled illustrations. Each entry identifies the slides using that source.

Source library