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Side-by-side financial comparison of AMDOCS LTD (DOX) and HERC HOLDINGS INC (HRI). Click either name above to swap in a different company.

AMDOCS LTD is the larger business by last-quarter revenue ($1.3B vs $1.1B, roughly 1.1× HERC HOLDINGS INC). AMDOCS LTD runs the higher net margin — 11.2% vs -2.1%, a 13.3% gap on every dollar of revenue. On growth, HERC HOLDINGS INC posted the faster year-over-year revenue change (32.3% vs 1.1%). Over the past eight quarters, HERC HOLDINGS INC's revenue compounded faster (1343.1% CAGR vs 4.5%).

Amdocs Limited is a multinational telecommunications technology company headquartered in Chesterfield, Missouri. The company specializes in software and services for communications, media and financial services providers and digital enterprises. Amdocs was founded in 1982 and is publicly traded on the Nasdaq stock exchange.

Herc Holdings Inc. is a leading North American equipment rental service provider. It offers rental assets including heavy construction machinery, power tools, temporary power and climate control systems, serving clients across construction, industrial, events, infrastructure and government segments, with operations across the U.S. and Canada.

DOX vs HRI — Head-to-Head

Bigger by revenue
DOX
DOX
1.1× larger
DOX
$1.3B
$1.1B
HRI
Growing faster (revenue YoY)
HRI
HRI
+31.1% gap
HRI
32.3%
1.1%
DOX
Higher net margin
DOX
DOX
13.3% more per $
DOX
11.2%
-2.1%
HRI
Faster 2-yr revenue CAGR
HRI
HRI
Annualised
HRI
1343.1%
4.5%
DOX

Income Statement — Q3 FY2024 vs Q1 FY2026

Metric
DOX
DOX
HRI
HRI
Revenue
$1.3B
$1.1B
Net Profit
$140.3M
$-24.0M
Gross Margin
Operating Margin
14.1%
Net Margin
11.2%
-2.1%
Revenue YoY
1.1%
32.3%
Net Profit YoY
-12.0%
-33.3%
EPS (diluted)
$1.21
$-0.72

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
DOX
DOX
HRI
HRI
Q1 26
$1.1B
Q4 25
$30.1M
Q3 25
$10.1M
Q2 25
$6.3M
Q1 25
$4.2M
Q4 24
$4.1M
Q2 24
$1.3B
Q1 24
$1.2B
Net Profit
DOX
DOX
HRI
HRI
Q1 26
$-24.0M
Q4 25
$-99.9M
Q3 25
$-7.5M
Q2 25
$-10.8M
Q1 25
$-14.1M
Q4 24
$-10.3M
Q2 24
$140.3M
Q1 24
$118.5M
Gross Margin
DOX
DOX
HRI
HRI
Q1 26
Q4 25
42.3%
Q3 25
25.8%
Q2 25
53.1%
Q1 25
35.0%
Q4 24
21.4%
Q2 24
Q1 24
Operating Margin
DOX
DOX
HRI
HRI
Q1 26
Q4 25
-77.4%
Q3 25
-153.5%
Q2 25
-147.4%
Q1 25
-242.7%
Q4 24
-206.3%
Q2 24
14.1%
Q1 24
12.5%
Net Margin
DOX
DOX
HRI
HRI
Q1 26
-2.1%
Q4 25
-331.7%
Q3 25
-74.1%
Q2 25
-171.4%
Q1 25
-332.8%
Q4 24
-250.3%
Q2 24
11.2%
Q1 24
9.5%
EPS (diluted)
DOX
DOX
HRI
HRI
Q1 26
$-0.72
Q4 25
$-0.36
Q3 25
$-0.03
Q2 25
$-0.08
Q1 25
$-0.15
Q4 24
$-0.15
Q2 24
$1.21
Q1 24
$1.01

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
DOX
DOX
HRI
HRI
Cash + ST InvestmentsLiquidity on hand
$43.0M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.9B
Total Assets
$13.6B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
DOX
DOX
HRI
HRI
Q1 26
$43.0M
Q4 25
$550.7M
Q3 25
$432.8M
Q2 25
$67.6M
Q1 25
Q4 24
$30.0M
Q2 24
Q1 24
Total Debt
DOX
DOX
HRI
HRI
Q1 26
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
$300.0K
Q2 24
Q1 24
Stockholders' Equity
DOX
DOX
HRI
HRI
Q1 26
$1.9B
Q4 25
$437.8M
Q3 25
$486.1M
Q2 25
$90.8M
Q1 25
$26.1M
Q4 24
$16.6M
Q2 24
Q1 24
Total Assets
DOX
DOX
HRI
HRI
Q1 26
$13.6B
Q4 25
$1.1B
Q3 25
$550.2M
Q2 25
$152.0M
Q1 25
$104.6M
Q4 24
$109.6M
Q2 24
Q1 24
Debt / Equity
DOX
DOX
HRI
HRI
Q1 26
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
0.02×
Q2 24
Q1 24

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
DOX
DOX
HRI
HRI
Operating Cash FlowLast quarter
$277.0M
Free Cash FlowOCF − Capex
$94.0M
FCF MarginFCF / Revenue
8.3%
Capex IntensityCapex / Revenue
13.6%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$60.1M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
DOX
DOX
HRI
HRI
Q1 26
$277.0M
Q4 25
$-12.7M
Q3 25
$-11.0M
Q2 25
$-8.4M
Q1 25
$-6.7M
Q4 24
$-8.1M
Q2 24
Q1 24
Free Cash Flow
DOX
DOX
HRI
HRI
Q1 26
$94.0M
Q4 25
$-14.3M
Q3 25
$-11.1M
Q2 25
$-8.5M
Q1 25
$-6.8M
Q4 24
$-8.1M
Q2 24
Q1 24
FCF Margin
DOX
DOX
HRI
HRI
Q1 26
8.3%
Q4 25
-47.6%
Q3 25
-110.2%
Q2 25
-135.5%
Q1 25
-160.8%
Q4 24
-197.1%
Q2 24
Q1 24
Capex Intensity
DOX
DOX
HRI
HRI
Q1 26
13.6%
Q4 25
5.3%
Q3 25
1.7%
Q2 25
1.5%
Q1 25
4.0%
Q4 24
0.7%
Q2 24
Q1 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

DOX
DOX

Segment breakdown not available.

HRI
HRI

Equipment rental$981.0M86%
Sales of rental equipment$138.0M12%
Sales of new equipment, parts and supplies$13.0M1%
Service and other revenue$7.0M1%

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