United Rentals to Report Q3 Earnings: Here's What to Expect
URI heads into Q3 earnings with rising estimates as construction, infrastructure and data-center demand support rental growth and profitability.
URI heads into Q3 earnings with rising estimates as construction, infrastructure and data-center demand support rental growth and profitability.
Beyond analysts' top-and-bottom-line estimates for United Rentals (URI), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2026.
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Microsoft grew operating income by about 18%, and we estimate its average gross asset base grew in the low 20s, leading to continued healthy returns on invested capital of almost 30%. Revenues grew 28%, and Meta launched a slew of AI products and updates that the market viewed positively. Apple grew revenue by 16% and posted even stronger gross margin dollar growth as Apple navigated input pricing pressures well.
United Rentals (URI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
United Rentals (URI) delivered strong Q2 results, with revenue of $4.41B, adjusted EPS of $12.76, and raised full-year guidance. Specialty rental revenue grew 25%, and management demonstrated improved cost control, notably in delivery expenses and labor productivity. Despite operational improvements, URI trades at a 21.3x forward P/E, well above its five-year average, making current valuation less attractive.
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STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) will hold its third quarter 2026 conference call with Matt Flannery, chief executive officer, and Ted Grace, chief financial officer, on Thursday, October 22, 2026 at 8:30 a.m. Eastern Time. The conference call is available live by audio webcast at unitedrentals.com, where it will be archived until the next earnings call. The call is also accessible by dialing 800-791-4799 (international: 785-424-1631). The replay number for the.
On October 07, 2026, United Rentals Inc (URI) shares fell 4.0% to a current price of $1037.44. This decline comes amid a 52-week range of $701.59 to $1179.18, r
United Rentals (URI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Rob Spivey, director of research at Altimetry, calls this group of stocks the blue-collar millionaire plays. As hyperscaler spending climbs, the companies that employ skilled trades, and supply the equipment those workers use, could capture more of the AI payoff than the market is currently pricing in.
Central Pacific Bank Trust Division grew its holdings in United Rentals, Inc. (NYSE: URI) by 117.5% during the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 1,242 shares of the construction company's stock after purchasing an additional 671 shares during the period. Central Pacific
Eastern Bank raised its holdings in United Rentals, Inc. (NYSE: URI) by 20.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 20,593 shares of the construction company's stock after purchasing an additional 3,427 shares during the quarter. Eastern Bank's holdings in
From a technical perspective, United Rentals (URI) is looking like an interesting pick, as it just reached a key level of support. URI recently overtook the 50-day moving average, and this suggests a short-term bullish trend.
United Rentals is less exposed to housing cycle volatility due to a growing specialty rentals segment. Specialty rentals now represent a more significant share of URI's total rental revenue, supporting business resilience. Q2 2026 results highlight robust revenue growth in both general and specialty rental segments.
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URI and HRI raise the 2026 outlook as mega-project demand, specialty growth and fleet investments support rental growth.
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United Rentals NYSE: URI executives said construction-equipment rental demand has exceeded the company's expectations this year, led by an accelerating pipeline of large projects and supported by continued strength in specialty rental operations.
Infrastructure, data center and innovation demand support building products companies like URI, OC, ECG, FTDR and AGX despite housing and cost pressures.