URIUnited Rentals, Inc.
United Rentals, Inc. (URI) is a leading provider of equipment rental and maintenance services, primarily serving the construction, energy, and industrial sectors. The company’s next catalyst is Oct 21, 2026 — Q3 2026 Earnings Release, which will test the durability of its recent revenue growth and margin expansion. The earnings report will provide clarity on the impact of macroeconomic headwinds and the progress of its long-term growth initiatives .
- URI reported $3.63B in revenue for the 2026 period end, with a net margin of 65.3% (TTM), reflecting strong pricing power and operational efficiency.
- The company’s debt-to-equity ratio of 1.77x suggests a balanced capital structure, though leverage remains a key risk as interest rates fluctuate.
- URI’s diluted EPS of $8.43 highlights its profitability, but the stock’s performance will depend on how well it translates top-line growth into shareholder returns.
The schedule
- Wed21Oct
Quarterly earnings report and guidance for Q3 2026
- Wed20Jan
- Wed21Apr
- Wed21Jul
Past
- Tue22Sep
Conference call with Morgan Stanley discussing market outlook and company performance
- Tue15Sep
Actual outcome: Mixed · $1,014.05 at outcome
URI's stock rose 2.7% following the M Conference presentation, driven by positive forward guidance and strategic announcements. The company provided optimism around demand stabilization and long-term growth initiatives, which outweighed any potential concerns from the earnings report, leading to the bullish price action.
Presentation at M Conference
- Wed22Apr
Actual outcome: Bull · $932.18 at outcome
United Rentals delivered a strong Q1 earnings beat, reporting record total revenue of nearly $4 billion and adjusted EPS of $9.71 that topped consensus estimates. The stock surged well past the bull target as the company also raised its full-year 2026 guidance, citing robust demand across construction and industrial markets alongside increased fleet productivity.
United Rentals delivered a strong Q1 earnings beat, reporting record total revenue of nearly $4 billion and adjusted EPS of $9.71 that topped consensus estimates. The stock surged well past the bull target as the company also raised its full-year 2026 guidance, citing robust demand across construction and industrial markets alongside increased fleet productivity.
