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United Rentals Earnings Calls
| Release date | Oct 22, 2025 |
| EPS estimate | $12.29 |
| EPS actual | $11.70 |
| EPS Surprise | -4.80% |
| Revenue estimate | 4.16B |
| Revenue actual | 4.229B |
| Revenue Surprise | 1.65% |
| Release date | Jul 23, 2025 |
| EPS estimate | $10.51 |
| EPS actual | $10.47 |
| EPS Surprise | -0.381% |
| Revenue estimate | 3.891B |
| Revenue actual | 3.943B |
| Revenue Surprise | 1.33% |
| Release date | Apr 23, 2025 |
| EPS estimate | $8.78 |
| EPS actual | $8.86 |
| EPS Surprise | 0.91% |
| Revenue estimate | 3.599B |
| Revenue actual | 3.719B |
| Revenue Surprise | 3.34% |
| Release date | Jan 29, 2025 |
| EPS estimate | $11.68 |
| EPS actual | $11.59 |
| EPS Surprise | -0.771% |
| Revenue estimate | 3.928B |
| Revenue actual | 4.095B |
| Revenue Surprise | 4.25% |
Last 4 Quarters for United Rentals
Below you can see how URI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jan 29, 2025 |
| Price on release | $758.39 |
| EPS estimate | $11.68 |
| EPS actual | $11.59 |
| EPS surprise | -0.771% |
| Date | Price |
|---|---|
| Jan 23, 2025 | $788.57 |
| Jan 24, 2025 | $789.56 |
| Jan 27, 2025 | $769.91 |
| Jan 28, 2025 | $766.95 |
| Jan 29, 2025 | $758.39 |
| Jan 30, 2025 | $774.08 |
| Jan 31, 2025 | $758.06 |
| Feb 03, 2025 | $738.21 |
| Feb 04, 2025 | $753.49 |
| 4 days before | -3.83% |
| 4 days after | -0.646% |
| On release day | 2.07% |
| Change in period | -4.45% |
| Release date | Apr 23, 2025 |
| Price on release | $589.21 |
| EPS estimate | $8.78 |
| EPS actual | $8.86 |
| EPS surprise | 0.91% |
| Date | Price |
|---|---|
| Apr 16, 2025 | $585.23 |
| Apr 17, 2025 | $591.50 |
| Apr 21, 2025 | $570.60 |
| Apr 22, 2025 | $574.76 |
| Apr 23, 2025 | $589.21 |
| Apr 24, 2025 | $647.36 |
| Apr 25, 2025 | $633.60 |
| Apr 28, 2025 | $629.18 |
| Apr 29, 2025 | $630.18 |
| 4 days before | 0.680% |
| 4 days after | 6.95% |
| On release day | 9.87% |
| Change in period | 7.68% |
| Release date | Jul 23, 2025 |
| Price on release | $803.25 |
| EPS estimate | $10.51 |
| EPS actual | $10.47 |
| EPS surprise | -0.381% |
| Date | Price |
|---|---|
| Jul 17, 2025 | $816.81 |
| Jul 18, 2025 | $808.05 |
| Jul 21, 2025 | $778.02 |
| Jul 22, 2025 | $791.04 |
| Jul 23, 2025 | $803.25 |
| Jul 24, 2025 | $875.25 |
| Jul 25, 2025 | $890.00 |
| Jul 28, 2025 | $899.46 |
| Jul 29, 2025 | $882.24 |
| 4 days before | -1.66% |
| 4 days after | 9.83% |
| On release day | 8.96% |
| Change in period | 8.01% |
| Release date | Oct 22, 2025 |
| Price on release | $991.50 |
| EPS estimate | $12.29 |
| EPS actual | $11.70 |
| EPS surprise | -4.80% |
| Date | Price |
|---|---|
| Oct 16, 2025 | $1,005.65 |
| Oct 17, 2025 | $980.37 |
| Oct 20, 2025 | $1,000.29 |
| Oct 21, 2025 | $1,002.29 |
| Oct 22, 2025 | $991.50 |
| Oct 23, 2025 | $914.30 |
| Oct 24, 2025 | $913.33 |
| Oct 27, 2025 | $900.34 |
| Oct 28, 2025 | $875.67 |
| 4 days before | -1.41% |
| 4 days after | -11.68% |
| On release day | -7.79% |
| Change in period | -12.92% |
United Rentals Earnings Call Transcript Summary of Q3 2025
United Rentals reported record third-quarter revenue and adjusted EBITDA, driven by stronger-than-expected demand across both General Rental and Specialty businesses — particularly large projects, infrastructure and power-related work. Q3 highlights: total revenue +5.9% to $4.2B, rental revenue +5.8% to $3.7B, adjusted EBITDA record >$1.9B (46% margin), adjusted EPS $11.70, and year-to-date free cash flow of $1.2B. Used equipment sales remain healthy ($619M in OEC; ~54% recovery) and the company now expects to sell about $2.8B of fleet in 2025. Management increased full-year fleet CapEx guidance to ~$4.0–4.2B (midpoint +$300M) to meet elevated demand and narrowed revenue and EBITDA ranges (total revenue ~$16.0–16.2B; adjusted EBITDA midpoint $7.375B). Free cash flow guidance was reaffirmed at $2.1–2.3B and the company remains committed to returning capital (nearly $2.4B planned this year, including $1.9B of repurchases). Delivery and fleet repositioning costs (including third-party hauling to support mega-projects) compressed margins in Q3 and remain an area of focus; management is balancing incremental fleet investments, operational changes and capital allocation to mitigate these costs while preserving service and share gains. Leverage remains low (~1.86–1.9x) and liquidity strong, leaving capacity for disciplined M&A.
