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United Rentals Earnings Calls
| Release date | Apr 22, 2026 |
| EPS estimate | $8.95 |
| EPS actual | $9.71 |
| EPS Surprise | 8.49% |
| Revenue estimate | 3.875B |
| Revenue actual | 3.985B |
| Revenue Surprise | 2.84% |
| Release date | Jan 28, 2026 |
| EPS estimate | $11.79 |
| EPS actual | $11.09 |
| EPS Surprise | -5.94% |
| Revenue estimate | 4.242B |
| Revenue actual | 4.208B |
| Revenue Surprise | -0.81% |
| 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% |
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 | 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% |
| Release date | Jan 28, 2026 |
| Price on release | $903.19 |
| EPS estimate | $11.79 |
| EPS actual | $11.09 |
| EPS surprise | -5.94% |
| Date | Price |
|---|---|
| Jan 22, 2026 | $956.01 |
| Jan 23, 2026 | $919.03 |
| Jan 26, 2026 | $911.16 |
| Jan 27, 2026 | $907.45 |
| Jan 28, 2026 | $903.19 |
| Jan 29, 2026 | $787.04 |
| Jan 30, 2026 | $782.06 |
| Feb 02, 2026 | $778.98 |
| Feb 03, 2026 | $792.75 |
| 4 days before | -5.53% |
| 4 days after | -12.23% |
| On release day | -12.86% |
| Change in period | -17.08% |
| Release date | Apr 22, 2026 |
| Price on release | $802.79 |
| EPS estimate | $8.95 |
| EPS actual | $9.71 |
| EPS surprise | 8.49% |
| Date | Price |
|---|---|
| Apr 16, 2026 | $777.49 |
| Apr 17, 2026 | $796.15 |
| Apr 20, 2026 | $812.27 |
| Apr 21, 2026 | $806.22 |
| Apr 22, 2026 | $802.79 |
| Apr 23, 2026 | $986.78 |
| Apr 24, 2026 | $974.41 |
| Apr 27, 2026 | $959.85 |
| Apr 28, 2026 | $962.72 |
| 4 days before | 3.25% |
| 4 days after | 19.92% |
| On release day | 22.92% |
| Change in period | 23.82% |
United Rentals Earnings Call Transcript Summary of Q1 2026
United Rentals reported a very strong start to 2026 with first-quarter records for total revenue (~$4.0B), rental revenue (~$3.4B), adjusted EBITDA (~$1.76B) and adjusted EPS ($9.71). Key operational highlights: rental revenue +8.7% YoY driven by large projects, specialty (+14% YoY) and broad end-market strength (nonresidential construction, infrastructure, power, industrial, data centers). Fleet productivity rose 2.3% and OER grew 6.5%; used equipment sales were $680M at a ~51% recovery rate. Gross rental CapEx was $874M; free cash flow exceeded $1.05B and net leverage was a conservative 1.9x. Management raised full-year guidance: revenue now $16.9B–$17.4B, adjusted EBITDA $7.625B–$7.875B, gross CapEx $4.4B–$4.8B (net CapEx $2.95B–$3.35B) and free cash flow $2.15B–$2.45B. Capital allocation: $1.5B share repurchase plan for 2026 (total return ~ $2B including dividends), $500M returned in Q1. Cost actions (including $45M restructuring in Q1) improved margins — adjusted EBITDA margin 44.1% (ex-H&E benefit +60 bps YoY). Management emphasized continued focus on customer service, capital discipline, sustaining productivity gains (delivery, labor, R&M focus), and a strong M&A pipeline concentrated on specialty. They remain cautious about mix volatility as a wildcard but confident in multi-year tailwinds from large projects and their ability to generate strong free cash flow and shareholder returns.
