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United Rentals (URI)
NYSE:URI
Earnings Data
Report Date
Jan 28, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
11.83Last Year’s EPS
11.59Same Quarter Last Year
Strong Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call reflects strong revenue growth and positive demand outlook, especially in the Specialty business. However, increased delivery and ancillary costs have resulted in margin compression, posing challenges to profitability. Despite these challenges, the company remains optimistic about continued growth and shareholder returns.Company Guidance
Record Revenue and Adjusted EBITDA
United Rentals achieved record revenue of $4.2 billion and adjusted EBITDA of over $1.9 billion for the third quarter, with rental revenue growing by 5.8% to $3.7 billion.
Strong Specialty Business Growth
Specialty rental revenue increased by 11% year-over-year, driven by growth across all product offerings and 18 new cold starts.
Positive Customer Sentiment and Demand
There is optimism in both General Rental and Specialty businesses, supported by strong customer confidence index and demand for used equipment.
Robust Free Cash Flow and Shareholder Returns
Generated $1.2 billion in free cash flow year-to-date, with plans to return nearly $2.4 billion to shareholders through share buybacks and dividends.
Strategic Capital Allocation
Increased CapEx guidance to over $4 billion to meet demand, with a focus on both organic and inorganic growth opportunities.
URI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
URI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 22, 2025 | $991.50 | $914.30 | -7.79% |
Jul 23, 2025 | $801.68 | $873.54 | +8.96% |
Apr 23, 2025 | $586.60 | $644.49 | +9.87% |
Jan 29, 2025 | $753.24 | $768.82 | +2.07% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does United Rentals (URI) report earnings?
United Rentals (URI) is schdueled to report earning on Jan 28, 2026, After Close (Confirmed).
What is United Rentals (URI) earnings time?
United Rentals (URI) earnings time is at Jan 28, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is URI EPS forecast?
URI EPS forecast for the fiscal quarter 2025 (Q4) is 11.83.
