Why Is United Rentals (URI) Down 15.8% Since Last Earnings Report?
United Rentals (URI) reported earnings 30 days ago. What's next for the stock?
United Rentals (URI) Lags Q3 Earnings Estimates
United Rentals (URI) came out with quarterly earnings of $11.7 per share, missing the Zacks Consensus Estimate of $12.49 per share. This compares to earnings of $11.8 per share a year ago.
United Rentals to Report Q3 Earnings: What's in Store for the Stock?
URI gears up for third-quarter earnings, with solid construction activity and specialty rentals driving expected growth.
Unlocking Q3 Potential of United Rentals (URI): Exploring Wall Street Estimates for Key Metrics
Besides Wall Street's top-and-bottom-line estimates for United Rentals (URI), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2025.
United Rentals: Solid Fundamentals Outweigh Short-Term Margin Pressures
United Rentals delivers top-tier growth and profitability, driven by specialty segment expansion and strong demand from large infrastructure projects. Valuation is at a premium to rental peers, but justified by consistent market outperformance, high margins, and superior return on equity. Recent margin compression is manageable, with free cash flow guidance raised and a solid mid-single-digit revenue growth outlook maintained.
United Rentals Enhances Digital Platform With AI & AR Features
New digital tools from URI improve jobsite planning and rental efficiency.
United Rentals: Strong End Market Outlook, Margins Turning Corner Could Drive Further Upside
URI's revenues should benefit from strong end-market demand from infrastructure, reshoring, power, and data centers. The growth and cross-sell opportunities in the Specialty business, scale advantages in executing complex/multi-location projects, and shift from owning to renting should drive market share gains. I believe double-digit EPS growth and P/E multiple sustaining at current levels due to enhanced growth outlook with cyclical and secular drivers, should support continued upside.
United Rentals (URI) Up 1.7% Since Last Earnings Report: Can It Continue?
United Rentals (URI) reported earnings 30 days ago. What's next for the stock?
United Rentals: Overvalued Even With A Tax Law Windfall (Rating Downgrade)
United Rentals has surged over 60% since April, driven by strong results and a significant tax law windfall boosting free cash flow. Despite robust fundamentals, margins are compressing due to normalization in used equipment prices and slowing construction activity. The recent rally is almost entirely attributable to the new tax law, which adds $80-100 per share in value, but shares now trade at a high premium.
United Rentals, Inc. (URI) Q2 2025 Earnings Call Transcript
United Rentals, Inc. (NYSE:URI ) Q2 2025 Earnings Conference Call July 24, 2025 8:30 AM ET Company Participants Matthew J. Flannery - President, CEO & Director William Edward Grace - Executive VP & CFO Conference Call Participants Angel Castillo - Morgan Stanley, Research Division Clay Williams - Goldman Sachs Group, Inc., Research Division David Michael Raso - Evercore ISI Institutional Equities, Research Division Jamie Lyn Cook - Truist Securities, Inc., Research Division Ken Newman - KeyBanc Capital Markets Inc., Research Division Kyle David Menges - Citigroup Inc., Research Division Michael J.
United Rentals' Q2 Earnings Miss Estimates, Revenues Up Y/Y
URI's second-quarter results reflect strong demand in core rental operations. The company sees soft used equipment sales.
United Rentals (URI) Reports Q2 Earnings: What Key Metrics Have to Say
The headline numbers for United Rentals (URI) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
