United Rentals (URI) reported earnings 30 days ago. What's next for the stock?
URI brings its AI-powered Equipment Agent to ChatGPT to simplify equipment selection for its customers.
United Rentals, Inc. (URI) Q1 2026 Earnings Call Transcript
United Rentals shares surged on Thursday, leading the S&P 500, after the company reported stronger-than-expected first-quarter results and raised its full-year guidance on the back of robust demand across construction and industrial markets. The equipment rental provider posted adjusted earnings per share of $9.71 for the first quarter, up from $8.86 a year earlier and well above Wall Street expectations of about $8.95.
United Rentals, Inc. URI reported solid first-quarter 2026 results, with adjusted earnings per share (EPS) and total revenues beating the Zacks Consensus Estimate and growing year over year. Solid execution across its general rentals and specialty businesses helped drive record first-quarter results, while fleet productivity increased 2.3% from the year-ago period.
Caprock Group LLC boosted its position in shares of United Rentals, Inc. (NYSE: URI) by 14.6% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,676 shares of the construction company's stock after acquiring an additional 848 shares during the period. Caprock
B. Metzler seel. Sohn and Co. AG lifted its holdings in shares of United Rentals, Inc. (NYSE: URI) by 11.7% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 14,769 shares of the construction company's stock after acquiring
While the top- and bottom-line numbers for United Rentals (URI) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
United Rentals (URI) came out with quarterly earnings of $9.71 per share, beating the Zacks Consensus Estimate of $9.01 per share. This compares to earnings of $8.86 per share a year ago.
URI's Q1 results are likely to reflect stable non-residential construction demand amid weakness in residential and softness in office/retail.
Evaluate the expected performance of United Rentals (URI) for the quarter ended March 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
United Rentals' upcoming Q1 report could present contradictory results for short- and long-term investors. Ongoing industry tailwinds will provide support for quarterly results, but that's not what long-term investors would be looking for. Return on equity drivers will be of crucial importance when it comes to URI's ability to outperform the market going forward.