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.
United Rentals (URI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
United Rentals is rated a Buy due to durable cash flow, robust shareholder returns, and reasonable valuation amid cyclical concerns. Revenue growth has slowed but remains positive, with new specialty locations and acquisitions targeting high-growth verticals to reignite momentum. URI demonstrates strong free cash flow compounding, consistent ROI above 10%, and aggressive buybacks and dividend growth (3-year CAGR 70.5%).
United Rentals (URI) offers compelling cyclical value, trading at 17x earnings with 11–16% EPS growth expected through 2028, despite recent volatility. URI's specialty segment, M&A strategy, and asset-light construction trends position it for secular growth and margin expansion, even amid macro uncertainty. Mastercard (MA) remains a premier TOLL stock, benefiting from global payments growth and value-added services, trading below its 10-year average multiple.
United Rentals (URI) reported earnings 30 days ago. What's next for the stock?
United Rentals, Inc. (URI) Q4 2025 Earnings Call Transcript
URI misses Q4 estimates, but steady demand and upbeat 2026 guidance signal resilience beneath margin pressure.
The headline numbers for United Rentals (URI) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
United Rentals (URI) came out with quarterly earnings of $11.09 per share, missing the Zacks Consensus Estimate of $11.9 per share. This compares to earnings of $11.59 per share a year ago.
United Rentals, Inc. URI is scheduled to report its fourth-quarter 2025 results on Jan. 28, after market close. In the last reported quarter, the company's adjusted earnings per share (EPS) missed the Zacks Consensus Estimate by 6.3% and inched down 0.8% year over year.
United Rentals (URI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.