DailyIQ
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Sector:IndustrialsAll sectors
Last updated 1 hour ago

URI·United Rentals, Inc.

$.
+. (+.%)
High
$951.65
Open
$942.84
Market Cap
58.26B
52W High
$1,021.47
Low
$936.20
P. Close
$938.62
P/E
23.24
52W Low
$681.98
Fwd P/E
17.43
Mean Target
-
Technical Score (1D)
91
BUY
News Sentiment
62
BULLISH
United Rentals (URI) reported strong first-quarter 2026 results, exceeding both earnings per share and revenue expectations. This performance was driven by solid execution in its general and specialty rental segments, with fleet productivity showing a notable year-over-year increase, suggesting continued demand in the rental market. The company's operations span a vast North American equipment rental network, serving construction, industrial, and utility sectors through general equipment rentals and specialized solutions like trench safety and power, alongside equipment sales. However, URI stock performance has been analyzed 30 days post-earnings, with a focus on factors influencing stock movement and a review of current earnings estimates to assess potential future trajectories. Investors are watching to see if the positive operational backdrop from the strong Q1 can lead to a rebound after a recent price movement. The company's diversified approach supports a wide range of projects by providing access to necessary machinery without requiring clients to make capital expenditures.
Earnings Summary
United Rentals, Inc. is a prominent player in the Industrials sector, specifically within Rental & Leasing Services. The company operates as a leading equipment rental provider, offering a broad spectrum of construction and industrial equipment through its General Rentals segment, and specialized equipment for critical applications like trench safety and power generation via its Specialty segment. Beyond rentals, United Rentals also generates revenue from the sale of used equipment, parts, and related services, serving a global clientele across North America, Europe, Australia, and New Zealand. In its most recent reported quarters, United Rentals demonstrated a mixed performance against analyst estimates. For Q1 2026, the company reported an actual EPS of $9.71, exceeding the estimated $8.94, and achieved revenue of $3.985 billion against an estimate of $3.875 billion. This follows a pattern observed in Q4 2025 where actual EPS of $11.09 fell short of the $11.89 estimate, and revenue of $4.208 billion missed the $4.291 billion estimate. Prior to this, Q3 2025 saw actual EPS of $11.70 miss the $12.29 estimate, while Q2 2025 actual EPS of $10.47 missed the $10.54 estimate. The company's historical performance shows a generally upward trajectory in revenue, though EPS has shown variability in meeting analyst expectations. For instance, the last four reported quarters show a beat in Q1 2026, but misses in Q4 2025, Q3 2025, and Q2 2025 for EPS, despite revenue figures often being closer to estimates or exceeding them. Recent news indicates a positive outlook from analysts, with Raymond James raising its price target to $1,100, citing confidence in URI's market position. Furthermore, United Rentals is actively investing in workforce development through a new collaboration between its United Academy and ProScore, aiming to standardize equipment operator training and credentialing, which could enhance operational efficiency and safety. Investors will be watching for continued execution on these workforce initiatives and how the company navigates its valuation following a significant rally, particularly in upcoming earnings reports to see if performance trends align with analyst optimism and the company's strategic investments.

EPS

EstBeatMiss
$8.29$9.42$10.55$11.68$12.81Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$11.54 - -
Q1'26$8.94$9.71+8.6%
Q4'25$11.89$11.09-6.8%
Q3'25$12.29$11.70-4.8%
Q2'25$10.54$10.47-0.6%
Q1'25$8.81$8.86+0.5%

Revenue

EstBeatMiss
$3.6B$3.8B$4.0B$4.2B$4.4BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$4.3B - -
Q1'26$3.9B$4.0B+2.8%
Q4'25$4.3B$4.2B-1.9%
Q3'25 - $4.2B -
Q2'25 - $3.9B -
Q1'25 - $3.7B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

URI Stock Snapshot

URI is currently trading at $948.26, giving United Rentals, Inc. a market cap of 58.26B and a P/E ratio of 23.2. Today's range spans $936.20–$951.65, with shares opening at $942.84 and moving up $9.64 (1.0%) from the prior close. DailyIQ's technical score sits at 91/100 (BUY) with a news sentiment reading of 62/100.

Over the past year URI has traded between $681.98 and $1021.47 - the current price is +39.0% off the 52-week low and -7.2% from the high.

If you're looking for bullish momentum in Industrials, URI is putting up the numbers: 91/100 technical score, BUY signal, bullish sentiment at 62/100. Price: $948.26 (in the upper portion of its 52-week range). (P/E: 23.2) The 58.26B market cap keeps it in play for institutional position sizes, and the $681.98–$1021.47 annual range shows this stock can make real moves when it gets directional conviction behind it.

The combination of a BUY signal (91/100) and bullish news sentiment (62/100) puts URI on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 58.26B in Industrials market cap without immediately moving the stock. At $948.26 (in the upper portion of its 52-week range in the $681.98–$1021.47 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.

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