DailyIQ
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Sector:IndustrialsAll sectors
Last updated 4 minutes ago

URI·United Rentals, Inc.

$.
+. (+.%)
After Hours
High
$1,110.65
Open
$1,088.02
Market Cap
68.30B
52W High
$1,143.69
Low
$1,088.02
P. Close
$1,095.72
P/E
27.24
52W Low
$701.59
Fwd P/E
20.32
DailyIQ Est.
$1222.74
Technical Score (1D)
82
BUY
News Sentiment
61
BULLISH
United Rentals has scheduled its Q2 2026 earnings conference call for July 23 at 8:30 a.m. ET, signaling that investors will soon receive updated financials and guidance. The call will likely confirm whether the company’s strong revenue growth and improved operating margins—driven by robust construction demand—will persist into the next quarter. If the outlook remains positive, the market may view this as evidence of sustained demand for equipment rentals, supporting the stock over the next 1–10 trading days. Watch for any changes in utilization rates, capital‑expenditure plans, or guidance on upcoming infrastructure projects, as these metrics directly shape revenue projections. Also monitor the CFO’s remarks on inflationary pressures and interest‑rate expectations, which could affect the cost of capital and demand for construction equipment. Pay attention to any discussion of debt levels and capital allocation, since higher leverage could constrain future growth. Look for indications of competitive dynamics or new entrants that might erode United Rentals’ market share. Finally, keep an eye on the earnings release itself for any surprises that could shift the narrative on the company’s growth trajectory.
Earnings Summary
United Rentals, Inc. is a leading equipment rental provider operating through General Rentals and Specialty segments, serving construction, industrial, and infrastructure markets across North America and parts of the world. The company’s industrial rental business is positioned within the broader rental and leasing services sector, which is sensitive to construction spending and macroeconomic cycles. In the most recent quarters, United Rentals reported revenue of $4.208 billion in Q4 2025, a slight decline from $4.229 billion in Q3 2025, and $3.985 billion in Q1 2026, reflecting a downward trend in top line growth; EPS fell from $11.70 in Q3 2025 to $11.09 in Q4 2025 and further to $9.71 in Q1 2026, with the company missing its Q4 2025 EPS estimate of $11.89 but beating the Q1 2026 estimate of $8.94. Historically, United Rentals has shown a mixed earnings trajectory: revenue grew from $4.095 billion in Q4 2024 to $4.208 billion in Q4 2025, yet EPS slipped from $11.59 in Q4 2024 to $11.09 in Q4 2025, indicating pressure on profitability; the firm has alternated between EPS beats and misses over the past four quarters, with a recent pattern of a miss in Q4 2025 followed by a beat in Q1 2026. Recent analyst commentary highlights a scheduled Q2 2026 earnings call, upgrades to price targets by Baird, Citigroup, and Citigroup’s note of a guidance dip, and a focus on utilization rates, capital‑expenditure plans, and inflationary pressures, all of which could influence the company’s revenue and margin outlook. Investors should watch for any changes in utilization, guidance revisions, and the impact of interest‑rate movements on demand for construction equipment, as well as debt levels and competitive dynamics that could affect United Rentals’ market share in the coming quarter.

EPS

EstBeatMiss
$8.29$9.42$10.55$11.68$12.81Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$11.55 - -
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 $1095.55, giving United Rentals, Inc. a market cap of 68.30B and a P/E ratio of 27.2. Today's range spans $1088.02–$1110.65, with shares opening at $1088.02 and moving down $0.17 (0.0%) from the prior close. DailyIQ's technical score sits at 82/100 (BUY) with a news sentiment reading of 61/100.

Over the past year URI has traded between $701.59 and $1143.69 - the current price is +56.2% off the 52-week low and -4.2% from the high. 28 analysts cover the stock with a Buy consensus and a mean 12-month target of $1149.62 (range $715.00–$1550.00), implying upside of +4.9%.

Cross-asset context supports the bullish read on URI: when Industrials sector conditions are favorable, large-cap names with 82/100 technical scores (BUY) and bullish sentiment (61/100) outperform on a risk-adjusted basis. Price: $1095.55 (near 52-week highs). (P/E: 27.2) The 52-week context of $701.59–$1143.69 shows the full trading history - and the current setup is one of the stronger entries within that range. At 68.30B in market cap, position sizing is the key variable, not the direction.

The combination of a BUY signal (82/100) and bullish news sentiment (61/100) puts URI on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 68.30B in Industrials market cap without immediately moving the stock. At $1095.55 (near 52-week highs in the $701.59–$1143.69 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.