U URI

United Rentals Inc

RENTAL & LEASING SERVICES · INDUSTRIALS

United Rentals, Inc. (NYSE: URI) is the world's largest equipment rental company, holding approximately 13% of the North American market share. With a comprehensive fleet that caters to diverse sectors such as construction, industrial, and infrastructure, the company is strategically positioned to c...

$820.58

-2.31% ($19.42)

Volume 772,400

52W High $1,021.47

52W Low $525.91

Market Cap $38.64B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$9.04

Whisper EPS

$8.96

0.8% below consensus

Last Quarter

$11.09

Current Streak

2 Misss

Avg Surprise (4Q)

-3.83%

Next Earnings Report

Reports in 48 days

Report Date Apr 22, 2026

Whisper Spread -0.84%

Consensus Estimate

$9.04

Official analyst average

Whisper Number

$8.96

What traders expect

Neutral Sentiment: The whisper number is close to consensus, suggesting the market expects results roughly in line with analyst expectations.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Jan 28, 2026

1-Day: -12.86%

5-Day: -13.75%

Q3 2025 Oct 29, 2025

1-Day: -1.36%

5-Day: -1.54%

Q2 2025 Jul 23, 2025

1-Day: +8.96%

5-Day: +11.98%

Q1 2025 Apr 23, 2025

1-Day: +9.87%

5-Day: +6.78%

Revenue & Financial Performance

Revenue Whisper

$4.35B

TWN Proprietary Estimate

Last Quarter Revenue

$4.21B

+2.8% YoY

Gross Margin

35.2%

Net Margin: 15.5%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$4.21B	+2.8%	35.2%	25.0%	$653.0M
Q3'25	$4.23B	+5.9%	36.8%	26.3%	$701.0M
Q2'25	$3.94B	+4.5%	36.1%	25.4%	$622.0M
Q1'25	$3.72B	+6.7%	33.4%	21.7%	$518.0M
Q4'24	$4.10B	+9.8%	37.2%	26.5%	$689.0M
Q3'24	$3.99B	+6.0%	38.6%	28.1%	$708.0M
Q2'24	$3.77B	+6.2%	37.3%	26.6%	$636.0M
Q1'24	$3.49B	+6.1%	35.6%	24.5%	$542.0M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Jan 28, 2026	$11.78	$11.60	$11.09	-5.86%	Missed
Q3 2025	Oct 29, 2025	$12.31	$12.07	$11.70	-4.96%	Missed
Q2 2025	Jul 23, 2025	$10.54	$10.61	$10.47	-0.66%	Missed
Q1 2025	Apr 23, 2025	$8.81	$9.00	$8.86	+0.57%	Missed
Q4 2024	Jan 29, 2025	$11.63	$11.94	$11.59	-0.34%	Missed
Q3 2024	Oct 23, 2024	$12.49	$13.01	$11.80	-5.52%	Missed
Q2 2024	Jul 24, 2024	$10.54	$11.02	$10.70	+1.52%	Missed
Q1 2024	Apr 24, 2024	$8.33	$8.64	$9.15	+9.84%	Beat
Q4 2023	Jan 24, 2024	$10.93	$11.14	$11.26	+3.02%	Beat
Q3 2023	Oct 24, 2023	$11.20	$11.52	$11.73	+4.73%	Beat
Q2 2023	Jul 26, 2023	$9.01	$9.27	$9.88	+9.66%	Beat
Q1 2023	Apr 26, 2023	$7.92	$8.26	$7.95	+0.38%	Missed