United Rentals, Inc. · URI · Next earnings

United Rentals, Inc. reports Wednesday, Oct 28, 2026

URI reports after market close with consensus EPS at $13.92 and revenue at $4.70B. Last quarter: United Rentals Q2: Record Revenue, Raised Guidance, and a Possible Investment-Grade Upgrade

Reports After market close38 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $13.92 Calendar consensus
Consensus revenue $4.70B Calendar consensus
Report date Oct 28, 2026 Wednesday, date estimated
Session After market close 38 days away

Where URI left off: FY2026 Q2

Full report

United Rentals Q2: Record Revenue, Raised Guidance, and a Possible Investment-Grade Upgrade

EPS surprise — Reported — vs $11.61
Revenue surprise — Reported — vs $4.22B
Stock move +10.1% Event window
Subsequent drift -4.3% Up to 20 sessions

Full-year 2026 guidance was raised for the second consecutive quarter. In Q1, management raised revenue guidance to $16.9-$17.4 billion and adjusted EBITDA to $7.625-$7.875 billion. Following Q2, guidance was raised again, now forecasting near-10% revenue growth and higher EBITDA. CapEx guidance was also increased to fund additional fleet amid historically high utilization. Specific updated dollar ranges for revenue and EBITDA were not provided in the transcript analysis.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Fuel price volatility affecting delivery costs.
  • Potential escalation of ancillary and re-rent revenue mix pressure on margins.
  • Supply constraints for new equipment, especially specialty items.
  • Macro-economic headwinds in local markets including interest rates and inflation.
  • Uncertainty around the large-project pipeline beyond 2026.

Questions analysts left open

  • Margin pressure from ancillary revenue and delivery/repositioning costs.
  • Future rental rate growth and ability to pass through fuel costs.
  • Supply-side constraints for fleet expansion.
  • Clarification on specialty segment growth and CapEx allocation.
  • Potential for M&A activity and its impact on leverage and credit rating.

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Recent URI quarters

All URI earnings
+10.1%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.