United Rentals, Inc. · URI · Next earnings

United Rentals, Inc. reports Wednesday, Jan 27, 2027

URI reports after market close with consensus EPS at $14.21 and revenue at $4.82B. Last quarter: United Rentals Q3: Records, Raised Guidance and Strong Specialty Demand

Reports After market close84 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $14.21 Calendar consensus
Consensus revenue $4.82B Calendar consensus
Report date Jan 27, 2027 Wednesday, date estimated
Session After market close 84 days away

Where URI left off: FY2026 Q3

Full report

United Rentals Q3: Records, Raised Guidance and Strong Specialty Demand

EPS surprise +11.3% Reported $15.55 vs $13.97
Revenue surprise +3.9% Reported $4.89B vs $4.71B
Stock move +3.9% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised full-year revenue and EBITDA guidance and increased CapEx guidance to approximately $5.2-$5.5 billion.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Cost inflation could pressure margins across labor, parts, diesel and freight.
  • A utilization ceiling could limit further rate increases and create pricing pressure.
  • Macroeconomic uncertainty and weaker used-equipment recovery rates could affect demand and asset values.

Questions analysts left open

  • Whether margin expansion and pricing power can persist as utilization approaches a ceiling.
  • Inflation in labor, parts, diesel and freight costs.
  • Potential used-equipment overcapacity if recovery rates decline.

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Recent URI quarters

All URI earnings
+3.9%FY2026 Q3+10.1%FY2026 Q2+22.9%FY2026 Q1-12.9%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.