Equity Profile

URI

United Rentals, Inc.

IndustrialsTrading Companies & Distributors$69.7B

Apr29Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

United Rentals, Inc. is a leading equipment rental company in the industrial sector, providing a wide range of tools and machinery to construction and industrial customers....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and reflects the company's ability to generate profit for its shareholders.

$11.65

Revenue

Revenue growth indicates demand for rental equipment and overall business health, especially in the current economic environment.

$4.2B

Wall Street expectations, options signals, track record, and call prep available with Pro.

URI Q2-2026 Earnings Preview

Context

Company Snapshot

United Rentals, Inc. is a leading equipment rental company in the industrial sector, providing a wide range of tools and machinery to construction and industrial customers. With a market cap of $70 billion, its performance is closely tied to trends in construction activity and infrastructure spending.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-2.50%

Avg Stock Reaction

-0.55%

Last Quarter Recap

In Q1 2026, United Rentals reported an EPS of $9.71, surpassing expectations by 7.78%. However, there was no revenue figure provided, which left some uncertainty in the market.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect United Rentals to report strong earnings this quarter, with a consensus EPS of $11.65. However, recent earnings history shows mixed results, raising concerns about the company's ability to meet or exceed expectations.

Bull Case

If United Rentals meets or exceeds the EPS estimate, it could signal robust demand in the rental market, potentially leading to a positive stock reaction.

Bear Case

Conversely, if the company misses EPS expectations, it may indicate weakening demand or operational challenges, which could negatively impact the stock.

Key Metrics to Watch

EPS

$11.65

Earnings per share is a key indicator of profitability and reflects the company's ability to generate profit for its shareholders.

Revenue

$4.2B

Revenue growth indicates demand for rental equipment and overall business health, especially in the current economic environment.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $11.65?

Exceeding this estimate could indicate strong operational performance and robust demand, positively influencing investor sentiment.

What insights can management provide regarding revenue trends and market demand?

Understanding revenue trends will help gauge the company's growth trajectory and the health of the construction sector.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for strong demand in the rental market, driven by ongoing infrastructure projects.

Supporting Evidence

The recent EPS surprise of +7.78% indicates stronger-than-expected performance.

Options pricing suggests a higher volatility expectation, which may reflect underlying strength not captured in consensus estimates.

Key Risk

If revenue shows significant growth, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether United Rentals can sustain its growth amid fluctuating demand in the construction industry.

Bull Confirmed If

An EPS of $11.80 or higher would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $11.38 would raise concerns about demand weakness and operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±2.72%

Historical Avg

±1.6%

Pricing rich

The options market is pricing in a move of about 2.72%, suggesting that traders expect some volatility around the earnings announcement.

Options are pricing ±2.7% while URI has averaged ±1.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

65.4%

Calls (29K)P/C Ratio: 1.61Puts (46K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If United Rentals beats expectations, history suggests a potential stock increase of around 1.56%, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline of approximately 0.54%, reflecting investor disappointment and concerns about demand.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

R-FLMaria Elvira SalazarRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on demand trends in the construction sector.
2Insights into pricing power and rental rates.
3Updates on any new contracts or projects.
4Management's outlook on future quarters and market conditions.
5Details on operational efficiencies and cost management strategies.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Sprott Inc.

Company Snapshot

United Rentals, Inc. is a leading equipment rental company in the industrial sector, providing a wide range of tools and machinery to construction and industrial customers....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and reflects the company's ability to generate profit for its shareholders.

$11.65

Revenue

Revenue growth indicates demand for rental equipment and overall business health, especially in the current economic environment.

$4.2B

Wall Street expectations, options signals, track record, and call prep available with Pro.

URI Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-2.50%

Avg Stock Reaction

-0.55%

Last Quarter Recap

In Q1 2026, United Rentals reported an EPS of $9.71, surpassing expectations by 7.78%. However, there was no revenue figure provided, which left some uncertainty in the market.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If United Rentals meets or exceeds the EPS estimate, it could signal robust demand in the rental market, potentially leading to a positive stock reaction.

Bear Case

Conversely, if the company misses EPS expectations, it may indicate weakening demand or operational challenges, which could negatively impact the stock.

Key Metrics to Watch

EPS

$11.65

Earnings per share is a key indicator of profitability and reflects the company's ability to generate profit for its shareholders.

Revenue

$4.2B

Revenue growth indicates demand for rental equipment and overall business health, especially in the current economic environment.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $11.65?

Exceeding this estimate could indicate strong operational performance and robust demand, positively influencing investor sentiment.

What insights can management provide regarding revenue trends and market demand?

Understanding revenue trends will help gauge the company's growth trajectory and the health of the construction sector.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for strong demand in the rental market, driven by ongoing infrastructure projects.

Supporting Evidence

The recent EPS surprise of +7.78% indicates stronger-than-expected performance.

Options pricing suggests a higher volatility expectation, which may reflect underlying strength not captured in consensus estimates.

Key Risk

If revenue shows significant growth, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether United Rentals can sustain its growth amid fluctuating demand in the construction industry.

Bull Confirmed If

An EPS of $11.80 or higher would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $11.38 would raise concerns about demand weakness and operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±2.72%

Historical Avg

±1.6%

Pricing rich

The options market is pricing in a move of about 2.72%, suggesting that traders expect some volatility around the earnings announcement.

Options are pricing ±2.7% while URI has averaged ±1.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

65.4%

Calls (29K)P/C Ratio: 1.61Puts (46K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If United Rentals beats expectations, history suggests a potential stock increase of around 1.56%, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline of approximately 0.54%, reflecting investor disappointment and concerns about demand.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

R-FLMaria Elvira SalazarRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on demand trends in the construction sector.
2Insights into pricing power and rental rates.
3Updates on any new contracts or projects.
4Management's outlook on future quarters and market conditions.
5Details on operational efficiencies and cost management strategies.