Industrials·Trading Companies & Distributors·$61.0B
United Rentals Inc. is a leading equipment rental company in the industrial sector, providing a wide range of machinery and tools for construction and industrial operations....
EPS
Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
Revenue figures will provide insight into overall business growth and demand for rental equipment, reflecting market conditions.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
1Q
EPS Beat Rate
38%
Avg EPS Surprise
-2.50%
Avg Stock Reaction
-0.55%
In Q1 2026, United Rentals reported an EPS of $9.71, exceeding expectations by 7.78%. However, revenue details were not disclosed, and the stock experienced a slight decline the following day.
Management Promises & Guidance
Analysts are cautiously optimistic about United Rentals' upcoming earnings, with expectations for solid EPS growth. However, concerns about potential economic slowdowns could temper enthusiasm.
Bull Case
If the company beats EPS expectations and shows strong revenue growth, it could signal robust demand in the construction sector, leading to a positive market reaction.
Bear Case
Conversely, if the company misses on EPS or provides weak guidance, it may raise concerns about slowing demand and impact the stock negatively.
EPS
$11.65Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
$4.2BRevenue figures will provide insight into overall business growth and demand for rental equipment, reflecting market conditions.
The print will turn on these two things.
Q1
Will EPS exceed the consensus estimate of $11.65?
A beat on EPS could indicate strong operational performance and boost investor confidence.
Q2
What is the outlook for revenue growth in the upcoming quarters?
Guidance on revenue will help investors gauge demand trends in the construction and industrial sectors.
Why consensus could be wrong
The consensus may underestimate the potential for robust demand in the construction sector, driven by ongoing infrastructure projects.
Supporting Evidence
Historical patterns show that the company often surprises on the upside despite cautious forecasts.
Options pricing suggests a significant move, indicating that traders expect volatility that may not align with consensus expectations.
Key Risk
If revenue growth exceeds $4.4B, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
This quarter's performance is critical as it will reflect the company's ability to navigate potential economic challenges.
Bull Confirmed If
An EPS of $12.00 or higher would confirm strong profitability and growth.
Bear Confirmed If
An EPS below $11.38 would raise concerns about demand and profitability.
Implied Move
±35.42%
Historical Avg
±1.6%
The options market is pricing in a significant move, indicating that traders expect volatility around the earnings announcement.
Options are pricing ±35.4% while URI has averaged ±1.6% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If United Rentals beats expectations, history suggests the stock could see an average move of +1.56%, confirming strong demand.
In-Line / Cautious
If results are in line with expectations, the reaction may be muted as investors await further guidance.
Miss
A miss could lead to a decline in stock price, with an average move of -0.54%, reflecting investor disappointment.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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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
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