URI
United Rentals·NYSE
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URI fundamentals
United Rentals (URI) released its earnings on Jan 28, 2026: revenue was 4.21B (YoY +2.76%), missed estimates; EPS was 11.09 (YoY -4.31%), missed estimates.
Revenue / YoY
4.21B
+2.76%
EPS / YoY
11.09
-4.31%
Report date
Jan 28, 2026
URI Earnings Call Summary for Q4,2025
- Revenue Growth: Q4 2025 total revenue $4.2 billion (+2.8% YoY), rental revenue $3.6 billion (+4.6% YoY). 2026 guidance: 6.2% growth ex-used, flat EBITDA margins.
- Specialty Expansion: 60 cold-starts in 2025, targeting double-digit specialty growth. Matting business up 55% YoY, ahead of 5-year doubling goal.
- Free Cash Flow Strength: $2.18 billion Q4 free cash flow (13.5% margin). 2026 buybacks of $1.5 billion and 10% dividend increase.
- Margin Challenges: 2026 faces 70-100bps headwinds from delivery costs and inflation, offset by cost actions and fleet productivity.
EPS
Actual | 3.35 | 3.68 | 5.4 | 5.04 | 3.45 | 4.66 | 6.58 | 7.39 | 5.73 | 7.86 | 9.27 | 9.74 | 7.95 | 9.88 | 11.73 | 11.26 | 9.15 | 10.7 | 11.8 | 11.59 | 8.86 | 10.47 | 11.7 | 11.09 | |||||||||||||||
Forecast | 2.7839 | 1.806 | 4.3438 | 4.261 | 3.0863 | 4.8679 | 6.8007 | 6.7217 | 4.9627 | 6.4658 | 9.0623 | 10.1396 | 8.0079 | 9.0084 | 11.2295 | 10.6864 | 8.3705 | 10.5625 | 12.4768 | 11.685 | 8.7835 | 10.5072 | 12.2948 | 11.7933 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +20.33% | +103.77% | +24.32% | +18.28% | +11.78% | -4.27% | -3.25% | +9.94% | +15.46% | +21.56% | +2.29% | -3.94% | -0.72% | +9.68% | +4.46% | +5.37% | +9.31% | +1.30% | -5.42% | -0.81% | +0.87% | -0.35% | -4.84% | -5.96% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.13B | 1.94B | 2.19B | 2.28B | 2.06B | 2.29B | 2.60B | 2.78B | 2.52B | 2.77B | 3.05B | 3.30B | 3.29B | 3.55B | 3.77B | 3.73B | 3.48B | 3.77B | 3.99B | 4.09B | 3.72B | 3.94B | 4.23B | 4.21B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.08B | 1.84B | 2.16B | 2.17B | 2.00B | 2.23B | 2.58B | 2.74B | 2.45B | 2.70B | 3.07B | 3.30B | 3.16B | 3.45B | 3.69B | 3.63B | 3.44B | 3.76B | 4.01B | 3.93B | 3.60B | 3.89B | 4.16B | 4.24B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +1.96% | +5.52% | +1.22% | +5.09% | +2.95% | +2.37% | +0.62% | +1.39% | +3.18% | +2.49% | -0.64% | -0.18% | +4.02% | +2.90% | +2.00% | +2.69% | +1.24% | +0.22% | -0.39% | +4.25% | +3.34% | +1.33% | +1.65% | -0.81% |
Earnings Call
You can ask Aime
What is the revenue and EPS growth rate for United Rentals year over year?What factors drove the changes in United Rentals's revenue and profit?What were the key takeaways from United Rentals’s earnings call?What were the key takeaways from United Rentals's earnings call?What guidance did United Rentals's management provide for the next earnings period?What is United Rentals's gross profit margin?What does United Rentals do and what are its main business segments?What is the market's earnings forecast for United Rentals next quarter?
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