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
Revenue
Revenue & Expenses
URI has released its 2025 Q4 earnings report, with revenue of 4.21B, reflecting a YoY change of 2.76%, and net profit of 653.00M, showing a YoY change of -5.22%. The Sankey diagram below clearly presents URI's revenue sources and cost distribution.
Key Indicators
United Rentals (URI) key financial stats and ratios, covering profitability, financial health, and leverage.
United Rentals (URI)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
United Rentals (URI)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Breakdown
United Rentals (URI)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Breakdown
Where does United Rentals (URI) generate its revenue? Explore its key revenue streams and top earning regions.
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Track United Rentals (URI) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What factors drove the changes in United Rentals's revenue and profit?What were the key takeaways from United Rentals’s earnings call?What is United Rentals's gross profit margin?What guidance did United Rentals's management provide for the next earnings period?What is the market's earnings forecast for United Rentals next quarter?Did United Rentals beat or miss consensus estimates last quarter?What is United Rentals's latest dividend and current dividend yield?What does United Rentals do and what are its main business segments?
