URI Earnings Date: Jan 27, 2027 (Estimated) — United Rentals, Inc.
NYSE · Industrials · Rental & Leasing Services
Updated
When is URI's next earnings date?
United Rentals, Inc. (URI) is expected to report Q4 2026 earnings on Wednesday, January 27, 2027 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $13.10 on revenue of $4.64B.
How did URI do in its last earnings report?
In its most recent report on Oct 21, 2026 (Q3 2026), United Rentals, Inc. posted EPS of $15.55 versus the $13.85 estimate, a beat of 12.3%. Revenue was $4.89B against a $4.69B estimate. The stock's 1-day post-earnings move was +3.9%.
How much does URI stock move after earnings?
URI beat EPS estimates in 3 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 8.8% (up or down) in the day after earnings.
About United Rentals, Inc.
United Rentals, Inc., founded in 1997 and headquartered in Stamford, Connecticut, functions as a prominent equipment rental firm through its various subsidiaries. The company's operations are divided into two main divisions: General Rentals and Specialty. The General Rentals segment offers a broad selection of construction and industrial machinery, including heavy equipment like backhoes, skid-steer loaders, earthmoving machinery, and forklifts, alongside aerial work platforms such as boom and scissor lifts. This division also provides general tools and lighter equipment, ranging from pressure washers to power tools. Its client base is diverse, encompassing construction and industrial enterprises, manufacturers, utility companies, municipalities, government bodies, and individual homeowners. Conversely, the Specialty segment focuses on more specialized construction products. This includes comprehensive trench safety gear, such as trench shields, aluminum hydraulic shoring systems, and construction lasers, designed for underground work. It also supplies power generation and climate control equipment, featuring portable diesel generators, electrical distribution units, and temperature management systems. Additionally, the segment offers fluid solutions for containment, transfer, and treatment, as well as mobile storage units and modular office spaces. This segment primarily caters to companies undertaking infrastructure projects, municipalities, and industrial clients. Beyond rentals, United Rentals also sells new equipment, including aerial lifts, telehandlers, and compressors, along with construction consumables, tools, small equipment, and safety supplies. It further provides parts for customer-owned machinery and offers repair and maintenance services. The company remarkets its used equipment through its dedicated sales force, brokers, its website, direct sales to manufacturers, and auctions. United Rentals maintains an extensive network of 1,360 rental facilities across the United States, Canada, Europe, Australia, and New Zealand.
🤖 AI Earnings Analysis
United Rentals delivered a strong quarter: construction-equipment rental revenue rose 16.7% to $4.9B, while EPS increased 32.9% to $15.55, beating estimates by $1.70. Revenue-led growth supports its industrial-sector momentum.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-21 | Q3 2026 | 13.85 | 15.55 | +12.27% | $4.89B | ✅ Beat | +3.93% | +9.88% | — |
| 2026-07-22 | Q2 2026 | 11.57 | 12.76 | +10.29% | $4.41B | ✅ Beat | +10.11% | +1.94% | +6.00% |
| 2026-04-22 | Q1 2026 | 8.97 | 9.71 | +8.25% | $3.98B | ✅ Beat | +22.92% | +18.60% | +16.36% |
| 2026-01-28 | Q4 2025 | 11.84 | 11.09 | -6.33% | $4.21B | ❌ Miss | -12.86% | -6.10% | -6.79% |
| 2025-10-22 | Q3 2025 | 12.38 | 11.70 | -5.49% | $4.23B | ❌ Miss | -7.79% | -12.18% | -22.18% |
| 2025-04-23 | Q1 2025 | 8.91 | 8.86 | -0.56% | $3.72B | ❌ Miss | +9.87% | +7.17% | +19.72% |
| 2025-01-29 | Q4 2024 | 11.63 | 11.59 | -0.34% | $4.09B | ❌ Miss | +2.07% | -2.66% | -15.10% |
| 2024-10-23 | Q3 2024 | 12.48 | 11.80 | -5.45% | $3.99B | ❌ Miss | -1.10% | -2.64% | +0.98% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q3 FY26 · $4.89B total
| Segment | Share | Revenue | YoY | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| Owned Equipment Rentals | 67.8% | $3.32B | +12.9% | $2.52B | $2.75B | $2.94B | $2.84B |
| Ancillary and Other Rental Revenue | 17.8% | $871.0M | +33.0% | $560.0M | $610.0M | $655.0M | $658.0M |
| Rental Equipment | 7.1% | $348.0M | +4.5% | $377.0M | $317.0M | $333.0M | $386.0M |
| Re-rent Revenue | 2.6% | $129.0M | +76.7% | $63.0M | $60.0M | $73.0M | $79.0M |
| Service and Other Revenues | 2.0% | $98.0M | +5.4% | $91.0M | $95.0M | $93.0M | $90.0M |
| New Equipment | 1.7% | $84.0M | -11.6% | $70.0M | $75.0M | $95.0M | $108.0M |
| Contractor Supplies | 1.0% | $47.0M | +9.3% | $36.0M | $41.0M | $43.0M | $43.0M |
By region
FY2025 · $16.10B total · annual
| Segment | Share | Revenue | YoY | FY2019 | FY2020 | FY2021 | FY2022 |
|---|---|---|---|---|---|---|---|
| UNITED STATES | 91.1% | $14.67B | +4.9% | $8.53B | $7.80B | $8.76B | $10.49B |
| Non-US | 8.9% | $1.43B | — | — | — | — | — |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.