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 is closely watched by investors.

$11.65

Revenue

Revenue growth reflects the company's ability to expand its business and capture market share.

$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, it plays a crucial role in supporting infrastructure development and construction activities across various sectors.

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, exceeding expectations by 7.78%. However, revenue details were not disclosed, and the stock saw a slight decline the following day.

Management Promises & Guidance

Focus on maintaining strong operational efficiency.
Commitment to expanding rental fleet and services.
Plans to enhance customer service and support.

Expectations

Wall Street Expectations

Analysts expect solid performance in the upcoming earnings report, with a consensus EPS of $11.65 and revenue of $4.2 billion. Investors are keen to see if the company can meet or exceed these expectations.

Bull Case

If United Rentals delivers strong earnings and revenue growth, it could signal robust demand in the construction sector, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses earnings expectations or provides weak guidance, it may raise concerns about slowing demand and negatively impact the stock.

Key Metrics to Watch

EPS

$11.65

Earnings per share is a key indicator of profitability and is closely watched by investors.

Revenue

$4.2B

Revenue growth reflects the company's ability to expand its business and capture market share.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $11.65?

A beat on EPS could indicate stronger profitability and operational efficiency, which would be viewed positively by investors.

What is the outlook for revenue growth given the current market conditions?

Understanding revenue growth will help gauge demand in the construction sector and the company's market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for revenue growth due to increased infrastructure spending, which could drive higher demand for rentals.

Supporting Evidence

The construction sector has shown resilience, which may not be fully reflected in the current estimates.

Recent trends in infrastructure investments suggest a more favorable environment for rental companies.

Options pricing indicates higher volatility, suggesting that traders expect significant movements based on the earnings report.

Key Risk

If revenue growth significantly exceeds expectations, it could lead to a reevaluation of the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical in determining whether United Rentals can sustain its growth trajectory amidst market fluctuations.

Bull Confirmed If

Achieving an EPS of $12.00 or higher would confirm strong operational performance and demand.

Bear Confirmed If

An EPS below $11.38 would raise concerns about slowing growth and profitability.

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 investors are anticipating 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 average one-day move of +1.87%, confirming strong demand and operational strength.

In-Line / Cautious

An in-line report may lead to a muted reaction, as investors weigh management's commentary on future growth.

Miss

If the company misses expectations, history suggests a potential average one-day move of -0.54%, indicating investor disappointment.

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 updates on fleet expansion plans and their impact on revenue.
2Insights into customer demand trends in the construction sector.
3Management's commentary on operational efficiency improvements.
4Guidance on future revenue expectations for the upcoming quarters.
5Details on any new service offerings or market expansions.

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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 is closely watched by investors.

$11.65

Revenue

Revenue growth reflects the company's ability to expand its business and capture market share.

$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, exceeding expectations by 7.78%. However, revenue details were not disclosed, and the stock saw a slight decline the following day.

Management Promises & Guidance

Focus on maintaining strong operational efficiency.
Commitment to expanding rental fleet and services.
Plans to enhance customer service and support.

Expectations

Wall Street Expectations

Bull Case

If United Rentals delivers strong earnings and revenue growth, it could signal robust demand in the construction sector, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses earnings expectations or provides weak guidance, it may raise concerns about slowing demand and negatively impact the stock.

Key Metrics to Watch

EPS

$11.65

Earnings per share is a key indicator of profitability and is closely watched by investors.

Revenue

$4.2B

Revenue growth reflects the company's ability to expand its business and capture market share.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $11.65?

A beat on EPS could indicate stronger profitability and operational efficiency, which would be viewed positively by investors.

What is the outlook for revenue growth given the current market conditions?

Understanding revenue growth will help gauge demand in the construction sector and the company's market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for revenue growth due to increased infrastructure spending, which could drive higher demand for rentals.

Supporting Evidence

The construction sector has shown resilience, which may not be fully reflected in the current estimates.

Recent trends in infrastructure investments suggest a more favorable environment for rental companies.

Options pricing indicates higher volatility, suggesting that traders expect significant movements based on the earnings report.

Key Risk

If revenue growth significantly exceeds expectations, it could lead to a reevaluation of the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical in determining whether United Rentals can sustain its growth trajectory amidst market fluctuations.

Bull Confirmed If

Achieving an EPS of $12.00 or higher would confirm strong operational performance and demand.

Bear Confirmed If

An EPS below $11.38 would raise concerns about slowing growth and profitability.

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 investors are anticipating 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 average one-day move of +1.87%, confirming strong demand and operational strength.

In-Line / Cautious

An in-line report may lead to a muted reaction, as investors weigh management's commentary on future growth.

Miss

If the company misses expectations, history suggests a potential average one-day move of -0.54%, indicating investor disappointment.

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 updates on fleet expansion plans and their impact on revenue.
2Insights into customer demand trends in the construction sector.
3Management's commentary on operational efficiency improvements.
4Guidance on future revenue expectations for the upcoming quarters.
5Details on any new service offerings or market expansions.