Equity Profile

URI

United Rentals, Inc.

IndustrialsTrading Companies & Distributors$66.9B

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 for construction and industrial projects....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$11.65

Revenue

Revenue growth reflects the demand for rental equipment and services, which is vital for assessing the company's market position.

$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 for construction and industrial projects. With a market cap of $62 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 the last quarter, United Rentals reported an EPS of $9.71, exceeding expectations by 7.78%. However, there was no revenue figure reported, leaving some uncertainty about overall performance.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic, expecting United Rentals to report solid earnings driven by ongoing infrastructure projects. However, concerns about potential economic slowdowns could impact performance.

Bull Case

If the company beats EPS estimates and shows strong revenue growth, it could indicate robust demand for rental services, boosting investor confidence.

Bear Case

Conversely, if the company misses earnings expectations or shows signs of declining demand, it could lead to a negative market reaction.

Key Metrics to Watch

EPS

$11.65

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$4.2B

Revenue growth reflects the demand for rental equipment and services, which is vital for assessing the company's market position.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $11.65?

A significant beat could signal strong operational performance and boost investor confidence.

What are the revenue figures and growth trends in the current market?

Understanding revenue performance will provide insight into demand for rental services and overall market health.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating the impact of ongoing infrastructure investments, which could drive stronger-than-expected demand for rental services.

Supporting Evidence

The recent EPS surprise of +7.78% indicates potential for continued strong performance.

Options pricing suggests a higher expected move than historical averages, indicating market anticipation of significant news.

Key Risk

If revenue growth is significantly higher than expected, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is focused on profitability and revenue growth, which are critical indicators of the company's health amid economic uncertainties.

Bull Confirmed If

Reporting EPS above $11.65 with revenue exceeding $4.2B would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $11.38 or revenue below $4.1B would indicate potential weaknesses in demand or operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±2.72%

Historical Avg

±1.6%

Pricing rich

The options market is pricing in a moderate move, suggesting that investors are anticipating some volatility around the earnings report.

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 5 of 24 (21%)

This setup has occurred 30 times across Industrials in the last 2 years. 19 of 24 (79%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.6%, with a raw directional average of +1.6% (modestly positive historical bias).

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$23.0M

23,316 sh

2 insiders

Net

$23.0M

Net selling

Most Active Insiders· 2 open-market trades

President & CEOFlannery Matthew John
$22.4M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If United Rentals beats expectations, history suggests the stock could rise by around 1.56%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see little movement, reflecting cautious sentiment among investors.

Miss

A miss on earnings could lead to a decline, with historical patterns suggesting an average drop of around 0.54%.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

2 buys·2 sells

Members

House only

Est. Notional

$18,004.00–$95,000.00

disclosed dollar ranges

Most Active Members

R-LAJulia LetlowRep.
2

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on demand trends in the construction and industrial sectors.
2Updates on major contracts or projects that could impact future revenue.
3Insights into cost management strategies and their effect on profitability.
4Discussion of any macroeconomic factors affecting the rental market.
5Management's outlook on future growth and potential challenges.

See the full picture

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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 for construction and industrial projects....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$11.65

Revenue

Revenue growth reflects the demand for rental equipment and services, which is vital for assessing the company's market position.

$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 the last quarter, United Rentals reported an EPS of $9.71, exceeding expectations by 7.78%. However, there was no revenue figure reported, leaving some uncertainty about overall performance.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If the company beats EPS estimates and shows strong revenue growth, it could indicate robust demand for rental services, boosting investor confidence.

Bear Case

Conversely, if the company misses earnings expectations or shows signs of declining demand, it could lead to a negative market reaction.

Key Metrics to Watch

EPS

$11.65

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$4.2B

Revenue growth reflects the demand for rental equipment and services, which is vital for assessing the company's market position.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $11.65?

A significant beat could signal strong operational performance and boost investor confidence.

What are the revenue figures and growth trends in the current market?

Understanding revenue performance will provide insight into demand for rental services and overall market health.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating the impact of ongoing infrastructure investments, which could drive stronger-than-expected demand for rental services.

Supporting Evidence

The recent EPS surprise of +7.78% indicates potential for continued strong performance.

Options pricing suggests a higher expected move than historical averages, indicating market anticipation of significant news.

Key Risk

If revenue growth is significantly higher than expected, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is focused on profitability and revenue growth, which are critical indicators of the company's health amid economic uncertainties.

Bull Confirmed If

Reporting EPS above $11.65 with revenue exceeding $4.2B would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $11.38 or revenue below $4.1B would indicate potential weaknesses in demand or operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±2.72%

Historical Avg

±1.6%

Pricing rich

The options market is pricing in a moderate move, suggesting that investors are anticipating some volatility around the earnings report.

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 5 of 24 (21%)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$23.0M

23,316 sh

2 insiders

Net

$23.0M

Net selling

Most Active Insiders· 2 open-market trades

President & CEOFlannery Matthew John
$22.4M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If United Rentals beats expectations, history suggests the stock could rise by around 1.56%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see little movement, reflecting cautious sentiment among investors.

Miss

A miss on earnings could lead to a decline, with historical patterns suggesting an average drop of around 0.54%.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

2 buys·2 sells

Members

House only

Est. Notional

$18,004.00–$95,000.00

disclosed dollar ranges

Most Active Members

R-LAJulia LetlowRep.
2

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on demand trends in the construction and industrial sectors.
2Updates on major contracts or projects that could impact future revenue.
3Insights into cost management strategies and their effect on profitability.
4Discussion of any macroeconomic factors affecting the rental market.
5Management's outlook on future growth and potential challenges.