
United Rentals (URI) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| Q3 | Oct 21, 2026 | $15.55 | $13.97 | 11.3 % |
| Q2 | Jul 22, 2026 | $12.76 | $11.57 | 10.3 % |
| Q1 | Apr 22, 2026 | $9.71 | $8.97 | 8.25 % |
| Q4 | Jan 28, 2026 | $11.09 | $11.84 | -6.33 % |
Quarterly Revenue (Billions)
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| Q3 | Oct 21, 2026 | $4.89B | $4.70B | 4.07 % |
| Q2 | Jul 22, 2026 | $4.41B | $4.22B | 4.41 % |
| Q1 | Apr 22, 2026 | $3.99B | $3.87B | 2.90 % |
| Q4 | Jan 28, 2026 | $4.21B | $4.25B | -0.93 % |
United Rentals (URI) last issued guidance on October 21, 2026 for fiscal year 2026. The company guided revenue in the range of $18B - $18.2B for the period.
Compared to prior guidance, United Rentals raised its revenue forecast from a prior range of $17.5B - $17.8B.
United Rentals has issued 16 guidance updates between January 25, 2023 and October 21, 2026. During this period, the company raised its outlook 7 times, reflecting management's growing confidence in business performance.
| Metric | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $13.97 | $11.57 | $8.97 | $11.84 |
| Actual | $15.55 | $12.76 | $9.71 | $11.09 |
| Surprise | +11.3% | +10.3% | +8.25% | -6.33% |
| Revenue | ||||
| Estimate | $4.70B | $4.22B | $3.87B | $4.25B |
| Actual | $4.89B | $4.41B | $3.98B | $4.21B |
| Surprise | +4.07% | +4.41% | +2.90% | -0.93% |
| Metric | Q4 '26E | Q1 '27E | Q2 '27E | Q3 '27E |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Consensus | $14.22 | $11.85 | $14.95 | $17.95 |
| Revenue | ||||
| Consensus | $4.81B | $4.45B | — | — |