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United Rentals, Inc.

URI Consumer Discretionary Diversified Commercial Services
$1,111.02
▲ +6.4% Today
as of Oct 22, 16:53 ET
Last 30 days +11.80% Sep 14 → Oct 22
$979.38 $1014.73 $1050.08 $1085.42 $1120.77 Sep 14 Sep 22 Sep 29 Oct 07 Oct 14 Oct 22
Open
$1,093.99
High
$1,113.86
Low
$1,046.74
Volume
$1M
Avg Vol
$582,930
Mkt Cap
$64.6B
P/E (TTM)
—
Beta
—
52w High
$1,179.18
52w Low
$701.59
Div Yield
—
Shares Out
$63M

Recent Press Releases & News last 60 days · 25 items

mixed ▲ 3 ● 22 ▼ 0
Oct 21 · 21:30 EARNINGS Zacks neutral
Compared to Estimates, United Rentals (URI) Q3 Earnings: A Look at Key Metrics
Oct 21 · 20:50 EARNINGS Zacks bullish
United Rentals (URI) Beats Q3 Earnings and Revenue Estimates
Oct 21 · 20:30 PR Business Wire neutral
United Rentals Declares Quarterly Cash Dividend
▸ Show all 25 press releases & news Free account →

URI earnings at a glance

United Rentals, Inc. (URI) is scheduled to report earnings on Wednesday, October 28, 2026 — in 5 days. Analysts expect earnings per share of $13.72, compared with $11.70 in the same quarter last year (+17%). The options market is pricing a move of about ±10.4% after the report, a range of roughly $995.67 to $1,226.37 from today's $1,111.02. Over its last 6 reports the stock rose the next day 4 times and fell 2, moving ±12.1% on average; after the most recent report on Jul 22, 2026 it moved +10.1%. That means options currently expect about the same movement than URI has typically delivered. URI beat the consensus EPS estimate in 3 of its last 6 reported quarters. Implied volatility is currently 53%. The share price of $1,111.02 sits near its 52-week high.

More Consumer Discretionary stocks · All stocks · Earnings calendar

Overview

52-week range
$702
$1.2K
86% of range
Avg surprise (last 6)
+0.6%
Avg reaction (last 6)
+5.2%
67% positive
Latest IV / EM
53%
EM ±10.4% · $1060 · Oct 30

Earnings trends

EPS — actual vs estimate Actual Estimate
$8.84$9.82$10.80$11.78$12.76 Actual $8.86Est $8.84Actual $10.47Est $10.54Actual $11.70Est $12.49Actual $11.09Est $11.90Actual $9.71Est $9.01Actual $12.76Est $11.67 Mar/2025Jun/2025Sep/20258K8KJun/2026
Revenue vs Net Income Revenue Net income
$0$1.0B$2.1B$3.1B$4.2B Mar 25Mar 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Wed Jul 22, 2026Jun/2026 $12.76 $11.67 +9.3% +11.5% +10.1% earnings
Wed Apr 22, 20268K 2026-04-22 $9.71 $9.01 +7.8% — +22.9% earnings
Wed Jan 28, 20268K 2026-01-28 $11.09 $11.90 -6.8% — -12.9% earnings
Wed Oct 22, 2025Sep/2025 $11.70 $12.49 -6.3% — -7.8% earnings
Wed Jul 23, 2025Jun/2025 $10.47 $10.54 -0.7% — +9.0% earnings
Wed Apr 23, 2025Mar/2025 $8.86 $8.84 +0.2% — +9.9% earnings

Upcoming

DateFiscalTimeEPS EstLY EPSYoY %Δ
Wed Oct 28, 2026Sep/2026OTHER $13.72$11.70 +17.3%

Financials

Income statement (quarterly)

MetricMar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024
Revenue$3.98B———$3.72B———
Cost of revenue$2.52B—$2.56B$2.41B$2.36B—$2.34B$2.25B
Gross profit$1.47B———$1.36B———
Operating income$869M———$804M———
Net income$531M———$518M———
EPS (diluted)$8.43———$7.91———

Balance sheet (quarterly)

MetricMar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024
Cash & equivalents$156M$459M$512M$548M$542M$457M$479M$467M
Inventory$256M$240M$234M$242M$227M$200M$211M$219M
Total current assets$3.31B$3.61B$3.78B$3.52B$3.24B$3.25B$3.32B$3.22B
Total assets$29.89B$29.87B$30.07B$29.21B$28.05B$28.16B$28.41B$27.61B
Long-term debt————————
Total liabilities$20.92B$20.90B$21.07B$20.17B$19.26B$19.54B$19.83B$19.33B
Total equity$8.97B$8.97B$9.00B$9.04B$8.79B$8.62B$8.58B$8.28B

Implied volatility — last 90 days

32%70%108%146%185% Jun 07 — IV 42% · EM ±4.0%Jun 08 — IV 50% · EM ±4.2%Jun 09 — IV 46% · EM ±3.3%Jun 10 — IV 46% · EM ±2.7%Jun 11 — IV 46% · EM ±1.9%Jun 15 — IV 42% · EM ±3.0%Jun 16 — IV 42% · EM ±2.5%Jun 17 — IV 45% · EM ±1.9%Jun 19 — IV 40% · EM ±4.4%Jun 22 — IV 47% · EM ±3.9%Jun 23 — IV 41% · EM ±3.0%Jun 24 — IV 46% · EM ±2.7%Jun 25 — IV 45% · EM ±1.9%Jun 29 — IV 46% · EM ±9.7%Jun 30 — IV 46% · EM ±9.4%Jul 01 — IV 46% · EM ±9.3%Jul 02 — IV 47% · EM ±9.1%Jul 03 — IV 48% · EM ±9.2%Jul 06 — IV 50% · EM ±8.8%Jul 07 — IV 53% · EM ±9.1%Jul 08 — IV 53% · EM ±8.8%Jul 09 — IV 54% · EM ±8.7%Jul 10 — IV 55% · EM ±8.6%Jul 13 — IV 60% · EM ±8.4%Jul 14 — IV 63% · EM ±8.3%Jul 15 — IV 65% · EM ±8.1%Jul 16 — IV 67% · EM ±7.9%Jul 17 — IV 70% · EM ±7.7%Jul 20 — IV 87% · EM ±7.3%Jul 21 — IV 96% · EM ±6.9%Jul 22 — IV 185% · EM ±10.9%Jul 23 — IV 48% · EM ±2.0%Jul 27 — IV 41% · EM ±3.4%Jul 28 — IV 42% · EM ±3.0%Jul 29 — IV 47% · EM ±2.8%Jul 30 — IV 44% · EM ±1.8%Aug 03 — IV 40% · EM ±3.4%Aug 04 — IV 39% · EM ±2.8%Aug 05 — IV 86% · EM ±5.1%Aug 06 — IV 39% · EM ±1.6%Aug 10 — IV 34% · EM ±2.8%Aug 11 — IV 32% · EM ±2.3%Aug 12 — IV 34% · EM ±2.0%Aug 13 — IV 35% · EM ±1.5%Aug 17 — IV 35% · EM ±2.9%Aug 18 — IV 32% · EM ±2.3%Aug 19 — IV 34% · EM ±2.0%Aug 20 — IV 38% · EM ±1.6%Aug 24 — IV 37% · EM ±3.1%Aug 25 — IV 36% · EM ±2.6%Aug 26 — IV 39% · EM ±2.3%Aug 27 — IV 47% · EM ±2.0%Aug 31 — IV 37% · EM ±3.1%Sep 01 — IV 42% · EM ±3.1%Sep 02 — IV 42% · EM ±2.5%Sep 03 — IV 52% · EM ±2.2%Sep 07 — IV 46% · EM ±3.9%Sep 08 — IV 61% · EM ±4.4%Sep 09 — IV 45% · EM ±2.6%Sep 10 — IV 44% · EM ±1.8%Sep 14 — IV 40% · EM ±3.3%Sep 15 — IV 43% · EM ±3.1%Sep 16 — IV 57% · EM ±3.4%Sep 17 — IV 48% · EM ±2.0%Sep 21 — IV 38% · EM ±3.2%Sep 22 — IV 39% · EM ±2.8%Sep 23 — IV 42% · EM ±2.5%Sep 24 — IV 37% · EM ±1.6%Sep 28 — IV 45% · EM ±10.6%Sep 29 — IV 47% · EM ±10.9%Sep 30 — IV 47% · EM ±10.8%Oct 01 — IV 46% · EM ±10.4%Oct 02 — IV 49% · EM ±10.9%Oct 06 — IV 51% · EM ±10.5%Oct 07 — IV 53% · EM ±10.5%Oct 08 — IV 53% · EM ±10.4%

Sector peers

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PAYX
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SUNB
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ADP
Automatic Data Processing, Inc.
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AER
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URI earnings FAQ

When is URI's next earnings date?

United Rentals, Inc. is expected to report on October 28, 2026.

What is URI's expected move for earnings?

Options currently price a move of about ±10.4%, or $115.35 per share either way from $1,111.02.

How does URI stock usually react to earnings?

Across the last 6 reports the average next-day move was ±12.1%, up 4 times and down 2 times.

What EPS are analysts expecting from United Rentals, Inc.?

The consensus estimate is $13.72 per share, versus $11.70 a year ago.

What is URI's implied volatility?

URI's at-the-money implied volatility is about 53% based on the latest options snapshot.

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