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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…
Total revenue grew 16% year over year to $4.9 billion. Specialty rental revenue increased 35% year over year.
United Rentals NYSE: URI reported record third-quarter results and raised its full-year outlook, citing sustained demand from large projects across construction, infrastructure, energy, manufacturing and data-center-related end markets.
Total Revenue: Grew 16% year-over-year to $4.9 billion, a quarterly record.Rental Revenue: Increased 18% to $4.3 billion, a quarterly record.Fleet Productivity:
United Rentals, Inc. ( URI ) Q3 2026 Earnings Call October 22, 2026 8:30 AM EDT Company Participants Matthew Flannery - President, CEO & Director William Grace - Executive VP & CFO Conference Call Participants David Raso - Evercore ISI Institutional Equities, Research Division Robert Wertheimer - Melius Research LLC Jerry Revich - Wells Fargo Securities, LLC, Research Division Angel Castillo Malpica - Morgan Stanley, Research Division Seth Weber - BNP Paribas, Research Division Kyle Menges - Citigroup Inc., Research Division Charles Albert Dillard - Bernstein Institutional Services LLC, Research Division Mircea Dobre - Robert W. Baird & Co. Incorporated, Research Division Jamie Cook - Truist Securities, Inc., Research Division Steven Fisher - UBS Investment Bank, Research Division Sabahat Khan - RBC Capital Markets, Research Division Daniel Hultberg - Oppenheimer & Co. Inc., Research Division Neil Tyler - Rothschild & Co Redburn, Research Division Presentation Operator Good morning, everyone, and welcome to the United Rentals Investor Conference Call.
URI beats Q3 earnings and revenue estimates as record rental sales and stronger margins drive growth, prompting a higher 2026 outlook.