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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.
The headline numbers for United Rentals (URI) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
United Rentals (URI) came out with quarterly earnings of $15.55 per share, beating the Zacks Consensus Estimate of $13.83 per share. This compares to earnings of $11.7 per share a year ago.
STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) announced today that its Board of Directors declared a quarterly cash dividend of $1.97 per share, payable on November 25, 2026 to stockholders of record as of November 11, 2026. About United Rentals United Rentals, Inc. is the largest equipment rental company in the world. The company has an integrated network of 1,686 rental locations in North America, 44 in Europe, 47 in Australia and 18 in New Zealand. In North America, the.