Loading…
Loading…
URI heads into Q2 earnings with strong rental demand and fleet productivity in focus as investors assess whether margin gains can offset cost pressures.
Beyond analysts' top-and-bottom-line estimates for United Rentals (URI), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.
California Public Employees Retirement System cut its holdings in United Rentals, Inc. (NYSE: URI) by 3.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 114,513 shares of the construction company's stock after selling 4,602 shares during the quarter.
The multiyear infrastructure investment cycle is benefiting infrastructure firms like United Rentals, Inc. URI and Fluor Corporation FLR. Growth in public and private funding is boosting demand for large-scale industrial and infrastructure projects.
United Rentals (URI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
On CNBC's “Mad Money Lightning Round,” Jim Cramer said EquipmentShare.com Inc. (NASDAQ:EQPT) is disappointing, and he can't stick with it. “I thought this would be like United Rentals (NYSE:URI), and it wasn't,” he added.
United Rentals (URI) remains rated Hold as Specialty segment margin pressures persist despite strong revenue and industry sentiment. URI's valuation now trades above historical levels, demanding high-quality margin and cash flow improvements to justify further upside. Second quarter results must demonstrate Specialty margin recovery, lower delivery costs, and improved capital efficiency to warrant a rerating.
United Rentals, Inc. URI surged 38.8% in the past three months, outperforming the Zacks Building Products - Miscellaneous industry, the broader Zacks Construction sector and the S&P 500 Index. This Connecticut-based equipment rental company is benefiting from favorable secular trends in non-residential construction, infrastructure modernization, power, manufacturing, mining and data center development, which continue to drive healthy equipment rental demand.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
Click below to see what's inside, then upgrade to read every transcript for URI and 80,000+ other tickers.
Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.