United Rentals

URI

Market cap $65.6B

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.

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.

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) will hold its second quarter 2026 conference call with Matt Flannery, chief executive officer, and Ted Grace, chief financial officer, on Thursday, July 23, 2026 at 8:30 a.m. Eastern Time. The conference call is available live by audio webcast at unitedrentals.com, where it will be archived until the next earnings call. The call is also accessible by dialing 800-579-2568 (international: 785-424-1222). The replay number for the c.

United Rentals, Inc. URI appears well-positioned to protect profitability through higher fleet efficiency and disciplined execution despite lingering cost pressures across the equipment rental industry. It kicked off 2026 with record first-quarter revenues, adjusted EBITDA and earnings per share, while raising its full-year guidance, reflecting confidence in demand across large construction, infrastructure, power and industrial projects.

United Rentals, Simpson, Everus and Construction Partners have been highlighted in this Industry Outlook article.

Tariffs, inflation and housing headwinds weigh on the industry. Yet, URI, AGX, SSD, ECG and ROAD stocks look primed to benefit from infrastructure and innovation tailwinds.

Does United Rentals (URI) have what it takes to be a top stock pick for momentum investors? Let's find out.

United Rentals (URI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. today announced that Wedge®, its remote monitoring solution and a key component of the company's Worksite Performance Solutions™ portfolio, has been named a 2026 Industrial IoT Product of the Year by TMC. The award recognizes technology solutions that deliver measurable value through connected operations and real-time data. For United Rentals, the recognition reflects the company's broader commitment to helping customers build safer, more p.