URI
United RentalsPrevious close
1,170.05
Change
−28.63 / −2.39%
P/E (TTM) ?
25.9
Market Cap
$73.9B
1M
+16.91%
S&P 500 −0.91% over same period
Volume / Avg Volume
489K / 606K
0.81× average
Latest earnings analysisFY2026 Q3Reported 2026-10-21
United Rentals Q3 FY2026: record results and raised guidance
United Rentals delivered record third-quarter 2026 results and raised full-year revenue and adjusted EBITDA guidance. The headline revenue figure in the data set is flagged as a mismatch, so this analysis anchors on the press release's $4.893 billion total revenue and $920 million net income. Read the scorecard as a demand-and-margin story: rental revenue growth, fleet productivity and cost efficiencies drove profit, while the balance sheet carries $13.064 billion of long-term debt.
Read the full analysis →Revenue$1.07BYoY −74.70%
EPS (non-GAAP)$15.55Beatest. $14.06
Next-quarter revenue guidance$18.10B ±0.55%YoY +1594.80%
Next-day move+3.93%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q3 Quarter ended 2026-09 | 2026-10-21 | $1.1B | Read analysis → |
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-22 | $994M | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-22 | $929M | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-01-28 | $3.7B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-22 | $938M | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-23 | $872M | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-04-23 | $893M | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 88 of its 5-year rangeExpensive
5-year range 13.6 – 27.7 · Median 20.0
Last 4 quarters: $1.7B in buybacks + $354M in dividends, 2.74% of market cap combined
P/E (TTM)
25.9
P/B
7.6
P/S
4.2
Dividend Yield
1.27%
Earnings Reaction
Over the last 7 reports, the stock moved ±10.9% on average on the first trading day after, rising 5 times
Most recent +3.93%
Volatility & Correlation
1-year beta 1.02 · Correlation with S&P 500 0.30Tracks the market
Annualized volatility 43% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
No open-market buys or sells by officers or directors in the last 90 days.
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q3 | 1.07 | +13.9% | -166.6% | 0.92 | 14.77 |
| FY2026 Q1 | 0.93 | +4.0% | -170.8% | 0.53 | 8.43 |
| FY2025 Q4 | 4.21 | +2.8% | — | 0.65 | 10.27 |
| FY2025 Q3 | 0.94 | −76.5% | -173.3% | 0.70 | 10.91 |
| FY2025 Q2 | 3.94 | +4.5% | 38.9% | 0.62 | 9.59 |
| FY2025 Q1 | 0.89 | −74.4% | -164.6% | 0.52 | 7.91 |
| FY2024 Q4 | 4.10 | +9.8% | — | 0.69 | 10.47 |
| FY2024 Q3 | 3.99 | +6.0% | 41.3% | 0.71 | 10.70 |
| FY2024 Q2 | 3.77 | +6.2% | 40.2% | 0.64 | 9.54 |
| FY2024 Q1 | 3.49 | +6.1% | 38.6% | 0.54 | 8.04 |
| FY2023 Q4 | 3.73 | +13.1% | — | 0.68 | 10.01 |
| FY2023 Q3 | 3.77 | +23.4% | 42.1% | 0.70 | 10.29 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| URI | 25.9 | +13.9% | -166.6% | +16.91% | Bullish |
| SPCX | — | +161.4% | 62.4% | −10.70% | Bullish |
| CAT | 26.8 | +24.0% | 37.8% | −23.19% | Bullish |
| GE | 35.1 | +15.9% | — | −3.36% | Bullish |
| RTX | 32.0 | +11.1% | — | +7.62% | Bullish |
| GEV | 22.8 | +26.8% | 24.6% | −9.74% | Bullish |
| UNP | 23.6 | +15.3% | — | +11.71% | Bullish |
| DE | 36.7 | +4.9% | — | +0.59% | Bullish |
| ETN | 38.6 | +21.4% | 33.5% | −13.90% | Bullish |