StreetInsider.com News Articles

United Rentals Announces Record Second Quarter Results and Raises Full-Year 2026 Guidance

Wed, 22 Jul 2026 16:15:00 -0400

STAMFORD, Conn.--(BUSINESS WIRE)-- United Rentals, Inc. (NYSE: URI) today announced record financial results for the second quarter of 2026, and raised its 2026 full-year guidance.

Second Quarter 2026 Highlights1

Total revenue of $4.410 billion, including rental revenue2 of $3.849 billion.
Net income of $753 million, at a margin3 of 17.1%. GAAP diluted earnings per share (“EPS”) of $12.03, and adjusted EPS4 of $12.76.
Adjusted EBITDA4 of $2.056 billion, at a margin3 of 46.6%.
Year-over-year, fleet productivity5 increased 3.4%.
Year-to-date net cash provided by operating activities of $3.305 billion; free cash flow4 of $1.149 billion, including gross payments for purchases of rental equipment

United Rentals Announces Record Second Quarter Results and Raises Full-Year 2026 Guidance

Wed, 22 Jul 2026 16:15:00 -0400

STAMFORD, Conn.--(BUSINESS WIRE)-- United Rentals, Inc. (NYSE: URI) today announced record financial results for the second quarter of 2026, and raised its 2026 full-year guidance.

Second Quarter 2026 Highlights1

Total revenue of $4.410 billion, including rental revenue2 of $3.849 billion.
Net income of $753 million, at a margin3 of 17.1%. GAAP diluted earnings per share (“EPS”) of $12.03, and adjusted EPS4 of $12.76.
Adjusted EBITDA4 of $2.056 billion, at a margin3 of 46.6%.
Year-over-year, fleet productivity5 increased 3.4%.
Year-to-date net cash provided by operating activities of $3.305 billion; free cash flow4 of $1.149 billion, including gross payments for purchases of rental equipment

United Rentals Announces Record Second Quarter Results and Raises Full-Year 2026 Guidance

Wed, 22 Jul 2026 16:15:00 -0400

STAMFORD, Conn.--(BUSINESS WIRE)-- United Rentals, Inc. (NYSE: URI) today announced record financial results for the second quarter of 2026, and raised its 2026 full-year guidance.

Second Quarter 2026 Highlights1

Total revenue of $4.410 billion, including rental revenue2 of $3.849 billion.
Net income of $753 million, at a margin3 of 17.1%. GAAP diluted earnings per share (“EPS”) of $12.03, and adjusted EPS4 of $12.76.
Adjusted EBITDA4 of $2.056 billion, at a margin3 of 46.6%.
Year-over-year, fleet productivity5 increased 3.4%.
Year-to-date net cash provided by operating activities of $3.305 billion; free cash flow4 of $1.149 billion, including gross payments for purchases of rental equipment

United Rentals Announces Record Second Quarter Results and Raises Full-Year 2026 Guidance

Wed, 22 Jul 2026 16:15:00 -0400

STAMFORD, Conn.--(BUSINESS WIRE)-- United Rentals, Inc. (NYSE: URI) today announced record financial results for the second quarter of 2026, and raised its 2026 full-year guidance.

Second Quarter 2026 Highlights1

Total revenue of $4.410 billion, including rental revenue2 of $3.849 billion.
Net income of $753 million, at a margin3 of 17.1%. GAAP diluted earnings per share (“EPS”) of $12.03, and adjusted EPS4 of $12.76.
Adjusted EBITDA4 of $2.056 billion, at a margin3 of 46.6%.
Year-over-year, fleet productivity5 increased 3.4%.
Year-to-date net cash provided by operating activities of $3.305 billion; free cash flow4 of $1.149 billion, including gross payments for purchases of rental equipment

United Rentals (URI) call put ratio 1 call to 1.4 puts into quarter results

Wed, 22 Jul 2026 10:37:33 -0400

United Rentals (NYSE: URI) July 24 weekly call option implied volatility is at 120, August is at 70; compared to its 52-week range of 26 to 49. Call put ratio 1 call to 1.4 puts into the expected release of quarter results today after the bell.

United Rentals (URI) call put ratio 1 call to 1.4 puts into quarter results

Wed, 22 Jul 2026 10:37:33 -0400

United Rentals (URI) PT Raised to $1,165 at Morgan Stanley

Fri, 17 Jul 2026 08:17:27 -0400

Morgan Stanley analyst Angel Castillo raised the price target on United Rentals (NYSE: URI) to $1,165.00 (from $1,030.00) while maintaining a Overweight rating.

Wells Fargo sees machinery sector recovery shifting to demand-driven

Tue, 14 Jul 2026 06:40:49 -0400

Investing.com -- Wells Fargo maintains a positive outlook on Construction Rental & Truck Machinery ahead of second-quarter earnings as the sector transitions from a supply-driven to a demand-driven recovery in U.S. non-residential construction and trucking. The firm rates United Rentals (NYSE:URI), Cummins (NYSE:CMI), and Caterpillar (NYSE:CAT) as overweight.

Used earthmoving equipment supply declined 3% in the second quarter, down 13% year-over-year, while aerial equipment inventory increased 1% from the first quarter, up 4% year-over-year. A channel check indicates approximately 100 basis points of year-over-year rental dollar utilization growth in the quarter in the southeast region.

Wells Fargo's Caterpillar channel checks show widening

Wells Fargo sees machinery sector recovery shifting to demand-driven

Tue, 14 Jul 2026 06:40:49 -0400

Wells Fargo's Caterpillar channel checks show widening

Wells Fargo sees machinery sector recovery shifting to demand-driven

Tue, 14 Jul 2026 06:40:49 -0400

Wells Fargo's Caterpillar channel checks show widening

United Rentals (URI) PT Raised to $1,100 at JPMorgan

Mon, 13 Jul 2026 08:58:55 -0400

JPMorgan analyst Tami Zakaria raised the price target on United Rentals (NYSE: URI) to $1,100.00 (from $1,050.00) while maintaining a Overweight rating.

United Rentals, Inc. Second Quarter 2026 Conference Call and Audio Webcast Thursday, July 23, 2026 at 8:30 a.m. (ET)

Thu, 09 Jul 2026 09:15:00 -0400

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 call is 402-220-7209. The passcode for both the conference call and the replay is 48921.

The company’s second quarter 2026 press

United Rentals, Inc. Second Quarter 2026 Conference Call and Audio Webcast Thursday, July 23, 2026 at 8:30 a.m. (ET)

Thu, 09 Jul 2026 09:15:00 -0400

The company’s second quarter 2026 press

United Rentals, Inc. Second Quarter 2026 Conference Call and Audio Webcast Thursday, July 23, 2026 at 8:30 a.m. (ET)

Thu, 09 Jul 2026 09:15:00 -0400

The company’s second quarter 2026 press

United Rentals, Inc. Second Quarter 2026 Conference Call and Audio Webcast Thursday, July 23, 2026 at 8:30 a.m. (ET)

Thu, 09 Jul 2026 09:15:00 -0400

The company’s second quarter 2026 press

United Rentals (URI) PT Raised to $1,275 at Baird

Wed, 08 Jul 2026 07:39:44 -0400

Baird analyst Mircea Dobre raised the price target on United Rentals (NYSE: URI) to $1,275.00 (from $1,100.00) while maintaining a Outperform rating.

United Rentals (URI) PT Raised to $1,210 at Citi

Wed, 08 Jul 2026 04:57:38 -0400

Citi analyst Kyle Menges raised the price target on United Rentals (NYSE: URI) to $1,210.00 (from $1,130.00) while maintaining a Buy rating.

United Rentals (URI) PT Raised to $1,421 at Truist Securities

Thu, 02 Jul 2026 07:09:20 -0400

Truist Securities analyst Jamie Cook raised the price target on United Rentals (NYSE: URI) to $1,421.00 (from $1,209.00) while maintaining a Buy rating.

Form 4 UNITED RENTALS, INC. For: Jun 30 Filed by: Bruno Marc A

Wed, 01 Jul 2026 16:45:00 -0400

si-local-file:///var/storage/secattach/20260701/26721586.html

Form 4 UNITED RENTALS, INC. For: Jun 30 Filed by: Bruno Marc A

Wed, 01 Jul 2026 16:45:00 -0400

si-local-file:///var/storage/secattach/20260701/26721586.html

United Rentals (URI) PT Raised to $1,300 at UBS on Increased Conviction in Non-Res Rebound

Wed, 01 Jul 2026 09:22:39 -0400

(Updated - July 1, 2026 9:22 AM EDT)

UBS analyst Steven Fisher raised the price target on United Rentals (NYSE: URI) to $1,300.00 (from $1,145.00) while maintaining a Buy rating.

The analyst commented, "We raise our estimates and price target on URI, based on increased conviction in a rebound in US non-res construction in 2H26-2027. Over the past month, we observed several indications of sustained strength in large projects, an area where URI has meaningful differentiation: In May, construction starts increased sharply, driven by several large projects. May non-res construction starts were +62% YOY; +31% L3M YOY. Our May UBS rental equipment

United Rentals (URI) PT Raised to $1,300 at UBS on Increased Conviction in Non-Res Rebound

Wed, 01 Jul 2026 09:22:39 -0400

(Updated - July 1, 2026 9:22 AM EDT)

UBS analyst Steven Fisher raised the price target on United Rentals (NYSE: URI) to $1,300.00 (from $1,145.00) while maintaining a Buy rating.

Wells Fargo Lists 8 Tactical Ideas for Q3 2026

Wed, 01 Jul 2026 06:22:32 -0400

Wells Fargo Lists 8 Tactical Ideas for Q3 2026.

The analyst comments "We are bullish and expect a strong summer rally before midterm-led volatility in Sept. We believe the recent volatility was at least partly driven by the qtr-end rebalance. Positioning has reset (see Flows) and seasonality now turns positive, especially the 1H of July. We expect another strong EPS season, also boosted by tariff refunds. Trump Accounts also add $20B of price-insensitive inflows mostly in 3Q. Buy the dip in AI infra. • Advanced Energy Industries, Inc. (AEIS): We view recent share underperformance (+16% in 2Q26 vs. peers +93%; SOX

Wells Fargo Lists 8 Tactical Ideas for Q3 2026

Wed, 01 Jul 2026 06:22:32 -0400

Wells Fargo Lists 8 Tactical Ideas for Q3 2026.

Wells Fargo Lists 8 Tactical Ideas for Q3 2026

Wed, 01 Jul 2026 06:22:32 -0400

Wells Fargo Lists 8 Tactical Ideas for Q3 2026.