United Rentals (NYSE:URI) Issues Earnings Results

United Rentals (NYSE:URI) posted its quarterly earnings data on Wednesday. The construction company reported $15.55 earnings per share for the quarter, beating analysts’ consensus estimates of $13.97 by $1.58, FiscalAI reports. The company had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.71 billion. United Rentals had a net margin of 16.33% and a return on equity of 34.07%. The firm’s revenue for the quarter was up 15.7% on a year-over-year basis. During the same period in the prior year, the company posted $11.70 EPS.

United Rentals Price Performance

Shares of URI opened at $1,111.52 on Friday. United Rentals has a 52 week low of $701.59 and a 52 week high of $1,179.18. The company has a current ratio of 0.76, a quick ratio of 0.70 and a debt-to-equity ratio of 1.38. The firm has a market cap of $69.18 billion, a price-to-earnings ratio of 26.69, a PEG ratio of 1.56 and a beta of 1.83. The stock has a 50 day moving average of $1,043.77 and a 200-day moving average of $1,020.86.

United Rentals Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, November 25th. Stockholders of record on Wednesday, November 11th will be given a $1.97 dividend. The ex-dividend date is Tuesday, November 10th. This represents a $7.88 annualized dividend and a dividend yield of 0.7%. United Rentals’s dividend payout ratio (DPR) is presently 18.92%.

Trending Headlines about United Rentals

Here are the key news stories impacting United Rentals this week:

• Positive Sentiment: Record quarterly results: Third-quarter revenue increased 15.7% year over year to $4.893 billion, while net income rose 31.2% to $920 million. Adjusted EBITDA reached $2.331 billion, supported by strong rental demand and improved margins. United Rentals Posts Record Third Quarter Revenue
• Positive Sentiment: Significant earnings beat: Adjusted EPS was $15.55, well above the roughly $13.83-$13.97 analyst consensus, while revenue exceeded estimates of approximately $4.71 billion. EPS also increased from $11.70 in the year-ago quarter. United Rentals Beats Q3 Earnings and Revenue Estimates
• Positive Sentiment: 2026 outlook raised: Management increased its full-year revenue forecast to $18.0 billion-$18.2 billion from $17.5 billion-$17.8 billion, signaling continued confidence in equipment-rental demand. United Rentals Raises 2026 Outlook After Record Quarter
• Positive Sentiment: Specialty rentals remained a growth engine: Specialty rental revenue climbed 35% year over year, contributing to total revenue growth of 16% and reinforcing the company’s strategy of expanding higher-value rental offerings. United Rentals Three Key Takeaways
• Positive Sentiment: Analyst-rating support: Zacks added URI to its Rank #1, or “Strong Buy,” list, potentially improving investor sentiment following the earnings report. New Strong Buy Stocks for October 23rd
• Neutral Sentiment: United Rentals declared a quarterly dividend of $1.97 per share, or $7.88 annualized, and has returned $1.496 billion to shareholders through dividends and repurchases year to date. The capital returns are supportive, although the stated yield is modest.
• Negative Sentiment: Recent insider activity included sales by several executives, including the CEO. While these transactions may create a modest sentiment overhang, they do not offset the quarter’s strong operating results and higher guidance.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on URI shares. Zacks Research lowered United Rentals from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 21st. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of United Rentals in a research report on Friday. Argus reiterated a “buy” rating and set a $1,250.00 target price on shares of United Rentals in a research note on Tuesday, August 4th. Sanford C. Bernstein reissued an “outperform” rating and set a $1,215.00 price target on shares of United Rentals in a research report on Wednesday, October 14th. Finally, JPMorgan Chase & Co. restated a “neutral” rating and issued a $1,170.00 price target (down from $1,235.00) on shares of United Rentals in a research note on Thursday, September 10th. Fifteen analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,276.19.

United Rentals Company Profile

United Rentals, Inc is an equipment rental company serving construction, industrial, infrastructure, utilities, government and other commercial customers. The company provides access to equipment and related services through a network of rental locations, helping customers manage projects without purchasing and maintaining all of the equipment they need.

Its rental fleet includes aerial work platforms, earthmoving equipment, material-handling equipment, general construction tools, trucks and trailers, and light-duty equipment.