Stock AnalizUnited Rentals (URI) earnings for the quarter ended September 2026: EPS beats estimates
United Rentals reported results for the quarter ended September 2026 on October 21, 2026. Adjusted earnings per share came in at $15.55 against the analysts’ average forecast of $14.03, a beat of 10.8%.
Revenue for the quarter was $4.89 billion, up 15.7% from $4.23 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 6.4% on the first trading day after the report.
The last four quarters
United Rentals has beaten the analysts’ EPS forecast in 3 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $15.55 | $14.03 | +10.8% | +16% | +6.4% |
| Jun 2026 | $12.76 | $11.59 | +10.1% | — | +12.4% |
| Mar 2026 | $9.71 | $8.94 | +8.6% | +7% | +22.4% |
| Dec 2025 | $11.09 | $11.80 | −6.0% | +3% | −13.3% |
What comes next
Analysts expect EPS of $14.30 for the next quarter on average and $51.84 for the fiscal year ending December 31, 2026.
The average analyst price target is $1295.43, 15% above the current price of $1124.56.
Valuation and score
United Rentals scores 2.8 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 24.8, and its intrinsic value under moderate assumptions is about 32% below the current market value. Full United Rentals analysis with 10 years of financials
Frequently asked questions
What was United Rentals’s EPS for the quarter ended September 2026?
$15.55 adjusted per share, against an analyst consensus of $14.03.
How much revenue did United Rentals report?
$4.89 billion, up 15.7% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.