At the archive date, UNITED RENTALS, INC. was expected to release its Q3 2026 10-Q filing on October 20, 2026, after market close. Last quarter: URI delivered strong growth in 2026-Q2, with six-month revenue up 9.6% to $8.395B and net income up 12.6% to $1.284B, driven by higher fleet investment and productivity, although specialty-rental margins declined and results included a $37M after-tax gain on a scaffolding-business sale. Source: 10-Q Item 2 MD&A, pp.27, 30, 34
EPS Estimate
$14.06
Revenue Estimate
$4.75B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the URI page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
For the six months ended June 30, 2026, total revenue rose 9.6% year over year to $8.395B. Equipment-rental revenue increased 10.8% to $7.268B, principally reflecting a 6.4% increase in average original equipment cost (OEC) and 2.9% fleet productivity growth; equipment rentals represented 87% of total revenue.
Six-month specialty equipment-rental revenue rose 19.5% to $2.621B, versus 6.4% growth to $4.647B in general rentals. Specialty equipment-rental gross margin fell 140 basis points to 43.1%, primarily because growth in lower-margin ancillary and re-rent revenue changed the revenue mix; general-rentals margin increased 100 basis points to 34.8%.
Six-month net income increased 12.6% to $1.284B and diluted EPS increased to $20.44 from $17.48. Results included a $49M pre-tax gain, or a $37M after-tax/$0.58-per-diluted-share benefit, from selling part of the scaffolding business; excluding this gain and the prior-year H&E termination benefit, net-income margin increased 40 basis points year over year.
Revenue
$4.41B
+11.84% YoY
EPS (Diluted)
$12.03
+25.44% YoY
Gross Margin
39.3%
+0.4 pts YoY
Operating Income
$1.14B
+13.46% YoY
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