URI

United Rentals reported record Q3 2026 revenue of $4.9 billion with 16% year-over-year growth and raised full-year guidance. The company's specialty rental segment grew 35% YoY with higher margins, while operational efficiency gains offset cost inflation. Management increased full-year capital expenditure guidance to over $5.3 billion, supported by strong demand from mega-projects in data centers, energy, and infrastructure.

United Rentals (URI) delivered robust third-quarter 2026 results with adjusted EPS surging 32.9% to $15.55 and revenues rising 15.7% to $4.89 billion, both beating consensus estimates. The specialty rental segment led growth with a 34.7% revenue jump and 250 bps margin expansion. The company raised its 2026 revenue guidance to $18-$18.2 billion and adjusted EBITDA to $8.3-$8.4 billion, citing strong customer confidence and large-project momentum.

United Rentals reported Q3 2026 revenue of $4.89 billion, up 15.7% year-over-year and beating the consensus estimate of $4.69 billion by 4.29%. EPS of $15.55 exceeded the estimate of $13.83 by 12.44%.

Equipment rentals revenue of $4.32 billion outperformed analyst estimates, though sales of new equipment declined 11.6% year-over-year. The company holds a Zacks Rank #2 (Buy) rating.