URI

Comfort Systems USA (FIX) delivered impressive Q3 2026 results with earnings surging 68.6% to $13.91 per share and revenues jumping 53.7% to $3.77 billion, driven by strong technology sector demand. The company's backlog soared 90% to $17.81 billion, and operating income climbed 64.8%.

However, shares fell over 6% after-hours due to absent forward guidance and CFO transition concerns. Other construction sector peers showed mixed results, with United Rentals beating expectations while KB Home and Lennar underperformed.

NVR reported Q3 2026 earnings of $89.45 per share, down 20.4% YoY and missing estimates by 15.7%. The homebuilder faced margin compression (270 bps decline to 18.3%), lower settlements, and pricing pressure from affordability challenges.

However, backlog units grew 10% and mortgage banking profitability improved 7%, supporting a 3.6% stock jump. Peers PulteGroup and Lennar also reported weaker results, while United Rentals beat expectations with strong growth.

Five stocks were added to the Zacks Rank #1 (Strong Buy) list today. Universal Insurance Holdings showed the strongest earnings estimate growth at 26.4% over 60 days, while Hasbro, Texas Instruments, United Rentals, and Intuitive Surgical showed more modest earnings estimate increases ranging from 0.3% to 1.9%.

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.

United Rentals reported Q3 2026 earnings of $15.55 per share, beating consensus estimates of $13.83 and delivering a 12.44% earnings surprise. Revenue reached $4.89 billion, surpassing estimates by 4.29%.

The company has outperformed the market by 29% year-to-date versus the S&P 500's 12.7% gain. With a Zacks Rank #2 (Buy) rating, the stock is expected to outperform in the near term, though the industry remains in the bottom 18% of Zacks-ranked sectors.

Simpson Manufacturing is expected to report Q3 2026 earnings of $2.56 per share, down 0.8% year-over-year, with revenues up slightly at $625.5 million. The company has a negative Earnings ESP of -0.85% combined with a Zacks Rank #2, making it unlikely to beat consensus estimates.

However, Simpson has a strong history of beating estimates over the last four quarters. In comparison, peer United Rentals is expected to show stronger growth with an 18.2% earnings increase and a positive Earnings ESP of +1.17%.

United Rentals (URI) is expected to report Q3 2026 earnings on October 21 with EPS estimated at $13.75, representing 17.5% year-over-year growth. Total revenues are projected at $4.67 billion, up 10.4% YoY, driven by strong demand in construction, infrastructure, and data center sectors.

General Rentals revenues expected to grow 6.9% to $3.02B while Specialty revenues may climb 20.4%. The company's earnings beat is supported by fleet productivity, rate management, and cost controls, though inflationary pressures present headwinds.

United Rentals (URI), the world's largest equipment rental company, has been highlighted as a stock to watch with a Zacks Rank #2 (Buy) rating and a VGM Score of A. The company showed positive momentum with shares up 2.8% over the past four weeks, and analysts revised earnings estimates upward, with the Zacks Consensus Estimate increasing to $48.91 per share for fiscal 2026.

United Rentals (URI) is positioned as a likely earnings beat candidate for Q3 2026 with an Earnings ESP of +1.79% and a Zacks Rank #2 (Buy). The company is expected to report quarterly EPS of $13.75 (up 17.5% YoY) and revenues of $4.67 billion (up 10.4% YoY) on October 21. Recent estimate revisions have been positive, and the company has a history of beating consensus estimates.

United Rentals (URI), the world's largest equipment rental company, has been identified as a #2 (Buy) on the Zacks Rank with an A VGM Score. The company is forecasted to achieve 16.3% year-over-year earnings growth for fiscal 2026, with recent analyst revisions increasing the consensus estimate to $48.91 per share.

United Rentals (URI) has demonstrated a strong track record of beating earnings estimates, surpassing consensus by an average of 8.55% over the last two quarters. With a positive Earnings ESP of +1.28% and a Zacks Rank #2 (Buy) rating, the company appears well-positioned to deliver another earnings beat in its upcoming quarterly report.

Sterling Infrastructure (STRL) has significantly outperformed the Construction sector in 2026, returning 84.1% year-to-date compared to the sector average of 1.7%. The stock holds a Zacks Rank #2 (Buy) with improving earnings estimates. United Rentals (URI), another construction stock, has also outperformed with a 33.5% return, though it lags STRL's performance.

The article discusses using Zacks' Earnings ESP (Expected Surprise Prediction) metric to identify construction stocks likely to beat quarterly earnings expectations. United Rentals and Johnson Controls are highlighted as stocks with positive ESP figures suggesting potential earnings surprises ahead of their October 2026 earnings reports.

A $1,000 investment in United Rentals made in October 2016 would be worth $13,772.96 as of October 5, 2026, representing a 1,277.30% gain. This significantly outperformed the S&P 500's 256.17% gain and gold's 214.74% gain over the same period. Despite near-term concerns including weak specialty rental margins and rising debt, analysts remain optimistic due to strong rental activity, higher fleet productivity, and management's raised 2026 revenue and EBITDA outlook.

United Rentals (URI), the world's largest equipment rental company, is highlighted as a stock to watch with a #3 (Hold) Zacks Rank and a B VGM Score. The company has shown positive momentum with shares up 0.6% over the past four weeks, and two analysts revised earnings estimates upward in the last 60 days, increasing the consensus estimate to $48.70 per share.

Zacks Research Daily presents analysis of 16 major stocks on October 23, 2026. Apple receives a Neutral rating despite strong AI capabilities and device ecosystem, citing supply constraints and margin pressures.

Berkshire Hathaway maintains Neutral stance with balanced risk-reward profile. Goldman Sachs outperforms its industry with strong earnings, though rising spending concerns remain. Additional coverage includes Texas Instruments benefiting from AI data center demand, RTX facing supply chain challenges, and various other companies with mixed outlooks.

PulteGroup (PHM) reported Q3 2026 earnings of $2.53 per share, missing consensus estimates and declining 14.5% year-over-year. Revenues fell 9.8% to $3.97 billion, driven by lower home closings (down 8.7%), softer average selling prices, and margin compression to 24.8%.

While net new orders declined 6.5%, backlog improved 4.1% to 10,298 homes valued at $6.44 billion. The company faces persistent housing affordability challenges and rising mortgage rates.

Construction Partners, Inc. (ROAD) acquired P&S Paving to expand its Florida footprint and strengthen its position along the I-95 corridor. The company secured $80M in Florida DOT contracts and achieved a record backlog of $3.36B with 28.2% quarterly revenue growth.

However, rising energy costs, weather disruptions, and acquisition integration risks pose challenges. ROAD stock has declined 30.2% over six months and carries a Zacks Rank #4 (Sell).