United Rentals (URI) beat expectations in Q2 FY2026 on revenue of $4.4B versus the $4.2B estimate (+11.8% YoY) and EPS of $12.76. The next United Rentals (URI) earnings date is Oct 28, 2026. Below is the full United Rentals earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
United Rentals (URI) Earnings Analysis — key stats
Next earnings date
Oct 28, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Beat
EPS beat rate
2 of last 8 (quarters above estimate)
Avg next-day move
±10.5% (over the last 8 reports)
Post-earnings direction
Up 5 / Down 3 (of the last 8 reports)
Implied move (next report)
±14.9% (options-derived · into Oct 28, 2026)
Institutional ownership
265.0% (13F as of 2026-06-30)
Top 10 holders
41.5% (of shares outstanding)
Insider activity
10 buys / 2 sells (recent Form 4 filings)
Revenue
$4.4B (vs $4.2B est · +4.5% surprise · +11.8% YoY)
EPS
$12.76 (vs $11.53 est · +10.7% surprise · +23.9% YoY)
Share price
$1083.56 (-1.4%)
Market cap
$67.4B
United Rentals (URI) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$4.4B vs $4.2B est
$12.76 vs $11.53 est
+10.7%
+12.4%
Beat
Q2 FY2026
$4.0B vs $3.9B est
$9.71 vs $8.95 est
+8.5%
+22.4%
Beat
Q1 FY2026
$4.2B vs $4.2B est
$11.09 vs $11.79 est
-5.9%
-13.3%
Mixed
Q4 FY2025
$4.2B vs $4.2B est
$11.70 vs $12.29 est
-4.8%
-8.8%
Mixed
Q3 FY2025
$3.9B vs $3.9B est
$10.47 vs $10.51 est
-0.4%
+10.6%
In line
Q2 FY2025
$3.7B vs $3.6B est
$8.86 vs $8.78 est
+0.9%
+12.6%
Mixed
Q1 FY2025
$4.1B vs $3.9B est
$11.59 vs $11.68 est
-0.8%
+0.9%
Mixed
Q4 FY2024
$4.0B vs $4.0B est
$11.80 vs $12.48 est
-5.4%
-2.7%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
8.1%
5.1M
$5.8B
+0.2%
Vanguard Capital Management LLC
6.5%
4.1M
$4.6B
-0.1%
State Street Corp
4.7%
3.0M
$3.4B
+1.1%
Jpmorgan Chase & CO
4.5%
2.8M
$3.2B
-5.2%
Vanguard Portfolio Management LLC
4.3%
2.7M
$3.1B
+0.6%
Capital Research Global Investors
3.0%
1.9M
$2.2B
-29.4%
Franklin Resources INC
2.8%
1.8M
$2.0B
+8.8%
Geode Capital Management, LLC
2.7%
1.7M
$1.9B
+1.8%
Capital World Investors
2.6%
1.6M
$1.9B
-25.2%
Morgan Stanley
2.4%
1.5M
$1.7B
-14.4%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Grace William E.
officer: EVP, CFO
2026-07-24
Sell
2K
$1.7M
Bruno Marc A
director
2026-06-30
Buy
34
$38518
Taussig Alexander R.
director
2026-05-08
Buy
203
$190211
Singh Shiv
director
2026-05-08
Buy
203
$190211
MARTORE GRACIA C
director
2026-05-08
Buy
203
$190211
Lopez-Balboa Francisco J
director
2026-05-08
Buy
203
$190211
Kelly Terri L.
director
2026-05-08
Buy
203
$190211
Jones Kim Harris
director
2026-05-08
Buy
203
$190211
What you'll find
Next United Rentals (URI) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment United Rentals reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in United Rentals (URI)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is United Rentals's next earnings date?
United Rentals's (URI) next scheduled earnings date is Oct 28, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did United Rentals (URI) beat or miss earnings?
In Q2 FY2026, United Rentals (URI) posted beat results — revenue of $4.4B versus the $4.2B estimate (+4.5% surprise) and EPS of $12.76 versus $11.53 expected (+10.7% surprise). Magnisto decodes every United Rentals (URI) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does United Rentals beat earnings estimates?
Over its last 8 reported quarters, United Rentals (URI) beat Wall Street EPS estimates 2 times, most recently a beat result in Q3 FY2026. Magnisto tracks every United Rentals (URI) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does United Rentals stock move after earnings?
Over its last 8 quarterly reports, United Rentals (URI) moved an average of ±10.5% the day after earnings — ranging from -13.3% (Q1 FY2026) to +22.4% (Q2 FY2026). The stock rose after 5 of those 8 reports and fell after 3. Heading into its next report on Oct 28, 2026, options-implied volatility is pricing in a move of roughly ±14.9% (derived). Magnisto tracks the realized post-earnings move for every United Rentals (URI) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of United Rentals?
Institutions hold about 265.0% of United Rentals's (URI) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (8.1%), Vanguard Capital Management LLC (6.5%), State Street Corp (4.7%). Magnisto lists United Rentals's (URI) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling United Rentals (URI)?
In the most recent Form 4 filings Magnisto tracks, United Rentals (URI) insiders recorded 10 purchases and 2 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for United Rentals (URI) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for United Rentals (URI), anchored to the current $1083.56 share price, so you can weigh the bull, base and bear cases for United Rentals side by side.
Is United Rentals (URI) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether United Rentals fits your own thesis and risk profile. This is research, not investment advice.