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Did United Rentals Beat Earnings?
United Rentals (URI) reported Q2 '26 revenue of $4.41B, up 11.8% year-over-year, with reported EPS of $12.76. That topped the $11.67 analyst estimate by 9.3% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — United Rentals’s job postings, web traffic, and employee business outlook. See the full URI stock analysis or the earnings calendar for upcoming reports.
URI Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $11.67 | $12.76 | Beat +9.3% |
| Q1 '26 | $8.94 | $9.71 | Beat +8.6% |
| Q4 '25 | $11.80 | $11.09 | Missed -6.0% |
| Q3 '25 | $12.29 | $11.70 | Missed -4.8% |
| Q2 '25 | $10.54 | $10.47 | Missed -0.7% |
| Q1 '25 | $8.81 | $8.86 | Beat +0.6% |
United Rentals Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 3.99B | 4.1B | 3.72B | 3.94B | 4.23B | 4.21B | 3.99B | 4.41B |
| Gross margin | 38.6% | 37.2% | 33.4% | 36.1% | 36.8% | 35.2% | 36.9% | 39.3% |
| Operating margin | 28.1% | 26.5% | 21.6% | 25.4% | 26.3% | 25.0% | 21.8% | 25.8% |
| Net income | 708M | 689M | 518M | 622M | 701M | 653M | 531M | 753M |
| Net margin | 17.7% | 16.8% | 13.9% | 15.8% | 16.6% | 15.5% | 13.3% | 17.1% |
| EPS | $11.80 | $11.59 | $8.86 | $10.47 | $11.70 | $11.09 | $9.71 | $12.76 |
United Rentals Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, United Rentals’s quarterly revenue moved from $3.99B to $4.41B. Net margin compressed from 17.7% to 17.1%, against a 39.3% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. United Rentals has beaten Wall Street EPS estimates in 3 of its last 8 reported quarters.
When Is United Rentals’s Next Earnings Date?
United Rentals reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the URI earnings calendar.
Frequently Asked Questions: United Rentals Earnings
United Rentals's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
United Rentals reported Q2 '26 EPS of $12.76 on revenue of $4.41B (+11.8% YoY). United Rentals beat estimates, reporting $12.76 vs. the $11.67 estimate.
United Rentals reported Q2 '26 revenue of $4.41B, up 11.8% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the URI AI Score.
