United Rentals (URI) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - United Rentals (URI) reported revenue of $3.72 billion for Q1 2025, a year-over-year increase of 6.7% and a surprise of +4.38% over the Zacks Consensus Estimate of $3.56 billion [1] - The EPS for the same period was $8.86, down from $9.15 a year ago, with a surprise of +0.23% over the consensus estimate of $8.84 [1] Revenue Breakdown - Contractor supplies sales were $36 million, slightly below the estimated $36.82 million, showing no change year-over-year [4] - Sales of new equipment reached $70 million, exceeding the estimate of $52.62 million, representing a year-over-year increase of +45.8% [4] - Sales of rental equipment were $377 million, below the estimated $338.46 million, reflecting a year-over-year decrease of -1.6% [4] - Equipment rentals generated $3.15 billion, surpassing the estimate of $3.03 billion, with a year-over-year increase of +7.4% [4] - Service and other revenues totaled $91 million, slightly above the estimate of $90.05 million, marking a year-over-year increase of +2.3% [4] - Specialty contractor supplies sales were $16 million, slightly above the estimate of $15.82 million, with no change year-over-year [4] - General rentals service and other revenues were $81 million, slightly above the estimate of $80.33 million, showing no change year-over-year [4] - Total revenues from general rentals were $2.57 billion, exceeding the estimate of $2.51 billion, with a year-over-year increase of +1.1% [4] - Total revenues from specialty reached $1.15 billion, surpassing the estimate of $1.04 billion, representing a year-over-year increase of +22% [4] - General rentals equipment rentals generated $2.10 billion, slightly above the estimate of $2.06 billion, with a year-over-year increase of +1.4% [4] - Specialty equipment rentals reached $1.05 billion, exceeding the estimate of $956.89 million, with a year-over-year increase of +21.8% [4] - Specialty service and other revenues were $10 million, above the estimate of $7.92 million, reflecting a year-over-year increase of +25% [4] Stock Performance - Shares of United Rentals have returned -12% over the past month, compared to the Zacks S&P 500 composite's -6.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]