Earnings Preview: What to Expect From United Rentals' Report

Company Overview - United Rentals, Inc. (URI) is an equipment rental company based in Stamford, Connecticut, with a market cap of $53.8 billion, providing a wide range of construction and industrial equipment [1] Earnings Expectations - Analysts expect URI to report a profit of $11.86 per share for fiscal Q4 2025, reflecting a 2.3% increase from $11.59 per share in the same quarter last year [2] - For the current fiscal year ending in December, URI is projected to report a profit of $42.84 per share, a slight decrease from $43.17 per share in fiscal 2024, but expected to rebound to $47.10 per share in fiscal 2026, representing a 9.9% year-over-year growth [3] Stock Performance - URI shares have increased by 30.8% over the past 52 weeks, outperforming the S&P 500 Index's 16.2% return and the State Street Industrial Select Sector SPDR ETF's 22.3% increase during the same period [4] Analyst Ratings - Wall Street analysts have a "Moderate Buy" rating for URI, with 12 out of 22 analysts recommending "Strong Buy," 2 suggesting "Moderate Buy," 7 advising "Hold," and 1 indicating "Strong Sell" [6] - The mean price target for URI is $964.53, suggesting an 8.1% potential upside from current levels [6] Recent Developments - On January 5, URI shares surged by 5% following an upgrade from UBS Group AG, which raised its rating to "Buy" from "Neutral" and increased the price target to $1,025, driven by expectations of a rebound in U.S. non-residential construction activity [5]