Key Takeaways United Rentals' Q3 earnings missed estimates, while revenues rose 5.9% year over year to $4.23B.Record results in both general rentals and specialty segments supported growth across key markets.The company raised its 2025 revenue and EBITDA guidance, signaling confidence in ongoing demand.United Rentals, Inc. (URI) witnessed a 5.2% fall in its share price during the after-hours trading session yesterday, following the release of the third-quarter 2025 results. The company’s earnings per share ...

Key Takeaways United Rentals' Q3 earnings are expected to rise 5.9% year over year to $12.50 per share.Steady demand in construction and industrial markets supports projected revenue gains.Higher fleet productivity and strong pricing execution may boost profitability.United Rentals, Inc. (URI) is scheduled to report its third-quarter 2025 results on Oct. 22, after market close.In the last reported quarter, the company’s adjusted earnings per share missed the Zacks Consensus Estimate by 0.7% and declined 21% ...

Core Viewpoint - United Rentals, Inc. (URI) is expected to report its second-quarter 2025 results on July 23, with projected revenue growth driven by strong demand in construction and industrial sectors, despite margin pressures from lower-margin revenue sources [1][3][8]. Revenue Estimates - The Zacks Consensus Estimate for second-quarter adjusted earnings has decreased to $10.54 per share, indicating a 1.5% decrease from the previous year's earnings of $10.70 per share [2]. - The consensus estimate for revenues is pegged at $3.91 billion, reflecting a growth of 3.6% from the prior-year quarter [2]. Revenue Growth Drivers - Revenue growth is anticipated due to solid demand from large infrastructure and industrial projects, including developments in data centers, pharmaceuticals, airports, and industrial manufacturing facilities [3]. - Specialty rentals, which offer higher returns, are expected to contribute to revenue growth both organically and through new market expansions [4]. Segment Performance - General Rentals, contributing 70.7% to total revenues, is projected to see a revenue increase of 2.2% to $2.26 billion, while Specialty Rentals are expected to grow by 6.8% to $1.07 billion year-over-year [5]. - Equipment Rentals, accounting for 84.6% of total revenues, is likely to witness a 3.7% year-over-year increase to $3.33 billion [6][7]. Earnings and Margins - Despite expected revenue growth, margin pressures are likely due to a higher proportion of lower-margin revenue sources, including used equipment and new equipment sales [8]. - Adjusted EBITDA is expected to grow by 1.5% year-over-year to $1.8 billion, but the adjusted EBITDA margin is projected to decline by 110 basis points to 45.8% [9]. Earnings Prediction - The model predicts an earnings beat for United Rentals, supported by a positive Earnings ESP of +5.33% and a Zacks Rank of 2 (Buy) [10][11].