Core Insights - United Rentals (URI) reported revenue of $4.21 billion for the quarter ended December 2025, reflecting a year-over-year increase of 2.8% but a revenue surprise of -1.14% compared to the Zacks Consensus Estimate of $4.26 billion [1] - The earnings per share (EPS) for the quarter was $11.09, down from $11.59 in the same quarter last year, with an EPS surprise of -6.84% against the consensus estimate of $11.90 [1] Revenue Breakdown - Equipment rentals generated $3.58 billion, slightly below the average estimate of $3.59 billion, marking a year-over-year increase of 4.7% [4] - Sales of rental equipment totaled $386 million, significantly lower than the estimated $417.06 million, representing a year-over-year decline of 14.6% [4] - Service and other revenues were reported at $90 million, in line with the estimate of $90.88 million, showing a year-over-year increase of 4.7% [4] - Contractor supplies sales reached $43 million, exceeding the estimate of $40.63 million, with a year-over-year growth of 10.3% [4] - Sales of new equipment amounted to $108 million, surpassing the estimate of $104.26 million, reflecting a year-over-year increase of 12.5% [4] Gross Margin Analysis - Gross margin for equipment rentals was $1.35 billion, below the estimated $1.44 billion [4] - Gross margin from sales of rental equipment was $175 million, compared to the average estimate of $180.01 million [4] - Gross margin for sales of new equipment was $22 million, slightly above the estimate of $20.1 million [4] - Gross margin from contractor supplies sales was $16 million, exceeding the estimate of $15.47 million [4] - Gross margin for service and other revenues was $31 million, below the estimate of $32.57 million [4] - Gross margin by revenue for general rentals was $869 million, lower than the estimate of $899.66 million [4] - Gross margin by revenue for specialty rentals was $477 million, significantly below the estimate of $570.75 million [4] Stock Performance - Shares of United Rentals have returned +11% over the past month, outperforming the Zacks S&P 500 composite, which saw a change of +0.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - United Rentals reported revenue of $3.94 billion for the quarter ended June 2025, reflecting a 4.5% increase year-over-year, and EPS of $10.47, slightly down from $10.70 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $3.91 billion by 0.86%, while the EPS fell short of the consensus estimate of $10.54 by 0.66% [1] Revenue Breakdown - Equipment rentals generated $3.42 billion, surpassing the average estimate of $3.34 billion, marking a 6.2% year-over-year increase [4] - Sales of rental equipment totaled $317 million, below the average estimate of $358.01 million, representing a 13.2% decline year-over-year [4] - Service and other revenues reached $95 million, slightly below the average estimate of $96.27 million, with a year-over-year increase of 5.6% [4] - Contractor supplies sales amounted to $41 million, slightly below the average estimate of $41.45 million, reflecting a 2.4% decrease year-over-year [4] - Sales of new equipment were $75 million, exceeding the average estimate of $66.89 million, with a significant year-over-year increase of 23% [4] Gross Margin Analysis - Gross margin from sales of rental equipment was $146 million, below the average estimate of $161.38 million [4] - Gross margin from contractor supplies sales was $13 million, slightly above the average estimate of $12.76 million [4] - Gross margin from equipment rentals was $1.32 billion, in line with the average estimate of $1.3 billion [4] - Gross margin from service and other revenues was $39 million, exceeding the average estimate of $37.63 million [4] - Gross margin from sales of new equipment was $14 million, above the average estimate of $12.41 million [4] - Specialty equipment rentals gross margin was $525 million, surpassing the average estimate of $492.48 million [4] - General rentals gross margin was $796 million, slightly below the average estimate of $809.41 million [4] Stock Performance - United Rentals shares have returned +6.8% over the past month, outperforming the Zacks S&P 500 composite's +5.9% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]