For the quarter ended June 2025, United Rentals (URI) reported revenue of $3.94 billion, up 4.5% over the same period last year. EPS came in at $10.47, compared to $10.70 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $3.91 billion, representing a surprise of +0.86%. The company delivered an EPS surprise of -0.66%, with the consensus EPS estimate being $10.54.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

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].