Key Takeaways United Rental's Q4 revenues likely to rise on public infrastructure, data centers and non-residential demand.Specialty rentals and disciplined pricing should support earnings despite inflation pressures.EPS estimates of URI have moved up recently, signaling cautious optimism ahead of the Q4 earnings.United Rentals, Inc. (URI) is scheduled to report its fourth-quarter 2025 results on Jan. 28, after market close.In the last reported quarter, the company’s adjusted earnings per share (EPS) missed ...

Core Viewpoint - United Rentals (NYSE: URI) has shown strong performance over the past year, with a gain of approximately 17%, despite concerns regarding a slowdown in construction activity [1] Company Performance - The company has successfully shifted its focus towards specialty rentals, which has contributed to its resilience against market fears [1] Market Context - The performance of United Rentals reflects a broader trend in the industry where companies are adapting to changing market conditions and consumer demands [1]

Core Insights - United Rentals (NYSE: URI) has shown strong performance over the past year, with a gain of approximately 17% [1] - The company has successfully navigated concerns regarding a slowdown in construction activity by shifting its focus towards specialty rentals [1] Company Performance - United Rentals' stock has increased by about 17% in the last year, indicating robust market performance [1] - The company's strategic pivot towards specialty rentals has helped it mitigate risks associated with potential declines in construction activity [1]

Core Insights - United Rentals, Inc. (URI) is set to report its third-quarter 2025 results on October 22, with adjusted earnings per share expected to rise 5.9% year-over-year to $12.50, while revenues are projected to grow 4.1% to $4.16 billion [1][3][10]. Revenue Performance - The company is anticipated to experience revenue growth in Q3 2025, driven by strong demand in construction and industrial markets, particularly from large infrastructure projects [4]. - Specialty rentals, which are crucial for United Rentals' expansion strategy, are expected to contribute to revenue growth through both organic means and new market entries [5]. - Revenue from General Rentals is predicted to increase by 4.7% to $2.87 billion, while Specialty Rentals are expected to rise by 2% to $1.27 billion year-over-year [6]. Segment Analysis - Equipment Rentals, which constituted 86.6% of total revenues in Q2 2025, is projected to see a 2.2% increase in revenues to $3.54 billion [7][8]. - New Equipment Sales are expected to rise by 8.4%, while sales of Rental Equipment and Contractor Supplies are forecasted to increase by 13.8% and 6.7%, respectively [8]. Earnings and Margins - The company is expected to report improved margins and earnings due to higher fleet productivity and effective rate management, with adjusted EBITDA anticipated to grow 4.1% to $1.98 billion [9][11]. - The adjusted EBITDA margin is expected to increase by 10 basis points to 47.8%, and the gross margin is projected to expand by 30 basis points to 41.6% [11]. Earnings Estimates - The Zacks Consensus Estimate for adjusted earnings has remained stable at $12.50 per share, reflecting a 5.9% increase from the previous year [3][10]. - Despite the positive outlook, the model does not predict an earnings beat for United Rentals this quarter, as the Earnings ESP stands at 0.00% [12].