United Rentals (URI) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $15.55
- Estimate
- $14.03
- Surprise
- +10.8%
- Revenue (period 2026-09-30)
- $1.07B
- Score at report (before → after)
- 5.7 → 6.1/10
Revenue source: xbrl.
How the report landed
United Rentals (URI) beat the $14.03 estimate with adjusted EPS of $15.55 — a large 10.8% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.7/10) to Sell at 6.1/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates URI Sell at 6.1/10.
3 of the last 4 quarters beat the estimate; this quarter's +10.8% surprise compares with a +5.9% four-quarter average.
What supports the rating
- Strong earnings beat streak (3/4)
- Positive momentum
What argues against it
- Thin upside margin: 6.2%
- Sector modifier (Industrials): -0.7
- Leverage penalty (D/E 1.7): -1.0
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $1068.98
- Price target
- $1134.99
- Stop
- $999.96
- Upside to target
- +6.2%
- Reward-to-risk
- 0.7:1
The stock trades at 25.7× trailing but 18.7× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-22 — shown for context, not personalized investment advice.
URI at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Rental & Leasing Services
- Market cap
- $66.54B
- P/E (fwd)
- 18.7
- P/E (ttm)
- 25.7
- 52-week range
- $701.59–$1179.18
- Off 52-week high
- 9.3%
- RSI (14)
- 58
- Volume vs avg
- 1.35×
- Score today
- 6.1/10