URI Q3 deep dive: robust project demand and specialty growth drive raised outlook

yf_tkr_URI · 2026-10-23 · Bullish AI sentiment

$URI

Equipment rental company United Rentals (NYSE:URI) reported revenue ahead of Wall Street’s expectations in Q3 2026, with sales up 15.7% year on year to $4.89 billion. The company’s full-year revenue guidance of $18.1 billion at the midpoint came in 1.9% above analysts’ estimates. Its non-GAAP profit of $15.55 per share was 10.8% above analysts’ consensus estimates.

Sector coverage: Industrials · Rental & Leasing Services

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