What is United Rentals's expected EPS for Q2 2026?

Analysts expect United Rentals (URI) to report consensus EPS of approximately $11.59 for Q2 2026. Estimates range from $10.96 to $12.04.

What revenue do analysts expect for United Rentals in Q2 2026?

The consensus revenue forecast for United Rentals (URI) in Q2 2026 is approximately $4.21B. Forecasts range from $4.15B to $4.27B.

How many analysts cover United Rentals?

12 analysts contribute to the United Rentals (URI) Q2 2026 consensus estimate.

Has United Rentals beaten earnings estimates recently?

United Rentals beat analyst EPS estimates in 1 of the last 1 quarter. United Rentals beat revenue estimates in 1 of 1. In the most recent quarter (Q2 2026), United Rentals EPS beat by 10.6% and revenue beat by 4.7%.

When does United Rentals report Q2 2026 earnings?

United Rentals (URI) is expected to report Q2 2026 earnings on July 22, 2026 after market close.

URI Q2 2026 earnings estimate

Consensus EPS · Q2 2026

$11.59

Consensus revenue · Q2 2026

$4.2B

Analysts

Last reported

Jul 22, 2026

After close

Results are in

XP scoring in progress…

Revenue actual$4.4B

Revenue consensus$4.2B

EPS actual$12.76

EPS consensus$11.53

Revenue surprise: +4.51%EPS surprise: +10.67%

Analyst consensus

Based on estimates from 12 analysts.

Metric	Low	Consensus	High
Revenue	$4.1B	$4.2B	$4.3B
EPS	$10.96	$11.59	$12.04
EBITDA	$1.9B	$1.9B	$1.9B
EBIT	$1.1B	$1.1B	$1.1B
Net income	$689.1M	$733.7M	$757M

Revenue$4.2B
EPS$11.59
EBITDA$1.9B
EBIT$1.1B
Net income$733.7M

Historical beat/miss

Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.

Period	Rev. actual	Rev. est.	Rev. surprise	EPS actual	EPS est.	EPS surprise
Q2 2026	$4.4B	$4.2B	+4.7%	$12.76	$11.54	+10.6%

Q2 2026+4.7%+10.6%

Estimate revisions

How analyst consensus estimates have changed over the past 90 days.

Collecting data

Revision trends appear once we have collected at least two daily snapshots for this period.

Community vs analysts

See how the TickerLeague crowd's forecast stacks up against Wall Street.

No community consensus

No TickerLeague members predicted United Rentals (URI) Q2 2026 before it reported.

Analyst price target

Based on price targets from 4 analysts.

Low: $715.00
Consensus: $1,133.75
Median: $1,110.00
High: $1,421.00
Current: $1,035.06
Upside: +9.5%

Upside calculated vs most recent trading price of $1,035.06.

Analyst ratings

Consensus: Buy — based on 41 analyst ratings.

Buy 29Hold 7Sell 5

24-month trend

Recent analyst actions

Date	Firm	Action	From	To
Jul 17, 2026	Morgan Stanley	maintain	Overweight	Overweight
Jul 14, 2026	Citigroup	maintain	Buy	Buy
Jul 13, 2026	JP Morgan	maintain	Overweight	Overweight
Jul 8, 2026	Citigroup	maintain	Buy	Buy
Jul 2, 2026	Truist Securities	maintain	Buy	Buy
Jul 1, 2026	UBS	maintain	Buy	Buy
Jun 29, 2026	BNP Paribas	upgrade	Neutral	Outperform
Jun 25, 2026	Keybanc	maintain	Overweight	Overweight
Jun 25, 2026	B of A Securities	maintain	Buy	Buy
Jun 3, 2026	UBS	maintain	Buy	Buy

Jul 17, 2026Morgan StanleyOverweight
Jul 14, 2026CitigroupBuy
Jul 13, 2026JP MorganOverweight
Jul 8, 2026CitigroupBuy
Jul 2, 2026Truist SecuritiesBuy
Jul 1, 2026UBSBuy
Jun 29, 2026BNP ParibasOutperform
Jun 25, 2026KeybancOverweight
Jun 25, 2026B of A SecuritiesBuy
Jun 3, 2026UBSBuy

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