Consensus EPS · Q3 2026
$13.83
Consensus revenue · Q3 2026
$4.7B
Analysts
12
Expected report
Oct 21, 2026
What to watch
- Analyst ratings: Upgrades trending
Analyst consensus
Based on estimates from 12 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $4.6B | $4.7B | $4.8B |
| EPS | $12.66 | $13.83 | $15.11 |
| EBITDA | $2.1B | $2.1B | $2.1B |
| EBIT | $1.2B | $1.2B | $1.2B |
| Net income | $864.3M | $879.5M | $902.7M |
- Revenue$4.7B
- EPS$13.83
- EBITDA$2.1B
- EBIT$1.2B
- Net income$879.5M
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.
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.
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Analyst price target
Based on price targets from 9 analysts.
- Low
- $903.00
- Consensus
- $1,231.58
- Median
- $1,310.00
- High
- $1,421.00
- Current
- $1,141.59
- Upside
- +7.9%
Upside calculated vs most recent trading price of $1,141.59.
Analyst ratings
Consensus: Buy — based on 41 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 24, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Jul 24, 2026 | Truist Securities | maintain | Buy | Buy |
| Jul 24, 2026 | JP Morgan | maintain | Overweight | Overweight |
| Jul 24, 2026 | Citigroup | maintain | Buy | Buy |
| Jul 24, 2026 | Barclays | maintain | Underweight | Underweight |
| Jul 23, 2026 | B of A Securities | maintain | Buy | Buy |
| 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 24, 2026Wells FargoOverweight
- Jul 24, 2026Truist SecuritiesBuy
- Jul 24, 2026JP MorganOverweight
- Jul 24, 2026CitigroupBuy
- Jul 24, 2026BarclaysUnderweight
- Jul 23, 2026B of A SecuritiesBuy
- Jul 17, 2026Morgan StanleyOverweight
- Jul 14, 2026CitigroupBuy
- Jul 13, 2026JP MorganOverweight
- Jul 8, 2026CitigroupBuy
Frequently asked questions
United Rentals (URI) Key Financials
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How this company returns cash to shareholders — buybacks, dividends, and stock splits.