United Rentals, Inc. (URI) earnings on July 22, 2026
More United Rentals, Inc. earnings
Prior outlook: Pessimistic Outcome: Missed
United Rentals rose 10% after earnings, hitting a 14% intraday high before closing near that level. Some analysts were betting against it, but an analyst raised their price target.
URI price around the earnings
1139.71
Change: +10.1%
2026-07-23, 20:00 UTC
Start of the measured window
End of the measured window
1030.17
1078.11
1126.06
1174.00
1035.06
July 22, 2026
July 23, 2026
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: Pessimistic Outcome: Missed
- Thesis published
Analyst upgrades (+12.4% upside) offset by weak 25% beat rate and trajectory collapse; binary earnings setup.
Context analyzed before publication
- Trend
- Collapsed from +48.2 to -64.6; analyst upgrades offset by weak earnings history and negative trend strength.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 1.73
- Analysts covering the stock
- 21
- Average price target
- 1,164.14
- Lowest price target
- 715
- Highest price target
- 1,550
- Upside to price target
- 12.4%
- Quarterly earnings growth
- 2.5%
- Revenue growth
- 7.2%
- Forward EPS
- 54.07
- Trailing EPS
- 39.12
- Analyst moves in the last 60 days
- 10
- Strong buy: 5
- Buy: 12
- Hold: 4
- Sell: 0
- Strong sell: 1
- Strong buy
- 5
- Buy
- 12
- Hold
- 4
- Sell
- 0
- Strong sell
- 1
- July 17, 2026 · Morgan Stanley: Maintains rating (Overweight → Overweight)
- July 14, 2026 · Citigroup: Maintains rating (Buy → Buy)
- July 13, 2026 · JP Morgan: Maintains rating (Overweight → Overweight)
- July 8, 2026 · Citigroup: Maintains rating (Buy → Buy)
- July 2, 2026 · Truist Securities: Maintains rating (Buy → Buy)
- July 1, 2026 · UBS: Maintains rating (Buy → Buy)
- June 29, 2026 · BNP Paribas: Upgrades rating (Neutral → Outperform)
- June 25, 2026 · Keybanc: Maintains rating (Overweight → Overweight)
- June 25, 2026 · B of A Securities: Maintains rating (Buy → Buy)
- June 3, 2026 · UBS: Maintains rating (Buy → Buy)
News and sentiment
Evidence
Sentiment
- Sentiment
- Cautious
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (5)
- Morgan Stanley Maintains Overweight on United Rentals, Raises Price Target to $1165 (opens in a new tab) — Benzinga
- Citigroup Maintains Buy on United Rentals, Raises Price Target to $1270 (opens in a new tab) — Benzinga
- JP Morgan Maintains Overweight on United Rentals, Raises Price Target to $1100 (opens in a new tab) — Benzinga
- Citigroup Maintains Buy on United Rentals, Raises Price Target to $1210 (opens in a new tab) — Benzinga
- Truist Securities Maintains Buy on United Rentals, Raises Price Target to $1421 (opens in a new tab) — Benzinga
Technicals
Evidence
- Average true range (ATR)
- 3%
- Distance to 52-week high
- -9.1%
- 14-day change (14d)
- -4.1%
- 30-day change (33d)
- -5.8%
- 30-day relative strength
- -6.0%
- SPY change (33d)
- +0.2%
- Nearest support
- 1,007.91
- Nearest resistance
- 1,014.33
- Volume accumulation ratio (14d / 46d)
- 0.72
Trends
Evidence
- Average earnings surprise
- -0.7%
- April 22, 2026: actual EPS 9.71 vs estimate 8.94 (surprise +8.6%)
- January 28, 2026: actual EPS 11.09 vs estimate 11.8 (surprise -6.0%)
- October 22, 2025: actual EPS 11.7 vs estimate 12.29 (surprise -4.8%)
- July 23, 2025: actual EPS 10.47 vs estimate 10.54 (surprise -0.6%)
Expected move
- Implied move
- +6.5%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 5.3%
- 75th percentile move
- 9%
- 90th percentile move
- 12.9%
- Up / down moves
- 14 / 6
- Average up move
- +6.9%
- Average down move
- -4.8%
Monitoring and close
What United Rentals, Inc. reported
- Status
- Pending
| Actual EPS | 12.76 |
|---|---|
| EPS estimate | 11.59 |
| EPS surprise | +10.1% |
Sources (1)
- Earnings per share: $12.76 vs $11.59 expected — above expectations. — Yahoo Finance
Pre-market second reading after the results
There is no second reading available for this event.
How the stock reacted
- Outcome
- Missed
- Consolidated
- +10.1%
- Max favorable move (MFE)
- 0.2%
- Max adverse move (MAE)
- 13.5%