
URI posts record Q2 revenue and lifts its 2026 outlook as stronger rental activity, fleet productivity and specialty demand point to a clearer growth runway.
United Rentals, Inc. (NYSE: URI) is the world's largest equipment rental company, with about 13 percent of the North American market share as of 2019.
| Revenue (TTM) | $16.83B |
| Gross Profit (TTM) | $6.48B |
| EBITDA | $4.69B |
| Operating Margin | 26.00% |
| Return on Equity | 28.90% |
| Return on Assets | 8.77% |
| Revenue/Share (TTM) | $266.11 |
| Book Value | $147.97 |
| Price-to-Book | 7.61 |
| Price-to-Sales (TTM) | 4.04 |
| EV/Revenue | 5.08 |
| EV/EBITDA | 11.48 |
| Quarterly Earnings Growth (YoY) | 25.50% |
| Quarterly Revenue Growth (YoY) | 11.80% |
| Shares Outstanding | $62.24M |
| Float | $61.89M |
| % Insiders | 0.43% |
| % Institutions | 96.93% |
Volatility is currently expanding

URI posts record Q2 revenue and lifts its 2026 outlook as stronger rental activity, fleet productivity and specialty demand point to a clearer growth runway.

United Rentals, Inc. URI has given investors plenty to weigh after a 39.4% year-to-date share gain. The rally has followed stronger earnings, improving estimate trends and a higher 2026 outlook.

OPHC, NTRS and URI made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 28, 2026.

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URI raises its 2026 outlook as large projects, record utilization and specialty growth drive stronger demand and higher fleet investment.

United Rentals NYSE: URI reported record second-quarter revenue and earnings while raising its 2026 outlook, as management said large projects and specialty rental demand continued to run ahead of expectations.

URI beats Q2 estimates as record rental revenues, stronger fleet productivity and specialty demand drive growth and a higher 2026 outlook.

United Rentals, Inc. (URI) Q2 2026 Earnings Call Transcript

In spite of the expected industry-wide momentum, the market was not prepared for such a large increase in full-fiscal year guidance. Short-term momentum will most likely continue as United Rentals benefits heavily from its Specialty rentals segment. Long-term investors, however, should not be complacent and should be mindful of certain areas that could overshadow returns beyond 2026.
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