URI

URI heads into Q3 earnings with rising estimates as construction, infrastructure and data-center demand support rental growth and profitability.

Beyond analysts' top-and-bottom-line estimates for United Rentals (URI), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2026.

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Microsoft grew operating income by about 18%, and we estimate its average gross asset base grew in the low 20s, leading to continued healthy returns on invested capital of almost 30%. Revenues grew 28%, and Meta launched a slew of AI products and updates that the market viewed positively. Apple grew revenue by 16% and posted even stronger gross margin dollar growth as Apple navigated input pricing pressures well.

United Rentals (URI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

United Rentals (URI) delivered strong Q2 results, with revenue of $4.41B, adjusted EPS of $12.76, and raised full-year guidance. Specialty rental revenue grew 25%, and management demonstrated improved cost control, notably in delivery expenses and labor productivity. Despite operational improvements, URI trades at a 21.3x forward P/E, well above its five-year average, making current valuation less attractive.

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United Rentals (URI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Rob Spivey, director of research at Altimetry, calls this group of stocks the blue-collar millionaire plays. As hyperscaler spending climbs, the companies that employ skilled trades, and supply the equipment those workers use, could capture more of the AI payoff than the market is currently pricing in.

From a technical perspective, United Rentals (URI) is looking like an interesting pick, as it just reached a key level of support. URI recently overtook the 50-day moving average, and this suggests a short-term bullish trend.