United Rentals to Report Q3 Earnings: Here's What to Expect
URI heads into Q3 earnings with rising estimates as construction, infrastructure and data-center demand support rental growth ...
Model output · Signal date 2026-10-16
United Rentals, Inc. (URI) Stock Forecast Oct. 16, 2026
Analysis updated on Oct. 16, 2026 (UTC) · Total · absolute moveSwitch to Alpha · NYSE
Rating · 90D
Total
90-day forecast
Sign up free to reveal
30-day forecast
Total
Rank in coverage
Middle 30%
of 5171 stocks scored
Rank correlation · 90D
13.0%
Spearman, 357 dates
Market Cap
$66.66B
large-cap · #1 of 9 peers
Summary
United Rentals, Inc. (URI) stock forecast summary
On Oct. 16, 2026, URI is rated Neutral: its 90-day Total forecast sits in the middle 30% of the 5171 stocks scored that day.
United Rentals, Inc. is a large-cap company with a market capitalization of $66.66B. It ranks number 1 by market capitalization among the 9 Services-Equipment Rental & Leasing, NEC issuers in our coverage with a current forecast. Its P/B Ratio of 7.43x is the highest of the 8 peers that report one.
For URI, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 13.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is 0.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Expected absolute price move over the horizon, market included. This is the number a price target is built from. Ratings: strong buy ≥ +5.0%, buy ≥ +3.4%, sell < +1.8%, strong sell < +0.8% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-10-16 signals)
A free account shows the exact forecast, rating and rank of 3 tickers you follow, URI included.
Follow URI freePrice
URI price chart and AI forecast
Cross-section · 2026-10-16
How URI ranks among 5171 stocks
90D Total forecasts of every company scored, cut into five relative ratings at the 15th, 35th, 65th and 85th percentiles (dashed lines).
Fundamentals · 2026-03-31
United Rentals, Inc. (URI) fundamentals
Trailing twelve months. The industry median and the rank (1 = highest) are taken over the Services-Equipment Rental & Leasing, NEC peers listed below that report each metric.
Valuation & Market
| Metric | URI | Rank |
|---|---|---|
| Market Cap | $66.66B | 1/9 |
| P/E Ratio | 26.77x | 2/7 |
| P/B Ratio | 7.43x | 1/8 |
| Dividend Yield | 0.71% | – |
| EPS | $39.13 | – |
| Book Value/Share | $140.93 | – |
| Revenue/Share | $257.18 | – |
Profitability & Margins
| Metric | URI | Rank |
|---|---|---|
| ROE | 27.9% | 2/5 |
| ROA | 8.4% | – |
| ROIC | 15.7% | – |
| Gross Margin | 38.2% | 3/5 |
| Operating Margin | 24.7% | 2/6 |
| Net Margin | 15.3% | 3/5 |
| EBT Margin | 20.5% | 3/7 |
| Tax Rate | 25.2% | – |
Financial Health
| Metric | URI | Rank |
|---|---|---|
| Current Ratio | 0.80x | 5/5 |
| Quick Ratio | 0.74x | – |
| D/E Ratio | 2.33x | 5/8 |
| Financial Leverage | 3.33x | 4/6 |
| Interest Coverage | 4.4x | 3/7 |
| Working Capital | -$816M | 5/5 |
Cash Flow
| Metric | URI | Rank |
|---|---|---|
| Operating Cash Flow | $5.28B | 2/7 |
| OCF Growth YoY | 6.8% | 3/6 |
Operational Efficiency
| Metric | URI | Rank |
|---|---|---|
| Asset Turnover | 0.55x | 4/5 |
| Receivables Turnover | 6.4x | 4/5 |
| Inventory Turnover | 39.5x | – |
| Days Sales Outstanding | 57 days | 2/5 |
| Days Inventory | 9 days | – |
| Payables Period | 39 days | – |
| Cash Conversion Cycle | 27 days | – |
Income Statement
| Metric | URI | Rank |
|---|---|---|
| Total Revenue | $16.36B | 1/6 |
| Operating Income | $4.04B | 1/6 |
| Net Income | $2.51B | 2/5 |
| SG&A Expense | $1.74B | 1/5 |
| Cost of Goods Sold | $10.11B | 1/5 |
Dividend & Shareholder Information
| Metric | URI | Rank |
|---|---|---|
| Dividends Per Share | $7.40 | – |
| Payout Ratio | 18.9% | – |
| Shares Outstanding | 64M | – |
| Net Income Growth | -1.7% | 3/5 |
| EPS Growth | 1.5% | 2/5 |
Balance Sheet Highlights (USD millions)
| Total Current Assets | $3.31B | 11.1% of assets |
| Cash & Short-term Investments | $156M | 0.5% of assets |
| Accounts Receivable | $2.56B | 8.6% of assets |
| Inventory | $256M | 0.9% of assets |
| Total Liabilities | $20.92B | 70.0% of assets |
| Short-term Debt | $3.04B | 10.2% of assets |
Quarterly Financial Reports
URI quarterly financials and insider trading
Industry Peers · Services-Equipment Rental & Leasing, NEC
United Rentals, Inc. (URI) industry peers
Companies classified under the same SEC industry code as United Rentals, Inc. (Services-Equipment Rental & Leasing, NEC): 9 common-stock issuers with a forecast this week, one row per issuer, largest first. This is a classification match, not a curated list of competitors.
Reveal all forecasts · See exact % predictions for all competitors
Sign up free| Company | 90-Day AI Forecast (Total) | Market Cap |
|---|---|---|
| URI United Rentals, Inc. | ▶ | $66.66B |
| SUNB Sunbelt Rentals Holdings, Inc. | ▲ | $31.35B |
| AER Aercap Holdings N.V. | ▼ | $24.31B |
| EQPT Equipmentshare.Com Inc | ▲ | $3.44B |
| MGRC Mcgrath Rentcorp | ▼ | $2.76B |
| CTOS Custom Truck One Source, Inc. | ▲ | $2.07B |
| PRG Prog Holdings, Inc. | ▶ | $1.23B |
| UPBD Upbound Group, Inc. | ▶ | $959M |
| KPLT Katapult Holdings, Inc. | ▶ | $562M |
Where URI sits on the market map
Trade & Services · Services-Equipment Rental & Leasing, NEC
News
United Rentals, Inc. (URI) stock news
United Rentals, Inc. Third Quarter 2026 Conference Call and Audio Webcast Thursday, October 22, 2026 at 8:30 a.m. (ET)
United Rentals, Inc. (NYSE: URI) will hold its third quarter 2026 conference call with Matt Flannery, chief executive officer, and Ted Grace, chief financial officer, on Thursday 22, 2026 at 8:30 a.m.
What to expect from United Rentals' next quarterly earnings report
With a market cap of $65.4 billion, United Rentals, Inc. (URI) is the world’s largest equipment rental company, operating an extensive network of 1,774 rental locations across North America, Europe, ...
FAQ
United Rentals, Inc. (URI) stock forecast FAQ
What is the United Rentals, Inc. (URI) stock forecast?
On Oct. 16, 2026, URI is rated Neutral: its 90-day Total forecast sits in the middle 30% of the 5171 stocks scored that day.
How accurate are United Rentals, Inc. stock predictions?
For URI, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 13.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is 0.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
How often are United Rentals, Inc. forecasts updated?
United Rentals, Inc. forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Oct. 16, 2026.
Which companies are United Rentals, Inc.'s industry peers?
9 issuers in our coverage, URI included, share the SEC industry code Services-Equipment Rental & Leasing, NEC. The largest are: Sunbelt Rentals Holdings, Inc. (SUNB), Aercap Holdings N.V. (AER), Equipmentshare.Com Inc (EQPT), Mcgrath Rentcorp (MGRC), Custom Truck One Source, Inc. (CTOS), Prog Holdings, Inc. (PRG).
This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.