URI
United Rentals, Inc. · Industrials · Rental & Leasing Services
TECHStrong BuyZACKSHold
R500#9 today
$1,081.04
+4.54% today · +3.25% 1W
Oct 2 close or latest
PreviewWhy it's moving
Outperforming without a clear catalyst yet
- URI +4.54% on the last session vs SPY +0.74%: +3.8 pts of stock-specific move.
- Aftermath, big drop (Sep 29): After its 62 big drops in the past 5 years, URI typically gained 4.5% over the next month (median) and was higher 66% of the time; half the outcomes fell between -2.8% and +13.0%. An ordinary month: +2.0%. Among S&P 500 stocks after big drops, that ranks #70 of 500.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Oct 21
After the close · in 17 days
EPS estimate
$13.90
$12.66 to $15.11 · 18 analysts
Revenue estimate
$4.7B
$4.6B to $4.8B
Track record
3/8 beats
last 8 reports · moved ±9.5% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Jul 22, 2026 AMC | 2Q2026 | $11.59 | $12.76 | +$1.17 (+10.1%) beat | $4.4B | +10.1% +11.3 vs SPY | +5.9% | +1.9% |
| Apr 22, 2026 AMC | 1Q2026 | $8.94 | $9.71 | +$0.77 (+8.6%) beat | $4.0B | +22.9% +23.3 vs SPY | +17.5% | +18.6% |
| Jan 28, 2026 AMC | 4Q2025 | $11.80 | $11.09 | −$0.71 (−6.1%) miss | $4.2B | -12.9% -12.7 vs SPY | -6.4% | -6.1% |
| Oct 22, 2025 AMC | 3Q2025 | $12.29 | $11.70 | −$0.59 (−4.8%) miss | $4.2B | -7.8% -8.4 vs SPY | -4.2% | -12.2% |
| Jul 23, 2025 AMC | $10.54 | $10.47 | −$0.07 (−0.7%) miss | — | +9.0% +8.9 vs SPY | +3.2% | +9.6% | |
| Apr 23, 2025 AMC | $8.81 | $8.86 | +$0.05 (+0.6%) beat | — | +9.9% +7.8 vs SPY | +4.2% | +7.2% | |
| Jan 29, 2025 AMC | $11.63 | $11.59 | −$0.04 (−0.3%) miss | — | +2.1% +1.5 vs SPY | +1.0% | -2.7% | |
| Oct 23, 2024 AMC | $12.49 | $11.80 | −$0.69 (−5.5%) miss | — | -1.1% -1.3 vs SPY | +0.2% | -2.6% | |
| Jul 24, 2024 AMC | $10.52 | $10.70 | +$0.18 (+1.7%) beat | — | +5.4% +5.9 vs SPY | -0.1% | +5.8% | |
| Apr 24, 2024 AMC | $8.34 | $9.15 | +$0.81 (+9.7%) beat | — | +5.5% +5.8 vs SPY | +3.8% | -0.2% | |
| Jan 24, 2024 AMC | $10.91 | $11.26 | +$0.35 (+3.2%) beat | — | +13.0% +12.4 vs SPY | +5.5% | +8.4% | |
| Oct 25, 2023 AMC | $11.17 | $11.73 | +$0.56 (+5.0%) beat | — | +1.2% +2.4 vs SPY | -2.3% | +2.6% | |
| Jul 26, 2023 AMC | $8.94 | $9.88 | +$0.94 (+10.5%) beat | — | -0.9% -0.2 vs SPY | -1.5% | +5.2% | |
| Apr 26, 2023 AMC | $7.99 | $7.95 | −$0.04 (−0.5%) miss | — | -4.6% -6.6 vs SPY | -5.1% | -6.6% | |
| Jan 25, 2023 AMC | $10.29 | $9.74 | −$0.55 (−5.3%) miss | — | +9.9% +8.8 vs SPY | +5.6% | +15.9% | |
| Oct 26, 2022 AMC | $9.06 | $9.27 | +$0.21 (+2.3%) beat | — | +0.8% +1.3 vs SPY | +1.9% | +4.5% | |
| Jul 27, 2022 AMC | $6.50 | $7.86 | +$1.36 (+20.9%) beat | — | +6.1% +4.9 vs SPY | +2.0% | +10.6% | |
| Apr 27, 2022 AMC | $4.88 | $5.73 | +$0.85 (+17.4%) beat | — | +2.9% +0.3 vs SPY | +3.8% | +3.5% | |
| Jan 26, 2022 AMC | $6.69 | $7.39 | +$0.70 (+10.5%) beat | — | +3.9% +4.4 vs SPY | +7.2% | +6.0% | |
| Oct 27, 2021 AMC | $6.82 | $6.58 | −$0.24 (−3.5%) miss | — | +5.7% +4.7 vs SPY | +5.0% | +9.7% | |
| Jul 28, 2021 AMC | $4.86 | $4.66 | −$0.20 (−4.1%) miss | — | — | — | — | |
| Apr 28, 2021 AMC | $3.13 | $3.45 | +$0.32 (+10.2%) beat | — | — | — | — | |
| Jan 27, 2021 AMC | $4.28 | $5.04 | +$0.76 (+17.8%) beat | — | — | — | — | |
| Oct 28, 2020 AMC | $4.34 | $5.40 | +$1.06 (+24.4%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $13.90 (18) | $12.66 – $15.11 | +19% | +4.1% | ▲16 ▼0 | $4.7B | +11% |
| Next quarter · Dec 31, 2026 | $13.15 (18) | $12.30 – $14.85 | +19% | +3.8% | ▲3 ▼0 | $4.7B | +11% |
| Current year · Dec 31, 2026 | $49.29 (21) | $46.21 – $52.73 | +17% | +4.3% | ▲3 ▼0 | $17.7B | +10% |
| Next year · Dec 31, 2027 | $57.32 (21) | $53.04 – $65.35 | +16% | +6.4% | ▲2 ▼0 | $19.3B | +9% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.