URI
UNITED RENTALS, INC.
Overview
United Rentals operates the largest equipment rental business in North America, renting construction, industrial, aerial, and specialty equipment to construction companies, manufacturers, utilities, and other industrial customers through 1,768 locations across the United States, Canada, and smaller operations in Europe, Australia, and New Zealand.
UNITED RENTALS, INC is a Industrials company operating in Rental & Leasing Services with a $68.19B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 21, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-2326 Q&A exchanges
- Q4 FY2025Earnings2026-01-2920 Q&A exchanges
- Q3 FY2025Earnings2025-10-2319 Q&A exchanges
- Q2 FY2025Earnings2025-07-2424 Q&A exchanges
- Q1 FY2025Earnings2025-04-2438 Q&A exchanges
- Q4 FY2024Earnings2025-01-3018 Q&A exchanges
- Q3 FY2024Earnings2024-10-2434 Q&A exchanges
- Q2 FY2024Earnings2024-07-2539 Q&A exchanges
- Q1 FY2024Earnings2024-04-2511 Q&A exchanges
- Q4 FY2023Earnings2024-01-2534 Q&A exchanges
- Q3 FY2023Earnings2023-10-2621 Q&A exchanges
- Q2 FY2023Earnings2023-07-2736 Q&A exchanges
- Q1 FY2023Earnings2023-04-2722 Q&A exchanges
- Q4 FY2022Earnings2023-01-2635 Q&A exchanges
- Q3 FY2022Earnings2022-10-2717 Q&A exchanges
- Q2 FY2022Earnings2022-07-2839 Q&A exchanges
- Q1 FY2022Earnings2022-04-2825 Q&A exchanges
- Q4 FY2021Earnings2022-01-2728 Q&A exchanges
- Q3 FY2021Earnings2021-10-2832 Q&A exchanges
- Q2 FY2021Earnings2021-07-2938 Q&A exchanges
- Q1 FY2021Earnings2021-04-2920 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-21EPS— vs $11.54—Rev— vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-21 | — | $11.54 | — | — | — | — | EODHD |
Source: EODHD. URI reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks URI's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 9/10 quarters but stock falls 60% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 4 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.63 | $3.33 | +8.9% | -5.4% | -4.9% |
| Q4 FY2026 | $3.25 | $3.24 | +0.3% | +2.1% | +2.4% |
| Q3 FY2026 | $3.32 | $3.17 | +4.6% | -6.7% | -5.9% |
| Q2 FY2026 | $3.36 | $3.24 | +3.7% | -5.6% | -4.7% |
| Q1 FY2025 | $3.41 | $3.25 | +5.0% | +2.5% | +0.3% |
| Q4 FY2025 | $3.74 | $3.34 | +11.9% | -5.8% | -3.4% |
| Q3 FY2025 | $3.71 | $3.40 | +9.2% | +2.8% | +4.3% |
| Q2 FY2025 | $3.82 | $3.41 | +11.9% | -0.3% | -0.4% |
| Q1 FY2024 | $3.25 | $3.28 | -0.8% | -1.7% | -1.9% |
| Q4 FY2024 | $3.57 | $3.41 | +4.8% | +0.8% | +3.7% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Maintained2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Maintained2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Matthew John FlanneryCEO5 mono recorded callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last guidance raise Q2 FY2026
- William E GraceCFO10 mo6 callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • last guidance cut Q2 FY2026
- Michael D DurandCOO6 mono recorded callsCurrentSample
COO since 2025 • 3/4 beats (75%) • last call held guidance Q1 FY2026
- Craig Adam PintoffEVP, Chief Admin. Officer5 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • last guidance cut Q2 FY2026
- Anthony S LeopoldSVP5 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • guidance suspended Q2 FY2026
- Joli L GrossSVP, Chief LGL & Sustain. Off.6 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • last guidance cut Q3 FY2026
Peers
Other companies in Industrials
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for URI.
$ curl https://api.spokenalpha.com/v1/companies/URIFAQ
Frequently asked about URI
Where can I find UNITED RENTALS, INC.'s (URI) earnings call transcripts?
Spoken Alpha indexes URI's earnings call transcripts at https://spokenalpha.com/companies/URI. Each call links to attributed speakers and parsed analyst Q&A.
When was UNITED RENTALS, INC.'s most recent earnings call?
UNITED RENTALS, INC. (URI) held its most recent earnings call on 2026-04-23, covering fiscal Q1 2026.
What sector is URI in?
UNITED RENTALS, INC. (URI) operates in the Industrials sector (Rental & Leasing Services industry).