United Rentals (URI) is expected to report Q3 2026 revenue of $4.67 billion and EPS of $13.75, while its stock currently trades at $1,029.64 against an average analyst price target of $1,261.00.
Investors are primarily focused on the performance of the Specialty Rentals segment, which is projected to achieve 20.4% year-over-year growth due to its superior margins.
Strong demand from infrastructure, data center, and manufacturing mega-projects continues to drive fleet productivity and support high utilization rates. Market participants are also looking for a potential update to the fiscal 2026 revenue guidance, which was recently raised to a range of $17.5 billion to $17.8 billion.