United Rentals Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
15.7%projected annual EPS growth
Analyst Coverage
21analysts covering
FY EPS (est.)
$49.24next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 21 Oct 2026 |
| Q4 2026 Earnings Release | 27 Jan 2027 |
Monitoring Framework
Key Performance Indicators
Total Revenue Quarterly4.4BTarget: 17.5 Billion to 17.8 Billion (Full Year 2026)
Adjusted EBITDA Quarterly2.1BTarget: 7.975 Billion to 8.125 Billion (Full Year 2026)
Fleet Productivity Growth Quarterly3.4%Target: Positive year-over-year growth
Net Leverage Ratio Quarterly1.8xTarget: 1.5x to 2.5x
Watch Items
- Non-residential construction and infrastructure demandTrigger: Decline in public infrastructure funding or delay in mega-projectsAction: Re-evaluate capital expenditure guidance and fleet expansion plans.
- Used equipment market normalizationTrigger: OEC recovery rate dropping below 50%Action: Adjust gross margin expectations and used equipment sales strategy.
- Inflation and interest rate trajectoryTrigger: Federal Reserve raising rates or maintaining elevated rates longer than expectedAction: Assess impact on project borrowing costs and customer capital budgets.
Research as of 2 Sep 2026