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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Steve Fisher | UBS | 12 | 0% |
| Scott Schneeberger | Oppenheimer | 12 | 0% |
| Ken Newman | KeyBanc Capital Markets | 12 | 0% |
| Mike Feniger | Bank of America | 8 | 13% |
| Tim Thein | Raymond James | 8 | 25% |
| Angel Castillo | Morgan Stanley | 8 | 0% |
| Jerry Revich | Wells Fargo | 8 | 0% |
| Kyle Menges | Citigroup | 8 | 13% |
| Dave Raso | Evercore ISI | 8 | 13% |
| Steve Ramsey | Thompson Research Group | 7 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Oppenheimer | 1 | 12 | 0% |
| KeyBanc Capital Markets | 1 | 12 | 0% |
| UBS | 1 | 12 | 0% |
| Bank of America | 2 |
| 10 |
| 10% |
| Citigroup | 2 | 10 | 10% |
| Morgan Stanley | 2 | 10 | 0% |
| Wells Fargo | 1 | 8 | 0% |
| Raymond James | 1 | 8 | 25% |
United Rentals set first quarter records across revenue, EBITDA, and EPS with total revenue growing 7% to nearly $4B and adjusted EPS of $9.71, up 10%, raising FY2026 revenue guidance by $100M and EBITDA by $50M on strong momentum. Specialty grew 14% with 17 cold starts, and broad cost management delivered leverage across labor, delivery, and R&M with general rental margin improving 150 basis points. Free cash flow exceeded $1.05B in Q1, and a diverse project pipeline from power, data centers, and infrastructure drove demand.
Demand | Margin | Competitive Dynamics | Capex Investment | Cost Pressure | Pricing | Revenue Growth | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 2 | 3 | 4 | 2 | 5 | 2 | |
| 2025Q1 | 7 | 8 | 6 | 1 | 5 | 2 | 6 | 3 |
| 2025Q2 | 10 | 2 | 4 | 3 | 3 | 1 | 3 | |
| 2025Q3 | 8 | 6 | 2 | 4 | 5 | 2 | 1 | |
| 2025Q4 | 7 | 3 | 4 | 4 | 4 | 2 | 2 | 1 |
| 2026Q1 | 10 | 7 | 5 | 3 | 4 | 5 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 7 | 10 | 8 | 7 | 10 |
| Margin | 2 | 8 | 2 | 6 | 3 | 7 |
| Competitive Dynamics | 3 | 6 | 4 | 2 | 4 | 5 |
| Capex Investment | 4 | 1 | 3 | 4 | 4 | 3 |
| Cost Pressure | 5 | 5 | 4 | 4 | ||
| Pricing | 2 | 2 | 3 | 2 | 2 | 5 |
| Revenue Growth | 5 | 6 | 1 | 2 | 1 | |
| M&A | 2 | 3 | 3 | 1 | 1 | 2 |