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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for United Rentals (URI) is 7/10.
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.
Scored from United Rentals’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.09B | +9.8% | $10.48 | +4.7% | 37.2% | 26.5% | 16.8% | $365M |
| FY2025 Q1 | $3.72B | +6.7% | $7.91 | -1.6% | 33.4% | 21.6% | 13.9% | $680M |
| FY2025 Q2 | $3.94B | +4.5% | $9.59 |
| +0.6% |
| 36.1% |
| 25.4% |
| 15.8% |
| $-230M |
| FY2025 Q3 | $4.23B | +5.9% | $10.91 | +2.0% | 36.8% | 26.3% | 16.6% | $-365M |
| FY2025 Q4 | $4.21B | +2.8% | $10.20 | -2.7% | 35.2% | 25.0% | 15.5% | $577M |
| FY2026 Q1 | $3.98B | +7.2% | $8.35 | +5.6% | 36.9% | 21.8% | 13.3% | $681M |
| FY2026 Q2 | $4.41B | +11.8% | $11.84 | +23.5% | 39.3% | 25.8% | 17.1% | $-261M |