United Rentals (URI) reported $4.23 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 5.9%. EPS of $11.70 for the same period compares to $11.80 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $4.16 billion, representing a surprise of +1.73%. The company delivered an EPS surprise of -6.33%, with the consensus EPS estimate being $12.49.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how United Rentals performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenues- Equipment rentals: $3.67 billion versus $3.61 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +5.8% change.
- Revenues- Service and other revenues: $93 million versus $101.34 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a 0% change.
- Revenues- Contractor supplies sales: $43 million versus $39.43 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +13.2% change.
- Revenues- Sales of new equipment: $95 million versus $79.81 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +23.4% change.
- Revenues- Sales of rental equipment: $333 million compared to the $321.65 million average estimate based on five analysts. The reported number represents a change of +3.7% year over year.
- Revenues- Specialty- Contractor supplies sales: $20 million compared to the $17.09 million average estimate based on two analysts. The reported number represents a change of +25% year over year.
- Revenues- Specialty- Equipment rentals: $1.27 billion versus $1.22 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +11.4% change.
- Revenues- Specialty- Sales of new equipment: $50 million versus $35.83 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +22% change.
- Revenues- Specialty- Sales of rental equipment: $59 million compared to the $46.95 million average estimate based on two analysts. The reported number represents a change of +25.5% year over year.
- Revenues- Specialty- Service and other revenues: $9 million versus $9.15 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +28.6% change.
- Total Revenues- General rentals: $2.83 billion compared to the $2.83 billion average estimate based on two analysts. The reported number represents a change of +3% year over year.
- Revenues- General Rentals- Service and other revenues: $84 million compared to the $100.48 million average estimate based on two analysts. The reported number represents a change of -2.3% year over year.
View all Key Company Metrics for United Rentals here>>>
Shares of United Rentals have returned +4.9% over the past month versus the Zacks S&P 500 composite's +1.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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United Rentals, Inc. (URI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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