Here's What Key Metrics Tell Us About United Rentals (URI) Q4 Earnings

For the quarter ended December 2025, United Rentals (URI) reported revenue of $4.21 billion, up 2.8% over the same period last year. EPS came in at $11.09, compared to $11.59 in the year-ago quarter.

The reported revenue represents a surprise of -1.14% over the Zacks Consensus Estimate of $4.26 billion. With the consensus EPS estimate being $11.90, the EPS surprise was -6.84%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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: $3.58 billion compared to the $3.59 billion average estimate based on five analysts. The reported number represents a change of +4.7% year over year.
• Revenues- Sales of rental equipment: $386 million compared to the $417.06 million average estimate based on five analysts. The reported number represents a change of -14.6% year over year.
• Revenues- Service and other revenues: $90 million versus $90.88 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +4.7% change.
• Revenues- Contractor supplies sales: $43 million compared to the $40.63 million average estimate based on five analysts. The reported number represents a change of +10.3% year over year.
• Revenues- Sales of new equipment: $108 million compared to the $104.26 million average estimate based on five analysts. The reported number represents a change of +12.5% year over year.
• Gross Margin/Profit- Equipment rentals: $1.35 billion versus $1.44 billion estimated by four analysts on average.
• Gross Margin/Profit- Sales of rental equipment: $175 million versus $180.01 million estimated by four analysts on average.
• Gross Margin/Profit- Sales of new equipment: $22 million versus the four-analyst average estimate of $20.1 million.
• Gross Margin/Profit- Contractor supplies sales: $16 million compared to the $15.47 million average estimate based on four analysts.
• Gross Margin/Profit- Service and other: $31 million versus $32.57 million estimated by four analysts on average.
• Gross Margin/Profit by revenue - Equipment rentals - General Rentals: $869 million compared to the $899.66 million average estimate based on two analysts.
• Gross Margin/Profit by revenue - Equipment rentals - Specialty: $477 million compared to the $570.75 million average estimate based on two analysts.

View all Key Company Metrics for United Rentals here>>>

Shares of United Rentals have returned +11% over the past month versus the Zacks S&P 500 composite's +0.8% 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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This article originally published on Zacks Investment Research (zacks.com).

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