United Rentals (URI) reported $3.72 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 6.7%. EPS of $8.86 for the same period compares to $9.15 a year ago.
The reported revenue represents a surprise of +4.38% over the Zacks Consensus Estimate of $3.56 billion. With the consensus EPS estimate being $8.84, the EPS surprise was +0.23%.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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- Contractor supplies sales: $36 million versus $36.82 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a 0% change.
- Revenues- Sales of new equipment: $70 million versus the six-analyst average estimate of $52.62 million. The reported number represents a year-over-year change of +45.8%.
- Revenues- Sales of rental equipment: $377 million versus $338.46 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -1.6% change.
- Revenues- Equipment rentals: $3.15 billion versus $3.03 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +7.4% change.
- Revenues- Service and other revenues: $91 million versus the six-analyst average estimate of $90.05 million. The reported number represents a year-over-year change of +2.3%.
- Revenues- Specialty- Contractor supplies sales: $16 million versus the two-analyst average estimate of $15.82 million. The reported number represents a year-over-year change of 0%.
- Revenues- General Rentals- Service and other revenues: $81 million versus the two-analyst average estimate of $80.33 million. The reported number represents a year-over-year change of 0%.
- Total Revenues- General rentals: $2.57 billion versus the two-analyst average estimate of $2.51 billion. The reported number represents a year-over-year change of +1.1%.
- Total Revenues- Specialty: $1.15 billion compared to the $1.04 billion average estimate based on two analysts. The reported number represents a change of +22% year over year.
- Revenues- General Rentals- Equipment rentals: $2.10 billion versus $2.06 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +1.4% change.
- Revenues- Specialty- Equipment rentals: $1.05 billion versus the two-analyst average estimate of $956.89 million. The reported number represents a year-over-year change of +21.8%.
- Revenues- Specialty- Service and other revenues: $10 million versus the two-analyst average estimate of $7.92 million. The reported number represents a year-over-year change of +25%.
View all Key Company Metrics for United Rentals here>>>
Shares of United Rentals have returned -12% over the past month versus the Zacks S&P 500 composite's -6.6% 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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