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.Beyond Nvidia: AI's Second Wave Is Here
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
