United Rentals is expected to report fiscal second-quarter 2026 earnings per share of $11.68, an 11.6% increase from $10.47 in the same quarter last year. The company missed consensus estimates in three of the last four quarters but beat once. For the full year, analysts forecast EPS of $47.26, up 12.4% from fiscal 2025, with further growth to $53.04 expected in fiscal 2027. URI stock has risen 49.2% over the past 52 weeks, outperforming the S&P 500 and the Industrial Select Sector SPDR ETF, driven by strong demand in construction, infrastructure, and specialty rentals. In the first quarter, adjusted EPS of $9.71 beat estimates and revenue of $4 billion topped forecasts, sending shares up 22.9% in a single session. Analysts hold a Moderate Buy consensus on the stock, with a Street-high price target of $1,275 implying 13.6% upside.
United Rentals IncArticle reports expected EPS growth and strong demand, with stock outperforming and analyst consensus positive
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