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$1,153.99 +33.41 (+2.98%)
Market Cap
$70.75B
Shares
62.65M

United Rentals, Inc. Earnings Call Transcripts

Every quarterly earnings call for United Rentals, Inc. (URI) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲17.5% $3.05B $606.00M '22 Q3 22-10-27 ▲18.7% $3.30B $639.00M '22 Q4 23-01-26 ▲30.2% $3.29B $451.00M '23 Q1 23-04-27 ▲28.3% $3.55B $591.00M '23 Q2 23-07-27 ▲23.4% $3.77B $703.00M '23 Q3 23-10-26 ▲13.1% $3.73B $679.00M '23 Q4 24-01-25 ▲6.1% $3.48B $542.00M '24 Q1 24-04-25 ▲6.2% $3.77B $636.00M '24 Q2 24-07-25 ▲6% $3.99B $708.00M '24 Q3 24-10-24 ▲9.8% $4.09B $689.00M '24 Q4 25-01-30 ▲6.7% $3.72B $518.00M '25 Q1 25-04-24 ▲4.5% $3.94B $622.00M '25 Q2 25-07-24 ▲5.9% $4.23B $701.00M '25 Q3 25-10-22 ▲2.8% $4.21B $653.00M '25 Q4 26-01-28 LATEST ▲7.2% $3.98B $531.00M '26 Q1 26-04-22
Earnings call
FY26 · Q2
2026-07-23
Second Quarter 2026 Conference Call and Audio Webcast
Confident tone Fleet supply tightness and CapEx Specialty / ancillary growth headwind to margins Local market demand lagging
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-04-22
United Rentals, Inc. Q1 FY2026 Earnings Call
Confident tone Used equipment sales and fleet productivity Large projects and mega-projects demand Capital allocation and balance sheet
Revenue
$3.98B
▲ 7.2% YoY
Diluted EPS
$8.43
▲ 6.6% YoY
Gross margin
36.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-01-28
United Rentals, Inc. Q4 FY2025 Earnings Call
Positive tone 2026 guidance and outlook Large project and vertical demand Specialty business expansion
Revenue
$4.21B
▲ 2.8% YoY
Diluted EPS
$10.27
▼ 1.9% YoY
Gross margin
37.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-10-22
United Rentals, Inc. Q3 FY2025 Earnings Call
Confident tone capex and fleet investment margin pressure and ancillary costs specialty business expansion
Revenue
$4.23B
▲ 5.9% YoY
Diluted EPS
$10.91
▲ 2% YoY
Gross margin
39.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-07-24
United Rentals, Inc. Q2 FY2025 Earnings Call
Confident tone Quarterly Financial Results 2025 Guidance and Outlook Telematics and Value-Added Services
Revenue
$3.94B
▲ 4.5% YoY
Diluted EPS
$9.59
▲ 0.5% YoY
Gross margin
38.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-04-24
United Rentals, Inc. Q1 FY2025 Earnings Call
Confident tone Specialty Rental Growth Yak Acquisition Integration Q1 Financial Results
Revenue
$3.72B
▲ 6.7% YoY
Diluted EPS
$7.91
▼ 1.6% YoY
Gross margin
36.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-01-30
United Rentals, Inc. Q4 FY2024 Earnings Call
Confident tone 2025 guidance and outlook Used equipment market and fleet rotation Record Q4 and full-year financial results
Revenue
$4.09B
▲ 9.8% YoY
Diluted EPS
$10.47
▲ 4.6% YoY
Gross margin
40.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-10-24
United Rentals, Inc. Q3 FY2024 Earnings Call
Confident tone Quarterly financial records and growth 2025 outlook and large projects End market strength
Revenue
$3.99B
▲ 6% YoY
Diluted EPS
$10.70
▲ 4% YoY
Gross margin
41.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-07-25
United Rentals, Inc. Q2 FY2024 Earnings Call
Confident tone Specialty business expansion and Yak acquisition Q2 financial records and growth Used equipment market (OEC)
Revenue
$3.77B
▲ 6.2% YoY
Diluted EPS
$9.54
▲ 11.2% YoY
Gross margin
40.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-04-25
United Rentals, Inc. Q1 FY2024 Earnings Call
Confident tone Yak acquisition and integration Q1 financial results and records Guidance and outlook
Revenue
$3.48B
▲ 6.1% YoY
Diluted EPS
$8.04
▲ 24.3% YoY
Gross margin
38.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-01-25
United Rentals, Inc. Q4 FY2023 Earnings Call
Confident tone Q4 and full-year 2023 records 2024 guidance and growth outlook Customer sentiment / survey
Revenue
$3.73B
▲ 13.1% YoY
Diluted EPS
$10.01
▲ 9.4% YoY
Gross margin
41.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-10-26
United Rentals, Inc. Q3 FY2023 Earnings Call
Revenue
$3.77B
▲ 23.4% YoY
Diluted EPS
$10.29
▲ 18.8% YoY
Gross margin
42.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
United Rentals, Inc. Q2 FY2023 Earnings Call
Revenue
$3.55B
▲ 28.3% YoY
Diluted EPS
$8.58
▲ 24.3% YoY
Gross margin
40.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-04-27
United Rentals, Inc. Q1 FY2023 Earnings Call
Revenue
$3.29B
▲ 30.2% YoY
Diluted EPS
$6.47
▲ 28.1% YoY
Gross margin
37.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-01-26
United Rentals, Inc. Q4 FY2022 Earnings Call
Revenue
$3.30B
▲ 18.7% YoY
Diluted EPS
$9.15
▲ 38.4% YoY
Gross margin
45.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-10-27
United Rentals, Inc. Q3 FY2022 Earnings Call
Revenue
$3.05B
▲ 17.5% YoY
Diluted EPS
$8.66
▲ 53.8% YoY
Gross margin
44.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-07-28
United Rentals, Inc. Q2 FY2022 Earnings Call
Revenue
$2.77B
▲ 21.2% YoY
Diluted EPS
$6.90
▲ 71.6% YoY
Gross margin
41.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-04-28
United Rentals, Inc. Q1 FY2022 Earnings Call
Revenue
$2.52B
▲ 22.7% YoY
Diluted EPS
$5.05
▲ 80.4% YoY
Gross margin
39.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-01-27
United Rentals, Inc. Q4 FY2021 Earnings Call
Revenue
$2.78B
▲ 21.8% YoY
Diluted EPS
$6.61
▲ 61.6% YoY
Gross margin
41.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-10-28
United Rentals, Inc. Q3 FY2021 Earnings Call
Revenue
$2.60B
▲ 18.7% YoY
Diluted EPS
$5.63
▲ 96.2% YoY
Gross margin
42.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-07-29
United Rentals, Inc. Q2 FY2021 Earnings Call
Revenue
$2.29B
▲ 17.9% YoY
Diluted EPS
$4.02
▲ 37.2% YoY
Gross margin
38.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-04-29
United Rentals, Inc. Q1 FY2021 Earnings Call
Revenue
$2.06B
▼ 3.2% YoY
Diluted EPS
$2.80
▲ 20.2% YoY
Gross margin
34.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-01-28
United Rentals, Inc. Q4 FY2020 Earnings Call
Revenue
$2.28B
▼ 7.2% YoY
Diluted EPS
$4.09
▼ 8.9% YoY
Gross margin
38.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-10-29
United Rentals, Inc. Q3 FY2020 Earnings Call
Revenue
$2.19B
▼ 12.1% YoY
Diluted EPS
$2.87
▼ 43.5% YoY
Gross margin
40.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-07-30
United Rentals, Inc. Q2 FY2020 Earnings Call
Revenue
$1.94B
▼ 15.3% YoY
Diluted EPS
$2.93
▼ 14.8% YoY
Gross margin
36.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-04-30
United Rentals, Inc. Q1 FY2020 Earnings Call
Revenue
$2.12B
▲ 0.4% YoY
Diluted EPS
$2.33
▲ 6.4% YoY
Gross margin
34.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-01-29
United Rentals, Inc. Q4 FY2019 Earnings Call
Revenue
$2.46B
▲ 6.5% YoY
Diluted EPS
$4.49
▲ 18.2% YoY
Gross margin
39.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–27 of 27 earnings calls
Key facts CIK 1067701 CUSIP 911363109 13F (30d) 1232 filings 1198 filers Visit website Investor relations

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