URI

Equipment rental company United Rentals (NYSE:URI) reported revenue ahead of Wall Street’s expectations in Q3 2026, with sales up 15.7% year on year to $4.89 billion. The company’s full-year revenue guidance of $18.1 billion at the midpoint came in 1.9% above analysts’ estimates. Its non-GAAP profit of $15.55 per share was 10.8% above analysts’ consensus estimates.

Truist Securities keeps a Buy rating on United Rentals and lifts its price target to $1,450 from $1,395. The change reflects confidence in the company’s future performance.

Morgan Stanley maintains an Overweight rating on United Rentals and raises its price target to $1,350 from $1,335. The update signals a positive outlook for the rental equipment firm.

RBC Capital keeps an Outperform rating on United Rentals and bumps its price target to $1,392 from $1,323. The firm sees continued upside potential.

United Rentals’ third quarter results were driven by sustained momentum in large-scale projects across multiple end markets, supported by the company’s broad offering and operational scale. Management highlighted accelerating rental revenue growth in both general and specialty segments, with specialty rentals seeing strong double-digit gains.

United Rentals’ operational efficiency gains are balancing cost inflation, helping the company keep expanding its margins.

United Rentals (NYSE:URI) reported record third-quarter results and raised its full-year outlook, citing sustained demand from large projects across construction, infrastructure, energy, manufacturing and data-center-related end markets. Total revenue rose 16% year over year to $4.9 billion during

United Rentals’ Q3 2026 earnings call notes that strong demand for large‑scale projects is driving record profitability and margin levels.