| URI |
Report |
Adjusted EPS |
BEAT |
pred ~$11.95 vs. cons $11.67 |
MEDIUM |
| URI |
Report |
total revenue |
BEAT |
pred ~$4.30B vs. cons $4.23B |
MEDIUM |
| URI |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.97B (~46% margin) vs. cons ~$1.94B |
MEDIUM |
| URI |
Guide |
FY2026 Adj. EBITDA guide |
BETTER |
guide raise to ~$7.75B midpoint vs. cons ~$7.70B (FY2026) |
MEDIUM |
| URI |
Guide |
FY2026 total revenue guide |
BETTER |
guide raise to ~$17.2B midpoint vs. cons ~$17.1B (FY2026) |
MEDIUM |
| URI |
Guide |
Fleet productivity |
BETTER |
pred ~+2.8% vs. implied cons ~+2.0% (2026Q2) |
LOW |
| URI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
LOW |
| URI |
Return |
5-day cumulative residual |
+6.0% (FOLLOW-THROUGH) |
Expect a beat-and-raise that pulls FY revenue/EBITDA estimates up rather than the implicit-cut dynamic; stock already de-risked ~11% off the late-June high (and fell hard the final sessions into the print), lowering the bar and supporting positive follow-through as revisions turn up. Offset: high-beta, lumpy reaction function and stock near all-time highs limit conviction. |
LOW |