| URI |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$11.90 vs. cons $11.67 |
MEDIUM |
| URI |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$4.27B vs. cons $4.23B |
MEDIUM |
| URI |
Report |
Adjusted EBITDA / margin (Q2 2026) |
IN-LINE |
pred ~$1.93B (~45.6% margin) vs. cons ~$1.93B (~45.5% margin) |
MEDIUM |
| URI |
Guide |
FY2026 Total Revenue guidance |
BETTER |
guide ~$17.0B-$17.6B (~$17.3B midpoint) vs. cons ~$17.2B (FY2026) |
MEDIUM |
| URI |
Guide |
FY2026 Adjusted EBITDA guidance |
BETTER |
guide ~$7.7B-$7.95B (~$7.82B midpoint) vs. cons ~$7.75B (FY2026) |
MEDIUM |
| URI |
Guide |
FY2026 Free Cash Flow guidance |
UNCHANGED |
guide ~$2.15B-$2.45B (~$2.30B midpoint) vs. cons ~$2.30B (FY2026) |
MEDIUM |
| URI |
Guide |
FY2026 Total shareholder return (buybacks+dividends) |
UNCHANGED |
guide ~$2.0B (~$32/share) vs. prior stated plan ~$2.0B (FY2026) |
HIGH |
| URI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| URI |
Return |
5-day cumulative residual |
+4.5% (FOLLOW-THROUGH) |
A modest EPS/revenue beat plus an in-line-to-slightly-better EBITDA margin print, paired with a small full-year revenue/EBITDA guidance raise (the third straight upward revision after Q1's beat-and-raise), should nudge out-quarter Street estimates higher rather than trigger the implicit-cut dynamic that hurt the stock after Q4 2025's margin miss. With sell-side targets already trending up into the print (Citi, JPM) and the stock having de-risked ~10% off its late-June high, a clean-but-not-blowout quarter likely sees the initial pop extend modestly over the week as analysts lift 2026/2027 EPS models, rather than fade, unless specialty-segment margin commentary disappoints. |
MEDIUM |