| URI |
Report |
Q2 2026 total revenue |
BEAT |
pred ~$4.28B vs. cons $4.22B |
MEDIUM |
| URI |
Report |
Q2 2026 adjusted EBITDA |
BEAT |
pred ~$1.96B vs. cons $1.94B |
MEDIUM |
| URI |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$11.78 vs. cons $11.57 |
MEDIUM |
| URI |
Guide |
Total revenue guidance |
BETTER |
guide ~$17.25B vs. cons $17.20B (FY2026) |
MEDIUM |
| URI |
Guide |
Adjusted EBITDA guidance |
BETTER |
guide ~$7.80B vs. cons $7.78B (FY2026) |
MEDIUM |
| URI |
Guide |
Free cash flow guidance |
LOWER |
guide ~$2.30B vs. cons $2.34B (FY2026) |
MEDIUM |
| URI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.6% |
— |
MEDIUM |
| URI |
Return |
5-day cumulative residual |
+4.4% (FOLLOW-THROUGH) |
A revenue and EBITDA raise to ~$17.25B and ~$7.80B versus consensus of $17.20B and $7.78B supports modest estimate revisions after the initial beat; unchanged free-cash-flow guidance of ~$2.30B versus $2.34B limits, but does not reverse, the follow-through. |
MEDIUM |