| URI |
Report |
Rental revenue |
BEAT |
pred ~$3.74B vs. cons $3.68B |
MEDIUM |
| URI |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.96B vs. cons $1.92B |
MEDIUM |
| URI |
Report |
Adjusted EPS |
BEAT |
pred ~$11.78 vs. cons $11.55 |
MEDIUM |
| URI |
Guide |
FY2026 total revenue guidance |
BETTER |
guide ~$17.30B midpoint vs. cons $17.20B (FY2026) |
MEDIUM |
| URI |
Guide |
FY2026 adjusted EBITDA guidance |
BETTER |
guide ~$7.85B midpoint vs. cons $7.80B (FY2026) |
MEDIUM |
| URI |
Guide |
FY2026 free cash flow guidance |
BETTER |
guide ~$2.40B midpoint vs. cons $2.32B (FY2026) |
LOW |
| URI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.2% |
— |
MEDIUM |
| URI |
Return |
5-day cumulative residual |
+5.5% (FOLLOW-THROUGH) |
A ~$7.85B FY2026 EBITDA-guide midpoint versus ~$7.80B consensus, alongside ~$17.30B revenue guidance versus ~$17.20B consensus, should drive modest out-period estimate revisions rather than leave the beat confined to 2Q. |
MEDIUM |