| URI |
Report |
Revenue (Q2 2026) |
BEAT |
pred ~$4,290M vs cons $4,204M |
MEDIUM |
| URI |
Report |
Adj. EBITDA (Q2 2026) |
BEAT |
pred ~$1,955M vs cons $1,915M |
MEDIUM |
| URI |
Report |
Fleet Productivity (Q2 2026) |
BEAT |
pred ~2.4% vs cons 2.02% |
MEDIUM |
| URI |
Guide |
Revenue (FY 2026) |
UNCHANGED |
guide mid ~$17.25B vs cons $17.243B |
MEDIUM |
| URI |
Guide |
Adj. EBITDA (FY 2026) |
UNCHANGED |
guide mid ~$7.825B vs cons $7.831B |
MEDIUM |
| URI |
Guide |
Delivery cost / margin tone (Q3 2026) |
UNCHANGED |
Constructive; restructuring savings tracking; no margin warning |
LOW |
| URI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| URI |
Return |
5-day cumulative residual |
+2.0% (FADE) |
FADE — beat absorbed, no incremental estimate revision catalyst; implied H2 math already in consensus |
MEDIUM |