| URI |
Report |
Revenue |
BEAT |
pred ~$4.280B vs. cons $4.204B |
MEDIUM |
| URI |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.940B vs. cons $1.915B |
MEDIUM |
| URI |
Report |
Fleet productivity |
BEAT |
pred ~2.20% vs. cons 2.02% |
MEDIUM |
| URI |
Guide |
FY26 Revenue |
UNCHANGED |
guide ~$17.1B-$17.6B vs. cons $17.243B |
LOW |
| URI |
Guide |
FY26 Adjusted EBITDA |
UNCHANGED |
guide ~$7.75B-$8.05B vs. cons $7.831B |
LOW |
| URI |
Guide |
FY26 demand / rate / utilization commentary |
UNKNOWN |
guide positive rate, resilient utilization and stable local markets; no numerical consensus |
LOW |
| URI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+8.0% |
— |
LOW |
| URI |
Return |
5-day cumulative residual |
+3.0% (STABILIZE) |
STABILIZE — modest raise validates Q2 but does not fully reset FY estimates |
LOW |