When does United Rentals report Q4 2025 results?

United Rentals is scheduled to report fiscal Q4 2025 on January 28, 2026, after the market close. Management will provide prepared remarks and take questions on the call. Investors should look for updates on pricing, utilization, fleet capex, and free cash flow guidance for 2026.

What is the Q4 consensus for United Rentals?

Analysts expect EPS of $11.86 for Q4 2025, up 2.3% year over year. The focus is on rental rate trends, time utilization, and any read-through for 2026 demand across industrial, energy, and infrastructure end markets. Any deviations could shift full-year models quickly.

What changed in recent analyst calls on URI?

UBS upgraded URI to Buy with a $1,025 price target, citing resilient pricing and visibility. BNP Paribas Exane raised its target to $920 while keeping Neutral. The spread across analyst price target views reflects uncertainty that Q4 results and guidance could resolve.

Is URI attractive before the print?

URI trades near 22.7x trailing earnings with a 0.81% dividend yield and sits above its 50- and 200-day averages. That is constructive, but near-term moves can be sharp around earnings. Consider sizing carefully, setting alerts near key levels, and waiting for guidance if risk tolerance is low.

Global Market Insights

URI Stock Today: Q4 Preview and UBS Upgrade Shape Outlook — January 08

ByHuzaifa Zahoor January 8, 2026January 8, 2026

United Rentals earnings will set the tone for equipment rentals in 2026. United Rentals (URI) reports fiscal Q4 2025 on January 28, with consensus EPS at $11.86, up 2.3% year over year. UBS upgraded shares to Buy with a $1,025 price target, while BNP Paribas Exane raised its target to $920 and kept Neutral. With URI up 30.8% over 12 months, this print and the 2026 guide could reset views on construction demand, pricing, and free cash flow.