URI Stock Today: January 28 Earnings Preview, 3.4% Growth Eyed
United Rentals earnings are due after the close today, with Wall Street looking for US$4.24B revenue, up 3.4% year over year, and US$11.80 EPS. United Rentals (URI) has rallied 11.2% over the month, recently trading near US$912.58. The average target sits at US$1,017, so the setup implies volatility if expectations shift. For Canadian investors, we frame the catalysts, technicals, and risk-reward ahead of Q4 2025 results, plus how this print could read through to industrial distributors earnings across North America.
Q4 2025: What to watch
Consensus pegs revenue at US$4.24B with EPS at US$11.80. We will watch rental rate trends, time utilization, and the mix shift toward Specialty. Updates on fleet capex, used equipment sales, and pricing discipline matter for margin durability. Any color on infrastructure, data centers, energy, and utilities demand will guide 2026 expectations and the URI stock forecast.
Investors want a clean beat and raise, plus firm 2026 commentary. Free cash flow and buyback cadence will be key, alongside dividend signals. Debt metrics and leverage plans remain in focus given a debt-to-equity near 1.69 and net debt to EBITDA of 2.27. Management’s tone on project backlogs and cancellations could swing sentiment post-print.
Valuation, targets, and technical setup
The average price target is US$1,017 versus a recent US$912.58, implying roughly 11% potential upside if the thesis holds. Ratings skew positive with 19 Buys, 4 Holds, and 1 Sell. On trailing figures, P/E is about 23 and dividend yield is near 0.79%. We also note strong multi-year EPS growth and sizable free cash flow per share.
RSI at 73.91 flags overbought conditions, while ADX at 31.87 signals a strong trend. ATR at 26.02 points to larger swings into the release. Price is close to the Bollinger upper band at 919.45, so breakouts or reversals may be sharp. The 50-day average near 845.81 is a notable support if numbers disappoint.
Why this matters for Canadian portfolios
United Rentals operates across the U.S. and Canada, serving construction, energy, utilities, and public works. For Canadian portfolios, commentary on infrastructure, industrial projects, and energy maintenance spending is vital. Because results are reported in U.S. dollars, currency can affect returns for CAD-based investors, especially around earnings gaps and guidance resets.
Peers have posted mixed reactions around earnings, so dispersion risk remains high. A solid report could support industrial distributors earnings sentiment across North America, while a miss may pressure equipment and services names. We monitor tone on pricing, availability, and backlog as leading indicators for cyclical turns in 2026 budgeting.
Scenarios and positioning into tonight
A beat on revenue and EPS, plus firm rate and utilization trends, could push shares toward the US$1,017 average target. Strong Specialty growth, disciplined capex, and upbeat 2026 demand signals would reinforce the URI stock forecast. Clear buyback intent may also cushion volatility and keep momentum intact after the headline print.
A miss or cautious guide could refocus investors on balance sheet and valuation. With current ratio near 0.90 and price-to-book elevated, the stock may revert toward moving-average support if sentiment sours. Watch commentary on cancellations, used equipment pricing, and capex intensity for signs of pressure into the first half.
Final Thoughts
United Rentals earnings arrive with expectations set at US$4.24B revenue and US$11.80 EPS, plus an average target of US$1,017 against a recent US$912.58 price. Momentum is strong, yet technicals suggest overbought and higher volatility into the print. For Canadian investors, focus on rental rates, utilization, Specialty mix, cash generation, and 2026 guidance. Consider position sizing and staged orders around the release. If the company delivers a beat and confident outlook, the upside case strengthens. If guidance softens, be ready for a move toward key supports and reassess exposure across related industrial distributors earnings plays. See previews from The Globe and Mail and IndexBox for context. United Rentals (URI) To Report Earnings Tomorrow: Here Is What To Expect | United Rentals Q4 2025 Earnings Preview: Revenue & Analyst Estimates – News and Statistics
FAQs
What is the consensus for United Rentals earnings this quarter?
Analysts expect US$4.24B in revenue, up 3.4% year over year, and US$11.80 in EPS for Q4 2025. We will track rental rates, utilization, and Specialty mix, plus 2026 guidance on demand and capex. Free cash flow and buyback updates are also key for post-earnings direction.
Is there upside to the current URI price versus targets?
The average target is US$1,017 compared with a recent US$912.58. That suggests around 11% potential upside if execution stays strong. However, overbought technicals and earnings-day volatility can widen ranges, so risk controls, alerts, and staged entries are prudent for Canadian investors.
How might United Rentals earnings affect Canadian investors?
Results are in U.S. dollars, so FX moves can impact CAD returns. Commentary on infrastructure, utilities, and energy maintenance matters for Canadian projects. A strong report may support sentiment for industrial distributors earnings and equipment providers; a weak print could pressure cyclicals across North American markets.
What technical levels should I watch around the report?
RSI at 73.91 is overbought and ADX at 31.87 shows a strong trend. Price is near the Bollinger upper band at 919.45, which can create sharp moves. If sentiment turns, the 50-day average near 845.81 is a notable support to monitor after the results.
Disclaimer:
The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.
