United Rentals stock falls 3.59 percent ahead of Q3 results

Published on 10/07/2026 at 16:09 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

United Rentals stock traded at USD 1,041.86 on October 7, 2026, before its October 28 results. Second-quarter revenue rose 11.8 percent to USD 4.41 billion.

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United Rentals stock (ISIN US9113631090) was trading at USD 1,041.86 on the NYSE on October 7, 2026, down USD 38.76 or 3.59 percent from the prior close. The company is scheduled to report third-quarter 2026 results on October 28, according to MarketBeat.

Q2 growth raised the bar

United Rentals reported second-quarter 2026 revenue of USD 4.410 billion, net income of USD 753 million and GAAP diluted EPS of USD 12.03. The figures came from the quarter ended June 30, 2026, and were highlighted in the company release carried by Business Wire.

Adjusted EPS reached USD 12.76, up 21.9 percent from USD 10.47 a year earlier and 9.3 percent above the USD 11.67 consensus estimate. Total revenue increased 11.8 percent to USD 4.41 billion and exceeded the USD 4.24 billion consensus mark, according to Zacks.

Guidance supports the earnings date

Management raised full-year 2026 revenue guidance to USD 17.5 billion to USD 17.8 billion from USD 16.9 billion to USD 17.4 billion. Adjusted EBITDA guidance also increased to USD 7.98 billion to USD 8.13 billion from USD 7.63 billion to USD 7.88 billion, while free cash flow guidance stayed at USD 2.15 billion to USD 2.45 billion, Zacks reported on August 21, 2026.

The operating mix carries a counterweight. Specialty equipment rental revenue rose 24.8 percent to USD 1.43 billion in the second quarter, but its gross margin fell 140 basis points to 44.4 percent as ancillary and re-rent activity increased, according to Zacks.

Analysts keep targets above trading price

Truist lowered its United Rentals price target to USD 1,395 from USD 1,466 and kept a Buy rating on October 5, 2026, as reported by Markets Insider. The cited risks included higher interest rates, input costs, infrastructure delays and uncertainty around power and data-center spending.

MarketBeat lists a Moderate Buy consensus from 18 analysts, with an average target of USD 1,239.19, a high target of USD 1,395 and a low target of USD 903. The average target lies 18.9 percent above the October 7 intraday price.

United Rentals stock stays below its high

At USD 1,041.86 on October 7, 2026, the stock stood USD 137.32 below its 52-week high of USD 1,179.18 and above its 52-week low of USD 701.59. United Rentals had a market capitalization of USD 64.8 billion and volume of 30,639 shares at the same intraday timestamp.