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United Rentals, Inc. (URI) Q1 2026 Earnings Call Transcript

April 23, 2026
in Market & News
Reading Time: 3 mins read
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United Rentals, Inc. (URI) Q1 2026 Earnings Call Transcript
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Q1: 2026-04-22 Earnings Summary

EPS of $9.71 beats by $0.77

 | Revenue of $3.99B (7.15% Y/Y) beats by $110.28M

United Rentals, Inc. (URI) Q1 2026 Earnings Call April 23, 2026 8:30 AM EDT

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Company Participants

Matthew Flannery – President, CEO & Director
William Grace – Executive VP & CFO

Conference Call Participants

David Raso – Evercore ISI Institutional Equities, Research Division
Robert Wertheimer – Melius Research LLC
Michael Feniger – BofA Securities, Research Division
Steven Fisher – UBS Investment Bank, Research Division
Jerry Revich – Wells Fargo Securities, LLC, Research Division
Kenneth Newman – KeyBanc Capital Markets Inc., Research Division
Kyle Menges – Citigroup Inc., Research Division
Angel Castillo Malpica – Morgan Stanley, Research Division
Tami Zakaria – JPMorgan Chase & Co, Research Division
Timothy Thein – Raymond James & Associates, Inc., Research Division
Jamie Cook – Truist Securities, Inc., Research Division
Steven Ramsey – Thompson Research Group, LLC
Scott Schneeberger – Oppenheimer & Co. Inc., Research Division

Presentation

Operator

Good morning, everyone, and welcome to the United Rentals Investor Conference Call. Please be advised that this call is being recorded.

Before we begin, please note that the company’s press release comments made on today’s call and responses to your questions contain forward-looking statements. The company’s business and operations are subject to a variety of risks and uncertainties, many of which are beyond its control. And consequently, actual results may differ materially from those projected. A summary of these uncertainties is included in the safe harbor statement contained in the company’s press release.

For a more complete description of these and other possible risks, please refer to the company’s annual report on Form 10-K for the year ended December 31, 2025, as well as the subsequent filings with the SEC. You can access these filings on the company’s website at www.unitedrentals.com. Please note that United Rentals has no obligation and makes no commitment to update or publicly release any revisions to forward-looking statements in order to reflect new information or subsequent events, circumstances or changes in

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