United Rentals (NYSE:URI) is set to announce its quarterly earnings report on January 28, 2026, with market analysts projecting an earnings per share (EPS) of $11.84. This announcement is generating excitement among investors who are eager to see if the company will not only meet expectations but also provide optimistic guidance for the upcoming quarter.
It is important for new investors to note that while the actual earnings are crucial, the market often reacts more strongly to the guidance provided by companies regarding future performance. Last quarter, United Rentals revealed an EPS that fell short of expectations by $0.68, which resulted in a significant 7.79% decrease in stock price the following day.
Looking back at United Rentals’ performance in recent quarters, the company has experienced fluctuations in its EPS relative to estimates, demonstrating both positive and negative impacts on share prices. For instance, in Q3 2025, an EPS of $11.70 was lower than the forecasted $12.38, leading to a drop of 8%. Conversely, in Q2 2025, an actual EPS of $10.47 outperformed the estimate of $10.54, resulting in a 9% increase in stock price.
As of January 26, shares of United Rentals were priced at $911.16, reflecting a 20.37% increase over the past year. This upward trend suggests that long-term investors hold a positive outlook as they await the upcoming earnings release.
For those interested in staying updated, details of all earnings releases for United Rentals can be found on their earnings calendar available on our site.