For the quarter ended March 2026, United Rentals (URI Quick QuoteURI - Free Report) reported revenue of $3.99 billion, up 7.2% over the same period last year. EPS came in at $9.71, compared to $8.86 in the year-ago quarter.

The reported revenue represents a surprise of +2.89% over the Zacks Consensus Estimate of $3.87 billion. With the consensus EPS estimate being $9.01, the EPS surprise was +7.78%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how United Rentals performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenues- Equipment rentals: $3.42 billion versus $3.32 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +8.7% change.
• Revenues- Sales of rental equipment: $350 million versus $319.16 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -7.2% change.
• Revenues- Service and other revenues: $92 million compared to the $96.01 million average estimate based on three analysts. The reported number represents a change of +1.1% year over year.
• Revenues- Contractor supplies sales: $40 million compared to the $37.73 million average estimate based on three analysts. The reported number represents a change of +11.1% year over year.
• Revenues- Sales of new equipment: $84 million compared to the $75.13 million average estimate based on three analysts. The reported number represents a change of +20% year over year.
• Gross Margin/Profit- Equipment rentals: $1.25 billion versus $1.19 billion estimated by three analysts on average.
• Gross Margin/Profit- Sales of rental equipment: $160 million versus the three-analyst average estimate of $142.72 million.
• Gross Margin/Profit- Service and other: $37 million versus $36.94 million estimated by three analysts on average.
• Gross Margin/Profit- Contractor supplies sales: $12 million versus $10.57 million estimated by three analysts on average.
• Gross Margin/Profit- Sales of new equipment: $14 million compared to the $14.81 million average estimate based on three analysts.

View all Key Company Metrics for United Rentals here>>>

Shares of United Rentals have returned +8% over the past month versus the Zacks S&P 500 composite's +8.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.