United Rentals (URI Quick QuoteURI - Free Report) reported $4.41 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 11.8%. EPS of $12.76 for the same period compares to $10.47 a year ago.

The reported revenue represents a surprise of +4.12% over the Zacks Consensus Estimate of $4.24 billion. With the consensus EPS estimate being $11.67, the EPS surprise was +9.34%.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: $3.85 billion versus the three-analyst average estimate of $3.67 billion. The reported number represents a year-over-year change of +12.7%.
• Revenues- Sales of rental equipment: $330 million versus the three-analyst average estimate of $339.4 million. The reported number represents a year-over-year change of +4.1%.
• Revenues- Service and other revenues: $101 million compared to the $100.07 million average estimate based on three analysts. The reported number represents a change of +6.3% year over year.
• Revenues- Contractor supplies sales: $44 million compared to the $44.3 million average estimate based on three analysts. The reported number represents a change of +7.3% year over year.
• Revenues- Sales of new equipment: $86 million versus the three-analyst average estimate of $80.75 million. The reported number represents a year-over-year change of +14.7%.
• Gross Margin/Profit- Equipment rentals: $1.5 billion compared to the $1.42 billion average estimate based on three analysts.
• Gross Margin/Profit- Sales of rental equipment: $154 million versus the three-analyst average estimate of $153.32 million.
• Gross Margin/Profit- Service and other: $45 million versus $41.13 million estimated by three analysts on average.
• Gross Margin/Profit- Contractor supplies sales: $14 million versus $14.06 million estimated by three analysts on average.
• Gross Margin/Profit- Sales of new equipment: $18 million versus $14.86 million estimated by three analysts on average.

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

Shares of United Rentals have returned -4.7% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.