United Rentals (URI Quick QuoteURI - Free Report) reported $4.89 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 15.7%. EPS of $15.55 for the same period compares to $11.70 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $4.69 billion, representing a surprise of +4.29%. The company delivered an EPS surprise of +12.44%, with the consensus EPS estimate being $13.83.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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: $4.32 billion versus the three-analyst average estimate of $4.07 billion. The reported number represents a year-over-year change of +17.8%.
• Revenues- Sales of rental equipment: $348 million compared to the $368.1 million average estimate based on three analysts. The reported number represents a change of +4.5% year over year.
• Revenues- Service and other revenues: $98 million compared to the $99.82 million average estimate based on three analysts. The reported number represents a change of +5.4% year over year.
• Revenues- Contractor supplies sales: $47 million versus $46.48 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.3% change.
• Revenues- Sales of new equipment: $84 million versus $109.25 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -11.6% change.
• Gross Margin/Profit- Equipment rentals: $1.81 billion versus $1.6 billion estimated by three analysts on average.
• Gross Margin/Profit- Sales of rental equipment: $156 million compared to the $164.52 million average estimate based on three analysts.
• Gross Margin/Profit- Service and other: $40 million versus $39.23 million estimated by three analysts on average.
• Gross Margin/Profit- Contractor supplies sales: $18 million versus $11.91 million estimated by three analysts on average.
• Gross Margin/Profit- Sales of new equipment: $18 million versus the three-analyst average estimate of $21.97 million.

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

Shares of United Rentals have returned +0.1% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.