United Rentals, Inc. Q3 2025 Earnings Recap

URI Q3 2025 October 24, 2025

Get alerts when URI reports next quarter

United Rentals reported record third-quarter revenue and adjusted EBITDA, reflecting robust demand and strategic execution, with expectations of continued growth into 2026.

Earnings Per Share Miss

$11.70 vs $12.29 est.

-4.8% surprise

Revenue Beat

4229000000 vs 4160464862 est.

+1.6% surprise

Market Reaction

1-Day -0.11%

5-Day -4.23%

30-Day -8.78%

See URI alongside your other holdings

Add to your portfolio — free

Key Takeaways

Total revenue increased by 5.9% to $4.2 billion, with rental revenue rising by 5.8% to $3.7 billion.
Adjusted EBITDA reached a record $1.9 billion, achieving a margin of 46%.
Strong performance in Specialty businesses, with rental revenue growth of 11% year-over-year, supported by ongoing expansion.
Year-to-date free cash flow generation of $1.2 billion, with a full-year expectation of $2.1 billion to $2.3 billion despite increased CapEx.
The company returned over $730 million to shareholders this quarter through share buybacks and dividends, maintaining a leverage ratio of less than 1.9x.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit URI on AllInvestView.

Next Q1 2026