United Rentals to Hold Q4 2025 Earnings Call on January 29, 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2026
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Should l Buy URI?
Source: Newsfilter
- Earnings Call Schedule: United Rentals will hold its Q4 and full year 2025 earnings call on January 29, 2026, at 8:30 a.m. ET, featuring CEO Matt Flannery and CFO Ted Grace, expected to provide in-depth analysis of the company's performance.
- Accessing the Call: The conference call will be available live via audio webcast at unitedrentals.com and archived until the next earnings call; additionally, participants can dial 800-420-1271 (international: 785-424-1634), ensuring global investor access to information.
- Earnings Release Timing: The company will issue its Q4 and full year 2025 press release after market close on January 28, 2026, providing detailed financial data and operational insights to help investors assess the company's financial health.
- Company Overview: United Rentals is the largest equipment rental company globally, with 1,639 rental locations in North America and a total original equipment cost of $22.82 billion, serving various sectors including construction and municipalities, underscoring its industry leadership.
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Analyst Views on URI
Wall Street analysts forecast URI stock price to rise
14 Analyst Rating
12 Buy
1 Hold
1 Sell
Strong Buy
Current: 731.540
Low
600.00
Averages
1004
High
1150
Current: 731.540
Low
600.00
Averages
1004
High
1150
About URI
United Rentals, Inc. is an equipment rental company. The Company's segments include General Rentals and Specialty. General Rentals segment includes the rental of construction, aerial and industrial equipment, general tools and light equipment, and related services and activities. General Rentals segment has four geographic divisions - Central, Northeast, Southeast and West - and operates throughout the United States and Canada. Specialty segment rents products (and provides setup and other services on such rented equipment), including trench safety equipment, such as trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers and line testing equipment for underground work; fluid solutions equipment primarily used for fluid containment, transfer and treatment, and mobile storage equipment and modular office space. It has an integrated network of around 1,591 rental locations in North America, 39 in Europe, 37 in Australia and 19 in New Zealand.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Personalized Recommendations: This assistant provides tailored suggestions based on customer project requirements, allowing users to describe their needs in plain language and receive customized equipment recommendations in seconds, significantly improving selection accuracy.
- Support for Innovation Strategy: The Equipment Agent is part of United Rentals' broader innovation strategy, which integrates digital tools and data insights to simplify the equipment discovery process and accelerate the transition from project planning to equipment deployment, enhancing overall operational efficiency.
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- Shopify's Sustained Growth: Shopify achieved a 30% revenue increase this quarter, surpassing $100 billion in gross merchandise volume for the first time, although trading at over 150 times earnings, the market remains optimistic about its future growth potential in the e-commerce sector.
- AI's Impact on Logistics: A recent claim by a company that its AI platform can enhance trucking efficiency by 300% led to a 20% drop in logistics stocks, reflecting the market's heightened sensitivity to the potential disruptive effects of AI technology in traditional industries, necessitating cautious evaluation by investors.
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