URI Earnings

URI reported its earnings on 2026-01-28, showcasing a revenue of 4.21B against an estimate of 4.24B, resulting in a -0.75% surprise. The EPS was 11.09, surpassing the expected 11.9 by -6.81%. The stock experienced a -12.86% price change on the earnings day and a -12.23% change over the next five days, reflecting market reactions to the results.

Following URI's earnings announcement on 2026-01-28, the stock price moved by -12.86% on the day of the release. Over the subsequent five days, it saw a -12.23% change. Historically, URI's stock price tends to shift by an average of -0.51% in the 10 days leading up to earnings and 2.05% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate URI's annual revenue to reach 3.90B, while the EPS is projected at 9.08. These estimates reflect recent revisions, with revenue estimates revised upward by 0.01% and EPS estimates revised upward by 0.05% over the past three months, indicating analyst expectation in the company's performance.

The correlation between URI's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.01%, while EPS estimates moved revised upward by 0.05%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, URI's stock price typically moves by -0.51% in the 10 days before its earnings and 2.05% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 9.08 and revenue of 3.90B.

The earnings call summary indicates strong financial performance, with high profitability, significant shareholder returns, and a positive outlook for 2026, despite some margin pressures. The Q&A section reveals robust M&A activity and a strong pipeline for large projects, enhancing growth prospects. Although some management responses were unclear, overall sentiment is positive, supported by strategic investments in technology and specialty growth. The company’s solid financial health and optimistic guidance suggest a likely positive stock price movement.