United Rentals (URI) Reports Q2 Earnings: What Key Metrics Have to Say

For the quarter ended June 2025, United Rentals (URI) reported revenue of $3.94 billion, up 4.5% over the same period last year. EPS came in at $10.47, compared to $10.70 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $3.91 billion, representing a surprise of +0.86%. The company delivered an EPS surprise of -0.66%, with the consensus EPS estimate being $10.54.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.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.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: $3.42 billion compared to the $3.34 billion average estimate based on six analysts. The reported number represents a change of +6.2% year over year.Revenues- Sales of rental equipment: $317 million compared to the $358.01 million average estimate based on six analysts. The reported number represents a change of -13.2% year over year.Revenues- Service and other revenues: $95 million versus the six-analyst average estimate of $96.27 million. The reported number represents a year-over-year change of +5.6%.Revenues- Contractor supplies sales: $41 million versus the six-analyst average estimate of $41.45 million. The reported number represents a year-over-year change of -2.4%.Revenues- Sales of new equipment: $75 million versus the six-analyst average estimate of $66.89 million. The reported number represents a year-over-year change of +23%.Gross Margin/Profit- Sales of rental equipment: $146 million versus $161.38 million estimated by five analysts on average.Gross Margin/Profit- Contractor supplies sales: $13 million versus the five-analyst average estimate of $12.76 million.Gross Margin/Profit- Equipment rentals: $1.32 billion compared to the $1.3 billion average estimate based on five analysts.Gross Margin/Profit- Service and other: $39 million versus the five-analyst average estimate of $37.63 million.Gross Margin/Profit- Sales of new equipment: $14 million compared to the $12.41 million average estimate based on five analysts.Gross Margin/Profit by revenue - Equipment rentals - Specialty: $525 million versus $492.48 million estimated by two analysts on average.Gross Margin/Profit by revenue - Equipment rentals - General Rentals: $796 million versus $809.41 million estimated by two analysts on average.View all Key Company Metrics for United Rentals here>>>Shares of United Rentals have returned +6.8% over the past month versus the Zacks S&P 500 composite's +5.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report United Rentals, Inc. (URI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks