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United Rentals URI Q4 2025 Annual earnings

Reported January 28, 2026 · After market close

Revenue$4.2BMiss by $34.4MDiluted EPS$11.09Miss by $0.70
Revenue estimate$4.2B
EPS estimate$11.79

Next report

Jul 22, 2026 (In 1 week)
Revenue estimate$4.2B
EPS estimate$11.53

Financials

Q4 2025

Income statement

See full
Revenue$4.2B+2.8%
Gross profit$1.6B-2.9%
Operating income$1.1B-3.2%
Net income$653.0M-5.2%
EPS (diluted)$10.27-1.9%

Balance sheet

See full
Cash & equivalents$459.0M+0.4%
Total debt$17.6B+8.3%
Total equity$9.0B+4.0%
Total assets$29.9B+6.0%

Cash flow

See full
Operating cash flow$1.3B+19.8%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$51.5B+11.4%
Enterprise value$68.62B+10.7%
P/E20.6×+2.7×
P/S3.2×+0.2×

Profitability

See full
Gross margin38.2%-1.9pp
Operating margin24.7%-1.8pp
Net margin15.5%-1.3pp

Returns & leverage

See full
Return on equity28.4%-2.4pp
Debt / equity2×+0.1×
Current ratio0.9×0.0×

Segments

By geography

See full
Foreign$357.0M—

Versus estimates

Revenue

Q1 2026$4.0BBeat by $110.2M
Q4 2025$4.2BMiss by $34.4M
Q3 2025$4.2BBeat by $68.5MQ2 2025$3.9BBeat by $51.6MQ1 2025$3.7BBeat by $120.1MQ4 2024$4.1BBeat by $166.9M

Diluted EPS

Q1 2026$9.71Beat by $0.76
Q4 2025$11.09Miss by $0.70
Q3 2025$11.70Miss by $0.59Q2 2025$10.47Miss by $0.04Q1 2025$8.86Beat by $0.08Q4 2024$11.59Miss by $0.09

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Questions, answered.

When did United Rentals report Q4 2025 earnings?
United Rentals (URI) reported Q4 2025 earnings on January 28, 2026 after market close.
What were United Rentals's Q4 2025 revenue and EPS?
United Rentals reported revenue of $4.2B and diluted EPS of $11.09 for Q4 2025.
Did United Rentals beat estimates in Q4 2025?
Revenue missed the consensus estimate of $4.2B by $34.4M. EPS missed the consensus estimate of $11.79 by $0.70.
How did United Rentals's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 2.8% from $4.1B a year earlier and diluted EPS declined 4.3% from $11.59.
Where can I find United Rentals's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001067701-26-000009) and the 10-K periodic report (0001067701-26-000007) directly on SEC EDGAR. The filing index links above go to sec.gov.