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United Rentals beats Q2 earnings estimates, raises 2026 revenue outlook, shares soar.

Company Fundamentals
24 Jul 2026
Gordon Thompson
View Source
Bullish
pluang ai news

United Rentals reported strong Q2 2026 results with adjusted earnings of $12.76 per share and revenues of $4.41 billion, both surpassing analyst expectations. The company saw a 12.7% rise in rental revenues, driven by high demand, especially in specialty rentals which grew 24.8%. In response, United Rentals raised its full-year 2026 revenue forecast to $17.50-$17.80 billion and increased capital expenditure guidance to $4.85-$5.25 billion to expand its equipment fleet. Morgan Stanley reaffirmed its "Overweight" rating and raised the price target to $1,335, reflecting strong confidence in the company's growth prospects.

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