United Rentals (URI) Q1 2026 Earnings Call: Financials & Analyst Outlook

Font: Financial Modeling Prep  • Apr 10, 2026

• United Rentals [NYSE:URI] is preparing for its Q1 2026 earnings call, highlighting its status as the world's largest equipment rental company with extensive global operations.
• Analyst firm Bernstein maintained an "Outperform" rating on URI stock, adjusting its price target to $903 from $965, which still implies a potential 17.68% upside from the current stock price of $767.36.
• Key financial indicators include a debt-to-equity ratio of 1.84, reflecting the capital-intensive nature of the business, and a current ratio of 0.94, indicating its short-term liquidity position.

United Rentals, Inc. ([NYSE:URI]) will hold its first quarter 2026 conference call on April 23, 2026. As the world's largest equipment rental company, it operates a vast network. CEO Matt Flannery and CFO Ted Grace will lead the call, discussing results to be released the prior day after the market closes.

The company has a significant global presence with over 1,700 rental locations and about 28,500 employees. Its extensive rental fleet holds an original cost of more than $22 billion. This large scale highlights the capital-intensive nature of its business, which is a key factor for investors to consider before the earnings release.

Ahead of the earnings call, analyst firm Bernstein maintained its "Outperform" rating on URI. However, as highlighted by Bernstein, the firm lowered its price target to $903 from $965. At the time of this update, the stock price was $767.36, which represents a potential upside of approximately 17.68% to the new target.

A look at the company's finances shows a debt-to-equity ratio of 1.84. This financial metric indicates that URI uses $1.84 of debt for every dollar of equity to fund its assets. This level of borrowing is often seen in companies that need to purchase a lot of expensive equipment for their operations.

The company's current ratio is 0.94. This liquidity ratio measures the ability to pay short-term obligations due within one year. A figure below 1, like URI's, indicates that its current liabilities are slightly larger than its current assets, which include cash and money owed by customers.