A month has gone by since the last earnings report for United Rentals (URI) . Shares have added about 1.9% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is United Rentals due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. United Rentals Q3 Earnings & Revenues Miss E ...

公司运营情况 - 联合租赁公司(United Rentals NYSE:URI)今年到目前为止表现出色股票上涨超过40%运营有望再创佳绩 [1] 分析师披露 - 分析师在URI股票中通过股票所有权、期权或其他衍生品持有有益的多头头寸文章表达分析师自己的观点未从除Seeking Alpha之外的渠道获得报酬与文章中提到股票的任何公司无业务关系 [2]

财务数据和关键指标变化 - 公司第三季度总收入同比增长6%，接近40亿美元，租赁收入同比增长超过7%，达到35亿美元，均为第三季度历史新高 [5][12] - 调整后的EBITDA达到19亿美元，调整后的每股收益为11.80美元，均为第三季度历史新高 [5][14] 各条业务线数据和关键指标变化 - 专业租赁收入同比增长24%，即使不考虑Yak收购的影响，仍增长15% [6] - 租赁收入中的OER（运营收入）同比增长5.8%，平均车队规模贡献3.8% [12] - 附加和再租赁收入同比增长15%，主要得益于专业业务的强劲增长 [12] 各个市场数据和关键指标变化 - 建筑和工业市场均表现强劲，特别是在制造业方面 [6] - 石油化工行业面临一定的下行压力，主要由于上游投资的减少 [59] 公司战略和发展方向和行业竞争 - 公司继续专注于成为客户的首选合作伙伴，通过提供安全、生产力和可持续性的解决方案来支持客户 [4] - 公司在技术投资方面持续推进，包括下一代远程监控产品和自动化工具跟踪系统 [9][43] 管理层对经营环境和未来前景的评论 - 管理层对2025年的前景持乐观态度，认为大型项目的需求仍处于早期阶段 [8] - 管理层提到，尽管面临一些市场的不确定性，但公司具备灵活的商业模式，能够快速响应市场变化 [52] 其他重要信息 - 公司在第三季度回购了近5亿美元的股票，并计划在全年内回购近20亿美元的股票 [8][16] - 公司的净杠杆率为1.8倍，流动性接近29亿美元，财务状况良好 [16] 问答环节所有提问和回答 问题: 关于2025年的增长预期 - 管理层表示，2025年的增长将受到大型项目的推动，尽管具体数字尚未确定，但对需求持乐观态度 [20][22] 问题: 关于收购的看法 - 管理层对General Finance的收购表示满意，认为在该领域有进一步增长的机会 [24] 问题: 关于设备定价和市场纪律 - 管理层认为，即使在设备定价趋软的环境中，仍能通过提供客户价值来推动价格 [27] 问题: 关于冷启动和新开分支的计划 - 管理层表示，未来的冷启动计划将根据市场需求和产品线的成熟度进行调整 [71][72] 问题: 关于IT投资的回报 - 管理层提到，正在进行多项技术投资，预计将提高公司效率和客户体验 [43][46]

United Rentals, Inc. (URI) witnessed a 2.8% dip in its shares during the after-hours trading yesterday, following the release of its third-quarter 2024 results. The company’s earnings per share (EPS) and revenues fell short of the Zacks Consensus Estimate. Nonetheless, both metrics registered improvement on a year-over-year basis.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Matthew Flannery, CEO of United Rentals, expressed satisfaction with the company’s record third-quarter res ...

业绩总结 - 2023年总收入为143亿美元，同比增长23.1%[5] - 2023年调整后EBITDA为69亿美元，同比增长22.1%[5] - 2023年调整后EBITDA利润率为47.8%[5] - 2023年专业收入为4,122百万美元，年均增长率为24.2%[20] - 2023年数字市场收入同比增长22%[24] - 2023年净收入为2,424百万美元，较2022年增长15%[106] - 2023年自由现金流为12.11亿美元，较2022年下降了47.5%[115] 用户数据 - 截至2024年9月30日，员工总数约为27,550人[5] - 截至2024年9月30日，全球分支机构数量为1,666个[5] - 2023年通过数字渠道参与的收入占比为73%[24] 市场表现 - 公司在北美市场的市场份额为第一[5] - 2023年租赁收入按行业分布：住宅建筑占5%，非住宅建筑占49%，工业及其他占46%[15] - 2023年租赁收入的10年复合年增长率为24.2%[12] 未来展望 - 2024年总收入预期在151亿美元至153亿美元之间[80] - 2024年调整后的EBITDA预期在71.15亿美元至72.15亿美元之间[80] - 预计2028年调整后的EBITDA目标为70亿美元以上[81] 新产品与技术研发 - 2024年计划进行50个以上的专业冷启动，较2023年的49个有所增加[66] 并购与市场扩张 - 2023年执行了约250次收购，以增强北美市场的存在[7] - 2024年预计回购375百万美元的股票，2025年第一季度完成剩余的2.5亿美元回购[67] 负面信息 - 2024年第三季度净收入率为17.7%，较2023年同期的18.7%下降1个百分点[90] - 2023年自由现金流利润率为10.8%[115] 其他新策略 - 2023年温室气体排放强度较2018年基准减少了25.6%[28] - 2023年多样性员工在销售和管理职位中的比例为34.7%[33]

United Rentals (URI) reported $3.99 billion in revenue for the quarter ended September 2024, representing a year-over-year increase of 6%. EPS of $11.80 for the same period compares to $11.73 a year ago.The reported revenue represents a surprise of -0.05% over the Zacks Consensus Estimate of $3.99 billion. With the consensus EPS estimate being $12.49, the EPS surprise was -5.52%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall S ...

United Rentals (URI) came out with quarterly earnings of $11.80 per share, missing the Zacks Consensus Estimate of $12.49 per share. This compares to earnings of $11.73 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.52%. A quarter ago, it was expected that this equipment rental company would post earnings of $10.48 per share when it actually produced earnings of $10.70, delivering a surprise of 2.10%.Over the last four qua ...

Exhibit 99.1 United Rentals, Inc. 100 First Stamford Place, Suite 700 Stamford, CT 06902 Telephone: 203 622 3131 unitedrentals.com United Rentals Announces Record Third Quarter Results and Reaffirms Mid-Points of 2024 Guidance 2 3 1 3 4 5 1 STAMFORD, Conn. – October 23, 2024 – United Rentals, Inc. (NYSE: URI) today announced financial results for the third quarter of 2024 and reaffirmed, at mid-point, its 2024 outlook, while narrowing the outlook ranges for revenue, adjusted EBITDA , rental capital expendit ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ___________________________________ FORM 10-Q ___________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | --- | --- | --- | |-------------------------------------------------------------------------|-------------- ...

United Rentals, Inc. (URI) is scheduled to report its third-quarter 2024 results on Oct 23, after market close. In the last reported quarter, its adjusted earnings beat the Zacks Consensus Estimate by 2.1% but revenues missed the same by 0.02%. On a year-over-year basis, the top and bottom lines grew 6.2% and 8.3%, respectively. The company's earnings surpassed estimates in the trailing four quarters, the average surprise being 4.8%. Find the latest EPS estimates and surprises on Zacks Earnings Calendar. Ho ...