United Rentals, Inc. · Brief

Next report

84 days

Jan 27 · after closeest.Q4 FY26

Expected move

No implied move.

8 reportsHistory

6 of 8≥ implied

Jan 29 '25±4.6%▲+2.07%×0.45

Apr 23 '25±5.1%▲+9.87%×1.93

Jul 23 '25±4.3%▲+8.96%×2.07

Oct 22 '25±4.6%▼−7.79%×1.68

Jan 28 '26±5.5%▼−12.86%×2.33

Q1 FY26±5.1%▲+22.92%×4.48

Q2 FY26±6.4%▲+10.11%×1.58

Q3 FY26±6.5%▲+3.93%×0.60

quarterimplied−25%0+25%realized×

Q3 FY26±6.5%▲+3.93%×0.60

Q2 FY26±6.4%▲+10.11%×1.58

Q1 FY26±5.1%▲+22.92%×4.48

Jan '26±5.5%▼−12.86%×2.33

Oct '25±4.6%▼−7.79%×1.68

Jul '25±4.3%▲+8.96%×2.07

2 older reports

Apr '25±5.1%▲+9.87%×1.93

Jan '25±4.6%▲+2.07%×0.45

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Jan 27 report · est.

Bull2

1,602broad manager ownership across quarterly reporting institutions13F · Jun 30 '26

10multiple tracked funds hold the company among their portfoliosN-PORT · Aug 31 '26

Bear2 of 4

2 of 8recent reports moved less than options implied rangesEarnings history

1.23%largest tracked fund weight confined within a sector ETF asset mixN-PORT · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

URI report session

No linked exposure.

Oct 298-KMaterial agreement: indenture with Truist Bank.Source

Oct 7impliedImplied move: ±7.7% into Oct 21 earnings (Oct 7 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.