URI

D.R. Horton Inc. DHI is slated to report results for the third quarter of fiscal 2026 (ended June 30, 2026) on July 21, before the opening bell.In the last quarter, the company’s earnings beat the Zacks Consensus Estimate by 4.2% but revenues missed the same by 1.3%. However, both metrics declined 13.2% and 2.3% from the year-ago reported figures.Markedly, D.R. Horton reported better-than-expected earnings in three of the trailing four quarters and missed on one occasion, the average surprise being 4.1%. The Zacks Consensus Estimate for the quarter’s earnings per share (EPS) has been unchanged at $2.99 over the past 60 days. The estimated figure indicates a decline of 11% from the year-ago reported EPS of $3.36.The consensus mark for revenues is $9.18 billion, indicating a 0.4% year-over-year decline. D.R. Horton, Inc. price-eps-surprise | D.R. Horton, Inc. Quote D.R. Horton’s fiscal third-quarter revenues are expected to have benefited from higher home closing volumes, supported by its broad geographic footprint, entry-level product mix and continued focus on affordability. During the fiscal second-quarter earnings call, management noted that sales followed normal seasonal trends through March and remained encouraging into April. The company also reported an 11% increase in net sales orders in the fiscal second quarter, providing a stronger backlog to support third-quarter deliveries.However, affordability constraints and cautious consumer sentiment likely remained the biggest headwinds for D.R. Horton’s fiscal third quarter. Elevated mortgage rates and higher ownership costs continued to pressure buyer affordability, prompting the company to maintain elevated sales incentives to support demand. Management has consistently indicated that incentive levels would remain high through the remainder of fiscal 2026, depending on mortgage rates and market conditions.Despite these challenges, revenues are expected to have improved sequentially, supported by higher home closings and solid order momentum. Management guided for fiscal third-quarter consolidated revenues of $8.8-$9.3 billion and home closings of 23,500-24,000 units, implying a meaningful increase from the second quarter's 19,486 closings.D.R. Horton's affordable, entry-level product mix, broad geographic footprint and disciplined operations likely supported home closings during the quarter. However, ele...

United Rentals (URI) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The earnings report, which is expected to be released on July 22, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This equipment rental company is expected to post quarterly earnings of $11.64 per share in its upcoming report, which represents a year-over-year change of +11.2%. Revenues are expected to be $4.25 billion, up 7.8% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.12% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive...

STAMFORD, Conn., July 09, 2026--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) will hold its second quarter 2026 conference call with Matt Flannery, chief executive officer, and Ted Grace, chief financial officer, on Thursday, July 23, 2026 at 8:30 a.m. Eastern Time. The conference call is available live by audio webcast at unitedrentals.com, where it will be archived until the next earnings call. The call is also accessible by dialing 800-579-2568 (international: 785-424-1222). The replay number for the call is 402-220-7209. The passcode for both the conference call and the replay is 48921. The company’s second quarter 2026 press release will be issued and available at unitedrentals.com after the market close on Wednesday, July 22, 2026. About United Rentals United Rentals, Inc. is the largest equipment rental company in the world. The company has an integrated network of 1,658 rental locations in North America, 44 in Europe, 46 in Australia and 19 in New Zealand. In North America, the company operates in 49 states and every Canadian province. The company’s approximately 27,900 employees serve construction and industrial customers, utilities, municipalities, homeowners and others. The company offers a fleet of equipment for rent with a total original cost of $22.59 billion. United Rentals is a member of the Standard & Poor’s 500 Index, the Barron’s 400 Index and the Russell 3000 Index® and is headquartered in Stamford, Conn. Additional information about United Rentals is available at unitedrentals.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260709398972/en/ Contacts Elizabeth GrenfellVice President, Investor RelationsO: (203) [email protected]

United Rentals, Inc. (URI), headquartered in Stamford, Connecticut, functions as an equipment rental company. Valued at $70.3 billion by market cap, the company offers a wide range of construction and industrial equipment for rent, sale, and servicing, including general and specialized machinery, tools, safety gear, storage solutions, power and climate control systems, and repair and maintenance services. The rental giant is expected to announce its fiscal second-quarter earnings for 2026 in the near future. Ahead of the event, analysts expect URI to report a profit of $11.68 per share on a diluted basis, up 11.6% from $10.47 per share in the year-ago quarter. The company missed the consensus estimates in three of the last four quarters while surpassing the forecast on another occasion. Memory Demand Sent Seagate Soaring — But This Stock Looks Even Better Nvidia Is Still a Bargain. Analysts See 57% Upside in NVDA Stock. McDonald's Corp Stock May Have Hit Bottom - Ways to Play MCD Stock Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! For the full year, analysts expect URI to report EPS of $47.26, up 12.4% from $42.06 in fiscal 2025. Its EPS is expected to rise 12.2% year over year to $53.04 in fiscal 2027. URI stock has outperformed the S&P 500 Index’s ($SPX) 19.9% gains over the past 52 weeks, with shares up 49.2% during this period. Similarly, it outperformed the State Street Industrial Select Sector SPDR ETF’s (XLI) 24.5% gains over the same time frame. URI’s outperformance drove a strong market reaction on robust demand from construction, infrastructure, and specialty rentals. CEO Matthew Flannery cited healthy growth in general and specialty segments, with power, mining, infrastructure, and data centers leading. Additionally, $45 million in “surgical” restructuring from branch consolidation and labor management supported costs. The company kept capital disciplined, boosted fleet utilization, and made about $400 million in small, strategic specialty acquisitions. Moreover, Flannery sees multiyear tailwinds from large projects. On Apr. 22, URI reported its Q1 results, and its shares skyrocketed 22.9% in the following trading session. Its adjusted EPS of $9.71 surpassed Wall Street expectations of $9.01. The company’s revenue...

QXO (NYSE:QXO), a roofing and building products distributor, closed at $17.28, down 3.03%. Merger-election results for TopBuild showed most shareholders choosing cash, and investors are watching the expected July 1 close.Trading volume reached 87.3 million shares, more than five times the three-month average of 16.3 million shares. QXO IPO'd in 2012 and has fallen 28% since going public. The S&P 500 (SNPINDEX:^GSPC) rose 0.79% to 7,499, while the Nasdaq Composite (NASDAQINDEX:^IXIC) gained 1.52% to 26,214. Among building-products distribution and roofing, waterproofing and complementary construction materials peers, Builders FirstSource (NYSE:BLDR) fell 1.16% to $89.46. Entrepreneur Brad Jacobs founded QXO to unify the $800 billion building products distribution sector while utilizing technology to boost efficiency. Jacobs also established other successful ventures, such as XPO Logistics (NYSE:XPO) , a transportation and logistics firm, and United Rentals (NYSE:URI), an equipment rental company. Merger-election results were just announced for QXO’s latest acquisition, TopBuild (NYSE:BLD), with shareholders of both companies overwhelmingly approving all proposals required for QXO to complete its acquisition of TopBuild. That is now expected to occur on July 1. Yet 91% of TopBuild stockholders elected to receive the cash consideration, with just 9% either opting for QXO stock or not delivering a valid election, which will result in the stock consideration. That led to a decline in QXO shares today, though long-term shareholders should focus on how the company integrates the business and whether its expansion in scale will boost QXO’s reach in the sector. Before you buy stock in QXO, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and QXO wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $397,890!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,196,664!* Now, it’s worth noting Stock Advisor’s total average return is 902% — a market-crushing outperformance compared to 207% for the S&P 500. Don't miss the latest top 1...

A month has gone by since the last earnings report for Jacobs Solutions (J). Shares have lost about 4.2% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Jacobs Solutions due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Jacobs Solutions Inc. before we dive into how investors and analysts have reacted as of late. Jacobs delivered strong second-quarter fiscal 2026 (ended March 27, 2026) results, with adjusted earnings and revenues topping the Zacks Consensus Estimate and improving year over year.Jacobs delivered strong top-line growth as healthy demand persisted across priority markets, led by data center and semiconductor activity, with additional support from water, power and transportation. Growth within Infrastructure & Advanced Facilities remained broad-based, highlighted by notable wins including a major wastewater treatment program in San Francisco, a water regulation contract in the United Kingdom, and multiple hyperscaler-related data center awards. The company reported adjusted earnings per share (EPS) of $1.75, up 22.4% from the year-ago level, and beat the consensus mark of $1.64 by 6.7%.Gross revenues rose 27% year over year to $3.7 billion and surpassed the consensus estimate of $3.25 billion by 13.8%. Adjusted net revenues of $2.3 billion were also up 8.8% year over year.Backlog increased 21.7% year over year to a record $27 billion, underscoring healthy award activity and visibility. Profitability improved year over year as Jacobs benefited from operating discipline and a favorable mix. Adjusted EBITDA rose 14.2% from a year ago to $327.2 million, while adjusted EBITDA margin expanded 70 basis points to 14.1% on adjusted net revenues.At the segment level, Infrastructure & Advanced Facilities operating profit improved, with margin expanding modestly as project execution held up. PA Consulting also remained a margin-accretive contributor, with operating profit rising and margin staying above 22%, helping lift consolidated profitability despite integration-related items tied to the PA transaction. Infrastructure & Advanced Facilities (I&AF): Segment revenues totaled $3.34 billion, up 28.2% year over year from $2.60 billion. Excludi...

It has been about a month since the last earnings report for Armstrong World Industries (AWI). Shares have lost about 5.4% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Armstrong World Industries due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Armstrong World Industries, Inc. before we dive into how investors and analysts have reacted as of late. Armstrong World posted adjusted earnings of $1.69 per share for the first quarter of 2026, up 1.8% year over year but missing the Zacks Consensus Estimate of $1.82 by 7.1%. Quarterly net sales rose 7.1% to $409.9 million and edged past the consensus mark of $409 million by 0.1%.The quarter featured solid top-line momentum, supported by higher volumes and favorable average unit value (AUV), but profitability was pressured by short-term headwinds tied largely to Architectural Specialties. AWI’s first-quarter net sales gain was driven by a mix of higher volumes and favorable AUV, with management attributing the consolidated improvement to $17 million of volume growth and $10 million of AUV benefits compared with the prior-year quarter. Architectural Specialties contributed $15 million of incremental sales, while Mineral Fiber added $12 million.On the mix within Architectural Specialties, the company cited a $10 million increase in organic net sales along with a $5 million inorganic contribution. In Mineral Fiber, the sales lift was fueled primarily by favorable AUV and improved volumes, reflecting steady commercial execution. Operating income declined 4.4% year over year, and operating margin contracted to 23% from 25.7%, reflecting a combination of non-recurring costs and near-term pressures.Management highlighted several specific headwinds, including higher expenses related to severance and cost reduction actions, acquisition costs associated with the Eventscape transaction, and a tariff adjustment. While adjusted EBITDA increased slightly year over year, the related margin fell to 31.7% from 33.6%, underscoring the cost and mix pressures that accompanied the strong sales growth. Mineral Fiber results were steadier, with segment net sales rising 4.9% year over year to $257.2 million. The increase...

A month has gone by since the last earnings report for United Rentals (URI). Shares have lost about 5.5% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is United Rentals due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for United Rentals, Inc. before we dive into how investors and analysts have reacted as of late. United Rentals reported solid first-quarter 2026 results, with adjusted earnings per share (EPS) and total revenues beating the Zacks Consensus Estimate and growing year over year. Solid execution across its general rentals and specialty businesses helped drive record first-quarter results, while fleet productivity increased 2.3% from the year-ago period. URI posted adjusted earnings per share of $9.71 for the first quarter, up 9.6% year over year and beat the Zacks Consensus Estimate of $9.01 by 7.8%.Total revenue rose 7.2% year over year to $3.99 billion and topped the consensus mark of $3.87 billion by 2.9%. A closer look at the top line shows that equipment rentals remained the dominant contributor in the quarter. Equipment rentals revenue totaled $3.42 billion (up 8.7% year over year), supported by continued demand across construction and industrial end markets. Average original equipment at cost increased 5.7% year over year.Non-rental lines were mixed but additive to the overall revenue base. Sales of rental equipment were $350 million (down 7.2% year over year), while sales of new equipment were $84 million, up 20% from the year-ago quarter. Contractor supplies sales contributed $40 million and service and other revenues added $92 million, reflecting URI’s broader “one-stop shop” positioning around jobsite solutions. Segment results highlighted both momentum and mix-related pressure points.In the General Rentals segment, equipment rentals revenue increased 6.2% year over year to $2.23 billion, and equipment rentals gross margin expanded 150 basis points (bps) to 33.8%. Specialty continued to outgrow the core, with equipment rentals revenue up 13.8% to $1.19 billion. However, specialty equipment rentals gross margin declined 170 bps to 41.4%, with the company citing higher depreciation expense, increased delivery costs and revenue mix changes tied to growth in lower...

Martin Marietta Materials, Inc. MLM reported lower-than-expected results for the first quarter of 2026. The quarterly earnings (from continuing operations) missed the Zacks Consensus Estimate, while revenues beat the same, with the top line growing on a year-over-year basis but the bottom line declining. Following the results, MLM stock moved up 1.2% during today’s pre-market trading session. The company’s performance was supported by strong infrastructure demand and an early start to the construction season, driving higher aggregates shipments. However, elevated costs, acquisition-related charges and margin pressures weighed on profitability. The Aggregates business remained the key growth driver during the quarter, benefiting from increased shipments and contributions from recent acquisitions. However, higher input costs, freight expenses and inventory-related charges hurt margins, limiting earnings growth. Nonetheless, Martin Marietta remains well-positioned with its aggregates-led platform and execution of the SOAR 2030 initiatives for long-term growth. The company reported earnings per share (EPS) from continuing operations of $1.31, which missed the Zacks Consensus Estimate of $1.76 by 25.6%. The metric also declined 22.9% from the year-ago quarter’s EPS of $1.70. Revenues of $1.36 billion beat the consensus mark of $1.30 billion by 4.6% and increased 17% from the year-ago figure of $1.16 billion. Martin Marietta Materials, Inc. price-consensus-eps-surprise-chart | Martin Marietta Materials, Inc. Quote Consolidated gross margin contracted 440 basis points (bps) year over year to 22.8% from 27.1% in the prior-year quarter. Adjusted EBITDA from continuing operations was $364 million, up 14% year over year, with adjusted EBITDA margin contracting 70 bps to 26.7%. Adjusted earnings per share increased 14% to $1.93. Building Materials reported revenues of $1.22 billion, which grew 13.4% year over year. The segment’s gross margin contracted 370 bps year over year to 22.3% from 25.9% in the prior-year quarter. Within the Building Materials umbrella, revenues from the Aggregates business grew 14% to $1.14 billion from the year-ago quarter. Aggregates shipments moved up 12.4% year over year to 43.9 million tons, while the average selling price per ton remained flat at $23.70. Aggregates’ gross profit declined 3% to $288 million, with gross margin contracting 44...

Quanta Services, Inc. PWR reported a strong first-quarter 2026 performance, driven by solid execution across both of its operating segments. Management said revenue growth and margin performance exceeded its expectations across the business, supported by the company’s solutions-based model and “execution certainty” from its craft-skilled workforce, sending shares up nearly 9.5% in pre-market trading following the announcement. Quanta reported adjusted earnings of $2.68 per share, up 50.6% from $1.78 in the year-ago quarter and ahead of the Zacks Consensus Estimate of $2.04 by 31.4%. Revenues increased 26.3% year over year to $7.87 billion and topped the consensus mark of $6.99 billion by 12.6%. Remaining performance obligations or RPOs were $26.2 billion, reinforcing visibility as Quanta entered the rest of 2026. Quanta Services, Inc. price-consensus-eps-surprise-chart | Quanta Services, Inc. Quote Electric Infrastructure Solutions (which accounted for 82.1% of consolidated sales) remained the primary growth driver in the quarter. Segment revenues rose 30.8% year over year to $6.47 billion from $4.94 billion. Profitability improved as volume scaled. Electric segment operating income climbed 37.5% to $561.1 million from $408.2 million, while operating margin expanded to 8.7% from 8.3%. Underground Utility and Infrastructure Solutions (17.9% of total sales) also delivered solid year-over-year progress. Segment revenues increased 9.1% to $1.41 billion from $1.29 billion. Earnings growth was notable. Segment operating income rose 37.4% to $105.6 million from $76.9 million, driving operating margin to 7.5% compared with 6.0% a year earlier. Scale benefits showed up clearly in consolidated profitability. Gross profit increased to $1.11 billion from $834.0 million in the year-ago quarter. Gross margin expanded to 14.1% from 13.4%, reflecting improved profitability on higher revenue volume. Operating income rose to $338.8 million from $239.1 million, with operating margin improving to 4.3% from 3.8%. Corporate and non-allocated costs were $327.9 million compared with $246.0 million a year ago, and the quarter included higher amortization of intangible assets and non-cash stock-based compensation within those costs. Adjusted EBITDA increased to $686.4 million in the first quarter of 2026 from $503.9 million in the prior-year period, reflecting stronger earnings power...

Vulcan Materials Company VMC posted exceptional first-quarter 2026 results with adjusted earnings and total revenues beating the Zacks Consensus Estimate and increasing year over year. The quarter’s results reflect benefits realized from the aggregates-led business and consistent focus on its strategic disciplines. Besides, efforts to incorporate top-tier innovation and technology advancements also aided the quarter’s financial performance. VMC stock gained 4.8% during today’s pre-market trading hours following its earnings release. VMC reported adjusted earnings of $1.35 per share in the first quarter, beating the Zacks Consensus Estimate of $1.12 by 20.5%. The figure climbed 35% from the year-ago quarter’s adjusted earnings of $1.00. Quarterly revenues were $1.76 billion, up 7.4% year over year and ahead of the consensus mark of $1.67 billion by 5.2%. Aggregates shipments rose to 50.0 million tons, supported by large projects and continued strength in public construction activity. Vulcan Materials Company price-consensus-eps-surprise-chart | Vulcan Materials Company Quote Profitability expanded faster than sales in the quarter. Gross profit increased 15.7% year over year to $422.7 million, helped by higher pricing and disciplined operating execution across the footprint. Operating earnings improved 17.2% to $265.4 million. Net earnings attributable to Vulcan rose to $165.5 million from $128.9 million a year ago, reflecting stronger operating leverage and a cleaner mix of contributions. Adjusted EBITDA increased 8.8% to $447.1 million, and the adjusted EBITDA margin widened to 25.5% from 25.1%, highlighting modest but important margin expansion early in the year. Below-the-line discipline complemented the operational gains. Selling, administrative and general (SAG) expenses were $135.7 million, modestly lower than the prior-year level of $138.3 million. SAG (as a percentage of revenue) improved year over year to 7.7% from 8.5%, signaling better overhead absorption. Depreciation, depletion, accretion and amortization totaled $170.3 million compared with $186.4 million a year ago, and other operating expense, net, rose to $21.3 million from $8.0 million, partially offsetting the year-over-year operating gains. The Aggregates segment again did the heavy lifting. Segment sales increased 8.6% year over year to $1.45 billion, while segment gross profit climbed to...

EMCOR Group, Inc. EME reported impressive first-quarter 2026 results, with earnings and revenues topping the Zacks Consensus Estimate and increasing year over year on strong demand across its core markets. Following the results, EMCOR stock surged 3.3% during today’s pre-market trading session. The quarter’s results reflect continued momentum across key end markets and customers’ confidence in the company’s ability to execute complex and mission-critical projects. Strong activity in sectors like Network and Communications, Institutional, Healthcare, and Water and Wastewater supported growth and drove higher remaining performance obligations (RPOs). Strong operational execution, disciplined project management and favorable project mix further supported profitability and margin expansion during the quarter. The company reported earnings per share of $6.84, surpassing the Zacks Consensus Estimate of $5.85 by 16.9%. In the year-ago quarter, the company reported earnings per share of $5.41. Revenues of $4.63 billion also topped the consensus mark of $4.22 billion by 9.7% and increased 19.7% year over year from $3.87 billion. Organic revenues grew 16.8%, reflecting strong underlying demand. EMCOR Group, Inc. price-consensus-eps-surprise-chart | EMCOR Group, Inc. Quote Selling, general and administrative expenses (as a percentage of revenues) declined year over year by 50 basis points (bps) to 9.9%, indicating improved cost discipline. Operating margin in the quarter was 8.7%, up 50 bps year over year from 8.2%, driven by operating leverage and efficient execution. EMCOR operates across multiple U.S.-focused segments, including electrical and mechanical construction services, building services and industrial services. U.S. Electrical Construction and Facilities Services: Revenues increased to $1.45 billion from $1.09 billion in the prior-year quarter. Operating income rose to $174.5 million, though the margin contracted 40 bps year over year to 12.1%. U.S. Mechanical Construction and Facilities Services: Revenues grew to $2.03 billion from $1.57 billion in the prior-year quarter. Operating income increased to $221.6 million, but the margin declined 100 bps year over year to 10.9%. U.S. Building Services: Revenues increased modestly to $772.6 million from $742.6 million in the prior-year quarter. Operating income rose to $40.4 million, with the margin expanding 30 b...