United Rentals Q3 Revenue Up 5.9%, EPS Misses

United Rentals reported record third-quarter revenue of about $4.23 billion, up roughly 5.8–5.9% year‑over‑year and modestly ahead of expectations. Adjusted EPS of $11.70 missed the roughly $12.30 consensus as margins were squeezed by inflationary input costs and higher interest expenses, leaving operating and adjusted EBITDA margins lower year over year. Management raised full‑year revenue guidance to $16.0–16.2 billion while keeping EBITDA and capital‑spend guidance unchanged and flagged continued specialty‑segment strength. The company highlighted its scale—about $23 billion fleet value, roughly 15% North American market share and nearly 1,740 branches—as a competitive advantage. Shares fell in after‑hours trading and have weakened substantially year‑to‑date following the earnings miss and margin pressure.