URURIEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
Event time: 事件时间：
Published: 文章发布：
URI earnings call: Total revenue is now expected in the range of $18 billion-$18.2 billion, an increase of $450 million at midpoint versus our prior guidance.联合租赁 (URI) 电话会：目前预计总营收区间为180亿至182亿美元，相较于此前的指引，中点值提升了4.5亿美元。
Management remarks
Call period: 2026 Q3 · 2026-10-22
Guidance: Ted Grace: Total revenue is now expected in the range of $18 billion-$18.2 billion, an increase of $450 million at midpoint versus our prior guidance.
Demand and orders: Matt Flannery: The demand environment for large projects remains robust, supporting our revised guidance, which reflects over 12% total revenue growth, with EBITDA margins over 46%, all at the midpoint.
Margins: Ted Grace: Looking at profitability, our third quarter adjusted EBITDA margin increased 160 basis points to 47.6%, reflecting another quarter of strong cost discipline.
Analyst Q&A
Analyst Chad Dillard asked: Hey, good morning, guys. My question for you is on the CapEx raise in the quarter, and what drove it. Is it the demand that you're seeing right now, or are you preparing for what you're seeing ahead? Management Matt Flannery answered: Sure, Chad. I'd say yes to both. It is the work that we see right in front of us right now. We had talked about how we're driving historically high time utilization. This isn't a pull forward of stuff we're going to need next year. But certainly, the fact that we think 2027 is going to be a growth year gives us the confidence to support these growth needs that we have late in the year here in Q4.
