联合租赁（URI）今日夜盘股价大幅上涨14.35%，引起了市场的广泛关注。
消息面上，公司公布了创纪录的第一季度业绩报告，其营收和调整后每股收益均超过市场一致预期，这是公司四个季度以来首次超出分析师预期。同时，联合租赁上调了全年收入预期，新的指引范围为169亿至174亿美元，高于此前预期的168亿至173亿美元。
业绩的强劲表现主要得益于大型建筑和工业项目，特别是人工智能数据中心建设热潮所推动的设备租赁需求增长。公司租赁业务收入增长超过8%，特种租赁业务收入增长近13.8%。此外，公司近日发布的2026年积极的资本支出指引，也反映出其对未来市场需求的乐观预判和持续的战略投入，共同提振了投资者信心。
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