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United Rentals/$URI

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About United Rentals

United Rentals is the world's largest equipment rental company, principally operating in the US and Canada. It has 16% share in a highly fragmented market serving general industrial (49%), commercial construction (46%), and residential construction (5%). The company operates a $21 billion fleet of equipment, including aerial platforms, forklifts, excavators, trucks, power generators, and various other materials serving local and national accounts from nearly 1,600 locations in North America and 100 abroad. It has pursued a strategy of bundling specialty rental capabilities to offer its customers more advanced solutions in addition to its core equipment rental business, supporting its ambitions to become a one-stop shop for customers and enhance and maintain its margin profile.
Ticker
$URI
Primary listing
NYSE
Employees
28,500

United Rentals Metrics

BasicAdvanced
$67B
25.69
$41.61
1.80
$7.70
0.74%

What the Analysts think about United Rentals

Analyst ratings (Buy, Hold, Sell) for United Rentals stock.
Analyst projections of the future price of United Rentals stock.

Bulls say / Bears say

United Rentals posted record second-quarter results and raised its 2026 revenue and adjusted EBITDA outlook, signalling that trading momentum is stronger than it expected earlier in the year. (United Rentals)
Specialty rental revenue rose 24.8% year on year to a quarterly record, and management sees further growth from underpenetrated offerings such as power, trenching and modular rentals. (United Rentals, MarketBeat)
Demand from major projects has accelerated faster than management expected, supporting the raised outlook and giving the company’s broad rental network a strong near-term workload. (MarketBeat)
Underlying margins showed pressure: excluding a one-off business-sale gain, second-quarter adjusted EBITDA margin fell 40 basis points, while specialty rental gross margin fell 140 basis points as lower-margin ancillary and re-rent sales grew. (United Rentals)
Diesel averaged $5.34 a gallon year to date, up from $3.66 a year earlier, creating a material cost headwind that could pressure profitability if demand or pricing weakens. (StockAnalysis)
The company raised gross rental equipment spending by $450 million to $4.85–$5.25 billion for 2026 to meet demand. That heavier fleet investment increases the risk to cash generation if utilisation falls short of expectations. (United Rentals)
Data summarised monthly by Lightyear AI. Last updated on 5 Oct 2026.

United Rentals Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

United Rentals Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise
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