Inside the research
United Rentals, Inc.
URI Research profile · latest available data
Price overview
$1,047.06
▲ +25.39 (+2.5%)
| 52w hi | $1,164.82 |
|---|---|
| 52w lo | $707.78 |
| Vol | 377.00K |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.11
| Short | -0.16 |
|---|---|
| Medium | -0.15 |
| Long | +0.06 |
computed 2026-09-27
Key fundamentals
United Rentals, Inc.
Industrials · Rental & Leasing Services
| Market cap | $65.17B |
|---|---|
| Enterprise value | $80.44B |
| Trailing P/E | 25.19x |
| Forward P/E | 18.27x |
| EV / EBITDA | 17.15x |
| P / S (ttm) | 3.87x |
| Profit margin | 15.7% |
| Return on equity | 28.9% |
| Revenue growth | +11.8% |
| Earnings growth | +25.5% |
| Debt / equity | 166.79 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.29 | |
| Sector | -0.01 | |
| Technical | -0.14 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand. It operates through two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment, such as backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms, including boom and scissor lifts; and general tools and light equipment comprising pressure washers, water pumps, and power tools for construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities. The specialty segment rents trench safety equipment consists of trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers, and line testing equipment for underground work; power and heating, ventilating, and air conditioning equipment, such as portable diesel generators, electrical distribution equipment, and temperature control equipment; fluid solutions equipment for fluid containment, transfer, and treatment; surface protection mats; and mobile storage equipment and modular office space. This segment serves construction companies involved in infrastructure projects, and municipalities and industrial companies. The company also sells aerial lifts, reach forklifts, telehandlers, compressors, and generators; construction consumables, tools, small equipment, and safety supplies; and parts for equipment that is owned by its customers, as well as provides repair and maintenance services. It sells used equipment through its sales force, brokers, website, at auctions, and directly to manufacturers. United Rentals, Inc. was incorporated in 1997 and is headquartered in Stamford, Connecticut.
Risk Metrics
| Beta vs SPX | 1.23 |
|---|---|
| Corr SPX | 0.49 |
| Annual vol | 40.0% |
| Annual ret | +22.3% |
| Sharpe | 0.56 |
| Max DD | -37.3% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $1,071.62 |
|---|---|
| High / Low | $1,550.00 / $715.00 |
| Median | $1,046.50 |
| Analysts | 20 |
| Strong Buy | 4 | |
|---|---|---|
| Buy | 12 | |
| Hold | 4 | |
| Sell | 0 | |
| Strong Sell | 1 |
Recent rating actions
| 2026-04-27 | Barclays | → Underweight |
| 2026-04-24 | RBC Capital | → Outperform |
| 2026-04-24 | Keybanc | → Overweight |
| 2026-04-24 | JP Morgan | → Overweight |
| 2026-04-24 | Citigroup | → Buy |
| 2026-04-24 | Baird | → Outperform |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-22 | Earnings Release, Reg FD Disclosure… | read |
| 2026-06-18 | Material Agreement, Material Obligation… | read |
| 2026-05-08 | Shareholder Vote, Exhibits | read |
| 2026-04-22 | Earnings Release, Reg FD Disclosure… | read |
| 2026-02-10 | Reg FD Disclosure, Exhibits | read |
| 2026-02-04 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-01-28 | Earnings Release, Reg FD Disclosure… | read |
| 2025-12-01 | Material Agreement, Material Obligation… | read |
| 2025-11-24 | Reg FD Disclosure, Exhibits | read |
| 2025-10-22 | Earnings Release, Reg FD Disclosure… | read |
| 2025-08-07 | Material Agreement, Material Obligation… | read |
| 2025-07-23 | Earnings Release, Reg FD Disclosure… | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 9 |
| Top-5 share | 98.0% |
| HHI | 4,291 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $3.39B | 2.99M |
| Fidelity / FMR LLC | $772.18M | 681.60K |
| Capital Research / Capital World | $695.27M | 613.71K |
| Citadel Advisors | $352.69M | 311.32K |
| Millennium Management | $124.39M | 109.80K |
| AQR Capital Management | $77.71M | 68.94K |
| Bridgewater Associates | $31.66M | 27.95K |
| Norges Bank (Norway sovereign) | $471.28K | 416 |
| T. Rowe Price Group | $155.79K | 137.52K |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.36% |
|---|---|
| $ / share (TTM) | $3.76 |
| 5y CAGR | — |
Annual dividend per share
| 2023 | $5.92 |
|---|---|
| 2024 | $6.52 |
| 2025 | $7.16 |
| 2026 | $1.97 |
Federal Contracts
| Amount | Agency | Description |
|---|---|---|
| $3.04M | Department of Defense | HAVC RENTAL |
| $2.71M | Department of Defense | RENTAL OF HVAC EQUIPMENT |
| $1.88M | Department of Defense | HVAC EQUIPMENT SYSTEM |
| $1.15M | Department of Defense | DCCU EQUIPMENT PACKAGE |
| $1.12M | Department of Defense | 230 TON CHILLER AND COMPONENTS |
| $1.08M | Department of Defense | TEMP DH RENTAL. |
| $696.70K | Department of Veterans Affairs | EMERGENCY CHILLER RENTALS |
| $488.57K | Department of Defense | SHOWER TRAILER RENTAL |
SEC Filings
The Long Run
FY 2012–2025 · 14 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $4.23B | +17.4% | |
| Gross profit | $5.81B | +18.2% | |
| Operating income | $3.83B | +15.5% | |
| Net income | $2.49B | +34.2% | |
| Cash from ops | $4.55B | +19.4% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $1,017.71 | $1,050.20 | $1,017.67 | $1,047.06 | 377.00K |
| Sep 24 | $1,025.48 | $1,028.54 | $1,006.20 | $1,021.67 | 444.70K |
| Sep 23 | $1,041.90 | $1,056.99 | $1,031.99 | $1,031.99 | 406.20K |
| Sep 22 | $1,037.62 | $1,055.29 | $1,032.86 | $1,043.04 | 452.40K |
| Sep 21 | $1,021.86 | $1,033.00 | $1,010.00 | $1,029.92 | 370.60K |
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