The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Thursday, August 13, 2026

Subject of the day

URI

Concerning the House

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.

United States · www.unitedrentals.com

The Long Run

FY 2012–2025 · 14 years

LineLatestCAGRTrend
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%
Quotation

$1,120.58

-8.72 (-0.8%)

52w hi$1,160.84
52w lo$707.78
Vol347.51K
As ofAug 13
The Verdict

Hold

Our score +0.38

Short+0.37
Medium+0.42
Long+0.34

computed 2026-08-13

By the Numbers

United Rentals, Inc.

Industrials · Rental & Leasing Services

Market cap$69.75B
Enterprise value$85.56B
Trailing P/E26.96x
Forward P/E19.63x
EV / EBITDA18.24x
P / S (ttm)4.14x
Profit margin15.7%
Return on equity28.9%
Revenue growth+11.8%
Earnings growth+25.5%
Debt / equity166.79
Risk Metrics
Beta vs SPX1.26
Corr SPX0.51
Annual vol40.0%
Annual ret+32.1%
Sharpe0.80
Max DD-37.3%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.27
Sector+0.07
Technical+0.29
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$1,131.39$1,143.63$1,111.37$1,120.58347.51K
Aug 12$1,148.83$1,152.53$1,125.54$1,129.30367.80K
Aug 11$1,139.00$1,165.08$1,134.84$1,143.59289.40K
Aug 10$1,162.68$1,164.50$1,134.40$1,137.52510.60K
Aug 7$1,165.00$1,179.18$1,159.14$1,162.84355.30K