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
Vol377.00K
As of25 Sep 2026

The Verdict

Hold

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/E25.19x
Forward P/E18.27x
EV / EBITDA17.15x
P / S (ttm)3.87x
Profit margin15.7%
Return on equity28.9%
Revenue growth+11.8%
Earnings growth+25.5%
Debt / equity166.79

Layer Breakdown

LayerRawContribution
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.

United States · www.unitedrentals.com

Risk Metrics

Beta vs SPX1.23
Corr SPX0.49
Annual vol40.0%
Annual ret+22.3%
Sharpe0.56
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
Analysts20
Strong Buy4
Buy12
Hold4
Sell0
Strong Sell1

Recent rating actions

2026-04-27Barclays→ Underweight
2026-04-24RBC Capital→ Outperform
2026-04-24Keybanc→ Overweight
2026-04-24JP Morgan→ Overweight
2026-04-24Citigroup→ Buy
2026-04-24Baird→ Outperform

Material Events

DateEvent8-K
2026-07-22Earnings Release, Reg FD Disclosure…read
2026-06-18Material Agreement, Material Obligation…read
2026-05-08Shareholder Vote, Exhibitsread
2026-04-22Earnings Release, Reg FD Disclosure…read
2026-02-10Reg FD Disclosure, Exhibitsread
2026-02-04Officer / Director Change, Reg FD Disclosure…read
2026-01-28Earnings Release, Reg FD Disclosure…read
2025-12-01Material Agreement, Material Obligation…read
2025-11-24Reg FD Disclosure, Exhibitsread
2025-10-22Earnings Release, Reg FD Disclosure…read
2025-08-07Material Agreement, Material Obligation…read
2025-07-23Earnings Release, Reg FD Disclosure…read

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders9
Top-5 share98.0%
HHI4,291 (concentrated)

Top Holders

HolderValueShares
State Street Corp$3.39B2.99M
Fidelity / FMR LLC$772.18M681.60K
Capital Research / Capital World$695.27M613.71K
Citadel Advisors$352.69M311.32K
Millennium Management$124.39M109.80K
AQR Capital Management$77.71M68.94K
Bridgewater Associates$31.66M27.95K
Norges Bank (Norway sovereign)$471.28K416
T. Rowe Price Group$155.79K137.52K

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

AmountAgencyDescription
$3.04MDepartment of DefenseHAVC RENTAL
$2.71MDepartment of DefenseRENTAL OF HVAC EQUIPMENT
$1.88MDepartment of DefenseHVAC EQUIPMENT SYSTEM
$1.15MDepartment of DefenseDCCU EQUIPMENT PACKAGE
$1.12MDepartment of Defense230 TON CHILLER AND COMPONENTS
$1.08MDepartment of DefenseTEMP DH RENTAL.
$696.70KDepartment of Veterans AffairsEMERGENCY CHILLER RENTALS
$488.57KDepartment of DefenseSHOWER TRAILER RENTAL

SEC Filings

DateFormDoc
2026-07-244view
2026-07-228-Kview
2026-07-2210-Qview
2026-07-014view
2026-06-188-Kview
2026-05-124view
2026-05-124view
2026-05-124view
2026-05-124view
2026-05-124view
2026-05-124view
2026-05-124view
2026-05-124view
2026-05-124view
2026-05-088-Kview

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%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$1,017.71$1,050.20$1,017.67$1,047.06377.00K
Sep 24$1,025.48$1,028.54$1,006.20$1,021.67444.70K
Sep 23$1,041.90$1,056.99$1,031.99$1,031.99406.20K
Sep 22$1,037.62$1,055.29$1,032.86$1,043.04452.40K
Sep 21$1,021.86$1,033.00$1,010.00$1,029.92370.60K

Understand the score. Research layers are inputs to a model, and the available data has limits.

Read the methodology →