Login
Create Account

Powerpack

Unlock full stockrow access for only $7.9/month and boost yourself as an investor.

Watchlist

Keep track of companies that you follow and research.

10 Years of Data

Full access to our data with predictions and indicators that we calculate daily.

Screener

Full access to our screener with tons of custom values and customizable email notifications.

XLS Exports

Excel export of financials and screeners you define and save.

United Rentals, Inc. URI

Industrials — Rental & Leasing Services
S&P 500 Member Dividend Champion (3y) Insider Buys (last 12m)
Indexes indicate stock being part of an index ,
Growth Flags show if company had growth for consecutive years ,
Insider Buys alert about insiders buying in the last 12 month

We limit data available in the Overview Report for users who do not have Powerpack

Get access to target analyst prices, predictions, compound annual growth rates and more than four years of historical data.
Register an account and get your Powerpack now or Login

Insider Decisions

Total buys
0.05
Total sells
28.78
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — 1 — — — — — — —
Sell — — — — 2 — 4 — — 1 — —
Insider Ownership
0.97%

Capital & Financial Ratios

Market Cap
62,400.00
Revenue
16,832.00
Net Income
2,638.00
Free Cash Flow
2,082.00
Net Debt
14,118.00
Current Ratio
0.76
Debt/Equity
1.54
P/E ratio
24.34
P/S ratio
3.77
P/B ratio
6.88
Past 5Y EPS Growth
20.69%
This Y EPS Growth
17.63%
Next Y EPS Growth
15.78%
Next 5Y EPS Growth
15.58%
in millions of $

Dividends

Payout Ratio
0.09
Annual Dividend Rate
5.92
Annual Dividend Yield
0.80%
total individual payouts
2028 ‡‡‡‡
2027 ‡‡‡‡‡
2026 7.78
—
—
—
2025 7.16
—
—
—
—
2024 6.52
—
—
—
—
2023 5.92
—
—
—
—
2022 ‡‡‡
2021 ‡‡‡
2020 ‡‡‡
2019 ‡‡‡
2017 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 363.00 457.00 459.00 112.00
Receivables 2,230.00 2,357.00 2,510.00 2,797.00
Inventory 205.00 200.00 240.00 294.00
Other — — — —
2,933.00 3,249.00 3,608.00 3,593.00
2023 2024 2025 Q'26
Payables 905.00 748.00 776.00 1,610.00
ST’ Debt 1,465.00 1,178.00 1,577.00 1,541.00
Other — — — —
3,637.00 3,323.00 3,819.00 4,703.00
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 3,985.00 4,410.00 — —
—
’25 3,719.00 3,943.00 4,229.00 4,208.00
16,099.00
’24 3,485.00 3,773.00 3,992.00 4,095.00
15,345.00
’23 3,285.00 3,554.00 3,765.00 3,728.00
14,332.00
’22 2,524.00 2,771.00 3,051.00 3,296.00
11,642.00
’21 2,057.00 2,287.00 2,596.00 2,776.00
9,716.00
’20 2,125.00 1,939.00 2,187.00 2,279.00
8,530.00
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 1,514.00 1,791.00 — —
—
’25 1,425.00 1,328.00 1,181.00 1,256.00
5,190.00
’24 1,029.00 1,265.00 1,204.00 1,048.00
4,546.00
’23 939.00 1,289.00 1,062.00 1,414.00
4,704.00
’22 886.00 1,154.00 1,142.00 1,251.00
4,433.00
’21 758.00 1,176.00 1,087.00 668.00
3,689.00
’20 644.00 817.00 827.00 370.00
2,658.00
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 1,044.00 82.00 — —
—
’25 1,071.00 104.00 (19.00) 975.00
2,131.00
’24 856.00 185.00 132.00 834.00
2,007.00
’23 469.00 330.00 328.00 1,141.00
2,268.00
’22 565.00 382.00 168.00 617.00
1,732.00
’21 718.00 430.00 87.00 254.00
1,489.00
’20 600.00 810.00 562.00 428.00
2,400.00
in millions of $

EPS

Mar Jun Sep Dec Year
’26 8.43 12.03 — —
—
’25 7.91 9.59 10.91 10.27
38.61
’24 8.04 9.54 10.70 10.47
38.69
’23 6.47 8.58 10.29 10.01
35.28
’22 5.05 6.90 8.66 9.15
29.65
’21 2.80 4.02 5.63 6.61
19.04
’20 2.33 2.93 2.87 4.09
12.20

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

1.9
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 230.54 325.15 533.70 525.91 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 373.91 585.50 896.98 1,021.47 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 24,600 26,300 27,900 28,500 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.47 0.54 0.55 0.56 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11,642.00 14,332.00 15,345.00 16,099.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 42.91% 40.56% 40.08% 38.16% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,802.00 3,211.00 3,388.00 3,338.00 ‡‡‡‡‡ — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ 24.07% 22.40% 22.08% 20.73% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,105.00 2,424.00 2,575.00 2,494.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,230.00 2,795.00 2,918.00 3,123.00 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 164.66 209.32 231.29 249.83 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 29.77 35.39 38.84 38.61 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 62.70 68.70 68.52 80.54 ‡‡‡‡ — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (38.20) (35.58) (38.27) (47.47) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 24.50 33.12 30.25 33.07 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 99.88 118.74 129.96 139.17 ‡‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 70.70 68.47 66.35 64.44 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.94 16.00 18.15 20.91 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.17 2.71 3.05 3.24 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.57 4.78 5.42 5.82 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.13 3.49 3.89 4.09 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 21.06 22.04 29.74 30.93 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4,433.00 4,704.00 4,546.00 5,190.00 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (2,701.00) (2,436.00) (2,539.00) (3,059.00) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,732.00 2,268.00 2,007.00 2,131.00 ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 278.00 (704.00) (74.00) (211.00) — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11,370.00 11,518.00 13,406.00 14,229.00 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11,264.00 11,155.00 12,949.00 13,770.00 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7,062.00 8,130.00 8,622.00 8,968.00 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9.47% 9.74% 9.58% 8.60% ‡‡‡‡‡ — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.02% 12.40% 11.78% 10.92% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 32.25% 31.91% 30.74% 28.36% ‡‡‡‡‡ — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

United Rentals (URI), the world’s largest equipment rental company, has dominated the construction and industrial sectors amid post-pandemic infrastructure booms fueled by the IIJA and IRA, driving revenue from $5.76 billion in 2016 to $15.35 billion in 2024, with forecasts reaching $19.61 billion by 2028 at a 6-7% CAGR. Exceptional operational efficiency—revenue per employee near $550,000, ROE averaging over 30% in peak years, and EPS surging at 25% CAGR to $38.84—has underpinned net income growth to $2.58 billion and robust free cash flow, funding fleet expansions despite voracious capex and rising debt to $14.23 billion.

Stock performance has been stellar, with shares up 1,174% since 2016 to $533.70, outpacing fundamentals via multiple expansion, though analyst targets imply 12% mean upside amid dispersion (high 75%, low -31%). Insider selling totaling $7.4 million signals caution at peak valuations, contrasting buyback momentum that has cut shares 28%.

Macro tailwinds like reshoring and infra spending persist, positioning URI for mid-teens total returns with 10%+ EPS growth, but risks loom from higher rates, moderating construction, and leverage—echoing cyclical vulnerabilities seen in 2008 and 2020. A mature powerhouse with 35% market share merits close watch on utilization and policy shifts.

Read full commentary →

United Rentals, Inc. (URI) Latest News

News by impact score

Fine-tune

19 Sep

3 www.marketbeat.com, 6:02 AM
United Rentals reports accelerating large-project pipeline alongside sustained strong specialty demand. Accelerating project pipeline with persistent specialty demand points to improved revenue outlook and moderate market performance gains.

15 Sep

3 , 1:19 PM
United Rentals shows two growth drivers in equipment demand and market share gains, offset by one caution on cyclical exposure and margin pressure that could limit upside. Balanced positive and negative factors point to moderate influence on URI operations and valuation without major trajectory shift.

8 Sep

3 , 6:47 PM
United Rentals reported Q2 earnings, placed in direct comparison with other specialty equipment distributor stocks to assess relative performance and positioning. Q2 earnings details can shift near-term sentiment and valuation but are unlikely to alter long-term competitive trajectory.

5 Sep

4 , 5:50 PM
United Rentals launches AI-enabled equipment agent expected to drive operational gains and strengthen market standing. AI equipment agent launch marks major tech adoption with potential to reshape service delivery and investor outlook.

26 Aug

3 , 9:28 AM
Large infrastructure projects could drive expansion and higher utilization of United Rentals' equipment fleet. Infrastructure spending may lift fleet demand and revenues but effects remain balanced by other market factors.

12 Aug

3 , 10:50 AM
United Rentals reported impressive Q2 earnings, prompting analysis on whether to buy the stock amid strong results. Positive Q2 earnings deliver moderate short-term boost to stock sentiment without fundamentally shifting long-term trajectory.

11 Aug

3 , 11:02 AM
United Rentals' $17.8B outlook faces potential failure if demand weakens in coming periods. Demand test directly questions viability of major revenue projections.

7 Aug

4 , 5:11 AM
United Rentals raised its 2026 revenue outlook on record rental activity, driving an 8.8% stock increase. Revenue outlook upgrade signals strong growth and improved financial trajectory.

6 Aug

4 , 11:19 PM
United Rentals beat Q2 expectations and raised its full-year outlook. Q2 beat combined with raised outlook signals stronger expected financial results ahead.

30 Jul

4 , 12:38 PM
PWR posts Q2 earnings beat on electric strength, raises 2026 view, stock rises. Q2 earnings beat with raised 2026 guidance signals strong operational results likely to boost future performance and investor sentiment.

3 , 12:40 PM
EME Q2 earnings beat estimates on broad-based growth, driving stock higher. Q2 earnings beat signals positive financial performance likely to support near-term stock movement.

28 Jul

4 , 10:57 AM
United Rentals posted record Q2 results with positive growth outlook ahead. Record Q2 performance and growth outlook indicate significant positive shift in company trajectory.

3 , 10:27 AM
United Rentals stock rallied sharply after strong earnings, prompting questions on whether the shares remain attractive for purchase. Positive earnings drove a stock rally that may moderately shift near-term sentiment and valuation for URI.

24 Jul

4 , 5:29 PM
United Rentals raised full-year guidance after Q2 large-project demand lifted revenue and supported margin stability. Guidance increase driven by sustained project demand signals stronger revenue trajectory and earnings outlook.

4 , 10:00 AM
United Rentals highlighted strong project demand in its Q2 earnings call, pointing to robust activity in its equipment rental operations. Positive Q2 demand signals point to stronger revenue and market positioning ahead for United Rentals.

3 , 10:08 AM
United Rentals sees Otis service growth building momentum while equipment demand stays weak. Weak equipment demand may pressure United Rentals revenue with Otis service growth offering only partial offset.

3 , 10:06 AM
United Rentals stock has fallen 19% year to date after the company cut guidance, leaving investors to assess whether the shares remain attractive. Guidance cuts directly affect earnings visibility and near-term sentiment for United Rentals without indicating a structural shift in its core rental business.

23 Jul

4 , 5:02 PM
United Rentals posted record Q2 2026 revenue and raised full-year guidance. Record revenue and raised guidance signal stronger financial results and positive shifts in market positioning.

4 , 11:43 AM
United Rentals beat Q2 earnings expectations on rental growth and raised its 2026 guidance. Q2 earnings beat plus raised 2026 guidance point to stronger operations that should lift near-term valuation and investor outlook.

3 transcript www.marketbeat.com, 10:05 PM
United Rentals Q2 earnings call highlights financial results, operational metrics and forward guidance for the company. Quarterly earnings data typically affects near-term sentiment and valuation without altering long-term strategy.

3 , 6:23 AM
United Rentals (URI) flashes buy signal in S&P 500 earnings as Google hikes capex. Google capex hike signals higher equipment rental demand for URI.

22 Jul

4 , 6:45 PM
United Rentals stock surges late in trading after reporting strong earnings, with gains linked to Google's increased capital spending plans. Earnings beat combined with Google's capex expansion points to higher equipment demand that can lift URI revenue and investor outlook.

4 , 5:10 PM
United Rentals reported upbeat Q2 CY2026 results, driving a 10.7% stock jump. Strong quarterly beat and immediate 10.7% stock surge point to major positive shift in performance outlook and sentiment.

4 , 4:15 PM
United Rentals reported record second quarter results and raised full-year 2026 guidance. Record quarterly results combined with raised 2026 guidance signal major positive shifts in financial trajectory and investor outlook.

3 , 6:00 PM
United Rentals (URI) Q2 earnings showed key metrics including revenue and EPS compared against analyst estimates. Q2 earnings metrics versus estimates can shift near-term investor sentiment and stock movement for URI.

3 app.moby.co, 8:30 AM
United Rentals, Inc. released Q2 2026 earnings call summary covering financial results and outlook. Quarterly earnings data typically influences short-term stock movement and sentiment without major strategic shifts.

18 Jul

4 , 4:07 PM
United Rentals raised its 2026 outlook, leading to questions on whether the stock remains undervalued. Raising 2026 outlook signals stronger expected performance that can lift valuation and investor sentiment.

4 , 8:11 AM
United Rentals upgraded 2026 guidance on stronger project demand, supporting higher revenue projections and improved investor outlook for URI shares. Upgraded 2026 guidance tied to project demand signals higher revenue and improved trajectory for URI.

17 Jul

3 , 10:18 AM
United Rentals (URI) shares rose on robust nonresidential construction end markets that support higher equipment rental demand. Robust nonresidential construction markets lift equipment rental demand and support URI revenue growth.

1 Jul

5 , 6:13 PM
United Rentals (URI) expanded inclusion in the Russell Growth Index may drive major inflows from index funds and significantly lift stock valuation and market trajectory. Expanded Russell Growth Index inclusion is set to drive large index-fund inflows and fundamentally reprice URI shares.
© 2016–2026 stockrow.com Terms and Conditions Indicators Contact Us