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United Rentals, Inc

NYSE: URI

Stock price

1100.98 USD

(+198.94%) 5 years

rentalsRental & Leasing Services

Financial Performance

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5Y price score: 293

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 1,315.2%

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701.5

52-week range

1179.1

1,100.98

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Required return / cost of capital
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FCFF terminal growth rate
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Forecast:

Valuation

Free Cash Flow Yield

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FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

1.3 %

Dividend Yield TTM

0.7 %

Market cap $

$ 68,528

Price / Earnings TTM

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P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

24.4

Price / Book TTM

7.1

PEG TTM

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Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

(117.9)

Earnings growth and return

LTM

5YR

10YR

Total return (price & dividends)

11.8 %

204.3 %

1,315.2 %

Free cash flow per share growth

70.3 %

(50.2) %

175.2 %

Earnings per share growth

35.4 %

216.5 %

536.1 %

Founded: 1,997

Employees: 26,300

Business Summary:United Rentals, Inc., through its subsidiaries, operates as an equipment rental company. It operates in two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment includes backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms, such as 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 specialty construction products, including 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; and mobile storage equipment and modular office space. This segment serves construction companies involved in infrastructure projects, and municipalities and industrial companies. It 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. The company sells used equipment through its sales force, brokers, website, directly to manufacturers, and at auctions. The company operates a network of 1,360 rental locations in the United States, Canada, Europe, Australia, and New Zealand. United Rentals, Inc. was incorporated in 1997 and is headquartered in Stamford, Connecticut.

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Fair Value Reference Estimate

Latest Earnings Call Takeaways

2026 Q3 (Oct 22, 2026)

1) Strategy & Leadership - United Rentals continues to focus on being the partner of choice for customers, emphasizing a broad footprint and a one-stop shop offering. - The company is committed to finding cost efficiencies while maintaining high levels of service and safety. - The leadership expressed confidence in the demand environment for large projects, which is expected to support growth into 2027.

2) Financial & Segment Results - Total revenue for Q3 2026 grew by 16% YoY to $4.9 billion, with rental revenue increasing 18% YoY to $4.3 billion. - Adjusted EBITDA reached a record $2.3 billion, with a margin of 47.6%, up 160 basis points YoY. - Adjusted EPS was $15.55, reflecting a 33% YoY increase. - Specialty rental revenue grew by 35% YoY, highlighting strong performance across various end markets, including construction and industrial sectors.

3) Problems / Headwinds - The company faces ongoing inflationary pressures, particularly in labor and parts, which could impact margins. - There is a potential risk of oversupply in the market as competitors increase fleet sizes, although United Rentals maintains a disciplined approach to supply and demand.

4) Operational or Product Plans - United Rentals plans to increase gross rental CapEx guidance to over $5.3 billion, reflecting strong demand and the need to support customer projects. - The company is on track to sell approximately $2.8 billion of used equipment this year, with a recovery rate in the low-50s. - The leadership indicated that technology and operational improvements are ongoing, with a focus on enhancing productivity and efficiency.

5) Guidance & Outlook / Investor Angle - The company has revised its full-year guidance, expecting total revenue between $18 billion and $18.2 billion, reflecting over 12% growth. - Adjusted EBITDA guidance has been raised to a range of $8.3 billion to $8.4 billion. - Free cash flow is expected to be between $2.15 billion and $2.45 billion, supporting shareholder returns through buybacks and dividends.

Bottom line: United Rentals is positioned for continued growth, driven by strong demand in various sectors and a disciplined approach to capital allocation. The company's solid financial performance and revised guidance suggest a positive outlook for shareholders, despite potential headwinds from inflation and market dynamics.

Annual Reports, Presentations And IR Contacts

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United Rentals, Inc — Financial Overview, Stock Price, Market Cap

United Rentals, Inc is a company. Founded in 1997. As of October 23, 2026, the company's market capitalization is $68527735539 with a current stock price of $1100.98.