United Rentals Inc (URI)

Currency in USD
1,091.26
-36.65(-3.25%)
Closed·
1,100.00+8.74(+0.80%)
·
URI is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
1,087.231,140.05
52 wk Range
701.591,177.67
Key Statistics
Prev. Close
1,127.91
Open
1,135.32
Day's Range
1,087.23-1,140.05
52 wk Range
701.59-1,177.67
Volume
609.81K
Average Volume (3m)
517.5K
1-Year Change
21.3239%
Book Value / Share
147.24
Fair Value
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Fair Value Upside
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URI Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
1,261.88
Upside
+15.64%
Members' Sentiments
Bearish
Bullish
ProTips
16 analysts have revised their earnings upwards for the upcoming period

United Rentals Inc News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Sell
Technical Indicators
Strong Sell
Moving Averages
Sell

Analyst Ratings

17 Buy
4 Hold
1 Sell
Ratings:
22 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 1,261.88
(+15.64% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Morgan Stanley
Buy1,335.00+22.34%1,165.00MaintainJul 24, 2026
UBS
Buy1,350.00+23.71%1,300.00MaintainJul 24, 2026
JPMorgan
Buy1,235.00+13.17%1,100.00MaintainJul 24, 2026
Truist Securities
Buy1,466.00+34.34%1,421.00MaintainJul 24, 2026
Baird
Buy1,300.00+19.13%1,275.00MaintainJul 24, 2026

United Rentals Inc SWOT Analysis


Market Dominance
Explore United Rentals' position as the world's largest equipment rental company, boasting an extensive fleet and diverse portfolio including high-value niche Specialty offerings.
Acquisition Impact
Delve into URI's proposed acquisition of H&E Equipment Services, expected to be accretive to earnings and free cash flow, with potential long-term synergies and market share growth.
Financial Robustness
Learn about URI's strong free cash flow profile, generating $2.07 billion in levered free cash flow over the last twelve months, supporting strategic initiatives and financial flexibility.
Future Prospects
Analyst price targets range from $565 to $960, reflecting varied views on URI's growth potential amid industry trends, acquisition integration, and margin concerns.
Read full SWOT analysis

United Rentals Inc Earnings Call Summary for Q2/2026

  • United Rentals Q2 revenue hit $4.41B (+12% YoY), beating estimates by 4.5%; adjusted EPS of $12.76 surpassed forecasts by 10.7%, driving shares up 13.52%.
  • Company raised FY2026 guidance: revenue to $17.5-17.8B (+$500M), adjusted EBITDA to $7.975-8.125B (+$300M), and capex to $4.85-5.25B (+$450M).
  • Specialty rental revenue surged 25% YoY with all seven units posting double-digit growth; strong demand from power, data centers, semiconductors, and infrastructure.
  • Adjusted EBITDA margin reached record 46.6%; company generated $1.2B free cash flow YTD and returned $998M to shareholders through $750M buybacks and $248M dividends.
  • Management cited supply constraints in specialty products and aerial equipment; expects continued demand strength over next 12-18 months despite local market softness.
Last Updated: 2026-07-23, 09:48 a/m
Read Full Transcript

Earnings

Latest Release
Jul 22, 2026
EPS / Forecast
12.76 / 11.53
Revenue / Forecast
4.41B / 4.22B
EPS Revisions
Last 90 days

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 41.61%
Dividend Yield
0.70%
Industry Median 1.40%
Annualized payout
7.88
Paid quarterly
5-Years Growth
-
Growth Streak

URI Income Statement

Compare URI to Peers and Sector

Metrics to compare
URI
Peers
Sector
Relationship
P/E Ratio
25.7x25.1x12.3x
PEG Ratio
3.470.580.03
Price/Book
7.4x4.5x1.4x
Price / LTM Sales
4.0x1.5x1.2x
Upside (Analyst Target)
16.8%0.0%27.6%
Fair Value Upside
Unlock−9.4%7.7%Unlock

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.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
32.24M51.79%36.36B
Other Institutional Investors
27.44M44.09%30.95B
Public Companies & Retail Investors
2.57M4.12%2.90B
Total
62.24M100.00%70.2B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Capital Research and Management Company8.60%5,353,9686,038,794
BlackRock, Inc.8.23%5,124,0725,779,492

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FAQ

What Is the United Rentals (URI) Stock Price Today?

The United Rentals stock price today is 1,091.26 USD.

What Stock Exchange Does United Rentals Trade On?

United Rentals is listed and trades on the New York Stock Exchange.

What Is the Stock Symbol for United Rentals?

The stock symbol for United Rentals is "URI."

Does United Rentals Pay Dividends? What’s The Current Dividend Yield?

The United Rentals dividend yield is 0.7%.

What Is the United Rentals Market Cap?

As of today, United Rentals market cap is 68.07B USD.

What Is United Rentals's Earnings Per Share (TTM)?

The United Rentals EPS (TTM) is 41.61.

When Is the Next United Rentals Earnings Date?

United Rentals will release its next earnings report on Oct 28, 2026.

From a Technical Analysis Perspective, Is URI a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Buy.

How Many Times Has United Rentals Stock Split?

United Rentals has split 0 times.

How Many Employees Does United Rentals Have?

United Rentals has 28500 employees.

What is the current trading status of United Rentals (URI)?

As of Jul 28, 2026, United Rentals (URI) is trading at a price of 1,091.26 USD, with a previous close of 1,127.91 USD. The stock has fluctuated within a day range of 1,087.23 USD to 1,140.05 USD, while its 52-week range spans from 701.59 USD to 1,177.67 USD.

What Is United Rentals (URI) Price Target According to Analysts?

The average 12-month price target for United Rentals is 1,261.88 USD, with a high estimate of 1550 USD and a low estimate of 950 USD. 17 analysts recommend buying the stock, while 1 suggest selling, leading to an overall rating of Buy. The stock has an +15.64% Upside potential.

What Is the URI Premarket Price?

URI's last pre-market stock price is 1,135.00 USD. The pre-market share volume is 420.00, and the stock has decreased by 7.09, or 0.63%.

What Is the URI After Hours Price?

URI's last after hours stock price is 1,100.00 USD, the stock has decreased by 8.74, or 0.80%.
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