Industrials
United Rentals, Inc.(URI)
Live Price
Offline$1,074.24
+0.54% today
1Y Change
+51.28%
Window
Jun 23, 2025 โ Jun 15, 2026
- Market Cap
- $59.47B
- Revenue Growth
- +4.9%
- EPS Growth
- -0.3%
- Dividend Yield
- 0.8%
Coverage: 246 bars ยท Jun 23, 2025 โ Jun 15, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
United Rentals, Inc. (URI) is a Industrials stock with a market cap of $59.47B and listed on NYSE. The stock last traded around $1074.24 and up 51.3% across the available one-year price window (Jun 23, 2025 โ Jun 15, 2026). Baseline metrics include revenue growth of +4.9%, EPS growth of -0.3%, a dividend yield of 0.8%. What stands out right now is revenue +4.9%, EPS -0.3%, free cash flow +58.0% with operating margin 24.7% and ROIC 11.0%. The dividend is present but secondary, with a yield around 0.8%. Valuation is more restrained than many high-expectation growth names at P/E 24.0 and price/sales 3.6. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines URI price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Industrials peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+4.9% vs +3.6% peer median
Operating Margin
Above sector median
+24.7% vs +16.9% peer median
P/E
Below sector median
24.0 vs 36.7 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 22, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +4.9% and EPS is at -0.3%, with operating margin around 24.7%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 0.8%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +0.1% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 22, 2026 | โ | +22.9% | +18.6% | +16.6% |
2026 Jan 28, 2026 | -5.9% | -12.9% | -6.1% | -5.0% |
2025 Oct 22, 2025 | -4.8% | -7.8% | -12.2% | -20.1% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
URI
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
URI Max Drawdown
-30.35%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for URI and SPY.
Company Overview
United Rentals, Inc.
New York Stock Exchange
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.
- Leadership
- Matthew J. Flannery
- IPO Date
- Dec 18, 1997
- Employees
- 27.9k
- Street Address
- 100 First Stamford Place
- Mailing
- Stamford, CT, 06902
- Region
- Stamford, CT, US
- Reporting Currency
- USD
- Investor Line
- 203 622 3131
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 24.0
- EV/EBITDA
- 11.4
- Price/Sales
- 3.6
- Price/Book
- 6.7
Growth
- Revenue
- +4.9%
- EPS
- -0.3%
- Free Cash Flow
- +58.0%
Profitability
- Gross Margin
- 36.3%
- Operating Margin
- 24.7%
- Net Margin
- 15.3%
- ROE
- 27.9%
- ROIC
- 11.0%
Balance Sheet
- Debt/Equity
- 1.67
- Current Ratio
- 0.80
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.