Price
No data yet.
Social Signal Score
Analyst Ratings
41 analystsRevenue
$4.41B+192.44%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Matthew J. Flannery
- Sector
- Industrials
- Industry
- Rental & Leasing Services
- Employees
- 28,500
- Beta
- 1.79
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 3.50
Financials
Revenue
$4.41B+192.4%Net Income
$753.00M+302.7%EBITDA
$2.00B+180.8%Free Cash Flow
$-261.00MEPS (diluted)
$11.84+448.1%Shares Outstanding (diluted)
63.60M-26.4%Operating Expenses
$472.00MCash & Debt
$112.00MReturn of Capital
$518.00MRevenue by Segment (annual)
$16.10BDividend per Share
$1.97Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $16.10B | $2.49B | $38.71 |
| 2024 | $15.35B | $2.58B | $38.82 |
| 2023 | $14.33B | $2.42B | $35.40 |
| 2022 | $11.64B | $2.10B | $29.77 |
| 2021 | $9.72B | $1.39B | $19.14 |
| 2020 | $8.53B | $890.00M | $12.25 |
| 2019 | $9.35B | $1.17B | $15.18 |
| 2018 | $8.05B | $1.10B | $13.25 |
| 2017 | $6.64B | $1.35B | $15.91 |
| 2016 | $5.76B | $566.00M | $6.49 |
| 2015 | $5.82B | $585.00M | $6.14 |
| 2014 | $5.68B | $540.00M | $5.54 |
| 2013 | $4.96B | $387.00M | $4.14 |
| 2012 | $4.12B | $75.00M | $0.90 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from URI's reported EPS growth of 33.6% a year over 13 years. Historical EPS growth of 34% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $143.79
- Implied price
- $3,020
- Return from $1,074
- 23.0% a year
To earn 15.0% a year on these assumptions you'd need to buy at $1,501 — today's price is already 28.4% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 15 | 18 | 21 | 24 | 27 |
|---|---|---|---|---|---|
| 20.0% | 6.1% | 10.1% | 13.5% | 16.6% | 19.4% |
| 25.0% | 10.5% | 14.6% | 18.2% | 21.4% | 24.3% |
| 30.0% | 15.0% | 19.2% | 23.0% | 26.3% | 29.3% |
| 35.0% | 19.4% | 23.8% | 27.7% | 31.1% | 34.3% |
| 40.0% | 23.8% | 28.4% | 32.4% | 36.0% | 39.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
63-9.52%Social Signal Score
Mentions (21)
- Newszacks.com·22h ago·Positive
United Rentals (URI) Recently Broke Out Above the 50-Day Moving Average From a technical perspective, United Rentals (URI) is looking like an interesting pick, as it just reached a key level of support. URI recently overtook the 50-day moving average, and this suggests a short-term bullish trend.
View source ↗ - News (RSS)thestreet·3d ago·Positive
Morgan Stanley calls United Rentals sell-off a buying chance The bank sees the rental stock's drop following Caterpillar's Fabick deal as an overreaction.
View source ↗ - News (RSS)seekingalpha·5d ago·Neutral
United Rentals: Depth And Diversification Mean This Isn't A Housing Cycle Play
View source ↗ - Newsseekingalpha.com·5d ago·Neutral
United Rentals: Depth And Diversification Mean This Isn't A Housing Cycle Play United Rentals is less exposed to housing cycle volatility due to a growing specialty rentals segment. Specialty rentals now represent a more significant share of URI's total rental revenue, supporting business resilience. Q2 2026 results highlight robust revenue growth in both general and specialty rental segments.
View source ↗ - Newszacks.com·6d ago·Positive
Why United Rentals (URI) is a Top Momentum Stock for the Long-Term The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
View source ↗ - News (Marketaux)gurufocus.com·11d ago·Positive
URI Reiterated by RBC Capital -- Price Target Maintained at $1323 United Rentals URI Ana[+272 characters]
View source ↗ - Newszacks.com·11d ago·Positive
Here's Why United Rentals (URI) is a Strong Growth Stock Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
View source ↗ - Newsmarketbeat.com·17d ago·Positive
United Rentals Sees Large-Project Pipeline Accelerate as Specialty Demand Stays Strong United Rentals NYSE: URI executives said construction-equipment rental demand has exceeded the company's expectations this year, led by an accelerating pipeline of large projects and supported by continued strength in specialty rental operations.
View source ↗ - News (RSS)investing·18d ago·Neutral
TJX appoints United Rentals executive to board of directors
View source ↗ - News (RSS)seekingalpha·20d ago·Positive
United Rentals, Inc. (URI) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
View source ↗ - Newsseekingalpha.com·20d ago·Positive
United Rentals, Inc. (URI) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript United Rentals, Inc. (URI) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
View source ↗ - Newszacks.com·20d ago·Positive
United Rentals Stock Drops 15% in a Month: Time to Buy the Dip? URI's 14.7% monthly slide reflects robust project demand colliding with margin pressure, higher fleet spending and a premium valuation.
View source ↗ - News (RSS)yahoo·30d ago·Neutral
AI-Enabled Equipment Agent Bodes Well for United Rentals (URI)
View source ↗ - Newszacks.com·32d ago·Positive
Here's Why United Rentals (URI) is a Strong Growth Stock Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
View source ↗ - Newszacks.com·40d ago·Positive
Will Large Infrastructure Projects Fuel United Rentals' Fleet Growth? Could major projects keep URI's fleet expansion on track? Strong demand and record utilization are prompting more investment.
View source ↗ - Newszacks.com·45d ago·Neutral
Why Is United Rentals (URI) Down 3.9% Since Last Earnings Report? United Rentals (URI) reported earnings 30 days ago. What's next for the stock?
View source ↗ - Newszacks.com·48d ago·Positive
Here's Why United Rentals (URI) is a Strong Growth Stock The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
View source ↗ - Newszacks.com·49d ago·Neutral
URI Drives 90%+ of Growth Organically: Is M&A Still a Key Catalyst? United Rentals gets 90%+ of current growth organically, while a robust M&A pipeline could expand specialty offerings and its product portfolio.
View source ↗ - Newszacks.com·53d ago·Positive
Here's Why United Rentals (URI) is a Strong Momentum Stock The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
View source ↗ - Newszacks.com·54d ago·Neutral
Should Investors Buy United Rentals Stock Post Impressive Q2 Earnings? United Rentals, Inc. URI reported solid second-quarter 2026 results, with both adjusted earnings and revenues exceeding the Zacks Consensus Estimate by 9.3% and 4.1%, respectively. The company also delivered strong year-over-year growth across key metrics.
View source ↗ - Newszacks.com·55d ago·Positive
Can United Rentals' $17.8B Outlook Survive the Demand Test Ahead? URI's 2026 outlook reflects strong rental demand and large projects, but higher CapEx and Specialty margin pressure remain key watch points.
View source ↗
Earnings
Wed, Oct 28(in 3 weeks)
Consensus estimate $13.92 per share
Typical surprise -0.4% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 22$12.76 vs $11.53beat
- Wed, Apr 22$9.71 vs $8.95beat
- Wed, Jan 28$11.09 vs $11.79miss
- Wed, Oct 22$11.70 vs $12.29miss
- Wed, Jul 23$10.47 vs $10.51miss
- Wed, Apr 23$8.86 vs $8.78beat
Estimates and results for URI via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by URI officers and directors.
- Bought
- $53k
- Sold
- $31.2m
1 trade
9 trades
- Grace William E.sold
- Gross Joli L.sold
- Pintoff Craig Adamsold
- Limoges Andrew B.sold
- Flannery Matthew Johnsold
- Grace William E.sold
- Singh Shivbought
- Durand Michael Dsold
90 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jul 8, 2026 (36d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jul 8, 2026 (33d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jun 11, 2026 (41d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed May 13, 2026 (30d later)Buy$1,001 - $15,000
- Maria Elvira Salazarhouse · FL27 · disclosed May 11, 2026 (17d later)Buy$1,001 - $15,000
- Maria Elvira Salazarhouse · FL27 · disclosed Apr 22, 2026 (28d later)Buy$1,001 - $15,000
- Thomas Suozzihouse · NY03 · disclosed Mar 18, 2026 (28d later)Sell$15,001 - $50,000
- Julia Letlowhouse · LA05 · disclosed Mar 13, 2026 (39d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (12d later)Sell$1,001 - $15,000
- Julia Letlowhouse · LA05 · disclosed Jan 13, 2026 (28d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Nov 14, 2025 (21d later)Buy$15,001 - $50,000
- Val Hoylehouse · OR04 · disclosed Oct 10, 2025 (17d later)Sell$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Sep 12, 2025 (36d later)Buy$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Sep 12, 2025 (318d later)Buy$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed May 8, 2025 (30d later)Buy$1,001 - $15,000
- Greg Landsmanhouse · OH01 · disclosed Apr 9, 2025 (13d later)Sell$15,001 - $50,000
- Robert P. Bresnahanhouse · PA08 · disclosed Mar 28, 2025 (31d later)Sell$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed Feb 14, 2025 (32d later)Sell$1,001 - $15,000
- Greg Landsmanhouse · OH01 · disclosed Jan 15, 2025 (27d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.