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United Rentals, Inc. (URI)

1,009.86 +15.99 (+1.61%)
At close: September 4 at 4:00:02 PM EDT
990.06 -19.80 (-1.96%)
After hours: September 4 at 7:54:57 PM EDT
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What's happening with URI?

19m ago
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United Rentals (URI) is experiencing strong momentum following impressive Q2 results and increased guidance for 2026. Analysts show a positive outlook with a consensus rating of 'Strong Buy' and a significant price target upside, despite some recent stock fluctuations.

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  • Previous Close 993.87
  • Open 988.54
  • Bid 1,011.21 x 24000
  • Ask 1,010.05 x 8000
  • Day's Range 993.59 - 1,012.31
  • 52 Week Range 701.59 - 1,179.18
  • Volume 316,092
  • Avg. Volume 475,903
  • Market Cap (intraday) 62.856B
  • Beta (5Y Monthly) 1.79
  • PE Ratio (TTM) 24.27
  • EPS (TTM) 41.61
  • Earnings Date Oct 21, 2026
  • Forward Dividend & Yield 7.88 (0.79%)
  • Ex-Dividend Date Aug 12, 2026
  • 1y Target Est 1,272.43

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.

www.unitedrentals.com

28,500

Full Time Employees

December 31

Fiscal Year Ends

Industrials

Sector

Recent News

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Performance Overview

Trailing total returns as of 9/4/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

URI
25.53%
S&P 500 (^GSPC)
12.75%

1-Year Return

URI
5.54%
S&P 500 (^GSPC)
18.71%

3-Year Return

URI
111.31%
S&P 500 (^GSPC)
70.93%

5-Year Return

URI
198.55%
S&P 500 (^GSPC)
70.18%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q2 FY26
Revenue 4.41B
Earnings 753M
Profit Margin 17.07%

Q3

FY25

Q4

FY25

Q1

FY26

Q2

FY26

0
1B
2B
3B
4B
14.0%
15.0%
16.0%
17.0%

Analyst Insights

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Analyst Price Targets

950.00
1,272.43 Average
1,009.86 Current
1,610.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 8/11/2026
Analyst Evercore ISI Group
Rating Action Maintains
Rating Outperform
Price Action Raises
Price Target 1101 -> 1262

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (5yr expected)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    15.67%

  • Return on Assets (ttm)

    8.77%

  • Return on Equity (ttm)

    28.89%

  • Revenue (ttm)

    16.83B

  • Net Income Avi to Common (ttm)

    2.64B

  • Diluted EPS (ttm)

    41.61

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    112M

  • Total Debt/Equity (mrq)

    166.79%

  • Levered Free Cash Flow (ttm)

    1.71B

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