United Rentals, Inc. (NYSE: URI) is the world's largest equipment rental company, with about 13 percent of the North American market share as of 2019.
| Revenue (TTM) | $17.50B |
| Gross Profit (TTM) | $6.86B |
| EBITDA | $5.04B |
| Operating Margin | 29.20% |
| Return on Equity | 30.60% |
| Return on Assets | 9.14% |
| Revenue/Share (TTM) | $278.80 |
| Book Value | $156.39 |
| Price-to-Book | 6.67 |
| Price-to-Sales (TTM) | 3.74 |
| EV/Revenue | 4.592 |
| EV/EBITDA | 10.29 |
| Quarterly Earnings Growth (YoY) | 35.40% |
| Quarterly Revenue Growth (YoY) | 15.70% |
| Shares Outstanding | $61.92M |
| Float | $61.56M |
| % Insiders | 0.44% |
| % Institutions | 95.69% |
Volatility is currently expanding
United Rentals, Inc. URI delivered robust third-quarter 2026 results, with its Specialty Rentals segment emerging as a major growth driver. Specialty rental revenues surged 34.7% year over year to a record $1.70 billion, reflecting strong demand across large infrastructure, industrial and construction projects.
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United Rentals (URI) is a fundamentally improved, capital-intensive compounder with strong Specialty segment growth and margin recovery, but current valuation already prices in much of the upside. Q3 results exceeded expectations: fleet productivity up 6.5%, Specialty gross margin rebounded to 47.6%, and ROIC reached 12.3%, supporting a modest fair value increase. I rate URI as Hold near $1,069, with a new fair value range of $1,000–$1,025; I would consider buying below $900, and be aggressive below $850 if fundamentals hold.
UVE, HAS, TXN, URI and ISRG have been added to the Zacks Rank #1 (Strong Buy) List on October 23, 2026.
Total revenue grew 16% year over year to $4.9 billion. Specialty rental revenue increased 35% year over year.
United Rentals NYSE: URI reported record third-quarter results and raised its full-year outlook, citing sustained demand from large projects across construction, infrastructure, energy, manufacturing and data-center-related end markets.
United Rentals, Inc. ( URI ) Q3 2026 Earnings Call October 22, 2026 8:30 AM EDT Company Participants Matthew Flannery - President, CEO & Director William Grace - Executive VP & CFO Conference Call Participants David Raso - Evercore ISI Institutional Equities, Research Division Robert Wertheimer - Melius Research LLC Jerry Revich - Wells Fargo Securities, LLC, Research Division Angel Castillo Malpica - Morgan Stanley, Research Division Seth Weber - BNP Paribas, Research Division Kyle Menges - Citigroup Inc., Research Division Charles Albert Dillard - Bernstein Institutional Services LLC, Research Division Mircea Dobre - Robert W. Baird & Co. Incorporated, Research Division Jamie Cook - Truist Securities, Inc., Research Division Steven Fisher - UBS Investment Bank, Research Division Sabahat Khan - RBC Capital Markets, Research Division Daniel Hultberg - Oppenheimer & Co. Inc., Research Division Neil Tyler - Rothschild & Co Redburn, Research Division Presentation Operator Good morning, everyone, and welcome to the United Rentals Investor Conference Call.
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