United Rentals, Inc. (URI)

US — Industrials Sector
Peers: LHX  CMI  PCAR  FDX  CNI  FERG  NSC  AXON  ROP  GWW 

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Key Metrics & Ratings

  • symbol URI
  • Rev/Share 253.9274
  • Book/Share 141.4511
  • PB 5.9934
  • Debt/Equity 1.8373
  • CurrentRatio 0.9447
  • ROIC 0.1075

 

  • MktCap 53943731418.0
  • FreeCF/Share 71.1514
  • PFCF 11.9583
  • PE 21.5512
  • Debt/Assets 0.5517
  • DivYield 0.0084
  • ROE 0.2787

 

  • Rating B-
  • Score 2
  • Recommendation Sell
  • P/E Score 2
  • DCF Score 1
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Upgrade URI UBS Neutral Buy -- $1025 Jan. 5, 2026
Initiation URI Wells Fargo -- Overweight -- -- Nov. 14, 2025
Initiation URI RBC Capital Mkts -- Outperform -- $1152 Oct. 22, 2025
Upgrade URI Robert W. Baird Neutral Outperform -- $1050 Oct. 1, 2025
Upgrade URI Bernstein Market Perform Outperform -- $1128 Sept. 23, 2025
Upgrade URI BNP Paribas Exane Underperform Neutral -- $900 Sept. 16, 2025
Downgrade URI Redburn Atlantic Buy Neutral -- $760 June 13, 2025
Upgrade URI KeyBanc Capital Markets Sector Weight Overweight -- $865 May 22, 2025
Upgrade URI UBS Sell Neutral -- $780 May 16, 2025
Upgrade URI Morgan Stanley Equal Weight Overweight -- $702 April 16, 2025

News

United Rentals to Report Q1 Earnings: What's in Store for the Stock?
URI
Published: April 22, 2025 by: Zacks Investment Research
Sentiment: Negative

URI's first-quarter 2025 results are likely to reflect large infrastructure projects and growth in its Specialty business. Slower growth in General Rental, inflation and cost pressures are risks.

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image for news United Rentals to Report Q1 Earnings: What's in Store for the Stock?
United Rentals: Why I Bought It Instead Of Caterpillar (Q1 2025 Earnings Preview)
CAT, URI
Published: April 17, 2025 by: Seeking Alpha
Sentiment: Positive

I chose United Rentals over Caterpillar due to its resilience against tariffs and attractive valuation, buying at $560 after monitoring since January 2024. United Rentals, the world's largest equipment rental provider, boasts a $21.43B fleet, $15.3B FY24 revenue, and a 46.7% EBITDA margin. The company's diversified customer mix and strategic M&A activity ensure stability, with 94% of branches in the U.S. and minimal residential construction exposure.

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image for news United Rentals: Why I Bought It Instead Of Caterpillar (Q1 2025 Earnings Preview)
Why Investors Need to Take Advantage of These 2 Construction Stocks Now
MLM, URI
Published: April 17, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

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image for news Why Investors Need to Take Advantage of These 2 Construction Stocks Now
Calls of the Day: Caterpillar, United Rentals, Cummins, Vulcan Materials, Alibaba and T-Mobile
BABA, CAT, CMI, TMUS, URI, VMC
Published: April 16, 2025 by: CNBC Television
Sentiment: Neutral

The Investment Committee debate the latest Calls of the Day.

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image for news Calls of the Day: Caterpillar, United Rentals, Cummins, Vulcan Materials, Alibaba and T-Mobile
United Rentals (URI) Moves 10.7% Higher: Will This Strength Last?
URI
Published: April 10, 2025 by: Zacks Investment Research
Sentiment: Positive

United Rentals (URI) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

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image for news United Rentals (URI) Moves 10.7% Higher: Will This Strength Last?
United Rentals, Inc. First Quarter 2025 Conference Call and Audio Webcast Thursday, April 24, 2025 at 8:30 a.m. (ET)
URI
Published: April 09, 2025 by: Business Wire
Sentiment: Neutral

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) will hold its first quarter 2025 conference call with Matt Flannery, chief executive officer, and Ted Grace, chief financial officer, on Thursday, April 24, 2025 at 8:30 a.m. Eastern Time. The conference call is available live by audio webcast at unitedrentals.com, where it will be archived until the next earnings call. The call is also accessible by dialing 800-451-7724 (international: 785-424-1116). The replay number for the c.

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image for news United Rentals, Inc. First Quarter 2025 Conference Call and Audio Webcast Thursday, April 24, 2025 at 8:30 a.m. (ET)
Ashtead Group: Valuation Gap With United Rentals Is Closing
ASHTF, ASHTY, URI
Published: March 26, 2025 by: Seeking Alpha
Sentiment: Positive

Ashtead Group is a less popular choice for investors looking to gain exposure in the consolidating construction equipment rental sector. Even though the ASHTY stock trades at a discount to its main peer - United Rentals, a closer look at the two companies reveals that this is likely to change. In the near-term, ASHTY is in a good position to outperform URI and to deliver at par shareholder returns beyond that.

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image for news Ashtead Group: Valuation Gap With United Rentals Is Closing
United Rentals: Reshoring Trend, Industry Discipline, And Recent Correction Present A Buying Opportunity
URI
Published: March 06, 2025 by: Seeking Alpha
Sentiment: Positive

United Rentals, Inc. is well-positioned for growth due to strong mega-project pipelines driven by robust demand in data centers, manufacturing, and power markets, supported by reshoring trends and the IIJA. Margins should improve in the medium to long term with strong pricing, volume growth, and specialty business expansion serving as tailwind. URI's good execution and favorable long-term prospects justify a buy rating, with potential for P/E multiple re-rating and significant upside.

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image for news United Rentals: Reshoring Trend, Industry Discipline, And Recent Correction Present A Buying Opportunity

About United Rentals, Inc. (URI)

  • IPO Date 1997-12-18
  • Website https://www.unitedrentals.com
  • Industry Rental & Leasing Services
  • CEO Matthew J. Flannery
  • Employees 27900

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.