Industrials · Rental & Leasing Services
Price
$1,121.66
Market Cap
$70.3B
Employees
27,900
Beta
1.82
Avg Volume
543,937
CEO
Matthew J. Flannery
Business Description
United Rentals, Inc., founded in 1997 and headquartered in Stamford, Connecticut, functions as a prominent equipment rental firm through its various subsidiaries. The company's operations are divided into two main divisions: General Rentals and Specialty. The General Rentals segment offers a broad selection of construction and industrial machinery, including heavy equipment like backhoes, skid-steer loaders, earthmoving machinery, and forklifts, alongside aerial work platforms such as boom and scissor lifts. This division also provides general tools and lighter equipment, ranging from pressure washers to power tools. Its client base is diverse, encompassing construction and industrial enterprises, manufacturers, utility companies, municipalities, government bodies, and individual homeowners. Conversely, the Specialty segment focuses on more specialized construction products. This includes comprehensive trench safety gear, such as trench shields, aluminum hydraulic shoring systems, and construction lasers, designed for underground work. It also supplies power generation and climate control equipment, featuring portable diesel generators, electrical distribution units, and temperature management systems. Additionally, the segment offers fluid solutions for containment, transfer, and treatment, as well as mobile storage units and modular office spaces. This segment primarily caters to companies undertaking infrastructure projects, municipalities, and industrial clients. Beyond rentals, United Rentals also sells new equipment, including aerial lifts, telehandlers, and compressors, along with construction consumables, tools, small equipment, and safety supplies. It further provides parts for customer-owned machinery and offers repair and maintenance services. The company remarkets its used equipment through its dedicated sales force, brokers, its website, direct sales to manufacturers, and auctions. United Rentals maintains an extensive network of 1,360 rental facilities across the United States, Canada, Europe, Australia, and New Zealand.
Business History
Price Overview
Last updated: Jun 27, 2026 7:58am (just now)$1,121.66
-17.85 (-1.57%)
Day Range
$1,114.71 – $1,142.74
52-Week Range
$701.59 – $1,143.69
50-Day MA
$983.63
200-Day MA
$888.46
Volume
947,974.00
Analyst Price Targets
Low
$715.00
Consensus
$1,083.45
High
$1,275.00
(46 analysts)
Share Structure
Outstanding
62,646,600.00
Float
62,294,483.00
Free Float
99.4%
High free float
— 99.4% of shares trade freely, ~0.6% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
API Direct from provider
CALC Derived from statements
P/E Ratio (Price per dollar of earnings)
APIStock Price / EPS (Diluted)
28.37
Stock Price: $1,122
EPS (Diluted): 38.71
EPS (Diluted): 38.71
P/B Ratio (Price vs net asset value)
APIStock Price / Book Value Per Share
5.81
Stock Price: $1,122
Total Equity: $8.97B
Shares: 64,599,999
Total Equity: $8.97B
Shares: 64,599,999
EV/EBITDA (Total value vs operating profit)
APIEnterprise Value / EBITDA
13.04
Market Cap: $70.27B
Total Debt: $15.35B
Cash: $459.00M
EBITDA: $7.16B
Total Debt: $15.35B
Cash: $459.00M
EBITDA: $7.16B
Enterprise Value (Takeover price (cap + debt - cash))
APIMarket Cap + Total Debt - Cash
$68.1B
Market Cap: $70.27B
Total Debt: $15.35B
Cash: $459.00M
Total Debt: $15.35B
Cash: $459.00M
Gross Margin (Revenue left after direct costs)
APIGross Profit / Revenue
35.4%
Gross Profit: $5.71B
Revenue: $16.10B
Revenue: $16.10B
Operating Margin (Revenue left after all operations)
APIOperating Income / Revenue
24.7%
Operating Income: $3.97B
Revenue: $16.10B
Revenue: $16.10B
Net Margin (Revenue left as actual profit)
APINet Income / Revenue
15.5%
Net Income: $2.49B
Revenue: $16.10B
Revenue: $16.10B
ROE (Profit from shareholder equity)
APINet Income / Total Equity
27.9%
Net Income: $2.49B
Total Equity: $8.97B
Total Equity: $8.97B
ROIC (Profit from all invested capital)
APINOPAT / Invested Capital
11.0%
Operating Income: $3.97B
Tax Rate: 25.3%
Equity: $8.97B
Total Debt: $15.35B
Cash: $459.00M
Tax Rate: 25.3%
Equity: $8.97B
Total Debt: $15.35B
Cash: $459.00M
Current Ratio (Can it pay short-term bills)
APICurrent Assets / Current Liabilities
0.94
Current Assets: $3.61B
Current Liabilities: $3.82B
Current Liabilities: $3.82B
Debt/Equity (Leverage — debt vs equity)
CALCTotal Debt / Total Equity
1.71
Short-Term Debt: $1.58B
Long-Term Debt: $13.78B
Total Debt: $15.35B
Total Equity: $8.97B
Long-Term Debt: $13.78B
Total Debt: $15.35B
Total Equity: $8.97B
Rev/Share (Top-line per share)
CALCRevenue / Shares Outstanding
$249.21
Revenue: $16.10B
Shares: 64,599,999
Shares: 64,599,999
Book Value/Share (Net assets per share)
CALC(Total Assets - Total Liabilities) / Shares
$138.82
Total Equity: $8.97B
Shares: 64,599,999
Shares: 64,599,999
FCF/Share (Real cash generated per share)
CALC(Operating Cash Flow + CapEx) / Shares
$10.25
Operating CF: $5.19B
CapEx: -$4.53B
Shares: 64,599,999
CapEx: -$4.53B
Shares: 64,599,999
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
APILast Annual Dividend / Stock Price
0.9%
Last Dividend: N/A
Stock Price: $1,122
Stock Price: $1,122
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
—
Dividends Paid: N/A
Net Income: $2.49B
Net Income: $2.49B
Dividends paid not available in cash flow statement
Industry Benchmarks
Compares URI against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
4h
Dividend Discount Model
— For dividend/income stocks only
4i
Book Value Analysis
— For deep value / turnaround stocks only
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jun 27, 2026 2:23am (5h ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $9.7B | $11.6B | $14.3B | $15.3B | $16.1B |
| Cost of Revenue | $6.2B | $7.0B | $9.0B | $9.6B | $10.4B |
| Gross Profit | $3.5B | $4.6B | $5.4B | $5.7B | $5.7B |
| Operating Expenses | $1.2B | $1.4B | $1.5B | $1.6B | $1.7B |
| Operating Income | $2.3B | $3.2B | $3.9B | $4.1B | $4.0B |
| Net Income | $1.4B | $2.1B | $2.4B | $2.6B | $2.5B |
| EBITDA | $4.2B | $5.5B | $6.6B | $7.0B | $7.2B |
| EPS | $19.14 | $29.77 | $35.40 | $38.82 | $38.71 |
| EPS (Diluted) | — | — | — | — | — |
Balance Sheet (Annual)
Last updated: Jun 27, 2026 2:23am (5h ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $144.0M | $106.0M | $363.0M | $457.0M | $459.0M |
| Total Current Assets | $2.2B | $2.7B | $2.9B | $3.2B | $3.6B |
| Total Assets | $20.3B | $24.2B | $25.6B | $28.2B | $29.9B |
| Current Liabilities | $2.6B | $2.4B | $3.6B | $3.3B | $3.8B |
| Long-Term Debt | $8.8B | $11.1B | $10.1B | $12.2B | $13.8B |
| Total Liabilities | $14.3B | $17.1B | $17.5B | $19.5B | $20.9B |
| Total Equity | $6.0B | $7.1B | $8.1B | $8.6B | $9.0B |
| Retained Earnings | $7.6B | $9.7B | $11.7B | $13.8B | $15.8B |
Cash Flow (Annual)
Last updated: Jun 27, 2026 2:23am (5h ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $3.7B | $4.4B | $4.7B | $4.5B | $5.2B |
| Capital Expenditure | -$3.2B | -$3.7B | -$4.1B | -$4.1B | -$4.5B |
| Free Cash Flow | $491.0M | $743.0M | $634.0M | $419.0M | $662.0M |
| Acquisitions (net) | -$1.4B | -$2.3B | -$574.0M | -$1.7B | -$357.0M |
| Debt Repayment | — | — | — | — | — |
| Dividends Paid | — | — | — | — | — |
| Stock Buybacks | -$34.0M | -$1.1B | -$1.1B | -$1.6B | -$2.0B |
| Net Change in Cash | -$58.0M | -$38.0M | $257.0M | $94.0M | $2.0M |
Analyst Estimates (Annual)
Last updated: Jun 27, 2026 2:23am (5h ago)| Metric | 2026 | 2027 | 2028 | 2029 |
|---|---|---|---|---|
| Revenue |
$17.2B $17.2B – $17.4B
|
$18.5B $18.2B – $18.9B
|
$19.8B $19.7B – $19.8B
|
$20.3B $20.0B – $20.7B
|
| EBITDA |
$7.7B $7.7B – $7.7B
|
$8.3B $8.1B – $8.4B
|
$8.8B $8.8B – $8.8B
|
$9.1B $8.9B – $9.2B
|
| Net Income |
$3.0B $3.0B – $3.1B
|
$3.5B $3.3B – $3.7B
|
$4.0B $3.5B – $4.4B
|
$0 |
| EPS | — | — | — | — |
Growth Trends (YoY %)
Last updated: Jun 27, 2026 2:23am (5h ago)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +19.8% | +23.1% | +7.1% | +4.9% |
| Gross Profit Growth | +32.5% | +16.2% | +6.2% | -0.1% |
| Operating Income Growth | +40.8% | +19.3% | +5.5% | -2.3% |
| Net Income Growth | +51.9% | +15.2% | +6.2% | -3.1% |
| EBITDA Growth | +28.9% | +21.3% | +5.4% | +2.6% |
Insider Trading (Recent)
Last updated: Jun 27, 2026 2:23am (5h ago)
Type codes
PPurchase
SSale
AAward / grant
MOption exercise
FIn-kind (tax)
CConversion
GGift
DReturn to issuer
All SEC Form 4 codes
Open market
- P Purchase
- Open-market or private purchase of shares.
- S Sale
- Open-market or private sale of shares.
Compensation (Rule 16b-3)
- A Award / grant
- Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
- D Return to issuer
- Securities disposed back to the company under Rule 16b-3.
- F In-kind (tax)
- Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
- I Discretionary
- Discretionary transaction under an employee plan — Rule 16b-3(f).
- M Option exercise
- Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
- C Conversion
- Conversion of a derivative security into the underlying shares.
- E Short expiration
- Expiration of a short derivative position.
- H Long expiration
- Expiration or cancellation of a long derivative position with value received.
- O OTM exercise
- Exercise of an out-of-the-money derivative.
- X ITM exercise
- Exercise of an in-the-money or at-the-money derivative.
Other exempt
- G Gift
- Bona fide gift of securities.
- L Small acquisition
- Small acquisition under Rule 16a-6.
- W Inheritance
- Acquisition or disposition by will or the laws of descent.
- Z Voting trust
- Deposit into or withdrawal from a voting trust.
Other
- J Other
- Other acquisition or disposition (explained in a Form 4 footnote).
- K Equity swap
- Transaction in an equity swap or similar instrument.
- U Tender / buyout
- Disposition via tender of shares in a change-of-control transaction.
Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-05-08 | Taussig Alexander R. | A-Award | 203.00 | $937.00 | $190,211 |
| 2026-05-08 | Singh Shiv | A-Award | 203.00 | $937.00 | $190,211 |
| 2026-05-08 | MARTORE GRACIA C | A-Award | 203.00 | $937.00 | $190,211 |
| 2026-05-08 | Lopez-Balboa Francisco J | A-Award | 203.00 | $937.00 | $190,211 |
| 2026-05-08 | Kelly Terri L. | A-Award | 203.00 | $937.00 | $190,211 |
| 2026-05-08 | Jones Kim Harris | A-Award | 203.00 | $937.00 | $190,211 |
| 2026-05-08 | De Shon Larry D | A-Award | 203.00 | $937.00 | $190,211 |
| 2026-05-08 | Bruno Marc A | A-Award | 203.00 | $937.00 | $190,211 |
| 2026-05-08 | HEUER BRANDT JULIE M | A-Award | 203.00 | $937.00 | $190,211 |
| 2026-05-04 | MARTORE GRACIA C | D-Return | 213.00 | $925.21 | $197,070 |
| 2026-04-27 | Gross Joli L. | S-Sale | 306.00 | $954.99 | $292,227 |
| 2026-04-27 | PINTOFF CRAIG ADAM | S-Sale | 2,466.00 | $963.00 | $2.4M |
| 2026-04-24 | Limoges Andrew B. | S-Sale | 548.00 | $977.86 | $535,868 |
| 2026-04-24 | Flannery Matthew John | S-Sale | 22,768.00 | $984.98 | $22.4M |
| 2026-03-31 | Bruno Marc A | A-Award | 51.00 | $728.56 | $37,157 |
| 2026-03-04 | PINTOFF CRAIG ADAM | A-Award | 374.00 | $851.88 | $318,603 |
| 2026-03-04 | PINTOFF CRAIG ADAM | F-InKind | 206.82 | $851.88 | $176,188 |
| 2026-03-04 | PINTOFF CRAIG ADAM | A-Award | 1,304.00 | $851.88 | $1.1M |
| 2026-03-05 | PINTOFF CRAIG ADAM | F-InKind | 296.96 | $842.93 | $250,317 |
| 2026-03-04 | PINTOFF CRAIG ADAM | F-InKind | 232.81 | $851.88 | $198,329 |
Dividend History (Last 20)
Last updated: Jun 27, 2026 2:23am (5h ago)| Date | Dividend | Declaration | Record | Payment |
|---|---|---|---|---|
| 2026-05-13 | $1.97 | 2026-04-22 | 2026-05-13 | 2026-05-27 |
| 2026-02-11 | $1.97 | 2026-01-28 | 2026-02-11 | 2026-02-25 |
| 2025-11-12 | $1.79 | 2025-10-22 | 2025-11-12 | 2025-11-26 |
| 2025-08-13 | $1.79 | 2025-07-23 | 2025-08-13 | 2025-08-27 |
| 2025-05-14 | $1.79 | 2025-04-23 | 2025-05-14 | 2025-05-28 |
| 2025-02-12 | $1.79 | 2025-01-29 | 2025-02-12 | 2025-02-26 |
| 2024-11-13 | $1.63 | 2024-10-23 | 2024-11-13 | 2024-11-27 |
| 2024-08-14 | $1.63 | 2024-07-24 | 2024-08-14 | 2024-08-28 |
| 2024-05-07 | $1.63 | 2024-04-24 | 2024-05-08 | 2024-05-22 |
| 2024-02-13 | $1.63 | 2024-01-24 | 2024-02-14 | 2024-02-28 |
| 2023-11-07 | $1.48 | 2023-10-25 | 2023-11-08 | 2023-11-22 |
| 2023-08-08 | $1.48 | 2023-07-26 | 2023-08-09 | 2023-08-23 |
| 2023-05-09 | $1.48 | 2023-04-26 | 2023-05-10 | 2023-05-24 |
| 2023-02-07 | $1.48 | 2023-01-25 | 2023-02-08 | 2023-02-22 |
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for URI — it's generated by the pipeline (
market-narrative step).
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Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.352 · d1100787 · 2026-06-26 11:39:30