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United Rentals ( (URI) ) has issued an update.
On January 28, 2026, United Rentals reported record fourth-quarter and full-year 2025 results, with quarterly total revenue of $4.21 billion and rental revenue of $3.58 billion, and full-year operating cash flow of $5.19 billion and free cash flow of $2.18 billion, despite margin pressure from inflation, higher delivery and depreciation costs, and weaker used equipment sales. Fleet productivity improved 0.5% in the quarter and 2.2% for the year, the specialty segment delivered 9.2% rental revenue growth albeit with a notable gross margin decline, and the company returned $2.36 billion to shareholders in 2025 through buybacks and dividends. United Rentals introduced its 2026 outlook calling for further growth, with total revenue guided to $16.8–$17.3 billion, adjusted EBITDA of $7.58–$7.83 billion, and free cash flow of $2.15–$2.45 billion, while committing to return about $2 billion to shareholders in 2026 via a planned $1.5 billion of share repurchases and a 10% dividend increase, underpinned by a newly announced $5 billion share repurchase authorization with no set expiration date, reinforcing its capital-return strategy and confidence in ongoing cash generation.
The most recent analyst rating on (URI) stock is a Hold with a $979.00 price target. To see the full list of analyst forecasts on United Rentals stock, see the URI Stock Forecast page.
Spark’s Take on URI Stock
According to Spark, TipRanks’ AI Analyst, URI is a Outperform.
United Rentals’ strong financial performance and positive earnings call sentiment are major strengths, driving the overall score. However, technical indicators suggest bearish momentum, and valuation metrics indicate moderate attractiveness. The company’s high debt level and margin pressures are notable risks.
To see Spark’s full report on URI stock, click here.
More about United Rentals
United Rentals, Inc., based in Stamford, Conn., operates in the equipment rental industry, providing a broad one-stop-shop portfolio of general and specialty rental equipment and related services, supported by technology aimed at improving customer efficiency and productivity. The company serves large projects and geographically dispersed demand across North America, positioning itself as a partner of choice in construction and industrial end markets while maintaining a relatively conservative balance sheet, with year-end 2025 net leverage at 1.9x and liquidity of $3.3 billion.
Average Trading Volume: 626,204
Technical Sentiment Signal: Strong Buy
Current Market Cap: $57.98B
Find detailed analytics on URI stock on TipRanks’ Stock Analysis page.