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United Rentals ( (URI) ) has provided an announcement.
United Rentals reported that on April 22, 2026, it delivered record first-quarter results, with total revenue of $3.985 billion, rental revenue of $3.419 billion, net income of $531 million and first‑quarter records in EPS and adjusted EBITDA. The company highlighted 2.3% fleet productivity growth, strong cash generation with $1.514 billion from operating activities and $1.054 billion in free cash flow, and a net leverage ratio of 1.9x alongside total liquidity of $3.377 billion at March 31, 2026.
Management cited healthy growth across both general rentals and specialty rentals, including an 8.7% year‑over‑year increase in rental revenue and double‑digit specialty revenue growth, while acknowledging margin pressure in specialty from higher depreciation, delivery costs and revenue mix. United Rentals raised its full‑year 2026 guidance for total revenue, adjusted EBITDA, net rental capital expenditures and operating cash flow, signaling confidence in demand from large projects and key verticals and underscoring its intent to sustain industry‑leading growth, profitability and shareholder returns despite ongoing restructuring-related charges and branch consolidations.
The most recent analyst rating on (URI) stock is a Buy with a $1071.00 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.
The score is driven primarily by strong fundamentals (scale-driven earnings and cash generation) and a positive earnings outlook with substantial shareholder returns. It’s tempered by balance-sheet leverage and margin/cash-flow variability, while technical signals are mixed and valuation support is limited given the P/E and low dividend yield.
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, supplying a broad range of general and specialty rental equipment to construction, industrial and commercial customers. The company positions itself as a one-stop shop with technology-enabled services, targeting large projects and key verticals where efficiency, productivity and scale are critical for customers.
Through its general rentals and specialty segments, United Rentals focuses on improving customers’ project execution and capital flexibility while pursuing industry-leading growth and shareholder returns. Its strategy leverages a flexible business model, a strong balance sheet and disciplined capital allocation, including sizable investment in rental fleet and ongoing share repurchases and dividends.
Average Trading Volume: 656,261
Technical Sentiment Signal: Buy
Current Market Cap: $51.17B
See more data about URI stock on TipRanks’ Stock Analysis page.