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URI Stock Chart & Stats
$796.15
-$9.38(-1.37%)
At close: 4:00 PM EST
$796.15
-$9.38(-1.37%)
Day’s Range― - ―
52-Week Range$701.59 - $1,143.69
Previous CloseN/A
Volume167.86K
Average Volume (3M)492.87K
Market Cap
$68.63B
Enterprise Value$80.58B
Total Cash (Recent Filing)$156.00M
Total Debt (Recent Filing)$15.02B
Price to Earnings (P/E)28.1
Beta1.26
Next Earnings
Jul 23, 2026EPS Estimate
11.53Next Dividend Ex-DateN/A
Dividend Yield0.88%
Share Statistics
EPS (TTM)39.17
Shares Outstanding62,646,557
10 Day Avg. Volume384,171
30 Day Avg. Volume492,872
Financial Highlights & Ratios
PEG Ratio-73.78
Price to Book (P/B)5.81
Price to Sales (P/S)3.24
P/FCF Ratio78.73
Enterprise Value/Market Cap1.17
Enterprise Value/Revenue4.92
Enterprise Value/Gross Profit13.58
Enterprise Value/Ebitda12.35
Forecast
1Y Price Target
$1,165.60Price Target Upside46.40% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering15
EPS Forecast (FY)47.08
Revenue Forecast (FY)$17.26B
Bulls Say, Bears Say
Bulls Say
Market Leadership / ScaleUnited Rentals' scale and breadth across general and specialty rental lines create durable competitive advantages: national branch network, logistics and maintenance capabilities, and cross-selling into infrastructure and industrial markets. Scale supports pricing, utilization and barriers to entry for regional competitors over the next several months.
High And Durable Operating MarginsSustained high TTM EBITDA and EBIT margins reflect operating leverage from fleet scale, specialty higher-margin products and disciplined pricing. These margins provide an earnings buffer through cycles, enabling reinvestment and shareholder returns so long as fleet utilization and specialty mix remain strong.
Robust Cash Generation & Capital ReturnsStrong operating cash flow and recent Q1 free cash flow demonstrate consistent cash-generation capacity to fund elevated capex, support liquidity (~$3.4B), and pursue meaningful shareholder returns (buybacks/dividends). Persistent OCF strength underpins capital allocation flexibility and ROIC above WACC.
Bears Say
Elevated LeverageDebt-heavy capital structure increases sensitivity to downturns and to higher financing costs. Elevated leverage constrains flexibility for opportunistic investments or larger buybacks and raises refinancing risk if rental demand weakens or liquidity tightens over the next several quarters.
Capital Intensity & Weak FCF ConversionA capital-intensive model and low FCF conversion versus net income limit the company's ability to rapidly de-lever or expand returns without sustained high utilization. Elevated gross CapEx needs increase execution risk and make free-cash-flow outcomes more volatile across cycles.
Used-equipment Margin Volatility & Guidance AmbiguityUsed-equipment proceeds and margins are volatile, affecting core profitability and free cash flow when disposition timing shifts. Inconsistent commentary on planned used-sales scale adds uncertainty to fleet-rotation planning and cash-flow visibility, increasing execution risk for fleet monetization strategies.
United Rentals News
URI FAQ
What was United Rentals’s price range in the past 12 months?
United Rentals lowest stock price was $701.59 and its highest was $1143.69 in the past 12 months.
What is United Rentals’s market cap?
United Rentals’s market cap is $68.63B.
When is United Rentals’s upcoming earnings report date?
United Rentals’s upcoming earnings report date is Jul 23, 2026 which is in 11 days.
How were United Rentals’s earnings last quarter?
United Rentals released its earnings results on Apr 22, 2026. The company reported $9.71 earnings per share for the quarter, beating the consensus estimate of $8.948 by $0.762.
Is United Rentals overvalued?
According to Wall Street analysts United Rentals’s price is currently Undervalued.
Does United Rentals pay dividends?
United Rentals pays a Quarterly dividend of $1.97 which represents an annual dividend yield of 0.88%. See more information on United Rentals dividends here
What is United Rentals’s EPS estimate?
United Rentals’s EPS estimate is 11.53.
How many shares outstanding does United Rentals have?
United Rentals has 62,646,557 shares outstanding.
What happened to United Rentals’s price movement after its last earnings report?
United Rentals reported an EPS of $9.71 in its last earnings report, beating expectations of $8.948. Following the earnings report the stock price went up 22.919%.
Which hedge fund is a major shareholder of United Rentals?
Currently, no hedge funds are holding shares in URI
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
United Rentals Stock Smart Score
Neutral
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10
Analyst Consensus
Strong Buy
Average Price Target:
$1,165.60 (46.40% Upside)
$1,165.60 (46.40% Upside)
Blogger Sentiment
Bullish
URI Sentiment 70%
Sector Average 64%
Sector Average 64%
Hedge Fund Trend
Decreased
By 19.0K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $25.6M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▼ 0.3%
Last 30 Days ▲ 10.5%
Last 30 Days ▲ 10.5%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
34.76%
12-Months-Change
Fundamentals
Return on Equity
27.88%
Trailing 12-Months
Asset Growth
6.55%
Trailing 12-Months
Company Description
United Rentals
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.
URI Company Deck
URI Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed materially positive operational and financial momentum: record Q1 revenue, EBITDA and EPS, solid fleet productivity, specialty growth, strong used-equipment demand and healthy free cash flow. Management raised full-year guidance and outlined disciplined capital allocation with meaningful shareholder returns. Counterbalancing these strengths are near-term execution and cost risks — notably restructuring charges, repositioning/delivery costs, used-goods margin volatility, inflation/fuel exposure, and an inconsistency in communicated used-sale figures — that require execution through the busy season. Overall, the positive results and raised guidance outweigh the identified risks, but the latter introduce execution sensitivity for the remainder of the year.View all URI earnings summariesURI Revenue Breakdown
85.76% Equipment rentals
8.78% Sales of rental equipment
2.16% Sales of new equipment
1.01% Contractor supplies sales
2.29% Service and other revenues
URI Stock 12 Month Forecast
Average Price Target
$1,165.60
▲(46.40% Upside)
Technical Analysis
Ownership Overview
0.29% Insiders
28.03% Mutual Funds
0.63% Other Institutional Investors
44.47% Public Companies and
Individual Investors