United Rentals
URI
Market cap $46.4B

714.09 USD

-9.89

1.37%

Updated May 20, 3:39 PM EDT

1 day

-1.37%

5 days

-0.84%

1 month

25.15%

3 months

2.78%

6 months

-12.97%

Year to date

3.52%

1 year

1.85%

5 years

457.80%

10 years

591.61%

About: United Rentals is the world's largest equipment rental company. It principally operates in the United States and Canada, where it commands approximately 15% share in a highly fragmented market. It serves three end markets: general industrial, commercial construction, and residential construction. Like its peers, United Rentals historically has provided its customers with equipment that was intermittently used, such as aerial equipment and portable generators. As the company has grown organically and through hundreds of acquisitions since it went public in 1997, its catalog (fleet size of $21 billion) now includes a range of specialty equipment and other items that can be rented for indefinite periods. 2024 revenue totaled $15.3 billion.

Employees: 27,900

Industrials Rental & Leasing Services

0

Funds holding %

of 7,202 funds

0

Analysts bullish %

of 7 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

10% more call options, than puts

Call options by funds: $731M | Put options by funds: $664M

8% more repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 450

2.8% less ownership

Funds ownership: 90.08% [Q4 2024] → 87.27% (-2.8%) [Q1 2025]

4% less funds holding

Funds holding: 1,305 [Q4 2024] → 1,247 (-58) [Q1 2025]

11% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 143

16% less capital invested

Capital invested by funds: $42.4B [Q4 2024] → $35.7B (-$6.7B) [Q1 2025]

17% less funds holding in top 10

Funds holding in top 10: 30 [Q4 2024] → 25 (-5) [Q1 2025]

See Fund Rankings

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$571

20%

downside

Avg. target

$744

4%

upside

High target

$921

29%

upside

7 analyst ratings

5 positive

71%

2 neutral

29%

0 negative

0%

Evercore ISI Group David Raso	29%upside $921	Outperform Maintained	19 May 2025
UBS Steven Fisher	9%upside $780	Neutral Upgraded	16 May 2025
Truist Securities Jamie Cook	10%upside $786	Buy Maintained	25 Apr 2025
Baird Mircea Dobre	20%downside $571	Neutral Maintained	25 Apr 2025
JP Morgan Tami Zakaria	5%upside $750	Overweight Maintained	14 Apr 2025

See Analyst Rankings

Financial journalist opinion

Based on 11 articles about URI published over the past 30 days

United Rentals Highlights Equipment and Training Solutions That Support Jobsite Safety

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI), the world's largest equipment rental company, today highlighted equipment, access control and jobsite safety solutions that help contractors protect their crews and worksites. These tools, combined with expert-led training through United Academy®, support safer, more efficient operations across every phase of a project. “Nothing is more important than the physical safety and mental wellbeing of workers,” said Teresa Kee, Vice P.

United Rentals Highlights Equipment and Training Solutions That Support Jobsite Safety

United Rentals: The Post-Earnings Surge Puts It Just Outside My Buy-Zone

United Rentals, the largest equipment rental company, leverages scale, geographic diversity, and superior service to maintain a competitive edge and strong financial performance. United Rentals' long-term prospects are strong, driven by specialty segment growth, market share gains, and increasing rental penetration. The company's share price has been volatile. Long-term investors should take advantage of this to build a position at very attractive prices.

United Rentals: The Post-Earnings Surge Puts It Just Outside My Buy-Zone

CNBC Television

'Fast Money' tackles Thursday's biggest movers

The 'Fast Money' tackles Thursday's biggest movers including: Hasbro, PepsiCo, and United Rentals.

'Fast Money' tackles Thursday's biggest movers

United Rentals, Inc. (URI) Q1 2025 Earnings Call Transcript

United Rentals, Inc. (NYSE:URI ) Q1 2025 Earnings Conference Call April 24, 2025 8:30 AM ET Company Participants Matthew Flannery - President & Chief Executive Officer Ted Grace - Executive Vice President & Chief Financial Officer Conference Call Participants David Rasso - Evercore ISI Rob Wertheimer - Melius Angel Castillo - Morgan Stanley Jamie Cook - Truist Securities Michael Feniger - Bank of America Timothy Thein - Raymond James Jerry Revich - Goldman Sachs Steven Fisher - UBS Kyle Menges - Citi Tami Zakaria - JPMorgan Kenneth Newman - KeyBanc Capital Markets Scott Schneeberger - Oppenheimer Steven Ramsey - Thompson Research Group Operator Good morning and welcome to the United Rentals' Investor Conference Call. Please be advised that this call is being recorded.

United Rentals, Inc. (URI) Q1 2025 Earnings Call Transcript

Zacks Investment Research

United Rentals' Q1 Earnings & Revenues Beat Estimates, Stock Up

URI's first-quarter results reflect strong demand in core rental operations. The company sees soft used equipment sales.

United Rentals' Q1 Earnings & Revenues Beat Estimates, Stock Up

Zacks Investment Research

United Rentals (URI) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Although the revenue and EPS for United Rentals (URI) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

United Rentals (URI) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Zacks Investment Research

United Rentals (URI) Beats Q1 Earnings and Revenue Estimates

United Rentals (URI) came out with quarterly earnings of $8.86 per share, beating the Zacks Consensus Estimate of $8.84 per share. This compares to earnings of $9.15 per share a year ago.

United Rentals (URI) Beats Q1 Earnings and Revenue Estimates

United Rentals Declares Quarterly Cash Dividend

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) announced today that its Board of Directors declared a quarterly cash dividend of $1.79 per share of URI common stock. The dividend will be payable on May 28, 2025 to stockholders of record as of May 14, 2025. About United Rentals United Rentals, Inc. is the largest equipment rental company in the world. The company has an integrated network of 1,601 rental locations in North America, 39 in Europe, 38 in Australia and 19 in New.

United Rentals Declares Quarterly Cash Dividend

United Rentals Announces First Quarter 2025 Results, Reaffirms Full-Year Guidance, and Introduces New $1.5 Billion Share Repurchase Program

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) today announced financial results for the first quarter of 2025, reaffirmed its 2025 full-year guidance and announced that its Board of Directors has approved a new $1.5 billion share repurchase program. First Quarter 2025 Highlights1 Total revenue of $3.719 billion, including rental revenue2 of $3.145 billion. Net income of $518 million, at a margin3 of 13.9%. GAAP diluted earnings per share of $7.91, and adjusted EPS4 of $8.86.

United Rentals Announces First Quarter 2025 Results, Reaffirms Full-Year Guidance, and Introduces New $1.5 Billion Share Repurchase Program

CNBC Television

The Setup: Chipotle, United Rentals, Merck and Pepsi

The Investment Committee give you The Setup on some key names reporting this week.

The Setup: Chipotle, United Rentals, Merck and Pepsi

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