United Rentals

URI

Market cap $65.6B

Alphabet was a top contributor to portfolio performance during the quarter, as the Company's AI initiatives are driving strong growth in their advertising and cloud computing businesses. Taiwan Semiconductor Manufacturing Company was also a leading contributor to performance during the third quarter (as well as the past few years). Copart detracted from performance despite +12% growth in gross profit dollars and a +24% increase in earnings per share.

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) will hold its third quarter 2025 conference call with Matt Flannery, chief executive officer, and Ted Grace, chief financial officer, on Thursday, October 23, 2025 at 8:30 a.m. Eastern Time. The conference call is available live by audio webcast at unitedrentals.com, where it will be archived until the next earnings call. The call is also accessible by dialing 800-451-7724 (international: 785-424-1116). The replay number for the.

Graphene Investments SAS fully exited its stake in United Rentals (URI 0.16%) in Q3 2025, selling approximately 4,100 shares for an estimated $3.09 million for the period ended 2025-09-30, according to its October 7, 2025, SEC filing.

AI data centers are a driver of three of the stocks on this weekend's watchlist.

When it comes to boring investments, United Rentals (URI 1.04%) likely makes the short list. And yet the stock for this equipment rental company is trading up 35% year to date, as of this writing, crushing the 12.5% comparable return for the S&P 500.

United Rentals delivers top-tier growth and profitability, driven by specialty segment expansion and strong demand from large infrastructure projects. Valuation is at a premium to rental peers, but justified by consistent market outperformance, high margins, and superior return on equity. Recent margin compression is manageable, with free cash flow guidance raised and a solid mid-single-digit revenue growth outlook maintained.

The final trades of the day with CNBC's Melissa Lee and the Fast Money traders.

New digital tools from URI improve jobsite planning and rental efficiency.

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI), the world's largest equipment rental company, today announced the launch of two new features in its suite of digital tools: Smart Suggestions and Equipment Fit Augmented Reality (AR). These enhancements help customers make faster, more confident rental decisions by anticipating needs and providing greater jobsite visibility before placing an order. Smart Suggestions uses advanced machine learning to recommend equipment based on.

URI's revenues should benefit from strong end-market demand from infrastructure, reshoring, power, and data centers. The growth and cross-sell opportunities in the Specialty business, scale advantages in executing complex/multi-location projects, and shift from owning to renting should drive market share gains. I believe double-digit EPS growth and P/E multiple sustaining at current levels due to enhanced growth outlook with cyclical and secular drivers, should support continued upside.