United Rentals

URI

Market cap $58.7B

Currently priced at approximately $892.10 per share, United Rentals (URI) is trading roughly 12% below its 52-week high. United Rentals is the largest equipment rental company in North America, providing construction and industrial equipment to non-residential builders, infrastructure projects, utilities, and industrial customers.

The Goldman Sachs Mid Cap Growth Fund underperformed its benchmark, the Russell Midcap Growth Index (net), during the quarter. United Rentals, Inc. released a positive quarterly earnings report, surpassing earnings expectations and raising future guidance, which the street responded favorably toward. Roivant Sciences Ltd.'s stock price soared during the period following the release of positive data for a drug it is developing that aims to treat inflammatory autoimmune diseases.

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) today announced it has scaled enterprise-wide adoption of Manual Assist AI, a web-based application that delivers AI-powered diagnostics and on-demand access to thousands of equipment manufacturer manuals for its service teams. Developed in collaboration with Amazon Web Services (AWS) as part of an ongoing commitment to innovation and AI integration, the solution now supports more than 4,000 monthly users, putting AI-powered ins.

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) (“URI”) today announced that its subsidiary, United Rentals (North America), Inc. (“URNA”), has given notice of its intention to redeem all of the outstanding $500 million principal amount of its 5½% Senior Notes due 2027 (CUSIP Number 911365 BF0) (the “Notes”) on December 24, 2025 (the “Redemption Date”). The Notes will be redeemed at a redemption price (the “Redemption Price”) of 100.00% of the principal amount of the Notes, p.

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) (“URI”) today announced that its subsidiary, United Rentals (North America), Inc. (“URNA”), has priced an offering of $1.5 billion principal amount of 5.375% Senior Notes due 2033 (the “Notes”) in a private offering. URNA's obligations under the Notes will be guaranteed on a senior unsecured basis by URI and certain of URNA's domestic subsidiaries. Aggregate net proceeds from the sale of the Notes are expected to be approximatel.

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) (“URI”) today announced that its subsidiary, United Rentals (North America), Inc. (“URNA”), is offering $1.5 billion principal amount of Senior Notes due 2033 (the “Notes”) in a private offering. URNA's obligations under the Notes will be guaranteed on a senior unsecured basis by URI and certain of URNA's domestic subsidiaries. Aggregate net proceeds from the sale of the Notes are expected to be approximately $1.486 billion afte.

United Rentals (URI) reported earnings 30 days ago. What's next for the stock?

The U.S. housing market is a 'coiled spring' with pent-up demand, poised for explosive growth if mortgage rates and regulations ease. Even small drops in mortgage rates have triggered surges in refinancing and buyer activity, confirming high sensitivity and sidelined demand. Top investment opportunities include housing-related suppliers and distributors like Carlisle, TopBuild, Builders FirstSource, and others.

United Rentals saw its share surge from $600 to over $1,000, but a recent pullback to $900 follows uninspiring, flattish earnings trends. The company remains a market leader in equipment rentals, with solid growth and disciplined capital management, but faces margin pressure and higher capital expenditures. Valuation multiples have expanded significantly, now at 22–23x earnings, while business performance has been largely flat this year.

CNBC's “Fast Money” team share their final trades of the day.