United Rentals

URI

Market cap $48.1B

United Rentals (URI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) will hold its first quarter 2026 conference call with Matt Flannery, chief executive officer, and Ted Grace, chief financial officer, on Thursday, April 23, 2026 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 800-420-1271 (international: 785-424-1634). The replay number for the c.

United Rentals is rated a Buy due to durable cash flow, robust shareholder returns, and reasonable valuation amid cyclical concerns. Revenue growth has slowed but remains positive, with new specialty locations and acquisitions targeting high-growth verticals to reignite momentum. URI demonstrates strong free cash flow compounding, consistent ROI above 10%, and aggressive buybacks and dividend growth (3-year CAGR 70.5%).

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United Rentals (URI) offers compelling cyclical value, trading at 17x earnings with 11–16% EPS growth expected through 2028, despite recent volatility. URI's specialty segment, M&A strategy, and asset-light construction trends position it for secular growth and margin expansion, even amid macro uncertainty. Mastercard (MA) remains a premier TOLL stock, benefiting from global payments growth and value-added services, trading below its 10-year average multiple.

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI) today announced the launch of the Equipment Agent, a first-of-its-kind AI-powered equipment recommendation solution designed specifically for the equipment rental industry. The new digital assistant helps customers discover, compare and select the right equipment for their projects by delivering instant, intelligent equipment rental guidance online. The Equipment Agent provides personalized recommendations based on a customer's.

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

STAMFORD, Conn. & CARPINTERIA, Calif.--(BUSINESS WIRE)--United Rentals Inc. (NYSE: URI), the world's largest equipment rental company, and Procore Technologies (NYSE: PCOR), the leading global provider of construction management software, today announced a new strategic partnership and their first telematics integration. The integration enables shared customers to seamlessly bring United Rentals rental equipment data directly into the Procore Resource Management solution, expanding visibility a.

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI), the world's largest equipment rental company, has been again selected to The Wall Street Journal's Management Top 250 list. The ranking, developed by the Drucker Institute and published by The Wall Street Journal, identifies America's most effectively managed publicly-traded companies based on comprehensive performance metrics. The Best-Managed Companies ranking measures corporate management effectiveness by examining performan.

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