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URI

United Rentals, Inc.

URI

NYSE·Industrials·Rental & Leasing Services·Mkt cap $69.6B

$1,090.01

-1.96%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$701.59 - $1,143.69

P/E

27.91

Fwd P/E

23.16

Beta

1.82

Div Yield

0.68%

Avg Vol

585.1K

Shares Out

62.6M

Mkt Cap

$69.6B

Price action

Price chart

Up 41.1% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Extensive nationwide rental location network
  • Diverse and comprehensive equipment portfolio
  • Flexible rental models reducing customer capital expenditure
  • Strong maintenance and repair service capabilities

Bear Case

1 risk

  • Above-average volatility (beta 1.8).

Growth

Stable outlook

Increasing infrastructure investment

Value

Fairly valued vs Rental & Leasing peers

Momentum

Hot

+51.9% over 3m

Quality

Stable

Excellent business quality

Dividend

Modest

0.68% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 21, 2026

Q2 26 RECAP

APR 22, 2026

Reported EPS of $9.71 vs $8.95 consensus (+8.5% surprise). Revenue of $4.0B vs $3.9B expected (+2.8%). Beat on both top and bottom lines.

EPS beat +8.5%
Rev beat +2.8%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+8.5%

Next: Apr 21, 2026

Revenue trend · last 8Q

+10%

+7%

+5%

+6%

+3%

+7%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$3.8B

$4.0B

$4.1B

$3.7B

$3.9B

$4.2B

$4.2B

$4.0B

Margins · last 8Q

Gross

36.9%

Operating

21.8%

Profit

13.3%

Wall Street consensus

10 analysts · 90% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

9

90%

Hold

0%

Sell

1

10%

Median Price Target

$1,101.00

+1.0% vs $1,090.01

Low $715.00
Median $1,101.00
High $1,320.00

Latest: UBS · Jul 1, 2026

10 analysts covering

vs Industry

How URI stacks vs Rental & Leasing Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.