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Next Bullish Trade
URI United Rentals, Inc. NYQ
$994.82 -3.00 (-0.30%)
Extended · +1.50σ Grade B

Price chart

Overlay: Click earnings ▲ markers for day-move details

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Financial overlay · last 12 quarters

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-03-31 $4.0B $0.5B $0.9B $0.7B 13.3% 22.9%
2025-12-31 $4.2B $0.7B $1.1B $0.6B 15.5% 25.0%
2025-09-30 $4.2B $0.7B $1.1B $-0.4B 16.6% 26.3%
2025-06-30 $3.9B $0.6B $1.0B $-0.2B 15.8% 25.4%
2025-03-31 $3.7B $0.5B $0.8B $0.7B 13.9% 21.6%
2024-09-30 $nanB $nanB $nanB $nanB nan% nan%

Earnings replay · last 20 reports

DateEPS actual EPS estSurprise
2026-04-22 9.71 8.94 +8.6%
2026-01-28 11.09 11.80 -6.0%
2025-10-22 10.91 11.54 -5.4%
2025-07-23 9.59 9.56 +0.4%
2025-04-23 8.86 8.81 +0.5%
2025-01-29 11.59 11.63 -0.3%
2024-10-23 11.80 12.49 -5.5%
2024-07-24 10.70 10.52 +1.7%
2024-04-24 9.15 8.34 +9.7%
2024-01-24 11.26 10.91 +3.2%
2023-10-25 11.73 11.17 +5.0%
2023-07-26 9.88 8.94 +10.5%
2023-04-26 7.95 7.99 -0.5%
2023-01-25 9.74 10.29 -5.4%
2022-10-26 9.27 9.06 +2.3%
2022-07-27 7.86 6.50 +21.0%
2022-04-27 5.73 4.88 +17.4%
2022-01-26 7.39 6.69 +10.4%
2021-10-27 6.58 6.82 -3.5%
2021-07-28 4.66 4.86 -4.0%

Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).

Peer comparison · Industrials

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
URI $62B 25.4 18.5 3.8 17.0 7.0 38.4% 7.2% 6.6% 3.00%
GE $332B 39.5 36.6 6.9 31.0 17.8 31.1% 24.7% -1.8% 1.71%
RTX $235B 32.7 23.1 2.6 17.6 3.5 20.2% 8.7% 32.5% 3.08%
CAT $419B 45.2 30.3 5.9 31.5 22.5 28.6% 22.2% 30.2% 0.90%
HON $149B 37.6 20.5 4.0 20.6 11.0 36.9% 2.4% -41.9% 1.97%
BA $172B 86.0 52.1 1.9 -61.7 28.7 4.8% 14.0% 1.49%
UNP $157B 21.8 19.3 6.4 14.9 8.5 56.5% 3.2% 6.2% 2.57%
LMT $118B 24.9 16.0 1.6 17.2 15.8 9.9% 0.3% -11.5% 3.37%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Top institutional holders

Top-10 concentration: 44.46%

HolderShares% out
Blackrock Inc. 5,124,072 8.18%
Vanguard Capital Management LLC 4,094,282 6.54%
JPMORGAN CHASE & CO 2,985,657 4.77%
State Street Corporation 2,961,599 4.73%
Capital Research Global Investors 2,725,460 4.35%
Vanguard Portfolio Management LLC 2,681,714 4.28%
Capital World Investors 2,201,654 3.51%
Morgan Stanley 1,745,567 2.79%
Geode Capital Management, LLC 1,668,985 2.66%
Franklin Resources, Inc. 1,658,878 2.65%

Insider activity · 90d

No insider trades for URI in last 90d.

Analyst estimates

yfinance
Low
$715.0
Mean
$1084.25
High
$1550.0
Analysts
20

Consensus: none (mean None). Distribution requires FINNHUB_API_KEY.

SEC filings

FormFiled DescriptionAction
4 2026-05-12 4 view ·
4 2026-05-12 4 view ·
4 2026-05-12 4 view ·
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4 2026-05-12 4 view ·
4 2026-05-12 4 view ·
8-K 2026-05-08 8-K view ·
4 2026-05-06 4 view ·
4 2026-04-27 4 view ·
4 2026-04-27 4 view ·
4 2026-04-24 4 view ·
4 2026-04-24 4 view ·
8-K 2026-04-22 8-K view ·
10-Q 2026-04-22 10-Q view ·
4 2026-04-01 4 view ·
DEF 14A 2026-03-25 DEF 14A view ·
4 2026-03-06 4 view ·
4 2026-03-06 4 view ·
4 2026-03-06 4 view ·
4 2026-03-06 4 view ·
4 2026-03-06 4 view ·
4 2026-03-06 4 view ·
4 2026-03-06 4 view ·
4 2026-03-03 4 view ·
4 2026-03-03 4 view ·
4 2026-03-03 4 view ·
4 2026-03-03 4 view ·
4 2026-03-03 4 view ·
4 2026-03-03 4 view ·
4 2026-03-03 4 view ·
4 2026-02-18 4 view ·
8-K 2026-02-10 8-K view ·
4 2026-02-09 4 view ·
8-K 2026-02-04 8-K view ·
4 2026-02-02 4 view ·
4 2026-02-02 4 view ·
4 2026-01-30 4 view ·
4 2026-01-30 4 view ·
4 2026-01-30 4 view ·
4 2026-01-30 4 view ·
4 2026-01-30 4 view ·
4 2026-01-30 4 view ·
4 2026-01-30 4 view ·
8-K 2026-01-28 8-K view ·
10-K 2026-01-28 10-K view ·
4 2026-01-05 4 view ·
4 2025-12-09 4 view ·
4 2025-12-09 4 view ·
8-K 2025-12-01 FORM 8-K view ·
8-K 2025-11-24 FORM 8-K view ·
4 2025-11-04 4 view ·
8-K 2025-10-22 8-K view ·
10-Q 2025-10-22 10-Q view ·
4 2025-10-02 4 view ·
4 2025-09-04 4 view ·
8-K 2025-08-07 FORM 8-K view ·
4 2025-08-04 4 view ·

About

United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand. It operates through two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment, such as backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms, including boom and scissor lifts; and general tools and light equipment comprising pressure washers, water pumps, and power tools for construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities. The specialty segment rents trench safety equipment consists of trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers, and line testing equipment for underground work; power and heating, ventilating, and air conditioning equipment, such as portable diesel generators, electrical distribution equipment, and temperature control equipment; fluid solutions equipment for fluid containment, transfer, and treatment; surface protection mats; and mobile storage equipment and mo…