Price chart
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Financial overlay · last 12 quarters
| Quarter | Revenue | Net income | Op income | FCF | Net 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
| Date | EPS actual | EPS est | Surprise |
|---|---|---|---|
| 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%
| Holder | Shares | % 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
yfinanceConsensus: none (mean None). Distribution requires FINNHUB_API_KEY.
SEC filings
| Form | Filed | Description | Action |
|---|---|---|---|
| 4 | 2026-05-12 | 4 | view · |
| 4 | 2026-05-12 | 4 | view · |
| 4 | 2026-05-12 | 4 | view · |
| 4 | 2026-05-12 | 4 | view · |
| 4 | 2026-05-12 | 4 | view · |
| 4 | 2026-05-12 | 4 | view · |
| 4 | 2026-05-12 | 4 | view · |
| 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…