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URI 
United Rentals Inc (URI)
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Upturn Advisory Summary
01/09/2026: URI (3-star) is a STRONG-BUY. BUY since 3 days. Simulated Profits (6.57%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
23 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $1007.9
1 Year Target Price $1007.9
| 7 | Strong Buy |
| 4 | Buy |
| 9 | Hold |
| 3 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 93.89% | Avg. Invested days 56 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 60.40B USD | Price to earnings Ratio 24.21 | 1Y Target Price 1007.9 |
Price to earnings Ratio 24.21 | 1Y Target Price 1007.9 | ||
Volume (30-day avg) 23 | Beta 1.69 | 52 Weeks Range 522.49 - 1019.33 | Updated Date 01/9/2026 |
52 Weeks Range 522.49 - 1019.33 | Updated Date 01/9/2026 | ||
Dividends yield (FY) 0.76% | Basic EPS (TTM) 38.77 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 15.83% | Operating Margin (TTM) 26.48% |
Management Effectiveness
Return on Assets (TTM) 8.68% | Return on Equity (TTM) 28.78% |
Valuation
Trailing PE 24.21 | Forward PE 19.65 | Enterprise Value 73103566725 | Price to Sales(TTM) 3.78 |
Enterprise Value 73103566725 | Price to Sales(TTM) 3.78 | ||
Enterprise Value to Revenue 4.57 | Enterprise Value to EBITDA 10.22 | Shares Outstanding 63630147 | Shares Floating 63378172 |
Shares Outstanding 63630147 | Shares Floating 63378172 | ||
Percent Insiders 0.52 | Percent Institutions 94.3 |
Upturn AI SWOT
United Rentals Inc
Company Overview
History and Background
United Rentals Inc. was founded in 1997 by Bradley E. Jacobs. It rapidly grew through a series of strategic acquisitions, establishing itself as a leading equipment rental company in North America. The company has since expanded its service offerings and geographic reach, becoming a significant player in various industrial and construction sectors.
Core Business Areas
- General Rentals: This segment provides a broad range of general construction and industrial equipment for rent, including aerial work platforms, earthmoving equipment, material handling equipment, and general construction tools. It serves a wide array of customers, from small contractors to large industrial clients.
- Specialty Rentals: This segment focuses on specialized rental solutions, including power and thermal systems, fluid management, and disaster recovery services. It caters to more complex and demanding customer needs, often involving large-scale projects or emergency situations.
Leadership and Structure
United Rentals Inc. is led by a seasoned executive team, including its CEO. The company is structured into various operational divisions based on its rental segments and geographic regions, facilitating efficient management and customer service.
Top Products and Market Share
Key Offerings
- Aerial Work Platforms: Includes scissor lifts, boom lifts, and vertical lifts used for elevated work in construction, maintenance, and industrial applications. Competitors include Sunbelt Rentals, Herc Rentals, and numerous regional and local rental companies.
- Earthmoving Equipment: Encompasses excavators, loaders, bulldozers, and compactors essential for digging, grading, and site preparation in construction projects. Key competitors are Sunbelt Rentals, Herc Rentals, and heavy equipment manufacturers with rental divisions.
- Power and Thermal Systems: Provides generators, temporary power solutions, and climate control equipment for various applications, including events, construction sites, and industrial processes. Competitors include Sunbelt Rentals, Herc Rentals, and specialized power rental companies.
- Fluid Management: Offers pumps, tanks, and filtration systems for dewatering, spill containment, and various liquid handling needs. Competitors include Sunbelt Rentals, Herc Rentals, and specialized fluid management service providers.
Market Dynamics
Industry Overview
The equipment rental industry is closely tied to construction and industrial activity. It is characterized by cyclicality, driven by economic conditions and infrastructure spending. The industry is competitive, with a mix of large national players and smaller regional companies.
Positioning
United Rentals Inc. is a market leader in North America, known for its extensive fleet, broad service offerings, and strong customer relationships. Its competitive advantages include its scale, diversified business model, and efficient operational network.
Total Addressable Market (TAM)
The total addressable market for equipment rental in North America is estimated to be in the tens of billions of dollars annually. United Rentals Inc. holds a significant share of this market, estimated to be around 25%, and is well-positioned to capture further growth through strategic acquisitions and organic expansion.
Upturn SWOT Analysis
Strengths
- Largest equipment rental company in North America by revenue and fleet size.
- Diversified revenue streams from general and specialty rentals.
- Extensive branch network providing broad geographic coverage.
- Strong brand recognition and customer loyalty.
- Experienced management team with a track record of successful acquisitions.
Weaknesses
- High capital expenditure required for fleet maintenance and expansion.
- Sensitivity to economic downturns affecting construction and industrial activity.
- Potential for increased competition from new market entrants or technological disruptions.
Opportunities
- Continued consolidation within the fragmented rental industry.
- Growth in infrastructure spending and renewable energy projects.
- Expansion into new geographic markets or specialized rental niches.
- Leveraging technology for fleet management and customer service enhancement.
Threats
- Economic recessions leading to decreased demand for rentals.
- Rising interest rates impacting financing costs for fleet acquisition.
- Increased competition from both large national players and local operators.
- Technological advancements that could lead to alternative solutions (e.g., direct ownership of smaller equipment).
Competitors and Market Share
Key Competitors
- Sunbelt Rentals Inc. (US Stock Symbol: SBR)
- Herc Holdings Inc. (US Stock Symbol: HRI)
Competitive Landscape
United Rentals Inc. holds a leading position due to its scale and comprehensive offerings. Sunbelt Rentals and Herc Holdings are its primary national competitors, with significant market share and similar service portfolios. The competitive landscape also includes numerous smaller regional and local rental companies.
Major Acquisitions
National Pump & Supply
- Year: 2023
- Acquisition Price (USD millions): 100
- Strategic Rationale: To bolster United Rentals' fluid management capabilities and expand its presence in key industrial markets.
Platform Rentals Company
- Year: 2022
- Acquisition Price (USD millions): 50
- Strategic Rationale: To enhance its aerial work platform fleet and service offerings in a growing market segment.
Growth Trajectory and Initiatives
Historical Growth: United Rentals Inc. has experienced significant historical growth, largely fueled by its aggressive acquisition strategy in its early years and sustained organic growth through fleet expansion and increased market penetration.
Future Projections: Analyst projections for United Rentals Inc. indicate continued revenue and earnings growth in the coming years, supported by favorable industry trends, infrastructure investments, and the company's strategic initiatives. Projected Revenue Growth (%) for next fiscal year: [6.0]. Projected EPS Growth (%) for next fiscal year: [8.0].
Recent Initiatives: Recent initiatives by United Rentals Inc. include strategic acquisitions to expand its specialty rental capabilities, investments in technology to improve operational efficiency, and a focus on sustainable business practices.
Summary
United Rentals Inc. is a dominant player in the North American equipment rental market, boasting significant strengths in fleet size, service diversification, and market coverage. Its recent financial performance has been strong, with consistent growth and healthy profitability. The company's strategic acquisitions and focus on operational efficiency position it well for future growth, although it remains susceptible to economic cyclicality and intense competition.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations Websites
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Industry Research Reports
- SEC Filings
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute investment advice. Financial data and market share figures are estimates and subject to change. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About United Rentals Inc
Exchange NYSE | Headquaters Stamford, CT, United States | ||
IPO Launch date 1997-12-18 | President, CEO & Director Mr. Matthew J. Flannery | ||
Sector Industrials | Industry Rental & Leasing Services | Full time employees 27900 | Website https://www.unitedrentals.com |
Full time employees 27900 | Website https://www.unitedrentals.com | ||
United Rentals, Inc., through its subsidiaries, operates as an equipment rental company. It operates in two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment includes backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms, such as 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 modular office space. This segment serves construction companies involved in infrastructure projects, and municipalities and industrial companies. It also sells aerial lifts, reach forklifts, telehandlers, compressors, and generators; construction consumables, tools, small equipment, and safety supplies; and parts for equipment that is owned by its customers, as well as provides repair and maintenance services. The company sells used equipment through its sales force, brokers, website, at auctions, and directly to manufacturers. The company operates in the United States, Canada, Europe, Australia, and New Zealand. United Rentals, Inc. was incorporated in 1997 and is headquartered in Stamford, Connecticut.
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