United Rentals (URI)
Rents general and specialty equipment for construction, infrastructure, and industrial work.
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Rents general construction, aerial, and industrial equipment alongside specialty trench safety, power and HVAC, fluid, storage, and surface-protection products. Rental fees drive revenue across a predominantly North American branch network, with fleet sharing, lifecycle management, equipment sales, and related services supporting utilization and customer coverage.
Rents construction, aerial, and industrial equipment, general tools, and light equipment through General Rentals. Specialty supplies trench safety, temporary power and HVAC, fluid solutions, mobile storage and modular offices, and surface-protection mats, often with setup services.
Operates mainly in the United States and Canada, with a smaller Specialty presence in Europe, Australia, and New Zealand. Rental fees provide core revenue; equipment sales, contractor supplies, repairs, and other services add smaller streams.
Coordinates equipment across branches, manages fleet assets through their life cycles, and gives larger customers centralized service and the Total Control platform. Demand follows construction and industrial activity, while profitability depends on rental rates, fleet utilization, equipment costs, maintenance, and resale values.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | UBS | Target | Target: $1,350 | Target: $1,170 |
| Sep 10, 2026 | JP Morgan | Downgrade | ||
| Aug 4, 2026 | Argus Research | Reiterate | Rating: —Target: $935 | Target: $1,250 |
| Jul 24, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $1,030 | Target: $1,335 |
| Jul 24, 2026 | KeyBanc | Reiterate | Rating: —Target: $1,250 | Target: $1,350 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $112.0M · Total debt $15.39B · Total assets $31.31B · Shareholders' equity $9.22B
- Revenue
- $4.41B
- Operating income
- $1.14B
- Net income
- $753.0M
HistoryDividendAnnual yield
| Institutions | 92.95% | 57.85M shares | |
|---|---|---|---|
| 1,659 holders · as of Jun 30, 2026 | |||
| Insiders | 0.29% | 180.6K shares | |
| 16 holders · as of Jul 24, 2026 | |||
| Other | 6.76% | 4.21M shares | |
| remainder | |||
62.24M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.25% | 5.13M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.57% | 4.09M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.81% | 2.99M | as of Jun 30, 2026 |
JPMorgan Chase & CoInstitution | 4.55% | 2.83M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.33% | 2.70M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 24, 2026 | William E. Grace | officer: EVP, CFO | −1,500 | $1,133.15 |
| Apr 27, 2026 | Craig Adam Pintoff | officer: EVP, Chief Admin. Officer | −2,466 | $963.00 |
| Apr 27, 2026 | Joli L. Gross | officer: SVP, Chief LGL & Sustain. Off. | −306 | $954.99 |
| Apr 24, 2026 | Matthew John Flannery | director, officer: President & CEO | −22,768 | $984.98 |
| Apr 24, 2026 | Andrew B. Limoges | officer: VP, Controller | −548 | $977.86 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| United Rentals | $1,050.81 | +2.03% | $64.10B | 24.9 | 20.0 | 3.8 | +11.8% |
| Sunbelt Rentals | $75.72 | +3.94% | $29.86B | 22.0 | 17.4 | 2.6 | — |
| Herc | $145.08 | +3.08% | $4.71B | 95.7 | 17.5 | 1.0 | +20.2% |
| WillScot | $18.35 | +1.38% | $3.28B | — | 15.7 | 1.4 | +3.9% |
| McGrath RentCorp | $113.47 | +1.53% | $2.73B | 18.0 | 17.7 | 2.9 | −6.2% |
| Custom Truck One Source | $9.50 | +1.23% | $2.13B | 99.9 | 43.5 | 1.0 | +10.2% |
| Median | 58.9 | 17.5 | 1.4 | +7.0% |