United Rentals is capitalizing on accelerating infrastructure and mega-project demand, with revenue growth of 11.8% in 2026Q2 and gross margins expanding to 39.3%, reflecting strong pricing power and a favorable Specialty mix. Operating leverage is evident as ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 11.8% in 2026Q2 with gross margin expanding to 39.3% from 36.1% a year earlier, while EPS grew 23.5% to $11.84, outpacing net income growth of 21% due to buybacks.
United Rentals Inc. has an expanding moat, as highlighted in its investment thesis and moat analysis.
Top holder Vanguard Group, Inc. owns 11.9% of United Rentals, indicating strong institutional confidence.
United Rentals projects 5.9% revenue growth for 2026, signaling positive future performance.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 22, 2026 | $12.76+10.7% vs $11.53 | $4.4B+4.5% vs $4.2B |
Q2 2026 Apr 22, 2026 | $9.71+8.5% vs $8.95 | $4.0B+2.8% vs $3.9B |
Q1 2026 Jan 28, 2026 | $11.09-5.9% vs $11.79 | $4.2B-0.8% vs $4.2B |
Q4 2025 Oct 22, 2025 | $11.70-4.8% vs $12.29 | $4.2B+1.6% vs $4.2B |
United Rentals is less exposed to housing cycle volatility due to a growing specialty rentals segment. Specialty rentals now represent a more significant share of URI's total rental revenue, supporting business resilience. Q2 2026 results highlight robust revenue growth in both general and specialty rental segments.
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URI and HRI raise the 2026 outlook as mega-project demand, specialty growth and fleet investments support rental growth.
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Benchmark URI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for United Rentals, Inc. (URI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $1081.04 | $67.29B | 28.00 | 4.91% | 15.49% | 28.36% | 0.66% | |
| $52.86 | $942.6M | 26.97 | -5.43% | 2.71% | 29.32% | — | |
| $13.30 | $250.34M | -20.15 | 1.46% | -13.09% | -7.46% | — | |
| $43.56 | $4.53B | 24.47 | 1.98% | 14.68% | 17.38% | — | |
| $56.25 | $6.05B | 14.46 | -7.38% | 0.71% | 2.46% | — | |
| $17.30 | $3.13B | -59.66 | -4.77% | -3% | -7.45% | — |
United Rentals, Inc. (URI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
United Rentals, Inc. (URI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 22, 2026·SEC
Jun 18, 2026·SEC
May 8, 2026·SEC
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United Rentals, Inc. (URI) stock FAQ — growth, dividends, profitability & financials explained
United Rentals, Inc. (URI) reported $16.83B in revenue for fiscal year 2025. This represents a 1279% increase from $1.22B in 1998.
United Rentals, Inc. (URI) grew revenue by 4.9% over the past year. Growth has been modest.
Yes, United Rentals, Inc. (URI) is profitable, generating $2.64B in net income for fiscal year 2025 (15.5% net margin).
Yes, United Rentals, Inc. (URI) pays a dividend with a yield of 0.66%. This makes it attractive for income-focused investors.
United Rentals, Inc. (URI) has a return on equity (ROE) of 28.4%. This is excellent, indicating efficient use of shareholder capital.
United Rentals, Inc. (URI) generated $632.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
