United Rentals' revenue growth reaccelerated to 15.7% year over year in 2026Q3 from just 2.8% in 2025Q4, with gross margin reaching a series-high 41.8% (up 840 basis points from 33.4% in 2025Q1), suggesting mega-project semiconductor and battery facility demand is converting into recognized revenue while overhead…
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 15.7% year over year to $4.9B in 2026Q3 with gross margin at a series-high 41.8% and operating margin of 28.8%, though the 2.8% growth and -2.7% EPS decline in 2025Q4 indicate momentum has stalled before and remains vulnerable to project timing.
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 11/7/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 21, 2026 | $15.55+11.3% vs $13.97 | $4.9B+3.9% vs $4.7B |
Q3 2026 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 |
United Rentals, Inc. URI delivered robust third-quarter 2026 results, with its Specialty Rentals segment emerging as a major growth driver. Specialty rental revenues surged 34.7% year over year to a record $1.70 billion, reflecting strong demand across large infrastructure, industrial and construction projects.
International Assets Investment Management LLC raised its position in United Rentals, Inc. (NYSE: URI) by 88,861.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,499,000 shares of the construction company's stock after purchasing an additional 1,497,315 shares during the quarter. International
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MU, TEL, ANET, VICI and URI stand out as high-ROE stocks amid an AI-driven market rally.
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 |
|---|---|---|---|---|---|---|---|
| $1055.57 | $65.7B | 23.00 | 4.91% | 16.33% | 31.01% | 0.68% | |
| $54.15 | $965.6M | 22.84 | -5.43% | 2.98% | 32.57% | 2.86% | |
| $12.56 | $236.41M | -15.95 | 1.46% | -14.26% | -8.64% | 8.35% | |
| $54.74 | $5.69B | 31.30 | 1.98% | 13.89% | 17.59% | — | |
| $62.54 | $6.73B | 165.80 | -7.38% | 0.28% | 0.99% | — | |
| $18.86 | $3.41B | -56.53 | -4.77% | -2.6% | -6.74% | 1.49% |
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)
Oct 21, 2026·SEC
Jul 22, 2026·SEC
Jun 18, 2026·SEC
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United Rentals, Inc. (URI) stock FAQ — growth, dividends, profitability & financials explained
United Rentals, Inc. (URI) reported $17.50B in revenue over the trailing twelve months. Revenue was $16.10B in fiscal year 2025. That is 1219% more than the $1.22B of fiscal year 1998.
United Rentals, Inc. (URI) grew revenue by 9.4% over the trailing twelve months, compared with the twelve months before.
Yes. United Rentals, Inc. (URI) earned $2.86B in net income over the trailing twelve months (a 16.3% net margin).
Yes. United Rentals, Inc. (URI) pays a dividend that yields 0.68% at the current price, a small yield.
United Rentals, Inc. (URI) had a return on equity (ROE) of 31.0% over the trailing twelve months. That is well above the market's typical 10-15%.
United Rentals, Inc. (URI) generated $892.0M in free cash flow over the trailing twelve months.
