United Rentals, Inc.

United Rentals, Inc.

URI

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Market Cap$67.46B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
United Rentals, Inc.United Rentals, Inc.27.50.7%28%4.21.8

Earnings Call Q1 2026

April 23, 2026 - AI Summary

Strong Q1 Performance and Record Results: United Rentals reported a strong start to 2026, with Q1 revenue growing 7% year-over-year to nearly $4 billion. Rental revenue was almost $3.4 billion, up nearly 9%, and adjusted EBITDA reached $1.8 billion with a margin of 44.1%, an improvement of 60 basis points from the previous year (excluding H&E's impact). Adjusted EPS also reached a record of $9.71, marking a 10% increase year-over-year.
Raising Full-Year Guidance: Based on positive momentum and customer sentiment, United Rentals raised its full-year guidance, now anticipating total revenue in the range of $16.9 billion to $17.4 billion (up by $100 million) and adjusted EBITDA of $7.625 billion to $7.875 billion (up by $50 million). They forecast free cash flow between $2.15 billion to $2.45 billion, emphasizing strong cash generation capability.
Fleet Productivity and Customer Demand: The company achieved fleet productivity growth of 2.3% in Q1, overcoming a 1.5% inflation bogey. There is optimism about maintaining positive fleet productivity for the rest of the year, especially given the robust demand from large projects in construction, infrastructure, and specialty sectors. They expect strong customer activity to continue supporting growth.

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$1074.70

Target Price by Analysts

1.6% downsideUnited Rentals Target Price DetailsTarget Price
$-122.82

Current Fair Value

111.2% downside

Overvalued by 111.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$67.46 Billion
Enterprise Value$83.45 Billion
Dividend Yield$7.52 (0.70%)
Earnings per Share$38.71
Beta1.82
Outstanding Shares63,400,000

Return

Return on Equity27.95%ROE
Return on Assets8.39%
Return on Invested Capital15.73%

Valuation & Multiples

P/E Ratio27.49P/E Ratio
PEG1095.4PEG
Price to Sales4.24Price to Sales
Price to Book Ratio7.75Price to Book Ratio
Enterprise Value to Revenue5.1
Enterprise Value to EBIT20.6
Enterprise Value to Net Income33
Total Debt to Enterprise0.19
Debt to Equity1.8Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 29, 2026
EPS Estimate
$9.02
Average shareholder expectation
Revenue Estimate
$3.88 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 22, 2026
EPS Estimate
$11.55
Average shareholder expectation
Revenue Estimate
$4.22 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.0546▲ 1.20%
Total Calls806,285▼ 17.69%
Total Puts850,332▼ 16.74%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %88.97%▲ 0.16%
Total Invested$41.72B▼ 9.91%
Investors Holding1,513▼ 79.00%

ESG Score

No data

About United Rentals, Inc.

18,800 employees
CEO: Matthew Flannery

United Rentals, Inc. is the largest equipment rental company in the world. The company has an integrated network of 1,169 rental locations in North America and 11 in Europe. In North America, the company operates in 49 states and every C...

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical analysis for all tax legislation. Its work directly shapes corporate tax structures and investment credits, which are critical for United Rentals, a capital-intensive company constantly investing in its equipment fleet.

Finance

This powerful committee controls taxation and trade policy. Changes in corporate tax rates, depreciation rules, investment tax credits, or tariffs on imported equipment directly and significantly impact United Rentals' profitability, capital expenditure decisions, and overall valuation.

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees determine the precise funding for infrastructure, military construction, and other federal projects, directly translating into demand for United Rentals' equipment.

Banking, Housing, and Urban Affairs

This committee regulates the financial system and HUD. Its influence on real estate markets (housing and urban development) directly impacts construction activity, a primary driver for United Rentals' demand. It also affects credit availability and interest rates for URI's own financing and its customers.

Environment and Public Works

This committee directly impacts the 'infrastructure super-cycle' through federal highway programs and environmental regulations. This directly drives demand for United Rentals' equipment for construction, public works projects, and associated environmental compliance.