United Rentals, Inc. Website

United Rentals, Inc.

NYSE-URI

Company Overview

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 specialty construction products, including 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; 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, directly to manufacturers, and at auctions. The company operates a network of 1,360 rental locations in the United States, Canada, Europe, Australia, and New Zealand. United Rentals, Inc. was incorporated in 1997 and is headquartered in Stamford, Connecticut.

  • Name

    United Rentals, Inc.

  • CEO

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  • Website

    www.unitedrentals.com

  • Sector

    Trading Companies and Distributors

  • Year Founded

    1997

Company Statistics

Profile

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Valuation (NTM)

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Financial Health

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Growth (CAGR)

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Dividends

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Bulls Say

  • United Rentals will continue to gain market share owing to its superior network of locations and robust product offering.

  • The company will drive further penetration of specialty rentals, driving pricing power and enhancing returns.

  • The company could replicate its success abroad.

Bears Say

  • United Rentals has no pricing power, and returns could deteriorate.

  • Competitors could capture share via further consolidation and/or price competition.

  • The company could make poor acquisitions.

Source: Morningstar Analysis - Oct 23, 2025

What's happening

Nov 20, 2025 - Dec 20, 2025

United Rentals Inc. Faces Mixed Signals Amid Strategic Growth Initiatives

  • URI announced the expansion of its Manual Assist AI application, enhancing operational efficiency through advanced digital tools in collaboration with Amazon Web Services.
  • The acquisition of Alfasi Hire strengthens URI's position as the largest equipment rental firm globally, despite challenges from competitors like Ashtead.
  • Citigroup adjusted its price target for URI to $950 while maintaining a Buy rating amid broader economic uncertainties.

Over the past month, United Rentals Inc. (URI) experienced a modest overall movement of 2.5%, slightly underperforming compared to the S&P 500's return of 2.7%. This underperformance is significant given that URI operates within a competitive landscape marked by substantial developments affecting its stock performance.

A notable highlight during this period was URI’s announcement regarding the expansion of its Manual Assist AI application, which significantly improved operational efficiency by streamlining repair processes using advanced digital tools developed in partnership with Amazon Web Services. This initiative not only enhanced investor confidence but also aligned well with URI's strategy to optimize project efficiency across its extensive rental network valued at $22.82 billion.

Additionally, URI made headlines by acquiring Alfasi Hire, an Australian rental company, further solidifying its status as the world's largest equipment rental firm amidst competitor challenges such as Ashtead’s disappointing earnings report due to high internal costs and reduced hurricane activity. Analysts viewed this acquisition positively and highlighted URI's resilience and effective cost management strategies that contributed to revenue growth despite margin pressures.

On a cautious note, Citigroup maintained a Buy rating on URI but lowered its price target to $950 due to recalibrated expectations for future performance amid broader economic uncertainties. There were indications of selling pressure around critical levels; however, signs of recovery began emerging shortly thereafter.

Despite these mixed signals and strategic advancements—such as plans for redeeming senior notes while managing debt through new offerings—URI ultimately underperformed relative to both the S&P 500 and sector benchmarks over this one-month period. Specifically, United Rentals Inc underperformed the Industrials (XLI) sector by -1.2%.

NYSE:URI