URIUnited Rentals
Price
+13%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality mixed, no red flags, price roughly fair, growth steady, the market undecided.
United Rentals is the largest equipment rental company in the world, operates throughout the United States and Canada, and has a smaller presence in Europe, Australia and New Zealand. The table below presents key information about our business as of and for the years ended December 31, 2025 and 2024. Our business is discussed in more detail below. The data below should be read in conjunction with, and is qualified by reference to, our Management’s Discussion and Analysis and our consolidated financial statements and notes thereto contained elsewhere in this report.
In the company’s own words · 10-K filed Jan 28, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
United Rentals (URI) reported revenue of $3.98B in Q1 2026 (quarter ended Mar 31, 2026), up 7.2% from the same quarter a year earlier. That came with a gross margin of 37% and net income of $531M (13% of revenue). For the full year FY2025, revenue was $16.1B (+4.9% year on year) and net income $2.49B. Its largest product in Jun 2026 was Owned Equipment Rentals at $2.99B, 66% of the disclosed total, well ahead of Ancillaryand Other Rental at 9.6%. The next results filing is expected around Oct 21, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Sep 8, 2026United Rentals to Present at the Morgan Stanley 14 th Annual Laguna Conference.Regulation FD disclosure · press release
- Jul 22, 2026100 First Stamford Place, Suite 700.Earnings release · press release
- Jun 18, 2026On June 18, 2026, United Rentals, Inc. (the “Company”), United Rentals (North America), Inc. (“URNA”) and United Rentals Receivables LLC II (the “SPV”) entered into the Amendment No. 18 to Third Amended and Restated Receivables Purchase Agreement (the “Amendment”), by and among URNA, as Originator, the SPV, as Seller …Material agreement entered · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $4.51BThe company’s own SEC segment disclosure.
- Owned Equipment Rentals$2.99B66%
- Ancillary and Other Rental$433.0M10%
- Delivery And Pick Up$341.0M8%
- Rental Equipment$330.0M7%
- Service and Other$101.0M2%
- Other Rental$92.0M2%
- Other (3)$218.0M5%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Rental & Leasing Services
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