United Rentals (URI) came out with quarterly earnings of $10.47 per share, missing the Zacks Consensus Estimate of $10.54 per share. This compares to earnings of $10.7 per share a year ago.
The market-crushing large-cap stock we explore today could be ready for a breakout after earnings, while also providing long-term investors diversification in the technology-heavy market.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for United Rentals (URI), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended June 2025.
URI's second-quarter revenues are likely to have risen on strong construction demand, but margin pressures may weigh on earnings growth.
Investors looking for stocks in the Building Products - Miscellaneous sector might want to consider either United Rentals (URI) or Armstrong World Industries (AWI). But which of these two stocks is more attractive to value investors?
United Rentals dominates a fragmented market, leveraging scale, segment diversity, and AI-driven efficiency to drive growth and maintain strong margins. Specialty rentals are a key growth engine, delivering premium margins and revenue expansion, though recent acquisitions have pressured gross margins. Valuation appears fair—growth, capital efficiency, and disciplined acquisitions offset a modest FCF yield and cyclical risks tied to construction demand.
United Rentals (URI) reported earnings 30 days ago. What's next for the stock?
United Rentals excels through a disciplined acquisition strategy, kaizen-driven continuous improvement, and a one-stop shop model that differentiates it from competitors. Management's focus on cash acquisitions and capital discipline preserves shareholder value and mirrors Berkshire Hathaway's approach. Despite sector risks and macro headwinds, URI's strong historical growth, operational excellence, and resilient business model make it a compelling long-term investment.
United Rentals, the largest equipment rental company, leverages scale, geographic diversity, and superior service to maintain a competitive edge and strong financial performance. United Rentals' long-term prospects are strong, driven by specialty segment growth, market share gains, and increasing rental penetration. The company's share price has been volatile. Long-term investors should take advantage of this to build a position at very attractive prices.
United Rentals, Inc. (NYSE:URI ) Q1 2025 Earnings Conference Call April 24, 2025 8:30 AM ET Company Participants Matthew Flannery - President & Chief Executive Officer Ted Grace - Executive Vice President & Chief Financial Officer Conference Call Participants David Rasso - Evercore ISI Rob Wertheimer - Melius Angel Castillo - Morgan Stanley Jamie Cook - Truist Securities Michael Feniger - Bank of America Timothy Thein - Raymond James Jerry Revich - Goldman Sachs Steven Fisher - UBS Kyle Menges - Citi Tami Zakaria - JPMorgan Kenneth Newman - KeyBanc Capital Markets Scott Schneeberger - Oppenheimer Steven Ramsey - Thompson Research Group Operator Good morning and welcome to the United Rentals' Investor Conference Call. Please be advised that this call is being recorded.
URI's first-quarter results reflect strong demand in core rental operations. The company sees soft used equipment sales.
Although the revenue and EPS for United Rentals (URI) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.