Summary
0LIY Chart
United Rentals: A Wonderful Company At A Fair Price
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.
Why Is United Rentals (URI) Up 8.7% Since Last Earnings Report?
United Rentals (URI) reported earnings 30 days ago. What's next for the stock?
United Rentals: Compounded Growth And An Intangible Moat
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, Inc. Dividends
 URI In 2 months Estimated | Quarterly | $1.79 Per Share |
| URI 3 weeks ago Paid | Quarterly | $1.79 Per Share |
| URI 3 months ago Paid | Quarterly | $1.79 Per Share |
| URI 6 months ago Paid | Quarterly | $1.63 Per Share |
| URI 9 months ago Paid | Quarterly | $1.63 Per Share |
| URI 7 May 2024 Paid | Quarterly | $1.63 Per Share |
United Rentals, Inc. Earnings
| 22 Jul 2025 (44 Days) Date | | - Cons. EPS | - EPS |
| 22 Apr 2025 Date | | - Cons. EPS | - EPS |
| 22 Jan 2025 Date | | 11.65 Cons. EPS | 11.59 EPS |
| 23 Oct 2024 Date | | 12.48 Cons. EPS | 11.8 EPS |
| 24 Jul 2024 Date | | 10.54 Cons. EPS | 10.7 EPS |
| URI In 2 months Estimated | Quarterly | $1.79 Per Share |
| URI 3 weeks ago Paid | Quarterly | $1.79 Per Share |
| URI 3 months ago Paid | Quarterly | $1.79 Per Share |
| URI 6 months ago Paid | Quarterly | $1.63 Per Share |
| URI 9 months ago Paid | Quarterly | $1.63 Per Share |
| URI 7 May 2024 Paid | Quarterly | $1.63 Per Share |
| 22 Jul 2025 (44 Days) Date | | - Cons. EPS | - EPS |
| 22 Apr 2025 Date | | - Cons. EPS | - EPS |
| 22 Jan 2025 Date | | 11.65 Cons. EPS | 11.59 EPS |
| 23 Oct 2024 Date | | 12.48 Cons. EPS | 11.8 EPS |
| 24 Jul 2024 Date | | 10.54 Cons. EPS | 10.7 EPS |
United Rentals, Inc. (0LIY) FAQ
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Has United Rentals, Inc. ever had a stock split?
United Rentals, Inc. Profile
| Rental & Leasing Services Industry | Industrials Sector | Mr. Matthew J. Flannery CEO | LSE Exchange | US9113631090 ISIN |
| US Country | 27,900 Employees | 12 Feb 2025 Last Dividend | - Last Split | 18 Dec 1997 IPO Date |
Overview
United Rentals, Inc. is a prominent equipment rental company that operates through its subsidiaries across various segments. Founded in 1997, with its headquarters in Stamford, Connecticut, the company has expanded its operations to include the United States, Canada, Europe, Australia, and New Zealand. United Rentals provides rental equipment and services to construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities. Its business is categorized into two main segments: General Rentals and Specialty. These segments cover a wide range of equipment rental needs, from general construction and industrial equipment to specialty construction products, ensuring comprehensive solutions for a variety of projects and industries.
Products and Services
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General Construction and Industrial Equipment:
This category includes a broad selection of machinery and tools such as backhoes, skid-steer loaders, forklifts, earthmoving equipment, material handling equipment, aerial work platforms (boom and scissor lifts), and general tools and light equipment like pressure washers, water pumps, and power tools. These are primarily rented to construction and industrial companies, as well as manufacturers, utilities, municipalities, homeowners, and government entities for various applications.
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Specialty Construction Products:
The specialty segment offers equipment tailored for specific purposes, including trench safety equipment (trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers, line testing equipment), power and heating equipment (portable diesel generators, electrical distribution equipment, temperature control equipment), fluid solutions equipment (for fluid containment, transfer, and treatment), and mobile storage and modular office spaces. These products cater to construction companies working on infrastructure projects, municipalities, and industrial organizations.
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Sales and Services:
In addition to renting, United Rentals also engages in the sale of used equipment through various channels such as its sales force, brokers, its website, auctions, and directly to manufacturers. The range of products sold includes aerial lifts, reach forklifts, telehandlers, compressors, and generators. Moreover, it offers construction consumables, tools, small equipment, safety supplies, and parts for equipment owned by its customers. United Rentals complements its sales with repair and maintenance services, ensuring customers have the support they need for their equipment.
Contact Information
