URI's revenues should benefit from strong end-market demand from infrastructure, reshoring, power, and data centers. The growth and cross-sell opportunities in the Specialty business, scale advantages in executing complex/multi-location projects, and shift from owning to renting should drive market share gains. I believe double-digit EPS growth and P/E multiple sustaining at current levels due to enhanced growth outlook with cyclical and secular drivers, should support continued upside.
United Rentals (URI) reported earnings 30 days ago. What's next for the stock?
United Rentals has surged over 60% since April, driven by strong results and a significant tax law windfall boosting free cash flow. Despite robust fundamentals, margins are compressing due to normalization in used equipment prices and slowing construction activity. The recent rally is almost entirely attributable to the new tax law, which adds $80-100 per share in value, but shares now trade at a high premium.
![]() 0LIY 1 weeks ago Announced | Quarterly | $1.79 Per Share |
21 Oct 2025 (In 1 month) Date | | - Cons. EPS | - EPS |
22 Jul 2025 Date | | - Cons. EPS | - EPS |
![]() 0LIY 1 weeks ago Announced | Quarterly | $1.79 Per Share |
21 Oct 2025 (In 1 month) Date | | - Cons. EPS | - EPS |
22 Jul 2025 Date | | - Cons. EPS | - EPS |
Rental & Leasing Services Industry | Industrials Sector | Matthew J. Flannery CEO | LSE Exchange | US9113631090 ISIN |
US Country | 27,900 Employees | 13 Aug 2025 Last Dividend | - Last Split | 18 Dec 1997 IPO Date |
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.
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.
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.
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.