Summary
UR3 Chart
United Rentals: Overvalued Even With A Tax Law Windfall (Rating Downgrade)
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.
United Rentals, Inc. (URI) Q2 2025 Earnings Call Transcript
United Rentals, Inc. (NYSE:URI ) Q2 2025 Earnings Conference Call July 24, 2025 8:30 AM ET Company Participants Matthew J. Flannery - President, CEO & Director William Edward Grace - Executive VP & CFO Conference Call Participants Angel Castillo - Morgan Stanley, Research Division Clay Williams - Goldman Sachs Group, Inc., Research Division David Michael Raso - Evercore ISI Institutional Equities, Research Division Jamie Lyn Cook - Truist Securities, Inc., Research Division Ken Newman - KeyBanc Capital Markets Inc., Research Division Kyle David Menges - Citigroup Inc., Research Division Michael J.
United Rentals' Q2 Earnings Miss Estimates, Revenues Up Y/Y
URI's second-quarter results reflect strong demand in core rental operations. The company sees soft used equipment sales.
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United Rentals, Inc. Profile
| Rental & Leasing Services Industry | Industrials Sector | Matthew J. Flannery CEO | XSTU Exchange | US9113631090 ISIN |
| US Country | 27,900 Employees | 13 Aug 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
