United Rentals Inc (URI)

Official site

INDUSTRIALS • RENTAL & LEASING SERVICES • NYSE

$1046.92

+12.11 (+1.17%)

Market Cap: $65.20B

Last updated: Oct 16, 2026 at 5:00 PM ET

Earnings

Performance (10Y)

Beat Rate

72%(28/39)

Avg Surprise

+8.31%

Streak

2 Q

Upcoming Estimates

Period ending Sep 30, 2026

EPS Consensus$13.92

Range$12.66 - $15.11

18 analysts

EPS RevisionsNo revisions (7d)

30d

EPS Estimate DriftChange to current

90d ago$13.44+3.5%

60d ago$13.84+0.6%

30d ago$13.92+0.0%

7d ago$13.90+0.1%

Current$13.92

Revenue Consensus

$4.7B

Range$4.6B - $4.8B

15 analysts

Period ending Dec 31, 2026

EPS Consensus$14.87

Range$11.77 - $18.29

21 analysts

Revenue Consensus

$5.0B

Range$4.9B - $5.3B

20 analysts

Period	Reported	Est.	Range	Surprise	B/M	Analysts	Revisions	YoY
Dec 31, 2026Dec 26EST	-	$14.87	$11.77 - $18.29	-	-	21	-	-
Sep 30, 2026Sep 26EST	-	$13.92	$12.66 - $15.11	-	-	18	2 1 30d	-
Jun 30, 2026Jun 26 Reported Jul 21, 2026Reported Jul 21	$12.76	$11.67	$10.96 - $12.04	+9.34%	Beat	17	1 1 30d	+21.9%
Mar 31, 2026Mar 26 Reported Apr 22, 2026Reported Apr 22	$9.71	$8.94	$7.94 - $9.45	+8.61%	Beat	18	1 2 30d	+9.6%
Dec 31, 2025Dec 25 Reported Jan 28, 2026Reported Jan 28	$11.09	$11.80	$11.22 - $12.42	-6.02%	Miss	19	3 1 30d	-4.3%
Sep 30, 2025Sep 25 Reported Oct 22, 2025Reported Oct 22	$11.70	$12.29	$11.17 - $13.78	-4.80%	Miss	19	2 4 30d	-0.8%
Jun 30, 2025Jun 25 Reported Jul 23, 2025Reported Jul 23	$10.47	$10.54	$9.85 - $11.54	-0.66%	Miss	17	1 3 30d	-2.1%
Mar 31, 2025Mar 25 Reported Apr 23, 2025Reported Apr 23	$8.86	$8.81	$7.95 - $9.39	+0.57%	Beat	18	1 7 30d	-3.2%
Dec 31, 2024Dec 24 Reported Jan 29, 2025Reported Jan 29	$11.59	$11.63	$10.57 - $12.30	-0.34%	Miss	19	0 4 30d	+2.9%
Sep 30, 2024Sep 24 Reported Oct 23, 2024Reported Oct 23	$11.80	$12.49	$11.11 - $13.33	-5.52%	Miss	18	1 2 30d	+0.6%
Jun 30, 2024Jun 24 Reported Jul 24, 2024Reported Jul 24	$10.70	$10.52	$9.76 - $11.49	+1.71%	Beat	19	1 0 30d	+8.3%
Mar 31, 2024Mar 24 Reported Apr 24, 2024Reported Apr 24	$9.15	$8.34	$7.79 - $9.16	+9.71%	Beat	16	1 1 30d	+15.1%
Dec 31, 2023Dec 23 Reported Jan 24, 2024Reported Jan 24	$11.26	$10.91	$9.21 - $15.02	+3.21%	Beat	18	0 1 30d	+15.6%
Sep 30, 2023Sep 23 Reported Oct 25, 2023Reported Oct 25	$11.73	$11.17	$9.94 - $13.13	+5.01%	Beat	17	2 0 30d	+26.5%
Jun 30, 2023Jun 23 Reported Jul 26, 2023Reported Jul 26	$9.88	$8.94	$7.45 - $11.39	+10.51%	Beat	17	2 0 30d	+25.7%
Mar 31, 2023Mar 23 Reported Apr 26, 2023Reported Apr 26	$7.95	$7.99	$6.14 - $9.42	-0.50%	Miss	18	2 0 30d	+38.7%
Dec 31, 2022Dec 22 Reported Jan 25, 2023Reported Jan 25	$9.74	$10.29	$9.34 - $14.50	-5.34%	Miss	18	4 0 30d	+31.8%
Sep 30, 2022Sep 22 Reported Oct 26, 2022Reported Oct 26	$9.27	$9.06	$8.39 - $9.55	+2.32%	Beat	17	2 0 30d	+40.9%
Jun 30, 2022Jun 22 Reported Jul 27, 2022Reported Jul 27	$7.86	$6.50	$5.25 - $7.32	+20.92%	Beat	18	1 0 30d	+68.7%
Mar 31, 2022Mar 22 Reported Apr 27, 2022Reported Apr 27	$5.73	$4.88	$4.09 - $5.88	+17.42%	Beat	15	3 1 30d	+66.1%
Dec 31, 2021Dec 21 Reported Jan 26, 2022Reported Jan 26	$7.39	$6.69	$6.08 - $7.44	+10.46%	Beat	16	2 0 30d	+46.6%
Sep 30, 2021Sep 21 Reported Oct 27, 2021Reported Oct 27	$6.58	$6.82	$6.34 - $7.45	-3.52%	Miss	16	1 0 30d	+21.9%
Jun 30, 2021Jun 21 Reported Jul 28, 2021Reported Jul 28	$4.66	$4.86	$4.22 - $5.40	-4.12%	Miss	16	2 0 30d	+26.6%
Mar 31, 2021Mar 21 Reported Apr 28, 2021Reported Apr 28	$3.45	$3.13	$2.70 - $3.49	+10.22%	Beat	15	3 0 30d	+3.0%
Dec 31, 2020Dec 20 Reported Jan 27, 2021Reported Jan 27	$5.04	$4.28	$3.59 - $5.02	+17.76%	Beat	17	3 0 30d	-10.0%
Sep 30, 2020Sep 20 Reported Oct 28, 2020Reported Oct 28	$5.40	$4.34	$3.74 - $5.05	+24.42%	Beat	14	4 0 30d	-9.4%
Jun 30, 2020Jun 20 Reported Jul 29, 2020Reported Jul 29	$3.68	$1.93	$0.83 - $2.84	+90.67%	Beat	15	6 0 30d	-22.4%
Mar 31, 2020Mar 20 Reported Apr 29, 2020Reported Apr 29	$3.35	$2.53	$2.32 - $3.57	+32.41%	Beat	10	1 0 30d	+1.2%
Dec 31, 2019Dec 19 Reported Jan 29, 2020Reported Jan 29	$5.60	$5.29	$4.51 - $5.82	+5.86%	Beat	15	No revisions (30d)	+15.5%
Sep 30, 2019Sep 19 Reported Oct 16, 2019Reported Oct 16	$5.96	$5.66	$4.81 - $6.04	+5.30%	Beat	16	1 0 30d	+25.7%
Jun 30, 2019Jun 19 Reported Jul 17, 2019Reported Jul 17	$4.74	$4.51	$4.12 - $4.77	+5.10%	Beat	16	No revisions (30d)	+23.1%
Mar 31, 2019Mar 19 Reported Apr 17, 2019Reported Apr 17	$3.31	$3.04	$2.45 - $3.58	+8.88%	Beat	17	1 0 30d	+15.3%
Dec 31, 2018Dec 18 Reported Jan 23, 2019Reported Jan 23	$4.85	$4.89	$4.49 - $5.67	-0.82%	Miss	16	4 0 30d	+45.2%
Sep 30, 2018Sep 18 Reported Oct 17, 2018Reported Oct 17	$4.74	$4.62	$3.91 - $5.10	+2.60%	Beat	15	1 0 30d	+45.8%
Jun 30, 2018Jun 18 Reported Jul 18, 2018Reported Jul 18	$3.85	$3.53	$2.94 - $3.86	+9.07%	Beat	15	4 0 30d	+62.4%
Mar 31, 2018Mar 18 Reported Apr 18, 2018Reported Apr 18	$2.87	$2.50	$1.75 - $3.64	+14.80%	Beat	17	No revisions (30d)	+76.1%
Dec 31, 2017Dec 17 Reported Jan 24, 2018Reported Jan 24	$3.34	$3.39	$2.82 - $3.84	-1.47%	Miss	18	3 0 30d	+25.1%
Sep 30, 2017Sep 17 Reported Oct 18, 2017Reported Oct 18	$3.25	$3.03	$2.59 - $3.39	+7.26%	Beat	16	5 0 30d	-
Jun 30, 2017Jun 17 Reported Jul 19, 2017Reported Jul 19	$2.37	$2.33	$2.06 - $2.42	+1.72%	Beat	16	2 0 30d	-
Mar 31, 2017Mar 17 Reported Apr 19, 2017Reported Apr 19	$1.63	$1.55	-	+5.16%	Beat	-	-	-
Dec 31, 2016Dec 16 Reported Jan 25, 2017Reported Jan 25	$2.67	$2.30	-	+16.09%	Beat	-	-	-

Dividends

Dividend Metrics

Forward Yield0.75%

Forward Annual Dividend$7.88

Payout Ratio8.35%

FrequencyQuarterly

Pay MonthsFeb, May, Aug, Nov

URI dividend history and ex-dividend dates Run URI in the free DRIP calculator

Key Metrics

Valuation
P/E Ratio	23.13	EV/EBITDA	10.62x
Price/FCF	12.11x	FCF Yield	8.26%
Profitability
Profit Margin	15.70%	Operating Margin	26.00%
ROE	28.90%	ROIC	13.53%
Financial Health
Debt/Equity	1.54x	Interest Coverage	N/A
Current Ratio	0.76x	Quick Ratio	0.70x
Trading Statistics
Beta	1.83	Avg Volume	515.69K
52-Week High	$1177.15	52-Week Low	$698.94

Technical Indicators Dashboard

Moving Averages

SMA 10$1057.91

SMA 20$1043.00

SMA 50$1054.84

SMA 200$956.70

EMA 10$1048.64

EMA 20$1044.56

EMA 50$1045.98

EMA 200$977.27

MACD

Line: 3.54Signal: 2.29Hist: 1.25

ADX

ADX: 13.5+DI: 20.0-DI: 31.0

Aroon & PSAR

Aroon Up72.0

Aroon Down8.0

PSAR$1099.68

Bollinger Bands

Upper Band$1086.46

Lower Band$999.55

%B Position833%(Upper)

Band Width0.55

RSI (14-Day)

Neutral

50.7

Momentum Oscillators

Stoch %K57.9

Stoch %D61.5

Williams %R-42.5

ROC (10d)1.2%

Momentum12.81

CCI (20d)-29.2

MFI (14d)53.8

Volatility Measures

ATR (14d)$33.05(3.2%)

StdDev (20d)21.73

Hist Vol32.6%(Moderate)

Volume Flow

VWAP$1033.68

OBV20.3M

AD Line-45.2M

CMF (20d)0.164

Volume Metrics

Avg Vol (20d)514.2K

Vol Ratio1.4x

VWMA (20d)$1039.83

Pivot Points

R3$1099.15

R2$1078.26

R1$1056.53

Pivot Point$1035.64

S1$1013.91

S2$993.02

S3$971.29

Advanced Oscillators

TSI3.12

Ultimate Osc54.2

KST19.66

Financial Data

Quarter	Jun 2026	Mar 2026	Dec 2025	Sep 2025	Jun 2025	Mar 2025	Dec 2024	Sep 2024	Jun 2024	Mar 2024	Dec 2023	Sep 2023
Total Revenue	$4.41B	$3.98B	$4.21B	$4.23B	$3.94B	$3.72B	$4.09B	$3.99B	$3.77B	$3.48B	$3.73B	$3.77B
Cost of Revenue	$2.68B	$2.52B	$2.62B	$2.56B	$2.41B	$2.36B	$2.46B	$2.34B	$2.25B	$2.14B	$2.17B	$2.18B
Gross Profit	$1.73B	$1.47B	$1.59B	$1.67B	$1.53B	$1.36B	$1.64B	$1.65B	$1.52B	$1.35B	$1.56B	$1.58B

Operating Expenses	$594.00M	$600.00M	$538.00M	$551.00M	$530.00M	$552.00M	$551.00M	$526.00M	$514.00M	$494.00M	$499.00M	$486.00M
R&D	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
SG&A	$472.00M	$441.00M	$431.00M	$442.00M	$422.00M	$437.00M	$436.00M	$416.00M	$404.00M	$389.00M	$393.00M	$374.00M
Operating Income	$1.14B	$869.00M	$1.05B	$1.11B	$1.00B	$804.00M	$1.09B	$1.12B	$1.00B	$852.00M	$1.06B	$1.10B

Interest Income	$-178,000,000	$-176,000,000	$-183,000,000	$-178,000,000	$-171,000,000	$-184,000,000	$-180,000,000	$-178,000,000	$-173,000,000	$-160,000,000	$-161,000,000	$-163,000,000
Interest Expense	$131.00M	$168.00M	$178.00M	$177.00M	$164.00M	$116.00M	$178.00M	$173.00M	$169.00M	$157.00M	$161.00M	$156.00M
Income Before Tax	$1.01B	$701.00M	$874.00M	$937.00M	$839.00M	$688.00M	$909.00M	$949.00M	$835.00M	$695.00M	$902.00M	$943.00M
Income Tax Expense	$254.00M	$170.00M	$221.00M	$236.00M	$217.00M	$170.00M	$220.00M	$241.00M	$199.00M	$153.00M	$223.00M	$240.00M

Net Income	$753.00M	$531.00M	$653.00M	$701.00M	$622.00M	$518.00M	$689.00M	$708.00M	$636.00M	$542.00M	$679.00M	$703.00M

EBITDA	$2.01B	$1.68B	$1.87B	$1.91B	$1.77B	$1.63B	$1.85B	$1.87B	$1.73B	$1.54B	$1.76B	$1.80B
EBIT	$1.19B	$877.00M	$1.06B	$1.11B	$1.01B	$872.00M	$1.09B	$1.13B	$1.01B	$855.00M	$1.06B	$1.11B

* Some calculated fields are derived from available data when not provided by source

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Government Contracts

Gov Obligations (TTM)

$1.09M

Gov Obligations / Revenue

0.0%

Obligations YoY

-86.6%

Active Awards

New Awards (TTM)

Avg Remaining Term

3.3 mo

Top agency: Department of Defense at 52.7% of trailing twelve month obligations across 6 agencies

Recent Awards

Award ID	Agency	Obligated	Start	End	Description
36C24526P0406	Department of Veterans AffairsDepartment of Veterans Affairs	$255607	May 15, 2026	Oct 15, 2026	5 MONTH RENTAL OF HVAC EQUIPMENT & GENERATOR
15BBNF26P00000024	Department of JusticeFederal Prison System / Bureau of Prisons	$52339	Apr 2, 2026	Apr 2, 2026	26Z5AT8-FCI HEATING REPAIR
2082AA26P00025	Department of the TreasuryUnited States Mint	$40000	Apr 6, 2026	Apr 6, 2027	EMERGENCY POWER GENERATOR RENTAL
15B30926F00000101	Department of JusticeFederal Prison System / Bureau of Prisons	$24807	Jul 31, 2026	Jul 31, 2026	B&F - UNITED RENTALS - PROJ. 26Z3AM3
15B30926P00000083	Department of JusticeFederal Prison System / Bureau of Prisons	$23906	Mar 31, 2026	Apr 30, 2026	EMERGENCY HVAC RENTAL EQUIPMENT
70Z02926PNEWO0085	Department of Homeland SecurityU.S. Coast Guard	$22618	Jun 20, 2026	Jan 20, 2027	TELEHANDLER RENTAL TO USE AT US ARMY CORPS OF ENGINEERS (USACE), ENSLEY ENGINEER YARD FOR SEVEN MONTHS TO UNLOAD, LOAD, AND MOVE ATON EQUIPMENT FOR THE US COAST GUARD RIVER BUOY TENDER (WLR) FLEET DURING LOW WATER STAGES ON THE MISSISSIPPI RIVER.
N4446626P0037	Department of DefenseDepartment of the Navy	$17932	Mar 26, 2026	Jun 2, 2026	500KW GENERATOR RENTAL 2 MONTHS
FA286026P0011	Department of DefenseDepartment of the Air Force	$14571	Apr 6, 2026	May 8, 2026	RENTAL OF 120 FOOT TELESCOPIC BOOM LIFT IN ACCORDANCE WITH UNITED RENTALS QUOTE# 260287067.
1202RZ26K6074	Department of AgricultureForest Service	$9335	Apr 24, 2026	Nov 30, 2026	MOBILE OFFICE TRAILER/GENERATOR USED TO REGIOANL INSPECTIONS OF INCIDENT EQUIPMENT.
N4446626P0032	Department of DefenseDepartment of the Navy	$8966	Mar 4, 2026	Apr 6, 2026	500KW GENERATOR RENTAL 1 MONTH

Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

News

United Rentals stock: Bernstein cuts target to USD 1,215.00 for United Rentals stock

Bernstein has lowered its price target for United Rentals stock to USD 1,215.00 from USD 1,317.00, while maintaining an Outperform rating. This adjustment comes despite United Rentals reporting a robust 11.80 percent...

ad-hoc-news.de•Oct 16, 2026 11:07 AM ET10/16/26•Somewhat-Bearish

United Rentals stock: Bernstein cuts target to USD 1,215.00 for United Rentals stock

Bernstein has lowered its price target for United Rentals (URI) to $1,215.00 from $1,317.00, while maintaining an Outperform rating. This adjustment comes despite United Rentals reporting a robust 11.80% year-over-year...

ad-hoc-news.de•Oct 16, 2026 10:39 AM ET10/16/26•Neutral

United Rentals to Report Q3 Earnings: Here's What to Expect

United Rentals (URI) is set to announce its third-quarter 2026 earnings on October 21st, with analysts expecting a 17.5% increase in EPS to $13.75 and a 10.4% rise in revenues to $4.67 billion. The company's performance...

TradingView•Oct 16, 2026 9:37 AM ET10/16/26•Bullish

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Rollins Gears Up to Report Q3 Earnings: What's in the Cards?

Rollins, Inc. (ROL) is scheduled to release its third-quarter 2026 earnings on October 21. Analysts project revenues of $1.13 billion, a 9.6% increase year-over-year, driven by growth across residential, commercial...

The Globe and Mail•Oct 16, 2026 9:07 AM ET10/16/26•Somewhat-Bullish

URI Valuation and Fair Value

P/E: 23.1x
Forward P/E: 18.4x
EV/EBITDA: 10.6x
P/FCF: 12.1x
PEG: 1.3x
P/B: 7.1x

See GNG's fair value

URI Profitability: Margins, ROIC and FCF

Gross margin: 38.4%
Operating margin: 26.0%
Net margin: 15.7%
ROIC: 13.5%
ROE: 28.9%
FCF margin: 32.0%
FCF yield: 8.3%

URI Competitors

Company	Ticker
Honeywell International Inc	HON
Relx PLC ADR	RELX
Bloom Energy Corp	BE
WW Grainger Inc	GWW
FedEx Corporation	FDX
Transdigm Group Incorporated	TDG
Republic Services Inc	RSG
PACCAR Inc	PCAR

Sector: Industrials

URI Analyst Ratings

Consensus: Buy
Analysts: 22
Strong Buy: 4
Buy: 12
Hold: 5
Sell: 0
Strong Sell: 1

URI Bull Case vs Bear Case

Bull case

URI converts 32.0% of revenue into free cash flow.
URI grew quarterly revenue 11.8% year over year.
72.7% of URI's analyst ratings are Buy or Strong Buy.

Bear case

URI beat EPS estimates in 37.5% of its last 8 reported quarters.

URI Earnings: Beat Rate and Next Report

Beat rate: 3 of 8 quarters (37.5%)
Average surprise: 0.1%
EPS estimate (fiscal period ending Sep 30, 2026): $13.92
Estimate revisions (30 days, fiscal period ending Sep 30, 2026): 2 up, 1 down

URI Dividend

Forward yield: 0.8%
Payout ratio: 8.3%
Pay months: Feb, May, Aug, Nov

URI dividend history

Frequently Asked Questions About URI

What is URI's current dividend yield?

United Rentals Inc (URI) has a forward dividend yield of 0.75%.

Does URI pay dividends?

Yes, United Rentals Inc pays dividends with a forward dividend yield of 0.75%.

What is URI's P/E ratio?

United Rentals Inc has a price-to-earnings (P/E) ratio of 23.13.

What is URI's market cap?

United Rentals Inc (URI) has a market capitalization of $65.20B with a current stock price of $1046.92.

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Earnings

Performance (10Y)

Upcoming Estimates

Dividends

Dividend Metrics

Key Metrics

Technical Indicators Dashboard

Moving Averages

MACD

ADX

Aroon & PSAR

Bollinger Bands

RSI (14-Day)

Momentum Oscillators

Volatility Measures

Volume Flow

Volume Metrics

Pivot Points

Advanced Oscillators

Financial Data

Related GNG Research

The Next Inflation Wave Has Already Started - These Are the Assets I Want to Own

Government Contracts

Recent Awards

News

United Rentals stock: Bernstein cuts target to USD 1,215.00 for United Rentals stock

United Rentals stock: Bernstein cuts target to USD 1,215.00 for United Rentals stock

United Rentals to Report Q3 Earnings: Here's What to Expect

Rollins Gears Up to Report Q3 Earnings: What's in the Cards?

Rollins Gears Up to Report Q3 Earnings: What's in the Cards?

URI Valuation and Fair Value

URI Profitability: Margins, ROIC and FCF

URI Competitors

URI Analyst Ratings

URI Bull Case vs Bear Case

Bull case

Bear case

URI Earnings: Beat Rate and Next Report

URI Dividend

Frequently Asked Questions About URI

Related stocks

Get full access to GNG Research