U

    United Rentals Inc (URI)

    Official site

    INDUSTRIALS • RENTAL & LEASING SERVICES • NYSE

    $1038.49
    +8.24 (+0.80%)

    Market Cap: $64.13B

    Last updated: Sep 01, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    73%(29/40)
    Avg Surprise
    +8.24%
    Streak
    2 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$13.92
    Range$12.66 - $15.11
    18 analysts
    EPS Revisions
    15
    0
    7d
    16
    0
    30d
    EPS Estimate Drift
    90d ago$13.37-4.0%
    60d ago$13.39-3.8%
    30d ago$13.44-3.4%
    7d ago$13.84-0.6%
    Current$13.92
    Revenue Consensus
    $4.7B
    Range$4.6B - $4.8B
    15 analysts
    Period ending Dec 31, 2026
    EPS Consensus$14.79
    Range$11.77 - $18.29
    21 analysts
    Revenue Consensus
    $5.0B
    Range$4.9B - $5.3B
    20 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$14.79---
    Sep 26EST
    		-$13.92---
    Jun 26
    Reported Jul 21
    		$12.76$11.67+9.34%Beat+21.9%
    Mar 26
    Reported Apr 22
    		$9.71$8.94+8.61%Beat+9.6%
    Dec 25
    Reported Jan 28
    		$11.09$11.80-6.02%Miss-4.3%
    Sep 25
    Reported Oct 22
    		$11.70$12.29-4.80%Miss-0.8%
    Jun 25
    Reported Jul 23
    		$10.47$10.54-0.66%Miss-2.1%
    Mar 25
    Reported Apr 23
    		$8.86$8.81+0.57%Beat-3.2%
    Dec 24
    Reported Jan 29
    		$11.59$11.63-0.34%Miss+2.9%
    Sep 24
    Reported Oct 23
    		$11.80$12.49-5.52%Miss+0.6%
    Jun 24
    Reported Jul 24
    		$10.70$10.52+1.71%Beat+8.3%
    Mar 24
    Reported Apr 24
    		$9.15$8.34+9.71%Beat+15.1%
    Dec 23
    Reported Jan 24
    		$11.26$10.91+3.21%Beat+15.6%
    Sep 23
    Reported Oct 25
    		$11.73$11.17+5.01%Beat+26.5%
    Jun 23
    Reported Jul 26
    		$9.88$8.94+10.51%Beat+25.7%
    Mar 23
    Reported Apr 26
    		$7.95$7.99-0.50%Miss+38.7%
    Dec 22
    Reported Jan 25
    		$9.74$10.29-5.34%Miss+31.8%
    Sep 22
    Reported Oct 26
    		$9.27$9.06+2.32%Beat+40.9%
    Jun 22
    Reported Jul 27
    		$7.86$6.50+20.92%Beat+68.7%
    Mar 22
    Reported Apr 27
    		$5.73$4.88+17.42%Beat+66.1%
    Dec 21
    Reported Jan 26
    		$7.39$6.69+10.46%Beat+46.6%
    Sep 21
    Reported Oct 27
    		$6.58$6.82-3.52%Miss+21.9%
    Jun 21
    Reported Jul 28
    		$4.66$4.86-4.12%Miss+26.6%
    Mar 21
    Reported Apr 28
    		$3.45$3.13+10.22%Beat+3.0%
    Dec 20
    Reported Jan 27
    		$5.04$4.28+17.76%Beat-10.0%
    Sep 20
    Reported Oct 28
    		$5.40$4.34+24.42%Beat-9.4%
    Jun 20
    Reported Jul 29
    		$3.68$1.93+90.67%Beat-22.4%
    Mar 20
    Reported Apr 29
    		$3.35$2.53+32.41%Beat+1.2%
    Dec 19
    Reported Jan 29
    		$5.60$5.29+5.86%Beat+15.5%
    Sep 19
    Reported Oct 16
    		$5.96$5.66+5.30%Beat+25.7%
    Jun 19
    Reported Jul 17
    		$4.74$4.51+5.10%Beat+23.1%
    Mar 19
    Reported Apr 17
    		$3.31$3.04+8.88%Beat+15.3%
    Dec 18
    Reported Jan 23
    		$4.85$4.89-0.82%Miss+45.2%
    Sep 18
    Reported Oct 17
    		$4.74$4.62+2.60%Beat+45.8%
    Jun 18
    Reported Jul 18
    		$3.85$3.53+9.07%Beat+62.4%
    Mar 18
    Reported Apr 18
    		$2.87$2.50+14.80%Beat+76.1%
    Dec 17
    Reported Jan 24
    		$3.34$3.39-1.47%Miss+25.1%
    Sep 17
    Reported Oct 18
    		$3.25$3.03+7.26%Beat+26.0%
    Jun 17
    Reported Jul 19
    		$2.37$2.33+1.72%Beat-
    Mar 17
    Reported Apr 19
    		$1.63$1.55+5.16%Beat-
    Dec 16
    Reported Jan 25
    		$2.67$2.30+16.09%Beat-
    Sep 16
    Reported Oct 19
    		$2.58$2.44+5.74%Beat-

    Dividends

    Dividend Metrics

    Yield0.74%
    Annual/Share$7.70
    Payout Ratio8.35%
    Frequency4
    Pay MonthsFeb, May, Aug, Nov
    View URI's full dividend history

    Key Metrics

    Valuation
    P/E Ratio22.94EV/EBITDA10.72x
    Price/FCF12.01xFCF Yield8.32%
    Profitability
    Profit Margin15.70%Operating Margin26.00%
    ROE28.90%ROIC13.53%
    Financial Health
    Debt/Equity1.54xInterest Coverage6.47x
    Current Ratio0.76xQuick Ratio0.70x
    Trading Statistics
    Beta1.80Avg Volume431.45K
    52-Week High$1177.1552-Week Low$698.94

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$1072.78
    SMA 20$1110.15
    SMA 50$1094.41
    SMA 200$921.94
    EMA 10$1067.71
    EMA 20$1085.50
    EMA 50$1076.56
    EMA 200$958.92

    MACD

    Line: -14.86Signal: -2.14Hist: -12.72

    ADX

    ADX: 19.6+DI: 15.3-DI: 31.5

    Aroon & PSAR

    Aroon Up36.0
    Aroon Down96.0
    PSAR$1147.73

    Bollinger Bands

    Upper Band$1201.92
    Lower Band$1018.38
    %B Position1653%(Upper)
    Band Width0.11

    RSI (14-Day)

    Neutral
    38.6

    Momentum Oscillators

    Stoch %K8.6
    Stoch %D6.0
    Williams %R-85.1
    ROC (10d)-10.8%
    Momentum-126.33
    CCI (20d)-141.8
    MFI (14d)22.0

    Volatility Measures

    ATR (14d)$31.96(3.1%)
    StdDev (20d)45.88
    Hist Vol28.3%(Moderate)

    Volume Flow

    VWAP$1032.53
    OBV18.5M
    AD Line-46.8M
    CMF (20d)-0.245

    Volume Metrics

    Avg Vol (20d)429.9K
    Vol Ratio1.0x
    VWMA (20d)$1109.43

    Pivot Points

    R3$1081.06
    R2$1064.53
    R1$1047.39
    Pivot Point$1030.85
    S1$1013.71
    S2$997.18
    S3$980.04

    Advanced Oscillators

    TSI-11.08
    Ultimate Osc33.4
    KST-10.32

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 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
    38
    New Awards (TTM)
    18
    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 IDAgencyObligatedStart
    36C24526P0406Department of Veterans AffairsDepartment of Veterans Affairs$255607May 15, 2026
    15BBNF26P00000024Department of JusticeFederal Prison System / Bureau of Prisons$52339Apr 2, 2026
    2082AA26P00025Department of the TreasuryUnited States Mint$40000Apr 6, 2026
    15B30926F00000101Department of JusticeFederal Prison System / Bureau of Prisons$24807Jul 31, 2026
    15B30926P00000083Department of JusticeFederal Prison System / Bureau of Prisons$23906Mar 31, 2026
    70Z02926PNEWO0085Department of Homeland SecurityU.S. Coast Guard$22618Jun 20, 2026
    N4446626P0037Department of DefenseDepartment of the Navy$17932Mar 26, 2026
    FA286026P0011Department of DefenseDepartment of the Air Force$14571Apr 6, 2026
    1202RZ26K6074Department of AgricultureForest Service$9335Apr 24, 2026
    N4446626P0032Department of DefenseDepartment of the Navy$8966Mar 4, 2026

    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.

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    Will Large Infrastructure Projects Fuel United Rentals' Fleet Growth?

    United Rentals (URI) is experiencing strong demand from large infrastructure projects, leading the company to increase its fleet investment. This increased demand has resulted in historically high fleet utilization and a significant rise in rental revenues. The company has raised its 2026 gross rental CapEx outlook to meet the ongoing robust project pipeline, which is expected to continue into 2027.

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    Redwood Grove Capital LLC has acquired a new position in United Rentals, Inc. (NYSE:URI), purchasing 2,249 shares valued at approximately $2.55 million, making it their 24th largest holding. Other institutional investors also increased their stakes in URI, with a total of 96.26% of the company's stock owned by institutional investors and hedge funds. This news comes as United Rentals reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend of $1.97 per share.

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    Frequently Asked Questions About URI

    What is URI's current dividend yield?
    United Rentals Inc (URI) has a current dividend yield of 0.74%.
    Does URI pay dividends?
    Yes, United Rentals Inc pays dividends with a current yield of 0.74%.
    What is URI's P/E ratio?
    United Rentals Inc has a price-to-earnings (P/E) ratio of 22.94.
    What is URI's market cap?
    United Rentals Inc (URI) has a market capitalization of $64.13B with a current stock price of $1038.49.

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