United Rentals, Inc
NYSE: URI
Stock price
1029.64 USD
(+194.74%) 5 years
Financial Performance
5Y price score: 273
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 1,294%
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701.5
52-week range
1179.1
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Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
1 %
Dividend Yield TTM
0.7 %
Market cap $
$ 64,087
Price / Earnings TTM
24.9
Price / Book TTM
7.1
PEG TTM
(120.6)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
3.1 %
200.3 %
1,294 %
Free cash flow per share growth
(15.9) %
(50.2) %
175.2 %
Earnings per share growth
23.5 %
216.5 %
536.1 %
Founded: 1,997
Employees: 26,300
Business Summary:
Q&A
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Latest Earnings Call Takeaways
2026 Q2 (Jul 23, 2026)
1) Strategy & Leadership
- United Rentals is executing its long-term strategy effectively, positioning itself as a partner of choice for customers.
- The company has raised its full-year guidance due to stronger-than-expected demand, particularly from large projects.
- Focus remains on maintaining cost discipline while enhancing service levels and safety.
2) Financial & Segment Results
- Total revenue for Q2 2026 grew 12% YoY to $4.4 billion, with rental revenue up nearly 13% to $3.8 billion.
- Adjusted EBITDA reached over $2 billion, yielding a margin of 46.6%, while adjusted EPS rose 22% YoY to $12.76.
- Specialty rental revenue grew 25% YoY, driven by strong performance across all lines of business.
- Year-to-date, free cash flow was nearly $1.2 billion, reflecting strong capital efficiency.
3) Problems / Headwinds
- The company faces challenges with rising costs, particularly in transportation and fuel, which have impacted margins.
- Despite strong demand, the ability to source additional fleet is constrained, with suppliers unable to meet all requests.
- There is ongoing uncertainty in local markets, which have shown only modest growth, potentially limiting future revenue increases.
4) Operational or Product Plans
- United Rentals plans to increase gross rental CapEx to support higher demand, raising guidance to between $4.85 billion and $5.25 billion.
- The company is focused on leveraging technology and innovation to enhance customer productivity and internal efficiency.
- Continued investment in specialty segments is expected to drive future growth, particularly in power and HVAC markets.
5) Guidance & Outlook / Investor Angle
- The updated guidance for 2026 anticipates total revenue growth of nearly 10% at the midpoint, with adjusted EBITDA expected to reach between $7.975 billion and $8.125 billion.
- Free cash flow guidance remains strong, projected between $2.15 billion and $2.45 billion.
- The company is committed to returning approximately $2 billion to shareholders through buybacks and dividends, equating to about $32 per share.
Bottom line: United Rentals is well-positioned for continued growth in 2026, driven by strong demand for large projects and effective execution of its strategy. The raised guidance and robust free cash flow generation provide a solid foundation for shareholder returns, despite some headwinds related to cost pressures and supply constraints.
Annual Reports, Presentations And IR Contacts
Go to the websiteUnited Rentals, Inc — Financial Overview, Stock Price, Market Cap
United Rentals, Inc is a company. Founded in 1997. As of October 19, 2026, the company's market capitalization is $64087367700 with a current stock price of $1029.64.