United Rentals, Inc. (URI) Stock: Price, Forecast & Analyst Target
United Rentals, Inc. (URI) — MoonshotScore 69/100 (Strong band), calculated Oct 4, 2026. Price $1081.04 (+4.54%), as of the Oct 2, 2026 trading session; market cap $67.3B. Expected results Oct 21, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 600.89× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Oct 21, 2026
United Rentals, Inc. · URI · NYSE · Industrials · Rental & Leasing Services
Research dated 2026-09-12: United Rentals supplies construction, industrial, infrastructure and public-sector customers with access to a broad equipment fleet, while rentals from owned equipment provide the economic core. The case hinges on whether expanding demand and profit can translate into durable cash generation after fleet investment, without allowing leverage and shareholder distributions to tighten financial flexibility.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · United Rentals (URI)
StrongWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
High quality and durable growth, but a strained balance sheet and a full valuation; the market is already moving on it. Business Quality: Solid; Financial Safety: Strained; Valuation: Rich; Growth Durability: Compounding; Momentum: Surging.
Enterprise value relative to free cash flow is the main valuation drag relative to sector peers.
- quarterly revenue $4.41B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 2 of 8
- expected results Oct 21, 2026
Holding back: a rich price
Helping: business quality, durable growth, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 68 | Strong | |
| 68 | Strong | |
| 68 | Strong | |
| 68 | Strong | |
| 68 | Strong | |
| 68 | Strong |
The score was 69 in the stored Oct 3, 2026 snapshot and remains 69 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Valuation +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $1081.04 | |
| Change on the day | +4.54% | |
| 52-week range | $701.59–$1179.18 | |
| Market capitalisation | $67.3B | |
| Price / earnings (trailing) | 26.07 | |
| Shares traded on the day | 605.5K | |
| Beta (volatility vs the S&P 500) | 1.79 | |
| Dividends per share (last 12 months) | $7.70 | |
| Dividend yield (last 12 months) | 0.71% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · below the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
On the capital allocation front, we still intend to repurchase $1.5 billion of shares in 2026.
William Grace · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for United Rentals (URI): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
6 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 25, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 9, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 9, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the URI film — every key number, told as a short cinematic story
~2 min · open the film
What is United Rentals (URI), and what does it report?
Short answer · as of
United Rentals is primarily an equipment-access business, not an equipment manufacturer or conventional dealer. Customers rent earthmoving machinery, aerial platforms, forklifts and general tools through General Rentals, while Specialty supplies trench safety, temporary power, climate control, fluid handling, mobile storage and modular workspaces.
Research dated 2026-09-12.
United Rentals is primarily an equipment-access business, not an equipment manufacturer or conventional dealer. Customers rent earthmoving machinery, aerial platforms, forklifts and general tools through General Rentals, while Specialty supplies trench safety, temporary power, climate control, fluid handling, mobile storage and modular workspaces.
Owned-equipment rentals dominate reported revenue, with ancillary rental income adding another substantial stream. New-equipment sales, service and other revenue broaden monetization, while used-fleet remarketing creates an exit channel for assets after their rental life.
What do the latest results show for United Rentals (URI)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $4.41B.
Research dated 2026-09-12.
The latest period showed broad sequential improvement: revenue, gross profit, operating profit, net income and diluted earnings all increased. Those measures also exceeded the comparable prior-period results, while reported revenue and earnings cleared market estimates after a more uneven run of estimate outcomes.
Project activity among construction, industrial, infrastructure, utility and municipal customers feeds rental demand across the fleet and Specialty offerings. Management also reiterated its intended share repurchases, a capital-allocation commitment rather than an operating explanation for the sales improvement.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $4.41B Jun 30, 2026
- Latest quarter · SG&A
- $472.00M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $1.14B Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $4.41B | Not available | $472.00M | $1.14B |
| Mar 31, 2026 | $3.98B | Not available | $600.00M | $869.00M |
| Dec 31, 2025 | $4.21B | Not available | $431.00M | $1.05B |
| Sep 30, 2025 | $4.23B | Not available | $442.00M | $1.11B |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $4.41B Jul 22, 2026
- Latest report · revenue estimate
- $4.22B Jul 22, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 22, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 22, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 22, 2026 | $4.41B | $4.22B | $12.7600 | $11.5300 |
| Apr 22, 2026 | $3.98B | $3.87B | $9.7100 | $8.9500 |
| Jan 28, 2026 | $4.21B | $4.24B | $11.0900 | $11.7900 |
| Oct 22, 2025 | $4.23B | $4.16B | $11.7000 | $12.2900 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $4.41B | $753M | $11.84 (diluted) |
| Q1 FY2026 | $3.98B | $531M | $8.35 (diluted) |
| Q4 FY2025 | $4.21B | $653M | $10.20 (diluted) |
| Q3 FY2025 | $4.23B | $701M | $10.91 (diluted) |
What are the financial strengths and risks for United Rentals (URI)?
Short answer
Cash and short-term investments were $112.00M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $1.79B for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
United Rentals combines strong accounting profitability with consistently positive operating cash flow. Revenue has advanced across the annual series, although the latest annual net result declined, showing that sales growth does not automatically preserve profit conversion.
The financial constraint is the gap between modest cash holdings and substantial debt. Cash has fallen materially across the reported window, and fleet spending exceeded operating cash generation in the latest period; continued heavy investment, weaker rental demand or softer asset resale conditions could therefore put additional pressure on liquidity and leverage.
Quality and distress screens remain constructive, but they do not erase the balance-sheet exposure created by debt, thin near-term liquidity ratios and capital-intensive fleet ownership.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $1.79B Jun 30, 2026
- Previous quarter · operating cash flow
- $1.51B Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $1.79B | −$2.05B |
| Mar 31, 2026 | $1.51B | −$833.00M |
| Dec 31, 2025 | $1.26B | −$679.00M |
| Sep 30, 2025 | $1.18B | −$1.55B |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at United Rentals (URI)?
Short answer · as of
The next earnings report is expected on Oct 21, 2026.
Research dated 2026-09-12.
The next earnings release needs to extend the latest combination of revenue growth, improving operating profit and estimate outperformance. A reversal in gross-profit or operating-profit momentum would matter more if fleet investment remains elevated.
Cash conversion deserves equal attention: operating cash flow must be weighed against fleet spending, the declining cash balance and the debt load. The intended repurchase program adds another claim on capital, making the pace of buybacks, investment and debt management important observations together.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
On the capital allocation front, we still intend to repurchase $1.5 billion of shares in 2026.
William Grace ·
How does United Rentals compare with its peers?
Short answer
United Rentals's score ranks tied for 3rd of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
United Rentals differs from an equipment dealer because it can earn rental revenue from an owned asset before eventually remarketing that asset. That lifecycle makes utilization, maintenance, fleet purchasing and used-equipment disposal economically connected rather than separate activities.
Its breadth also extends beyond general construction machines. Trench safety, temporary power, climate control, fluid solutions, storage and modular space let the company serve specialized project needs through the same wide geographic network, while the breadth of customer industries reduces dependence on a narrowly defined end market.
| Company | Price | Market value | Score |
|---|---|---|---|
| $1280.30 Oct 2, 2026 | $60.5B | 92 5-pillar Oct 4, 2026 | |
| $119.77 Oct 2, 2026 | $72.5B | 72 5-pillar Oct 4, 2026 | |
| United Rentals (URI) — this page | $1081.04 | $67.3B | 69 |
| $317.44 Oct 2, 2026 | $71.3B | 69 5-pillar Oct 4, 2026 | |
| $528.32 Oct 2, 2026 | $72.9B | 67 5-pillar Oct 4, 2026 | |
| $144.34 Oct 2, 2026 | $22.8B | 67 5-pillar Oct 4, 2026 | |
| $290.36 Oct 2, 2026 | $68.7B | 64 5-pillar Oct 4, 2026 | |
| $237.24 Oct 2, 2026 | $9.10B | 61 5-pillar Oct 4, 2026 | |
| $61.89 Oct 2, 2026 | $12.1B | 51 5-pillar Oct 4, 2026 | |
| $18.50 Oct 2, 2026 | $4.67B | 45 5-pillar Oct 4, 2026 | |
| $171.03 Oct 2, 2026 | $6.04B | 43 5-pillar Oct 4, 2026 | |
| $138.37 Oct 2, 2026 | $4.63B | 41 5-pillar Oct 4, 2026 | |
| $27.16 Oct 2, 2026 | $20.9B | 40 5-pillar Oct 4, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $903.00 – $1421.00
- Consensus target
- $1219.15
- Median target
- $1275.00
Consensus record · Captured .
Measured against a quoted price of $1081.04 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Sep 30, 2026
- Transactions
- 18
- Identified insiders
- 15
- Purchases
- 0
- Sales
- 5
- Other transactions
- 13
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 91.2% Period end Jun 30, 2026
- Previous quarter · ownership
- 90.5% Prior to period end Jun 30, 2026
- Reporting holders
- 1,659 Period end Jun 30, 2026
- Previous quarter · holders
- 1,528 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 5,134,060 |
| Vanguard Capital Management LLC | 4,091,482 |
| State Street Corp | 2,993,837 |
| Jpmorgan Chase & Co | 2,829,733 |
| Vanguard Portfolio Management LLC | 2,697,981 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about United Rentals (URI)?
Common Questions About URI (Industrials)
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
What does United Rentals actually rent through General Rentals and Specialty?
General Rentals supplies heavy machinery, aerial platforms, forklifts and tools, while Specialty covers trench safety, temporary power, climate control, fluid handling, mobile storage and modular workspaces. The customer base spans contractors, industrial operators, manufacturers, utilities, municipalities and government bodies.
How does United Rentals earn from equipment after it leaves the rental fleet?
The company remarkets used equipment through its sales force, brokers, its website, manufacturers and auctions. This disposal channel complements the rental income earned while the asset remains in the fleet.
Can United Rentals cover fleet investment with operating cash flow?
Operating cash flow is positive, but fleet spending exceeded it in the latest reported period. The cash balance also declined across the reported window, so cash conversion after equipment investment is the more revealing measure.
Why does United Rentals' buyback plan deserve balance-sheet scrutiny?
Management intends to continue substantial share repurchases while debt remains far above cash and fleet ownership absorbs significant capital. Buybacks therefore compete with equipment investment and balance-sheet flexibility for internally generated cash.
What is the URI stock price today?
The last price recorded on this page for United Rentals, Inc. (URI) is $1081.04, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the URI price target?
The analyst consensus price target for United Rentals, Inc. (URI) is $1219.15 (range $903.00 to $1421.00, median $1275.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
When are URI's next earnings?
The next earnings date listed on this page for United Rentals, Inc. (URI) is Oct 21, 2026. Companies sometimes move report dates, so the company's own announcement is the final word on timing.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (81 figures)
The 81 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | William Grace (Jul 23, 2026): On the capital allocation front, we still intend to repurchase $1.5 billion of shares in 2026. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 100 First Stamford Place, Suite 700, Stamford, CT, 06902 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "100 First Stamford Place, Stamford, CT, 06902, US". |
FMP — 69 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $1081.04 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T21:14:27.763Z. | |
px.change | Change on the day | +4.54% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $67.3B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:02.000Z. Captured from FMP at 2026-10-04T21:14:26.638Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$46.93 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $4.41B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $701.59–$1179.18 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 26.07 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 605.5K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.79 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Matthew J. Flannery | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 28,500 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $9.72B, net result $1.39B; FY2022 revenue $11.64B, net result $2.10B; FY2023 revenue $14.33B, net result $2.42B; FY2024 revenue $15.35B, net result $2.58B; FY2025 revenue $16.10B, net result $2.49B | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | New Equipment $348.00M · Rental Equipment $1.41B · Owned Equipment Rentals $11.05B · Service and Other Revenues $369.00M · Ancillary and Other Rental Revenue $2.48B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 37.1% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $4.41B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $472.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $1.14B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $3.98B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $600.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $869.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $4.21B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $431.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $1.05B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $4.23B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $442.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $1.11B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-22.revenue_actual | Revenue · reported — report date 2026-07-22 | $4.41B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-22.revenue_estimated | Revenue · estimate — report date 2026-07-22 | $4.22B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-22.eps_actual | EPS · reported — report date 2026-07-22 | $12.7600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-22.eps_estimated | EPS · estimate — report date 2026-07-22 | $11.5300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.revenue_actual | Revenue · reported — report date 2026-04-22 | $3.98B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.revenue_estimated | Revenue · estimate — report date 2026-04-22 | $3.87B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.eps_actual | EPS · reported — report date 2026-04-22 | $9.7100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.eps_estimated | EPS · estimate — report date 2026-04-22 | $8.9500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.revenue_actual | Revenue · reported — report date 2026-01-28 | $4.21B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.revenue_estimated | Revenue · estimate — report date 2026-01-28 | $4.24B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.eps_actual | EPS · reported — report date 2026-01-28 | $11.0900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.eps_estimated | EPS · estimate — report date 2026-01-28 | $11.7900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-22.revenue_actual | Revenue · reported — report date 2025-10-22 | $4.23B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-22.revenue_estimated | Revenue · estimate — report date 2025-10-22 | $4.16B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-22.eps_actual | EPS · reported — report date 2025-10-22 | $11.7000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-22.eps_estimated | EPS · estimate — report date 2025-10-22 | $12.2900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $112.00M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $1.79B | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $15.38B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 7.43× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $1.79B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $1.51B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$2.05B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$833.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $1.26B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$679.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $1.18B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$1.55B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $903.00 – $1421.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $1219.15 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $1275.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 18 transactions · 0 purchases, 5 sales, 13 other transactions · 15 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Sep 30, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 91.2% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 90.5% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 1,659 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 1,528 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 5,134,060 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Vanguard Capital Management LLC — shares in provider snapshot | 4,091,482 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | State Street Corp — shares in provider snapshot | 2,993,837 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Jpmorgan Chase & Co — shares in provider snapshot | 2,829,733 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 2,697,981 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 21, 2026 | UNRECORDED | Stored earnings-calendar observation — Captured 2026-09-30 | |
earn.history | Reported versus estimated, recent quarters | EPS beat 2 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-12 · Expired observation |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 600.89× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $112.00M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $7.70 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-05, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 0.71% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-22.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($4.41B) with the recorded estimate ($4.22B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-22.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($12.7600) with the recorded estimate ($11.5300) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 3 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 69 of 100 · Strong · pillars 79 / 35 / 32 / 84 / 80 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.valuation_driver | Recorded valuation score driver | Enterprise value relative to free cash flow is the main valuation drag relative to sector peers. | OURS | Stock Expert AI MoonshotScore v2 engine · stored factor contributions | |
ours.moonshot_change | MoonshotScore movement | 69 (stored snapshot Oct 3, 2026) → 69 (current publication computed Oct 4, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-07-22. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-22.revenue_actual,earn.history.depth.2026-07-22.revenue_estimated,earn.history.depth.2026-07-22.revenue_actual.comparison,earn.history.depth.2026-07-22.eps_actual.comparison,earn.history.depth.2026-07-22.eps_actual,earn.history.depth.2026-07-22.eps_estimated,earn.history.depth.2026-04-22.revenue_actual,earn.history.depth.2026-04-22.revenue_estimated,earn.history.depth.2026-04-22.eps_actual,earn.history.depth.2026-04-22.eps_estimated,earn.history.depth.2026-01-28.revenue_actual,earn.history.depth.2026-01-28.revenue_estimated,earn.history.depth.2026-01-28.eps_actual,earn.history.depth.2026-01-28.eps_estimated,earn.history.depth.2025-10-22.revenue_actual,earn.history.depth.2025-10-22.revenue_estimated,earn.history.depth.2025-10-22.eps_actual,earn.history.depth.2025-10-22.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | United Rentals, Inc., founded in 1997 and headquartered in Stamford, Connecticut, functions as a prominent equipment rental firm through its various subsidiaries. The company's operations are divided into two main divisions: General Rentals and Specialty. The General Rentals segment offers a broad selection of construction and industrial machinery, including heavy equipment like backhoes, skid-steer loaders, earthmoving machinery, and forklifts, alongside aerial work platforms such as boom and scissor lifts. This division also provides general tools and lighter equipment, ranging from pressure washers to power tools. Its client base is diverse, encompassing construction and industrial enterprises, manufacturers, utility companies, municipalities, government bodies, and individual homeowners. Conversely, the Specialty segment focuses on more specialized construction products. This includes comprehensive trench safety gear, such as trench shields, aluminum hydraulic shoring systems, and construction lasers, designed for underground work. It also supplies power generation and climate control equipment, featuring portable diesel generators, electrical distribution units, and temperature management systems. Additionally, the segment offers fluid solutions for containment, transfer, and treatment, as well as mobile storage units and modular office spaces. This segment primarily caters to companies undertaking infrastructure projects, municipalities, and industrial clients. Beyond rentals, United Rentals also sells new equipment, including aerial lifts, telehandlers, and compressors, along with construction consumables, tools, small equipment, and safety supplies. It further provides parts for customer-owned machinery and offers repair and maintenance services. The company remarkets its used equipment through its dedicated sales force, brokers, its website, direct sales to manufacturers, and auctions. United Rentals maintains an extensive network of 1,360 rental facilities across the United States, Canada, Europe, Australia, and New Zealand. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | New Equipment: $348.00M; Rental Equipment: $1.41B; Owned Equipment Rentals: $11.05B; Service and Other Revenues: $369.00M; Ancillary and Other Rental Revenue: $2.48B | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Cash, investments and debt | Total debt: $15.38B; Liquidity basis: cash and short-term investments; Total liabilities: $22.09B; Cash and short-term investments: $112.00M; Cash and investments: $112.00M; Long-term investments: $0; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Management outlook — dated call excerpts | Captured record · 1 entry
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-23 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Sector / industry (provider taxonomy) | Industrials / Rental & Leasing Services The company's SEC filings classify it under SIC 7359 — Services-Equipment Rental & Leasing, NEC. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-22 | FMP | Financial Modeling Prep (FMP) earnings |
| Most recent periodic reports | 2026-07-22 | OFFICIAL | SEC EDGAR filer submissions | |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $112.00M; Cash and short-term investments: $112.00M; Long-term investments: $0; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash decline over the reported window | To: 2026-06-30; From: 2024-09-30; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $112.00M; Decline: $367.00M; Opening balance: $479.00M; Average change per period: $52.40M Change in cash, cash equivalents and short-term investments between the 2024-09-30 and 2026-06-30 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length. | 2026-06-30 | COMPUTED | Computed from reported balances |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$15.27B; Total debt: $15.38B; Cash and investments: $112.00M Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Trailing twelve-month ratio set | Quick ratio: 0.7; Current ratio: 0.76; Debt to equity: 1.67; Net margin: 15.7%; Gross margin: 37.1%; Operating margin: 24.8%; Return on assets: 8.4%; Return on equity: 29.2% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Distress and quality screens | Altman Z-score: 3.38; Piotroski F-score: 7 Altman Z below 1.8 is the conventional distress zone. For a company holding large cash against negative retained earnings the score mostly reflects the retained-earnings term. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-10-28; EPS estimate: $13.92 per share; Revenue estimate: $4.70B The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-12 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Recent SEC filings |
| 2026-09-08 | OFFICIAL | SEC EDGAR filer submissions |
| Employees | Count: 28,500 | 2025-12-31 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing |
Data provided for informational purposes only.
ETFs that hold URI
Funds in our ETF coverage that list URI among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| HWAY ETF | 3.03% | |
| USEQ ETF | 0.20% |