URI
United Rentals, Inc.Price & Indicators
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $1.76B | Q1 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 44.1% | Q1 2026 | — |
| Adjusted EPS non-GAAP | $9.71 | Q1 2026 | — |
| Dividends paid | $125M | Q1 2026 | — |
| Fleet productivity | 2.3% | Q1 2026 | — |
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| Free cash flow non-GAAP | $1.05B | Q1 2026 | — |
| Gross rental capital expenditures | $874M | Q1 2026 | — |
| Net leverage ratio non-GAAP | 1.9 | at March 31, 2026 | — |
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| Share repurchases | $375M | Q1 2026 | — |
| Total liquidity non-GAAP | $3.38B | at March 31, 2026 | +1.7% |
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| Total returned to shareholders | $500M | Q1 2026 | — |
| Used equipment sales adjusted gross margin non-GAAP | 47.4% | Q1 2026 | — |
| Used equipment sales GAAP gross margin | 45.7% | Q1 2026 | — |
| Used equipment sales proceeds | $350M | Q1 2026 | — |
| adjusted used margin non-GAAP | 47.4% | Q1 2026 call | — |
| capital returned to shareholders | $500M | Q1 2026 call | — |
| capital returned via dividends | $125M | Q1 2026 call | — |
| cold starts (specialty) | 17 | Q1 2026 call | — |
| EBITDA | $1.76B | Q1 2026 call | — |
| net leverage | 1.9 | Q1 2026 call | — |
| OEC sold | $680M | Q1 2026 call | — |
| recovery rate | 51% | Q1 2026 call | — |
| rental CapEx | $874M | Q1 2026 call | — |
| return on invested capital | 11.8% | Q1 2026 call | — |
| used OEC proceeds | $350M | Q1 2026 call | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Rental & Leasing Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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URI
this stock
United Rentals, Inc.
|
$68.63B | +35.7% | +4.9% | 28.0 | 2.4% |
|
SUNB
Sunbelt Rentals Holdings, Inc.
|
$30.67B | — | +3.4% | — | 2.9% |
|
AER
AerCap Holdings N.V.
|
$23.63B | +4.5% | +6.5% | — | 0.8% |
|
UHAL
U-Haul Holding Co /NV/
|
$13.21B | +33.6% | +3.6% | — | 0.9% |
|
R
Ryder System Inc
|
$10.40B | +41.1% | +0.2% | 22.4 | 2.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| URI | -0.3% | +3.7% | +18.5% | -3.3% | +35.7% |
| SPY | +1.4% | +4.1% | +9.1% | +1.1% | +10.7% |
| vs SPY | -1.7% | -0.4% | +9.4% | -4.4% | +25.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.