URI · United Rentals, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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our published analysis of this company
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $2.06B | Q2 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 46.6% | Q2 2026 | — |
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| Dividends paid | $248M | Year-to-date 2026 | — |
| Fleet productivity | 3.4% | Q2 2026 | — |
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| Net leverage ratio | 1.8 | Q2 2026 | — |
| Share repurchases | $750M | Year-to-date 2026 | — |
| Total liquidity | $3B | Q2 2026 | — |
| Total returned to shareholders | $998M | Year-to-date 2026 | — |
| Used equipment sales adjusted gross margin non-GAAP | 47.3% | Q2 2026 | — |
| Used equipment sales GAAP gross margin | 46.7% | Q2 2026 | — |
| Used equipment sales proceeds | $330M | Q2 2026 | +4.1% |
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| Free cash flow non-GAAP | $1.05B | first quarter of 2026 | — |
| Gross rental capital expenditures | $874M | first quarter of 2026 | — |
| Adjusted EPS non-GAAP | $11.09 | fourth quarter of 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
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.
|
$70.75B | +38.5% | +4.9% | 28.8 | 2.2% |
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SUNB
Sunbelt Rentals Holdings, Inc.
|
$32.98B | — | +3.4% | — | 2.8% |
|
AER
AerCap Holdings N.V.
|
$23.81B | +3.8% | +6.5% | — | 0.7% |
|
UHAL
U-Haul Holding Co /NV/
|
$14.46B | +46.8% | +3.6% | — | 0.7% |
|
R
Ryder System Inc
|
$10.08B | +37.5% | +0.2% | 21.5 | 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 | -3.6% | +4.6% | +23.3% | +3.8% | +38.5% |
| SPY | +1.2% | +3.6% | +12.8% | +4.1% | +14.1% |
| vs SPY | -4.8% | +0.9% | +10.4% | -0.3% | +24.4% |
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.