URI · United Rentals, Inc.
$1,081.04
+46.93 (+4.54%)
At close · Oct 2
Return incl. dividend (before tax)
Market Cap
$65.59B
Shares
62.65M
Volume · Oct 2
617.36K
Avg daily vol (3M)
470.85K
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$1,081.04
Open$1,048.69
Day$1,048.69–1,081.49
52W close$710.47–1,164.82
Avg vol 30d471K
Short int1.5M · 2.5% float · 3.9d
Short vol59%
Last earningsJul 23, 2026
DataJan 2020–Oct 2026
Filing10-Q · Jul 22
Up next
Next earnings call
Oct 23, 2026
Est · unconfirmed
· in 3 wks
filed Jul 22, 2026
call held Jul 23, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
$16.36B
Trailing 12 months
Net income (TTM)
$2.51B
Trailing 12 months
Revenue growth YoY
+7.2%
Year over year
Operating margin
24.7%
Trailing 12 months
P / E (TTM)
27.6
Trailing earnings · reciprocal yield 3.6%
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-3.7%
Year over year · fewer shares
Price change (1Y)
+10.5%
Trailing year
Short interest
2.5%
Latest settlement · 3.9 days to cover
AI Brief
Q2 FY26 earnings call · Jul 23, 2026
Q2 FY26
TL;DR. United Rentals posted record Q2 2026 results and raised full-year 2026 guidance, lifting total revenue outlook by $500 million (to $17.5–$17.8 billion), adjusted EBITDA by $300 million (to $7.975–$8.125 billion), and gross rental capex by $450 million (to $4.85–$5.25 billion).
Bullish
- + Specialty rental revenue grew 25% year-over-year with growth across all seven specialty lines
- + Gross rental capex raised by $450 million to $4.85–$5.25 billion to support stronger demand at record time utilization
- + S&P raised United Rentals' credit outlook to positive with potential upgrade to investment grade within 12 months
Bearish
- − Adjusted EBITDA margin (ex-gain) declined 40 basis points year-over-year due to specialty mix shift to lower-margin ancillary and re-rent
- − Specialty segment rental gross margin contracted 140 basis points year-over-year
- − Fuel costs absorbed 20–30 basis points of incremental margin headwind in Q2
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Research
our published analysis of this company
Equibles Rating
blended score · not investment adviceOverall
Buy
SellHoldBuy
Technical
Buy
Momentum
Very Strong
Sentiment
Neutral
Fundamentals
Fair
Quant / Vol
Moderate
Market backdrop
VIX 15.3 · calm
Equity put/call 0.58
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+14%
above
Price vs 50-day avg
+2%
above
RSI (14)
60
neutral
MACD trend
Positive
52-week position
82%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+9%
trailing
6-month return
+39%
trailing
YTD return
+34%
this year
Relative strength
+27%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $1065 › 200d $948 — 50d above 200d
Institutional flow
Accumulating
9 of 1,610 funds reported for Sep 30 · net +66 sh shares · +2 new
Insider flow
Distributing
Net -$1.7M over 90 days · 100% sells
Short interest
Rising
2.47% of float · ▲ +8.2% MoM · 3.9 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
1,610 holders — near 3-yr high, broad support
Squeeze score
65
elevated · 0–100
Fundamentals
Revenue growth
+5%
Y/Y
Gross margin
38%
contracting
EPS growth
−0%
Y/Y
Free cash flow
$5.0B
Buyback
$5.0B
authorized
Balance sheet
$13.8B
net debt
Quant / Vol
risk profile
Volatility
44%
annualized · 1-yr
Max drawdown
−30%
past year
ATR
3.1%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed Jul 22, 2026
Total revenue
· 2026 full-year
Initiated
$17.5B – $17.8B
prior FY $16.1B
midpoint +9.6% Y/Y
Net rental capital expenditures after gross purchases
· 2026 full-year
Initiated
$3.4B – $3.8B
Net cash provided by operating activities
· 2026 full-year
GAAP
Initiated
$5.85B – $6.65B
Guided vs delivered
· last 2 settled
Total revenue
2024
guided $15.05B – $15.35B
$15.35B
In line
Total revenue
2023
guided $14.1B – $14.3B
$14.33B
Beat +0.9%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+14%
Bullish
Price vs 50-day avg
+2%
Bullish
RSI (14)
60
Neutral
MACD trend
Positive
Bullish
52-week position
82%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross)
No cross
50d $1065 › 200d $948 — 50d above 200d
Institutional flow
Accumulating
9 of 1,610 funds reported for Sep 30 · net +66 sh shares · +2 new
Insider flow
Distributing
Net -$1.7M over 90 days · 100% sells
Short interest
Rising
2.47% of float · ▲ +8.2% MoM · 3.9 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
1,610 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $710
Now $1,081 · 82%
Range high $1,165
vs 200-day avg +14%
vs 50-day avg +2%
Illustrative 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 |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $2.06B | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income 753M
+254M Provision for income taxes
+178M Interest expense, net
+704M Depreciation of rental equipment
+116M Non-rental depreciation and amortization
+6M Restructuring charge
+43M Stock compensation expense, net
+2M Impact of the fair value mark-up of acquired fleet
= Adjusted EBITDA 2.06B
|
|||
| Adjusted EBITDA margin non-GAAP | 46.6% | the three months ended June 30, 2026 filing | — |
| Contractor supplies sales gross margin | 31.8% | Three Months Ended June 30, 2026 filing | — |
| EBITDA | $2.01B | the three months ended June 30, 2026 filing | — |
| Equipment rentals gross margin | 39% | Three Months Ended June 30, 2026 filing | — |
| Equipment rentals gross profit | $1.5B | Three Months Ended June 30, 2026 filing | — |
| Fleet productivity | 3.4% | the three months ended June 30, 2026 filing | — |
| Sales of rental equipment gross margin | 46.7% | Three Months Ended June 30, 2026 filing | — |
| Service and other revenues gross margin | 44.6% | Three Months Ended June 30, 2026 filing | — |
| SG&A expense as a percentage of revenue | 10.7% | Three Months Ended June 30, 2026 filing | — |
| Year-over-year change in average OEC | 7.1% | the three months ended June 30, 2026 filing | — |
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 |
|---|---|---|---|---|---|
|
URI
this stock
United Rentals, Inc.
|
$65.59B | +33.6% | +4.9% | 26.7 | 2.5% |
|
SUNB
Sunbelt Rentals Holdings, Inc.
|
$30.76B | — | +3.4% | — | 2.1% |
|
AER
AerCap Holdings N.V.
|
$22.91B | +0.4% | +6.5% | — | 2.2% |
|
UHAL
U-Haul Holding Co /NV/
|
$11.85B | +22.8% | +3.6% | — | 0.8% |
|
R
Ryder System Inc
|
$9.03B | +24.0% | +0.2% | 19.2 | 2.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| URI | +3.3% | +8.8% | +38.7% | +8.0% | +33.6% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +3.5% | +9.2% | +26.5% | +7.1% | +20.7% |
Capital returns
Buyback program
· as of Jul 22, 2026
Authorized
$5.00B
Spent (derived)
—
Remaining
—
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.
Key facts
CIK
1067701
CUSIP
911363109
13F (30d)
31 filings
23 filers
Visit website
Investor relations