United Rentals, Inc.
United Rentals, Inc. (URI) is the largest equipment rental company in North America, with a market capitalisation of about $64.5bn. It provides a wide fleet of construction and industrial equipment to customers in construction, utilities, manufacturing and events, supplemented by onsite services and used-equipment sales. Revenue and utilisation are closely linked to construction and infrastructure activity, so the business is cyclical; periods of strong capital spending can lift pricing and utilisation, while economic slowdowns can reduce demand. United Rentals grows through network expansion, fleet investment and acquisitions, and seeks to improve returns via active fleet management and disposal of used assets. Key investor considerations include capital intensity, fleet replacement cycles, leverage and sensitivity to interest rates and commodity inputs. This summary is educational only and not personal financial advice; prospective investors should read regulatory filings and assess suitability to their own circumstances.
Why It's Moving
United Rentals Faces Post-Earnings Pressure Amid Margin Squeezes and Cautious Guidance.
- Q4 EPS came in at $11.09, 5.86% below forecasts, with revenue at $4.21B slightly short, signaling vulnerabilities from elevated delivery expenses and fleet repositioning.
- 2026 outlook targets $16.8–17.3B in revenue for 5.9% growth, but unresolved mega-project risks and cost pressures temper optimism.
- Company sweetened shareholder value with a 10% dividend increase to $1.97 per share and $1.5B in planned buybacks, aiming to counter near-term misses.
United Rentals Faces Post-Earnings Pressure Amid Margin Squeezes and Cautious Guidance.
- Q4 EPS came in at $11.09, 5.86% below forecasts, with revenue at $4.21B slightly short, signaling vulnerabilities from elevated delivery expenses and fleet repositioning.
- 2026 outlook targets $16.8–17.3B in revenue for 5.9% growth, but unresolved mega-project risks and cost pressures temper optimism.
- Company sweetened shareholder value with a 10% dividend increase to $1.97 per share and $1.5B in planned buybacks, aiming to counter near-term misses.
When is the next earnings date for United Rentals, Inc. (URI)?
United Rentals (URI) is estimated to report its next earnings on April 22, 2026, covering the first quarter of 2026. This date aligns with analyst projections and the company's historical late-April pattern for Q1 releases, following the recent Q4 2025 results announced in January. Investors should monitor official company announcements for any confirmation or adjustments.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying United Rentals' stock with a target price of $952.6, indicating strong potential growth.
Financial Health
United Rentals is performing well with strong revenue, cash flow, and profit margins.
Dividend
United Rentals has a below-average dividend yield of 0.89%, making it less appealing for dividend-seeking investors. If you invested $1000 you would be paid $8.90 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Cyclically Exposed Demand
Rental revenue tracks construction and infrastructure cycles; stronger activity can boost utilisation and pricing, though performance can vary with the economy.
Large National Network
An extensive footprint and fleet offer scale and convenience advantages, but expansion requires capital and carries execution risk.
Fleet Management Focus
Returns depend on efficient fleet utilisation, maintenance and used-asset sales; heavy capital needs and interest rates can influence margins.
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