Latest revenue
$3.98B
as of 2026-03-31
Latest net income
$531.0M
as of 2026-03-31
Net margin
13.3%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $58.80B
- Enterprise value
- $72.53B
- P/E (trailing)
- 23.6×
- Forward P/E
- —
- P/B
- 6.56×
- Dividend yield
- 0.8%
- 52-wk high
- $1021.47
- 52-wk low
- $681.98
- Beta
- —
- Shares out
- 62.6M
5-year trend
What this company does
Item 1. Business United Rentals is the largest equipment rental company in the world, operates throughout the United States and Canada, and has a smaller presence in Europe, Australia and New Zealand. The table below presents key information about our business as of and for the years ended December 31, 2025 and 2024. Our business is discussed in more detail below. The data below should be read in conjunction with, and is qualified by reference to, our Management’s Discussion and Analysis and our consolidated financial statements and notes thereto contained elsewhere in this report. 20252024 PERFORMANCE MEASURES Total revenues (in millions)$16,099$15,345 Equipment rental revenue percent of…
AI summary unavailable — showing raw filing excerpt
Generated from URI's filing dated 2026-01-28
Key risks
Item 1A. Risk Factors Our business, results of operations and financial condition are subject to numerous risks and uncertainties. In connection with any investment decision with respect to our securities, you should carefully consider the following risk factors, as well as the other information contained in this report and our other filings with the SEC. Additional risks and uncertainties not presently known to us or that we currently deem immaterial may also impair our business operations. Should any of these risks materialize, our business, results of operations, financial condition and future prospects could be negatively impacted, which in turn could affect the trading value of our…
AI summary unavailable — showing raw filing excerpt
Generated from URI's filing dated 2026-01-28
Profitability
Gross margin
38.2%
4.8%Operating margin
24.7%
6.8%Net margin
15.5%
7.7%Return on equity
28.9%
3.1%Return on assets
8.4%
8.7%Leverage
Debt / equity
2.46×
8.7%Long-term debt / equity
1.47×
3.5%Debt / assets
71.1%
2.5%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $3.98B | +7.2% | $531.0M | +2.5% | 13.3% |
Q4 2025 2025-12-31 | $4.21B | +2.8% | $653.0M | -5.2% | 15.5% |
Q3 2025 2025-09-30 | $4.23B | +5.9% | $701.0M | -1.0% | 16.6% |
Q2 2025 2025-06-30 | $3.94B | +4.5% | $622.0M | -2.2% | 15.8% |
Q1 2025 2025-03-31 | $3.72B | +6.7% | $518.0M | -4.4% | 13.9% |
Q4 2024 2024-12-31 | $4.09B | — | $689.0M | — | 16.8% |
Q3 2024 2024-09-30 | $3.99B | +6.0% | $708.0M | +0.7% | 17.7% |
Q2 2024 2024-06-30 | $3.77B | +6.2% | $636.0M | +7.6% | 16.9% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Equipment Rental & Leasing, NEC · SIC 7359
Your notes
Keep private notes on URI — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$53.3K
Insider selling
$28.8M
Net activity
−$28.7M
Distinct insiders
7
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns URI
Institutional value
$12.95B
Total shares held
18.4M
Distinct holders
738
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 4.1M | $2.98B | — | New |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.7M | $1.95B | — | New |
| 3 | Boston Partners | 915.0K | $666.8M | — | New |
| 4 | DIMENSIONAL FUND ADVISORS LP | 891.8K | $649.7M | — | New |
| 5 | UBS Group AG | 471.8K | $343.7M | — | New |
| 6 | Invesco Ltd. | 444.0K | $323.5M | — | New |
| 7 | Legal & General Group Plc | 398.9K | $290.7M | — | New |
| 8 | Bank of New York Mellon Corp | 361.0K | $263.0M | — | New |
| 9 | VANGUARD FIDUCIARY TRUST CO | 354.6K | $258.4M | — | New |
| 10 | Nuveen, LLC | 317.2K | $231.1M | — | New |
| 11 | WELLS FARGO & COMPANY/MN | 290.8K | $211.9M | — | New |
| 12 | DEUTSCHE BANK AG\ | 237.9K | $173.3M | — | New |
| 13 | HSBC HOLDINGS PLC | 224.3K | $162.9M | — | New |
| 14 | Swiss National Bank | 186.7K | $136.0M | — | New |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 166.7K | $121.5M | — | New |
| 16 | LPL Financial LLC | 166.7K | $121.4M | — | New |
| 17 | Sumitomo Mitsui Trust Group, Inc. | 143.9K | $104.8M | — | New |
| 18 | Mitsubishi UFJ Asset Management Co., Ltd. | 142.4K | $103.7M | — | New |
| 19 | Vanguard Global Advisers, LLC | 137.8K | $100.4M | — | New |
| 20 | RHUMBLINE ADVISERS | 126.9K | $92.4M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once URI's latest filing finishes processing.