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United Rentals Inc

United Rentals Inc

URI
$1,045.21USD↓-2.48%-26.61 today

MARKET CAP

65.5B

P/E (TTM)

24.3x

FWD P/E

20.7x

DAY RANGE

$1,042 – $1,077

52W RANGE

$702
$1,144

AI Summary

Stalk
TrimMedium

URI is in a Stage 4 Decline with a clear LH/LL sequence and active Support Failure signaling loss of key support. Short-term pullback into the rising 50 DMA offers no conclusive sell timing, so execution should be deferred. Medium-term bias remains bearish; selling should be staged into rallies back into the declining 9/20 EMA region for rejection confirmation. The long-term uptrend remains intact above the rising 200 DMA.

  • ↑Q1 2026 revenue rose 7% YoY to $4 B on robust rental demand
  • ↑Record adjusted EBITDA of $1.8 B in Q1 underscores profitability
  • ↓Operating and delivery cost increases are compressing margins
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The case for & against

Bull & Bear analysis

Bullish

United Rentals, Inc. (NYSE: URI) is the largest equipment rental company globally, with a diverse portfolio serving sectors such as construction, industrial, and infrastructure. The company operates over 1,700 branches, emphasizing its extensive reach and capability to cater to various customer needs. URI's strategic focus is on growing its specialty rental business, positioning itself advantageously within a robust demand environment characterized by surging infrastructure investment—which is increasingly supported by governmental funding initiatives.

Bull says

  • ↑Q1 2026 revenue rose 7% YoY to $4 B on robust rental demand
  • ↑Record adjusted EBITDA of $1.8 B in Q1 underscores profitability
  • ↑Free cash flow expected at ~$2.4 B for full year supports liquidity
  • ↑Specialty rental revenue grew 14% in Q1, boosting high-margin mix
  • ↑~$2 B planned capital returns in 2026 via buybacks and dividends
  • ↑Analysts raised earnings estimates by 11.2% YoY, reflecting positive momentum

Bear says

  • ↓Operating and delivery cost increases are compressing margins
  • ↓Ancillary service growth outpaces overhead efficiency, eroding profits
  • ↓Heavy reliance on large infrastructure projects risks timing mismatches
  • ↓2026 earnings guidance was slightly trimmed amid execution uncertainty
  • ↓Quantitative metrics indicate balance sheet vulnerability and weak business quality
  • ↓High share price volatility and weak growth factors add risk

Investment themes with URI

High Beta↓ -0.12%

Stocks with high volatility relative to market

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Infrastructure Development↑ +0.48%

DE · HWM · TT

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 04-23-2026bullish

Transcript signals

Bull points

  • we did 17 in the quarter. I think we had in January said we were targeting around 40, and there's a continual pipeline of that.
  • GenRent rental gross margin being up 150 basis points, it was roughly equal contribution from labor, delivery, and leveraging depreciation. The team really did a great job.
  • We feel really good about where we're heading, and those are the two big components within that revision.

Bear points

  • it was really kind of all three big areas of cost that provided leverage, labor, delivery, and R&M. So we feel like there's broad-based kind of contribution to the improvement.
  • there still will be repositioning costs.
Read full transcript analysis ›