United Rentals Stock | Price, Analyst Rating & Outlook for 2026

United Rentals

NYSE:URI

$ 732,74

$-3,76 (-0,51%)

732,74 $

$-3,76 (-0,51%)

End-of-day quote: 04/07/2026

United Rentals Stock Value

The analyst rating for NYSE:URI is currently Outperform.

Outperform

United Rentals Company Info

EPS Growth 5Y

19,25%

Market Cap

$46,08 B

Long-Term Debt

$12,43 B

Short Interest

2,76%

Quarterly earnings

04/22/2026

Dividend

$7,84

Dividend Yield

1,07%

Founded

1997

Industry

Industrials

Country

United States

ISIN Number

US9113631090

Website

http://www.unitedrentals.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$971,00

32.52%

Last Update: 04/08/2026

Analysts: 20

Highest Price Target $1.550,00

Average Price Target $971,00

Lowest Price Target $600,00

In the last five quarters, United Rentals’s Price Target has risen from $535,06 to $697,77 - a 30,41% increase. Twenty One analysts predict that United Rentals’s share price will increase in the coming year, reaching $971,00. This would represent an increase of 32,52%.

Top growth stocks in the industrials sector (5Y.)

What does United Rentals do?

United Rentals, Inc. is an equipment rental company. The company operates throughout the United States and Canada, and has a smaller presence in Europe, Australia and New Zealand. The company completed the acquisition of Ahern Rentals, Inc. (‘Ahern Rentals’) in December 2022. The pro forma information includes the standalone, pre-acquisition results of Ahern Rentals. Pro forma information is not reflected above for 2024 versus 2023 because Ahern Rentals was fully included in the company’s resu...

United Rentals, Inc. is an equipment rental company.

The company operates throughout the United States and Canada, and has a smaller presence in Europe, Australia and New Zealand.

The company completed the acquisition of Ahern Rentals, Inc. (‘Ahern Rentals’) in December 2022. The pro forma information includes the standalone, pre-acquisition results of Ahern Rentals. Pro forma information is not reflected above for 2024 versus 2023 because Ahern Rentals was fully included in the company’s results for both years.

In March 2024, the company completed the acquisition of Yak Access, LLC, Yak Mat, LLC, and New South Access & Environmental Solutions, LLC (collectively, ‘Yak’), which is a leading provider of surface protection mats. Prior to the Yak acquisition, the company did not rent significant amounts of such equipment.

Strategy

The company’s general strategy focuses on consistently delivering a superior standard of service to customers; further optimizing the customer mix and fleet mix with dual objectives; maintaining a continued focus on ‘Lean’ management techniques, including kaizen processes aimed at continuous improvement; expanding and cross-selling adjacent specialty and service products to provide a ‘one-stop’ shop for customers; and pursuing strategic acquisitions to continue expanding the core equipment rental business.

Industry Overview and Economic Outlook

In 2024, based on the classification of the vertical market segments in which the equipment was used:

Industrial and other non-construction rentals represented approximately 49 percent of the rental revenue, primarily reflecting rentals to manufacturers, energy companies, chemical companies, paper mills, railroads, shipbuilders, utilities, retailers, and infrastructure entities.

Commercial construction rentals represented approximately 46 percent of the rental revenue, primarily reflecting rentals related to the construction and remodeling of facilities for office space, lodging, healthcare, entertainment, and other commercial purposes.

Residential rentals represented approximately five percent of the rental revenue, primarily reflecting rentals of equipment for the construction and renovation of homes.

In 2024, the full-year rental revenue increased by 8.0 percent year-over-year, which included the impact of the Yak acquisition completed in March 2024.

Geographic and Customer Diversity

The company primarily operates in the United States and Canada, with a smaller presence in Europe, Australia, and New Zealand. The global branch network includes 1,686 rental locations. The North American network operates in 49 U.S. states and every Canadian province, serving customers that range from Fortune 500 companies to small businesses and homeowners.

Segment Information

The company operates through two segments, General Rentals and Specialty.

The General Rentals segment includes the rental of construction, aerial and industrial equipment, general tools and light equipment, and related services and activities. The General Rentals segment’s customers include construction and industrial companies, manufacturers, utilities, municipalities and homeowners. The General Rentals segment is consisted of four geographic divisions—Central, Northeast, Southeast and West—and operates throughout the United States and Canada.

The Specialty segment includes the rental of specialty construction products, such as trench safety equipment, such as trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers and line testing equipment for underground work; power and HVAC equipment, such as portable diesel generators, electrical distribution equipment, and temperature control equipment; fluid solutions equipment primarily used for fluid containment, transfer and treatment; and mobile storage equipment and modular office space. The Specialty segment’s customers include construction companies involved in infrastructure projects, municipalities and industrial companies. This segment primarily operates in the United States and Canada, and has a limited presence in Europe, Australia and New Zealand.

Products and Services

The company’s principal products and services are as follows:

Equipment Rental

The company offers a fleet of rental equipment with total OEC of $21.4 billion for rent on an hourly, daily, weekly or monthly basis. The types of equipment that the company offers include general construction and industrial equipment; aerial work platforms; trench safety equipment; power and HVAC (heating, ventilating and air conditioning) equipment; fluid solutions equipment; mobile storage equipment and modular office space; and general tools and light equipment.

The Sale of Rental Equipment

The company routinely sells used rental equipment and invests in new equipment in order to manage repair and maintenance costs, as well as the composition and size of its fleet. The company also sells used equipment in response to customer demand for the equipment. Consistent with the life-cycle approach the company uses to manage its fleet, the rate at which the company replaces used equipment with new equipment depends on a number of factors, including changing general economic conditions, growth opportunities, the market for used equipment, the age of its fleet and the need to adjust fleet composition to meet customer demand.

The company utilizes many channels to sell used equipment: through its national and export sales forces, which can access many resale markets across its network; at auction; through brokers; and directly to manufacturers. The company also sells used equipment through its website, which includes an online database of used equipment available for sale.

The Sale of New Equipment

The company sells equipment, such as aerial lifts, reach forklifts, telehandlers, compressors and generators from many leading equipment manufacturers. The type of new equipment that the company sells varies by location.

Contractor Supplies Sales

The company sells a variety of contractor supplies, including construction consumables, tools, small equipment and safety supplies.

Service and Other Revenues

The company offers repair and maintenance services and sells parts for equipment that is owned by its customers.

Customers

The company’s customer base is highly diversified and ranges from Fortune 500 companies to small businesses and homeowners. The company’s customers include construction companies that use equipment for constructing and renovating commercial buildings, warehouses, industrial and manufacturing plants, office parks, airports, residential developments and other facilities; industrial companies—such as manufacturers, chemical companies, paper mills, railroads, ship builders and utilities—that use equipment for plant maintenance, upgrades, expansion and construction; municipalities that require equipment for a variety of purposes; and homeowners and other individuals that use equipment for projects that range from simple repairs to major renovations.

Sales and Marketing

The company markets its products and services through multiple channels as described below.

Sales Force: The company’s sales representatives work in its branches and at its customer care center, and are responsible for calling on existing and potential customers, as well as assisting its customers in planning for their equipment needs. The company has ongoing programs for training its employees in sales and service skills and on strategies for maximizing the value of each transaction.

National Account Program: The company’s national account sales force is dedicated to establishing and expanding relationships with large customers, particularly those with a national or multi-regional presence. The company’s national account team closely coordinates its efforts with the local sales force in each area.

Online Rental Platform (UROne): The company’s customers can check equipment availability and pricing, and reserve equipment online, 24 hours a day, seven days a week, by accessing its equipment catalog and used equipment listing, which can be found at www.unitedrentals.com.

Total Control: The company utilizes a proprietary software application, Total Control, which provides its key customers with a single in-house software application that enables them to monitor and manage all their equipment needs. This software can be integrated into the customers' enterprise resource planning system. Total Control is a unique customer offering that enables the company to develop strong, long-term relationships with its larger customers.

Advertising: The company promotes its business through local and national advertising in various media, including digital media (including organic and paid search), customer engagement (lifecycle marketing and direct mail), television (connected and linear), trade publications (digital and print), earned media, tradeshows and sponsorships.

Seasonality

The company’s business is seasonal, with demand for its rental equipment tending to be lower in the winter months.

History

United Rentals, Inc. was founded in 1997. The company was incorporated in 1997.

United Rentals Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Construction Industry:** approx. 50% **Energy and Industry:** approx. 25% **Infrastructure and Transport:** approx. 15% **TOP 3 Markets:** 1. **USA:** approx. 85% 2. **Canada:** approx. 10% 3. **Europe:** approx. 5% United Rentals, Inc. generates the majority of its revenue from th...

At which locations are the company’s products manufactured?

**Production sites:** No proprietary production facilities United Rentals, Inc. is primarily a rental company and does not produce its own products. The company is the largest provider of rental equipment in North America and offers a wide range of equipment and tools for rent, which are sourced fr...

What strategy does United Rentals pursue for future growth?

**Revenue Growth:** Estimated 8-10% annually (2025) United Rentals, Inc. pursues a strategy focusing on organic growth and strategic acquisitions. The company plans to solidify its market leadership by expanding its equipment rental offerings and entering new geographic markets. Another key focus...

Which raw materials are imported and from which countries?

**Main raw materials:** Machinery and equipment, steel, aluminum **Countries of origin:** China, Germany, Japan, Canada United Rentals, Inc. is heavily dependent on the import of machinery and equipment needed for rental to construction and industrial companies. These machines are mainly made of...

How strong is the company’s competitive advantage?

**Market share:** Approx. 13% (2024, estimated) **EBITDA margin:** 47% (2024, estimated) **ROIC (Return on Invested Capital):** 10.5% (2024, estimated) United Rentals, Inc. is the largest provider of rental equipment in North America, giving it a significant competitive advantage. With an estim...

What is the share of institutional investors and insider buying/selling?

**Institutional investor share:** approx. 90% (estimated for 2025 based on historical data) **Insider purchases/sales:** No significant transactions in the last year (estimated for 2025) United Rentals, Inc. traditionally has a high institutional investor share, typically around 90%. This demonstr...

What percentage market share does United Rentals have?

**Market share of United Rentals, Inc.:** 15% (estimated, 2025) **Main competitors and their market shares:** 1. **Ashtead Group plc:** 12% 2. **Herc Holdings Inc.:** 8% 3. **Sunbelt Rentals (part of Ashtead):** 7% 4. **H&E Equipment Services, Inc.:** 5% 5. **Home Depot Rental:** 4% **Moat of...

Is United Rentals stock currently a good investment?

**Revenue growth:** 8.5% (2024) **Profit growth:** 10.2% (2024) **Market share:** Leading in the rental equipment industry in North America United Rentals, Inc. achieved a revenue growth of 8.5% and a profit growth of 10.2% in 2024. This indicates a strong operational performance supported by high...

Does United Rentals pay a dividend – and how reliable is the payout?

**Dividend yield:** 1.5% (estimated for 2025) **Dividend history:** Continuous distribution since 2023 United Rentals, Inc. started paying a dividend in 2023. The dividend yield is currently around 1.5%, which is moderate for a company in the rental industry. The reliability of dividend payments...

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United Rentals Stock Value

United Rentals Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does United Rentals do?

United Rentals Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

United Rentals Stock Value

United Rentals Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does United Rentals do?

United Rentals Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.