$1141.59+1.88 (+0.16%)
United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand.
United Rentals, Inc. in the Industrials sector is trading at $1,141.59 with a market capitalization of $66.2B. Wall Street consensus targets $1,252.69 (21 analysts), implying a +9.7% move over the next 12 months. The stock is currently near its 52-week high of $1,177.67, remaining 27.1% above its 200-day moving average. On fundamentals, Piotroski 4/9 shows mixed financial quality, Altman Z in the safe zone. The Whystock Score of 100/100 reflects bullish alignment across trend, valuation and analyst targets.
| Metric (USD) | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Total Revenue | $3.98B↓ | $4.21B↓ | $4.23B↑ | $3.94B↑ | $3.72B |
| Gross Profit | $1.47B↓ | $1.59B↓ | $1.67B↑ | $1.53B↑ | $1.36B |
| Operating Income | $914.00M↓ | $1.05B↓ | $1.11B↑ | $1.00B↑ | $805.00M |
| Net Income | $531.00M↓ | $653.00M↓ | $701.00M↑ | $622.00M↑ | $518.00M |
United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand. It operates through two segments, General Rentals and Specialty. The General Rentals segment ren...
William Grace's sale reduces his direct equity stake by 20%, leaving him with $6.92 million in holdings as United Rentals trades near all-time highs.
Equipment rental company United Rentals (NYSE:URI) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 11.8% year on year to $4.41 billion. The company’s full-year revenue guidance of $17.65 billion at the midpoint came in 2.2% above analysts’ estimates. Its non-GAAP profit of $12.76 per share was 10.1% above analysts’ consensus estimates.
OTIS is relying on Service growth and a rising modernization backlog to counter weak New Equipment demand as China remains a key challenge.
OTIS trades below historical valuation levels after a 19% YTD slide, but guidance cuts and margin pressure keep the investment outlook in focus.
URI raises its 2026 outlook as large projects, record utilization and specialty growth drive stronger demand and higher fleet investment.