Stocks · Industrials · Rental & Leasing Services
United Rentals, Inc. URI
$1,081.04 +4.54% Close, Oct 2, 2026 · NYSE · Market cap $67.29B
High quality
Next earnings report: Oct 28, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- At 26.2× trailing earnings, the shares trade at the highest P/E of the company's past five years.
- The stock is in an uptrend: above its 200-day average for 113 trading days, with the 50-day average above the 200-day.
- Revenue over the last four quarters was $16.83B, up 6.9% from a year earlier.
PromtFinance scores
Each score is a percentile within the Industrials sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
Growth55Neutral
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Bottom 45%
- EPS growth (TTM, YoY)Bottom 45%
- FCF growth (TTM, YoY)Bottom 45%
- Revenue growth, 3-year CAGRTop 26%
- Revenue growth accelerationTop 44%
Quality94Exceptional
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 23%
- Gross marginTop 30%
- Operating marginTop 5%
- Cash conversion (OCF / net income)Top 28%
- Accruals (lower is better)Top 19%
- Net debt / EBITDA (lower is better)Bottom 45%
- Interest coverTop 38%
Value31Weak
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 32%
- Free-cash-flow yieldBottom 31%
- EBITDA / enterprise valueTop 28%
- Sales / enterprise valueBottom 20%
- P/E vs own 5-year history (lower is better)Bottom 1%
Momentum78Positive
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthBottom 43%
- 6-month returnTop 12%
- 1-year return vs S&P 500Top 44%
- Distance from 52-week highTop 12%
- Trend checklist (0–4)Top 10%
Revisions41Weak
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersBottom 39%
- Consecutive EPS beatsTop 45%
- Share of analysts rating BuyTop 32%
- Upside to consensus price targetBottom 22%
Stability55Neutral
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Top 40%
- Maximum drawdown, 3 yearsTop 27%
- Beta vs S&P 500 (lower is better)Bottom 36%
- Net debt / EBITDA (lower is better)Bottom 45%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 5.0% | 6.9% | ↑ |
| EPS growth (YoY) | 1.1% | 6.8% | ↑ |
| Gross margin | 36.4% | 37.1% | ↑ |
| Operating margin | 25.5% | 24.8% | ↓ |
| FCF margin | 3.8% | 3.8% | ↓ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 6.9% | 5.0% | ↑ | Bottom 45% |
| EPS growth (TTM, YoY) | 6.8% | 1.1% | ↑ | Bottom 45% |
| Gross margin | 37.1% | 36.4% | ↑ | Top 30% |
| Operating margin | 24.8% | 25.5% | ↓ | Top 5% |
| Net margin | 15.7% | 16.1% | ↓ | — |
| Free-cash-flow margin | 3.8% | 3.8% | ↓ | — |
| Return on invested capital | 11.1% | — | Top 23% | |
| Revenue growth, 3-year CAGR | 11.4% | — | Top 26% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 2.18×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -9.9%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.8%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +11.2 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 2.26×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 5.8×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 0.71%
- Net buyback yield (TTM)
- 3.07%
- Shareholder yield
- 3.78%
- Share count change, 1 year
- -2.1%
- Share count change, 3-year CAGR
- -2.6%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Jul 22, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 2
- Beats in the last 8 reports
- 3 of 8
- Average EPS surprise, last 4
- +2.1%
- Average 2-day reaction, last 8
- +0.2%
- Positive 20 days after report
- 4 of 8
Analysts
- Consensus price target
- $1,219.15
- Target vs current price
- +12.8%
- Analysts with a rating
- 41
- Share rating Buy or Strong Buy
- 68%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Jul 22, 2026 | +10.7% | +2.1% | +7.7% | +10.1% | — |
| Apr 22, 2026 | +8.5% | -0.4% | +19.4% | +15.1% | +29.6% |
| Jan 28, 2026 | -5.9% | -0.5% | -12.6% | -5.8% | +8.7% |
| Oct 22, 2025 | -4.8% | -1.1% | -12.6% | -20.1% | -8.1% |
| Jul 23, 2025 | -0.4% | +1.5% | +11.5% | +15.8% | +28.9% |
| Apr 23, 2025 | +0.9% | +2.5% | +9.6% | +24.5% | +40.6% |
| Jan 29, 2025 | -0.8% | -1.1% | -1.8% | -16.2% | -15.6% |
| Oct 23, 2024 | -5.4% | -1.6% | -4.1% | -3.1% | -6.9% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Jul 22, 2026 | $12.76 | $11.53 | +10.7% | $4.41B |
| Apr 22, 2026 | $9.71 | $8.95 | +8.5% | $3.98B |
| Jan 28, 2026 | $11.09 | $11.79 | -5.9% | $4.21B |
| Oct 22, 2025 | $11.70 | $12.29 | -4.8% | $4.23B |
| Jul 23, 2025 | $10.47 | $10.51 | -0.4% | $3.94B |
| Apr 23, 2025 | $8.86 | $8.78 | +0.9% | $3.72B |
| Jan 29, 2025 | $11.59 | $11.68 | -0.8% | $4.09B |
| Oct 23, 2024 | $11.80 | $12.48 | -5.4% | $3.99B |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 26.2× | 17.7× | 100th | Top 32% |
| P/E (forward) | 21.8× | — | — | — |
| EV / EBITDA | 12.2× | — | — | Top 28% |
| EV / Sales | 4.90× | — | — | Bottom 20% |
| Free-cash-flow yield | 0.94% | — | — | Bottom 31% |
| Earnings yield | 3.82% | — | — | Top 32% |
P/E over the past five years
Range 10.9× – 25.5× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- +12.3%
- Earnings per share growth (TTM)
- +6.8%
- Change in P/E multiple
- +20.7%
Most of the move came from a change in the valuation multiple.
Technical state
Trend checklist
- ✓ Price above 20-day average
- ✓ Price above 50-day average
- ✓ Price above 200-day average
- ✓ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 1
- Days above the 200-day average
- 113
- 50-day average slope (20 days)
- -2.3%
- 200-day average slope (20 days)
- +2.3%
- Distance from 50-day average
- +1.5%
- Distance from 200-day average
- +14.1%
- RSI (14)
- 59.6
- Relative volume
- 1.28×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 37.6%
- Volatility vs own 5-year history
- 50th percentile · Normal for this stock
- Beta vs S&P 500 (2 years, weekly)
- 1.23
- Correlation with S&P 500
- 0.46
- Current drawdown from 1-year high
- -7.2%
- Maximum drawdown, 3 years
- -37.3%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Nov 8, 2021 | Jun 23, 2022 | -40.0% | 156 days | 147 days (Jan 24, 2023) |
| Nov 6, 2024 | Apr 8, 2025 | -37.3% | 103 days | 74 days (Jul 25, 2025) |
| Mar 3, 2023 | May 16, 2023 | -31.9% | 51 days | 56 days (Aug 7, 2023) |
| Oct 15, 2025 | Mar 20, 2026 | -30.3% | 107 days | 51 days (Jun 3, 2026) |
| Sep 1, 2023 | Oct 27, 2023 | -18.8% | 39 days | 24 days (Dec 1, 2023) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $67.29B
- P/E (TTM)
- 26.2
- EPS, diluted (TTM)
- $41.30
- Revenue (TTM)
- $16.83B
- Dividend yield
- 0.71%
- 52-week range
- $701.59 – $1,179.18
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $9.72B | $11.64B | $14.33B | $15.35B | $16.10B |
| Gross profit | $3.50B | $4.63B | $5.38B | $5.71B | $5.71B |
| Operating income | $2.30B | $3.23B | $3.85B | $4.07B | $3.97B |
| Net income | $1.39B | $2.10B | $2.42B | $2.58B | $2.49B |
| EPS (diluted) | $19.03 | $29.66 | $35.28 | $38.69 | $38.61 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.99B | $4.09B | $3.72B | $3.94B | $4.23B | $4.21B | $3.98B | $4.41B |
| Net income | $708.0M | $689.0M | $518.0M | $622.0M | $701.0M | $653.0M | $531.0M | $753.0M |
| EPS (diluted) | $10.70 | $10.48 | $7.91 | $9.59 | $10.91 | $10.20 | $8.35 | $11.84 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $3.69B | $4.43B | $4.70B | $4.55B | $5.19B |
| Capital expenditure | -$3.20B | -$3.69B | -$4.07B | -$4.13B | -$4.53B |
| Free cash flow | $491.0M | $743.0M | $634.0M | $419.0M | $662.0M |
| Dividends paid | $0 | $0 | -$406.0M | -$434.0M | -$464.0M |
| Net share buybacks | -$34.0M | -$1.07B | -$1.07B | -$1.57B | -$1.97B |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $112.0M
- Total assets
- $31.31B
- Total liabilities
- $22.09B
- Total debt
- $15.38B
- Net debt
- $15.27B
- Shareholders’ equity
- $9.22B
As of Jun 30, 2026 (filed Jul 22, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Aug 12, 2026 | $1.97 | Aug 26, 2026 |
| May 13, 2026 | $1.97 | May 27, 2026 |
| Feb 11, 2026 | $1.97 | Feb 25, 2026 |
| Nov 12, 2025 | $1.79 | Nov 26, 2025 |
| Aug 13, 2025 | $1.79 | Aug 27, 2025 |
| May 14, 2025 | $1.79 | May 28, 2025 |
| Feb 12, 2025 | $1.79 | Feb 26, 2025 |
| Nov 13, 2024 | $1.63 | Nov 27, 2024 |
Short interest
- Shares sold short
- 1,546,035
- Days to cover
- 3.87
- Change vs previous report
- +8.2%
FINRA short interest, settlement date Sep 15, 2026.