United Rentals (UR3) Stock Price & Analysis
UR3 Stock Chart & Stats
- Day’s Range
- EUR 1,055.50 - EUR 1,067.00
- 52-Week Range
- EUR 607.40 - EUR 1,068.00
- Previous Close
- EUR 1,068.00
- Volume
- N/A
- Average Volume (3M)
- 6
- Market Cap
- EUR 64.87B
- Enterprise Value
- EUR 78.03B
- Total Cash (Recent Filing)
- EUR 153.00M
- Total Debt (Recent Filing)
- EUR 15.87B
- Price to Earnings (P/E)
- 25.8
- Beta
- 0.53
- Next Earnings
- Jan 27, 2027 (Est.)
- EPS Estimate
- 12.72
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 0.63%
Bulls Say, Bears Say
Bulls Say
Strong Profitability And Growth
United Rentals combines meaningful revenue expansion with strong operating and net margins, demonstrating an established earnings engine. Relatively stable profitability supports reinvestment, customer service, and fleet renewal while giving the company capacity to compound earnings through varied market conditions.
Scale And Competitive Position
A broad footprint, sizable fleet, one-stop-shop model, technology, and service capabilities can make United Rentals a preferred provider for complex projects. These advantages support customer retention, cross-selling, fleet utilization, and the ability to serve national accounts over multiple end markets.
Demand-supported Outlook
Raised revenue and EBITDA guidance, alongside reaffirmed substantial free cash flow, indicates management sees demand and execution remaining strong beyond one reporting period. Broad project activity and higher fleet productivity provide a durable basis for continued investment and shareholder returns.
Bears Say
Elevated Leverage
United Rentals uses substantial debt relative to equity, which increases the financial consequences of weaker rental demand or tighter credit conditions. Although leverage is described as manageable, interest obligations and refinancing needs can reduce flexibility for fleet investment, acquisitions, or shareholder returns.
Capital-intensive Cash Conversion
The fleet model requires recurring capital spending to maintain capacity and support growth, so strong accounting earnings do not convert fully into free cash flow. This limits internally available capital and makes returns more dependent on utilization, used-equipment values, and disciplined investment decisions.
End-market And Cost Pressures
Weakness in residential, downstream energy, and petrochemical activity creates uneven demand across United Rentals' customer base. Persistent inflation and supplier, diesel, and freight costs can also pressure margins, requiring continued pricing and productivity gains to preserve profitability.
UR3 FAQ
What was United Rentals’s price range in the past 12 months?
What is United Rentals’s market cap?
When is United Rentals’s upcoming earnings report date?
How were United Rentals’s earnings last quarter?
Is United Rentals overvalued?
Does United Rentals pay dividends?
What is United Rentals’s EPS estimate?
How many shares outstanding does United Rentals have?
What happened to United Rentals’s price movement after its last earnings report?
Which hedge fund is a major shareholder of United Rentals?
What is the TipRanks Smart Score and how is it calculated?
United Rentals Stock Smart Score
Company Description
United Rentals
United Rentals, Inc., founded in 1997 and headquartered in Stamford, Connecticut, functions as a prominent equipment rental firm through its various subsidiaries. The company's operations are divided into two main divisions: General Rentals and Specialty. The General Rentals segment offers a broad selection of construction and industrial machinery, including heavy equipment like backhoes, skid-steer loaders, earthmoving machinery, and forklifts, alongside aerial work platforms such as boom and scissor lifts. This division also provides general tools and lighter equipment, ranging from pressure washers to power tools. Its client base is diverse, encompassing construction and industrial enterprises, manufacturers, utility companies, municipalities, government bodies, and individual homeowners. Conversely, the Specialty segment focuses on more specialized construction products. This includes comprehensive trench safety gear, such as trench shields, aluminum hydraulic shoring systems, and construction lasers, designed for underground work. It also supplies power generation and climate control equipment, featuring portable diesel generators, electrical distribution units, and temperature management systems. Additionally, the segment offers fluid solutions for containment, transfer, and treatment, as well as mobile storage units and modular office spaces. This segment primarily caters to companies undertaking infrastructure projects, municipalities, and industrial clients. Beyond rentals, United Rentals also sells new equipment, including aerial lifts, telehandlers, and compressors, along with construction consumables, tools, small equipment, and safety supplies. It further provides parts for customer-owned machinery and offers repair and maintenance services. The company remarkets its used equipment through its dedicated sales force, brokers, its website, direct sales to manufacturers, and auctions. United Rentals maintains an extensive network of 1,360 rental facilities across the United States, Canada, Europe, Australia, and New Zealand.
- Sector
- Industrials
- Industry
- Rental & Leasing Services
- CEO
- Matthew J. Flannery
- Employees
- 28,500
- Website
- www.unitedrentals.com
- Address
- 100 First Stamford Place, Stamford, CT, 06902, US
United Rentals (UR3) Earnings & Revenues
UR3 Company Deck
UR3 Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. United Rentals reported quarterly records for revenue, rental revenue, adjusted EBITDA, and adjusted EPS; raised revenue, EBITDA, and CapEx guidance; maintained strong free cash flow guidance; and highlighted broad project demand, operational efficiency, a healthy balance sheet, and an investment-grade credit upgrade. The main challenges were persistent inflation, fuel and supplier cost pressures, lower-margin ancillary and re-rent mix, stable rather than robust local markets, and weakness in certain end markets, but management stated that these factors were being offset through pricing, productivity, growth leverage, and disciplined execution.
View all DE:UR3 earnings summariesUR3 Net sales Breakdown
- 85.76% Equipment rentals
- 8.78% Sales of rental equipment
- 2.16% Sales of new equipment
- 1.01% Contractor supplies sales
- 2.29% Service and other revenues
UR3 Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 15 | 2 | 5 |
| Technical Analysis | 3 | 2 | 5 |
| Moving Averages | 12 | 0 | 0 |
