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944.57 USD
P/E
24.57
EPS
39.12
Yield
0.78%
Safety Score
72
P/B
6.76
ROE
28.24
Beta
1.83
Target Price
1084.25 USD
United Rentals, Inc. logo

United Rentals, Inc.

🧾 Earnings Recap – Q1 2026

United Rentals delivered a strong start to 2026 with record first quarter revenue, EBITDA, and EPS, supported by solid project activity and disciplined fleet management. The company has raised its full-year guidance, reflecting robust momentum entering the busy season.

  • First quarter revenue surged 7% YoY to nearly $4 billion, with rental revenue reaching a record $3.4 billion, up 9%.
  • Adjusted EBITDA hit $1.8 billion with a margin of 44.1%, increasing 60 basis points excluding H&E benefits.
  • Customer activity across construction, industrial, and specialty sectors remains healthy, with specialty growth at 14%, led by infrastructure and power markets.
  • Fleet utilization improved to 2.3%, supported by strategic fleet sales at a 51% recovery rate, with $680 million of used equipment sold.
  • Free cash flow reached $1.1 billion, enabling the company to maintain a low leverage ratio of 1.9x and return $500 million to shareholders through buybacks and dividends.
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Key Metrics
Earnings dateJuly 22, 2026
P/E24.57
EPS39.12
Book Value142.13
Price to Book6.76
Debt/Equity167.47
% Insiders0.438%
Growth
Revenue Growth0.07%
Earnings Growth0.07%
Estimates
Forward P/E17.85
Forward EPS53.84
Target Mean Price1084.25
Dividend
Dividend Yield0.78%
Annual dividends7.52 USD
Ex-Div. DateMay 13, 2026
Payout18.79%

DCF Valuation

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United Rentals, Inc. Logo United Rentals, Inc. Analysis (URI)

United States Industrials Official Website Stock

Is United Rentals, Inc. a good investment? United Rentals, Inc. (URI) is currently trading at 944.57 USD. Market analysts have a consensus price target of 1084.25 USD. This suggests a potential upside from current levels.

In terms of valuation, the stock trades at a P/E ratio of 24.57. This valuation is generally in line with the broader market.

Earnings Schedule: United Rentals, Inc. is expected to release its next earnings report on July 22, 2026. The market consensus estimate for Forward EPS is 53.84.

For income investors, United Rentals, Inc. pays a dividend yield of 0.78%. With a payout ratio of 19%, the dividend appears sustainable.

Investor FAQ

Does United Rentals, Inc. pay a dividend?

Yes, it pays an annual dividend of 7.52 USD (0.78% yield).

What asset class is United Rentals, Inc.?

United Rentals, Inc. is classified as a Stock. You can compare it against 6 other assets in the "Related Symbols" list on this page.

When is the next earnings date?

The next earnings date is projected to be July 22, 2026. The company currently has a trailing EPS of 39.12.

Company Profile

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 rents general construction and industrial equipment, such as backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms, including boom and scissor lifts; and general tools and light equipment comprising pressure washers, water pumps, and power tools for construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities. The specialty segment rents trench safety equipment consists of trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers, and line testing equipment for underground work; power and heating, ventilating, and air conditioning equipment, such as portable diesel generators, electrical distribution equipment, and temperature control equipment; fluid solutions equipment for fluid containment, transfer, and treatment; surface protection mats; and mobile storage equipment and modular office space. This segment serves construction companies involved in infrastructure projects, and municipalities and industrial companies. The company also sells aerial lifts, reach forklifts, telehandlers, compressors, and generators; construction consumables, tools, small equipment, and safety supplies; and parts for equipment that is owned by its customers, as well as provides repair and maintenance services. It sells used equipment through its sales force, brokers, website, at auctions, and directly to manufacturers. United Rentals, Inc. was incorporated in 1997 and is headquartered in Stamford, Connecticut.

Exchange Ticker
MEX (Mexico) URI.MX
SAO (Brazil) U1RI34.SA
GER (Germany) UR3.DE
FRA (Germany) UR3.F
NYQ (United States) URI
LSE (United Kingdom) 0LIY.L
Dividend Yield

0.78%

Annual Dividends

7.52 USD

Next ex. div date

May 13, 2026

Payout Ratio

18.79%

Historical Dividends
Year Total Dividends
2027 2.17 USD
2026 7.88 USD
2025 7.16 USD
2024 6.52 USD
2023 5.92 USD

Yearly aggregated dividends

Dividends

United Rentals, Inc.
May 27, 2026 Upcoming
Dividend
1.97 USD
United Rentals, Inc.
Feb 25, 2026 Paid
Dividend
1.97 USD
United Rentals, Inc.
Nov 26, 2025 Paid
Dividend
1.79 USD
United Rentals, Inc.
Aug 27, 2025 Paid
Dividend
1.79 USD

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