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1139.14 USD
P/E
23.24
EPS
45.43
Yield
0.73%
Safety Score
88
P/B
6.75
ROE
30.56
Beta
1.81
Target Price
1293.43 USD
United Rentals, Inc. logo

United Rentals, Inc.

🧾 Earnings Recap – Q3 2026

United Rentals rose 3.9% after earnings, as third-quarter records and higher full-year revenue and EBITDA guidance signaled momentum continuing into year-end. Specialty rental growth and expanding margins were key positives, while the company also plans to increase capital spending.

  • Total revenue increased 16% year over year to $4.9 billion; rental revenue rose 18% to $4.3 billion, both quarterly records.
  • Adjusted EBITDA reached a record $2.3 billion, with a 47.6% margin, up 160 basis points year over year. Adjusted EPS was $15.55, up 33%.
  • Specialty rental revenue grew 35%, with 12 cold starts in the quarter and 40 year to date; each specialty line posted double-digit growth.
  • Management raised full-year revenue and EBITDA guidance, citing more than 12% total revenue growth and EBITDA margins above 46% at the midpoint. CapEx guidance also increased to more than $5.3 billion at the midpoint.
  • Year-to-date free cash flow was $1.4 billion. The company spent $4.7 billion on gross rental CapEx year to date and returned nearly $500 million to shareholders in the quarter.
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Key Metrics
Earnings dateJan. 27, 2027
P/E23.24
EPS45.43
Book Value156.39
Price to Book6.75
Debt/Equity163.66
% Insiders0.436%
Growth
Revenue Growth0.16%
Earnings Growth0.35%
Estimates
Forward P/E17.18
Forward EPS61.44
Target Mean Price1293.43
Dividend
Dividend Yield0.73%
Annual dividends7.70 USD
Ex-Div. DateNov. 10, 2026
Payout16.98%

DCF valuation

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Assumptions
Growth– Capex– Tax– Terminal g– Cost of equity– Cost of debt–
Analyst price targets
21 analysts · consensus Buy · mean target 1293.43 USD (low 950.00, high 1610.00) · as of 8 Nov 2026
Low 950.00
Mean 1293.43
High 1610.00
Price 1139.14
Published broker research as supplied by our market data feed, named by firm and dated; it does not identify individual analysts. Targets carry their last refresh date; rating changes can be a few days behind.

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 1139.14 USD. Market analysts have a consensus price target of 1293.43 USD. This suggests a potential upside from current levels.

In terms of valuation, the stock trades at a P/E ratio of 23.24. This valuation is generally in line with the broader market.

Earnings Schedule: United Rentals, Inc. is expected to release its next earnings report on Jan. 27, 2027. The market consensus estimate for Forward EPS is 61.44.

For income investors, United Rentals, Inc. pays a dividend yield of 0.73%. With a payout ratio of 17%, the dividend appears sustainable.

Investor FAQ

Does United Rentals, Inc. pay a dividend?

Yes, it pays an annual dividend of 7.70 USD (0.73% 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 Jan. 27, 2027. The company currently has a trailing EPS of 45.43.

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
Trades
Dividend Yield
0.73%
Annual Dividends
7.70USD
Next Ex. Div Date
Nov. 10, 2026
Payout Ratio
16.98%
Dividend History paid per year (USD)
Historical Dividends
Year Total Dividends
▸2027
6.51 USD
Aug. 25, 2027 (estimated) 2.1697
May 26, 2027 (estimated) 2.1697
Feb. 24, 2027 (estimated) 2.1697
▸2026
7.88 USD
Nov. 25, 2026 1.9700
Aug. 26, 2026 1.9700
May 27, 2026 1.9700
Feb. 25, 2026 1.9700
▸2025
7.16 USD
Nov. 26, 2025 1.7900
Aug. 27, 2025 1.7900
May 28, 2025 1.7900
Feb. 26, 2025 1.7900
▸2024
6.52 USD
Nov. 27, 2024 1.6300
Aug. 28, 2024 1.6300
May 22, 2024 1.6300
Feb. 28, 2024 1.6300
▸2023
5.92 USD
Nov. 22, 2023 1.4800
Aug. 23, 2023 1.4800
May 24, 2023 1.4800
Feb. 22, 2023 1.4800
Upcoming Dividends
Name Payment Date Status Amount
United Rentals, Inc. Nov 25, 2026 Upcoming 1.97 USD
United Rentals, Inc. Aug 26, 2026 1.97 USD
United Rentals, Inc. May 27, 2026 1.97 USD
United Rentals, Inc. Feb 25, 2026 1.97 USD
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