Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$61.9B
62M shares
52-week range
$701.59 – $1,179.18
59% from low
Sector
SERVICES-EQUIPMENT RENTAL & LEASING, NEC
Exchange
NYSE
CS
P/S (TTM)
3.7
EV / FCF (TTM)
123
United Rentals is the world's largest equipment rental company, principally operating in the US and Canada. It has 16% share in a highly fragmented market serving general industrial (49%), commercial construction (46%), and residential construction (5%). The company operates a $21 billion fleet of equipment, including aerial platforms, forklifts, excavators, trucks, power generators, and various other materials serving local and national accounts from nearly 1,600 locations in North America and 100 abroad. It has pursued a strategy of bundling specialty rental capabilities to offer its customers more advanced solutions in addition to its core equipment rental business, supporting its ambitions to become a one-stop shop for customers and enhance and maintain its margin profile.
www.unitedrentals.comNo one on the platform currently holds URI.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 10,357 | $7.5M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-12 | $1.9700 | 2026-08-26 |
| 2026-05-13 | $1.9700 | 2026-05-27 |
| 2026-02-11 | $1.9700 | 2026-02-25 |
| 2025-11-12 | $1.7900 | 2025-11-26 |
| 2025-08-13 | $1.7900 | 2025-08-27 |
| 2025-05-14 | $1.7900 | 2025-05-28 |
| 2025-02-12 | $1.7900 | 2025-02-26 |
| 2024-11-13 | $1.6300 | 2024-11-27 |
| 2024-08-14 | $1.6300 | 2024-08-28 |
| 2024-05-07 | $1.6300 | 2024-05-22 |
No one on the platform has traded URI yet.
| 2024-02-13 | $1.6300 | 2024-02-28 |
| 2023-11-07 | $1.4800 | 2023-11-22 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 11.9% | 12.6% | 12.0% | — | — | — |
| Rev. Growth % | 4.9% | 13.5% | ||||
| Profit Margin % | 15.5% | 16.3% | 14.8% | |||
| Free Cash Flow Margin % | 4.1% | 4.5% | 7.0% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +2.3% on the P/E track.
At today's price, your expected annual return is +9.8% on the P/E track.
At today's price, your expected annual return is +16.8% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $17.7B | +10.0% | $49.48 | $46.95–$51.63 | 19.8× | 15 |
| 2027 | $19.3B | +8.7% | $57.29 | $54.22–$63.64 | 17.1× | 15 |
| 2028 | $21.0B | +8.8% | $64.94 | $58.31–$71.13 | 15.1× | 10 |
| 2029 | $21.3B | +1.4% | $0.00 | $0.00–$0.00 | — | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-22 | $11.53 | $12.76 | +10.7% |
| 2026-04-22 | $8.95 | $9.71 | +8.5% |
| 2026-01-28 | $11.79 | $11.09 | -5.9% |
| 2025-10-22 | $12.29 | $11.70 | -4.8% |
| 2025-07-23 | $10.51 | $10.47 | -0.4% |
| 2025-04-23 | $8.78 | $8.86 | +0.9% |
| 2025-01-29 | $11.68 | $11.59 | -0.8% |
| 2024-10-23 | $12.48 |
| $11.80 |
| -5.4% |
| $73.9B |
| — |
| FERGFerguson plc | $222.31 | -0.10% | $43.1B | — |
| GWWW.W. Grainger, Inc. | $1277.51 | -0.19% | $60.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$URI - tomorrow CEO and CFO present at Morgan Stanley Annual conference…they might issue guidance…anything positive might rally above 1100 from these oversold levels…imo
View on StockTwits ↗$URI - with next week Fed meeting this stock might rally above 1100…way oversold
View on StockTwits ↗
$QXO Imagine getting $URI below it's book value of $147.97 a share. (It's $1,041 today.) Or being able to buy $XPO at it's book value of $16.77 a share knowing it would trade up to $185.41. Let's add buying $RXO at $9.9 a share when it trades at $20.00, $GXO at $26 when it trades at $45, $UW at etc. etc. Our beloved market makers are valuing and trading $QXO below book value today. :)
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$EQPT $HRI $MNKD $SUNB $URI all of these Equipment stocks are getting ready to be at Another buy in timeframe. My opinion, United, HERC, and Sunbelt are the best ones to own. 
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$URI Price: $1053.14 (-2.81%) Trend: Bullish Market Bias (7D): Bullish Bias 📈 Expected Range: ±1.79% RSI: 25.4 | Momentum: Strong Downside Volume: +1.1% vs avg Volatility: 2.08% Support: $1049.23 | Resistance: $1177.15 Data and analytics sourced from Thescanner educational research https://www.thescanner.ai
View on StockTwits ↗$URI Price: $1098.51 (+0.30%) Trend: Bullish Market Bias (7D): Sideways ⚖️ Expected Range: ±2.55% RSI: 46.4 | Momentum: Moderate Volume: +4.5% vs avg Volatility: 2.11% Support: $1050.51 | Resistance: $1177.15 Data and analytics sourced from Thescanner educational research https://www.thescanner.ai
View on StockTwits ↗
$HPE $HON $MRNA $URI $AEP HPE benefits from enterprise computing and AI infrastructure demand, Honeywell benefits from aerospace and industrial activity, Moderna remains focused on vaccines and its pipeline, United Rentals benefits from construction and industrial equipment demand, and American Electric Power benefits from regulated power demand and grid investment. I'm watching AI orders, aerospace activity, clinical catalysts, rental utilization, and electricity demand.
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$HTZ A news with new investor or potential buyout will be welcome.. United Rental $URI could buy it.. They have a lot of cash. They are renting material equipment which is far more profitable. Then they can refinance debt more easily , it would be very relutive.. They could pay in cash 5-6 dollars per share...
View on StockTwits ↗$URI They should buy Hertz.... They could refinance Hertz debt a lower cost....
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$EQPT $HRI $SUNB $URI Herc rentals is how a good stock should perform. $MNKD still no followers. But great PPS growth.
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.