No-Headquarters/BOZEMAN, Mont. & STAMFORD, Conn.--(BUSINESS WIRE)--Snowflake (NYSE: SNOW), the AI Data Cloud company, today announced that United Rentals, widely recognized as the world's largest equipment rental provider, has rolled out a new AI agent built on Snowflake Intelligence to operational teams working across 1,600+ branches. The Business Intelligence Agent allows branch managers, sales leaders, and regional teams to ask questions of their company data in plain language, drill down, and get action ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

United Rentals, Inc. (NYSE:URI) is one of the stocks Jim Cramer shed light on recently. Cramer highlighted the company’s “weak results,” and commented: Next, United Rentals plunged nearly 13%. The company reported weak results Wednesday night. That could be a sign for the economy. I get it. This big equipment rental company has reported an outright miss with mildly softer than expected sales and much softer than expected earnings. Full-year forecast for revenue and EBITDA and cash flow also came in light. ...

Core Viewpoint - United Rentals, Inc. (NYSE: URI) is a prominent equipment rental company in North America, with a price target set by Truist Financial at $972, indicating a potential upside of 24.73% from its current price of $779.29 [1][5]. Group 1: Company Overview - United Rentals provides a diverse range of construction and industrial equipment, serving sectors such as construction, industrial, and government [1]. - The company competes with other rental firms like Sunbelt Rentals and Herc Rentals [1]. Group 2: Investor Activity - Bank of New York Mellon Corp reduced its stake in United Rentals by 0.4% during the third quarter, now holding 372,351 shares valued at $355 million, indicating a cautious approach [2]. - Woodline Partners LP increased its stake by 40% in the first quarter, acquiring an additional 1,577 shares, bringing their total to 5,518 shares valued at $3.5 million [3]. - GC Wealth Management RIA LLC acquired a new stake valued at approximately $385,000, reflecting confidence in the company's potential [3]. Group 3: Stock Performance - The current stock price of United Rentals is $776.54, reflecting a decrease of 1.33% or $10.50, with a market capitalization of approximately $49.41 billion [4]. - Over the past year, the stock has experienced significant volatility, reaching a high of $1,021.47 and a low of $525.91 [4].

In recent days, investors have opted not to park their money in equipment leasing specialist United Rentals (NYSE: URI). That's because the company delivered quarterly results that fell short of analyst estimates for both revenue and profitability. Compounding that, a pundit at a very prominent bank cut his price target on the shares. Ultimately, across the five trading days of this week, United Rentals' stock fell by almost 15%, according to data compiled by S&P Global Market Intelligence. Where to inve ...

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

Core Insights - United Rentals, Inc. (URI) reported lower-than-expected fourth-quarter 2025 results, with adjusted earnings per share (EPS) and total revenues missing the Zacks Consensus Estimate. Year-over-year, total revenues grew while adjusted EPS declined [1][10]. Financial Performance - Adjusted EPS for the fourth quarter was $11.09, missing the consensus estimate of $11.90 by 6.8%, and decreased 4.3% from the prior year [4]. - Total revenues reached $4.21 billion, falling short of the consensus mark of $4.26 billion by 1.1%, but grew 2.8% year-over-year [4]. - Equipment Rentals revenues increased 4.6% year-over-year to $3.58 billion, with fleet productivity rising 0.5% [5]. - Used equipment sales declined 14.6% year-over-year to $386 million, resulting in an adjusted gross margin of 47.2%, which contracted 170 basis points [5]. Segment Performance - General Rentals segment revenues grew 2.5% year-over-year to $2.4 billion, but rental gross margin contracted 120 basis points to 36.2% due to inflation and increased depreciation [6]. - Specialty segment revenues improved 9.2% year-over-year to a record $1.18 billion, although rental gross margin contracted 520 basis points to 40.3% due to higher costs and changes in revenue mix [7]. Margin Analysis - Total equipment rentals' gross margin contracted 240 basis points year-over-year to 37.6% [8]. - Adjusted EBITDA for the quarter increased 0.1% year-over-year to $1.901 billion, but the adjusted EBITDA margin contracted 120 basis points to 45.2% [8]. Full Year Overview - For the full year 2025, total revenues were $16.1 billion, growing 4.9% year-over-year, while adjusted EPS declined 2.6% to $42.06 [11]. - Adjusted EBITDA improved 2.3% year-over-year to $7.33 billion, but the adjusted EBITDA margin contracted 120 basis points [11]. Balance Sheet and Cash Flow - As of December 31, 2025, cash and cash equivalents were $459 million, with total liquidity at $3.322 billion. Long-term debt increased to $12.65 billion [12]. - Net cash from operating activities was $5.19 billion, up from $4.55 billion in 2024, and free cash flow increased 6% year-over-year to $2.18 billion [13]. Shareholder Returns - In 2025, URI returned $2.364 billion to shareholders, including $1.9 billion through share repurchases and $464 million through dividends [14]. - URI completed a $1.5 billion share repurchase program and launched a new $1.5 billion program, later raised to $2 billion [14]. 2026 Guidance - For 2026, total revenues are expected to be between $16.8 billion and $17.3 billion, with adjusted EBITDA anticipated to be between $7.575 billion and $7.825 billion [15]. - Net rental capital expenditure is projected to be in the range of $2.85 billion to $3.25 billion [15]. - Net cash from operating activities is expected to be between $5.3 billion and $6.1 billion, with free cash flow anticipated to be between $2.15 billion and $2.45 billion [16].

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

United Rentals (NYSE:URI) Q4 2025 Earnings call January 29, 2026 08:30 AM ET Company ParticipantsJerry Revich - Managing DirectorMatthew Flannery - CEONeil Tyler - DirectorTed Grace - CFOTim Thein - Managing DirectorConference Call ParticipantsKen Newman - VP and Equity Research AnalystKevin Wilson - Equity Research AnalystScott Schneeberger - AnalystSteven Fisher - Managing Director and Equity Research AnalystSteven Ramsey - Senior Equity Research AnalystNone - AnalystNone - AnalystOperatorGood morning, ev ...

United Rentals (NYSE:URI) Q4 2025 Earnings call January 29, 2026 08:30 AM ET Company ParticipantsJerry Revich - Managing DirectorMatthew Flannery - CEONeil Tyler - DirectorTed Grace - CFOTim Thein - Managing DirectorConference Call ParticipantsKen Newman - VP and Equity Research AnalystKevin Wilson - Equity Research AnalystScott Schneeberger - AnalystSteven Fisher - Managing Director and Equity Research AnalystSteven Ramsey - Senior Equity Research AnalystNone - AnalystNone - AnalystOperatorGood morning, ev ...