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 ...

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Key Takeaways United Rentals' Q4 EPS and revenues missed estimates as margin pressure offset solid demand growth.Specialty rentals drove revenue gains, but higher depreciation and costs compressed margins.The 2026 outlook remains constructive, supported by backlog strength and higher capital returns.United Rentals, Inc. (URI) reported lower-than-expected fourth-quarter 2025 results, with adjusted earnings per share (EPS) and total revenues both missing the Zacks Consensus Estimate. On a year-over-year basis ...

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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 ...

United Rentals (NYSE:URI) Q4 2025 Earnings call January 29, 2026 08:30 AM ET Speaker3Good morning, everyone, and welcome to the United Rentals Investor Conference Call. Please be advised that this call is being recorded. Before we begin, please note that the company's press release comments made on today's call and responses to your questions contain forward-looking statements. The company's business and operations are subject to a variety of risks and uncertainties, many of which are beyond its control, an ...

Fourth Quarter and Full Year 2025 Investor Presentation © 2023 United Rentals, Inc. All rights reserved. I 1 Introductory information Unless otherwise specified, the information in this presentation, including forward-looking statements, is as of our most recent earnings call held on January 29, 2026. We make no commitment to update any such information contained in this presentation. Certain statements in this presentation are forward-looking statements within the meaning of Section 21E of the Securities E ...

Core Insights - United Rentals (URI) reported revenue of $4.21 billion for the quarter ended December 2025, reflecting a year-over-year increase of 2.8% but a revenue surprise of -1.14% compared to the Zacks Consensus Estimate of $4.26 billion [1] - The earnings per share (EPS) for the quarter was $11.09, down from $11.59 in the same quarter last year, with an EPS surprise of -6.84% against the consensus estimate of $11.90 [1] Revenue Breakdown - Equipment rentals generated $3.58 billion, slightly below the average estimate of $3.59 billion, marking a year-over-year increase of 4.7% [4] - Sales of rental equipment totaled $386 million, significantly lower than the estimated $417.06 million, representing a year-over-year decline of 14.6% [4] - Service and other revenues were reported at $90 million, in line with the estimate of $90.88 million, showing a year-over-year increase of 4.7% [4] - Contractor supplies sales reached $43 million, exceeding the estimate of $40.63 million, with a year-over-year growth of 10.3% [4] - Sales of new equipment amounted to $108 million, surpassing the estimate of $104.26 million, reflecting a year-over-year increase of 12.5% [4] Gross Margin Analysis - Gross margin for equipment rentals was $1.35 billion, below the estimated $1.44 billion [4] - Gross margin from sales of rental equipment was $175 million, compared to the average estimate of $180.01 million [4] - Gross margin for sales of new equipment was $22 million, slightly above the estimate of $20.1 million [4] - Gross margin from contractor supplies sales was $16 million, exceeding the estimate of $15.47 million [4] - Gross margin for service and other revenues was $31 million, below the estimate of $32.57 million [4] - Gross margin by revenue for general rentals was $869 million, lower than the estimate of $899.66 million [4] - Gross margin by revenue for specialty rentals was $477 million, significantly below the estimate of $570.75 million [4] Stock Performance - Shares of United Rentals have returned +11% over the past month, outperforming the Zacks S&P 500 composite, which saw a change of +0.8% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]