United Rentals Stock: Is URI Outperforming the Industrial Sector?

Company Overview - United Rentals, Inc. (URI) is the world's largest equipment rental provider, valued at $62.4 billion by market cap, with a network of 1,666 locations across North America, Europe, Australia, and New Zealand [1] - The company serves various sectors including construction, industrial firms, utilities, municipalities, and homeowners [1] Financial Performance - In Q2 2025, United Rentals reported a revenue increase of 5.8% year-over-year to $4.04 billion, with net income rising to $789 million and EPS advancing 13% to $12.12 [5] - The company generated $1.8 billion in adjusted EBITDA and maintained robust cash flow, alongside a share repurchase of $553 million [5] - Management reaffirmed full-year 2025 guidance, leading to a 9% stock rally following the earnings report [5] Stock Performance - URI stock prices surged 33.7% over the past three months, outperforming the Industrial Select Sector SPDR Fund (XLI), which gained 3.8% in the same period [3] - The stock has climbed 50.4% over the past year, significantly surpassing the XLI's 17.6% rise [4] - URI has been trading above both its 50-day and 200-day moving averages since early May and late June, respectively, indicating a sustained uptrend [4] Competitive Landscape - United Rentals has underperformed compared to H&E Equipment Services, Inc. (HEES), which saw stock gains of 93.3% in 2025 and 99.2% over the past year [6] - Among 21 analysts covering URI stock, the consensus rating is a "Moderate Buy," with the stock currently trading above its mean price target of $894.39 [6]