Core Insights - United Rentals, Inc. (URI) is enhancing its digital strategy with the introduction of Smart Suggestions and Equipment Fit Augmented Reality (AR) features, aimed at simplifying the rental process and improving customer engagement [1][4] - URI's shares increased by 0.6% in after-hours trading following the announcement of these innovations [1] Digital Innovations - The Smart Suggestions feature utilizes machine learning to predict client demands and recommend optimal equipment choices based on order history, worksite context, and seasonal demand patterns, thereby facilitating quicker and more informed decisions for contractors [2] - Equipment Fit AR allows customers to visualize 3D models of equipment in their workspaces using mobile devices, enabling better planning and reducing the risk of costly errors before equipment delivery [3] Financial Performance - In Q2 2025, URI reported rental revenues of $3.4 billion, reflecting a year-over-year increase of 6.2%, driven by large projects and key verticals [8] - The company's adjusted EBITDA reached $1.81 billion, with an EBITDA margin of nearly 46%, and fleet productivity improved by 3.3% [8] - URI has raised its full-year guidance for revenues, EBITDA, and free cash flow, indicating a positive outlook for the company [8][9] Market Position - URI's stock has outperformed the Zacks Building Products - Miscellaneous industry, gaining 28.9% over the past year, while the industry saw a decline of 4.3% [5][7] - The company is well-positioned for future growth, supported by ongoing investments in specialty, technology, and major projects, alongside strong demand in infrastructure and power sectors [9]