Company Overview - United Rentals, Inc. (URI) has a market capitalization of approximately $51 billion and is a leading equipment rental company operating in the U.S., Canada, Europe, Australia, and New Zealand, offering a wide range of equipment from construction to modular storage [1][2] Stock Performance - URI stock has decreased by 21.7% from its 52-week high of $1,021.47 and has fallen 15.4% over the past three months, underperforming the Industrial Select Sector SPDR Fund (XLI), which rose by 2.1% during the same period [3] - Year-to-date, URI stock is up 13.6%, lagging behind XLI's 16.1% increase, and has declined 7.9% over the past 52 weeks compared to XLI's 7.7% return [4] Recent Financial Results - In Q3 2025, URI reported revenue of $4.23 billion, exceeding expectations; however, the adjusted EPS of $11.70 fell short of forecasts, leading to a 7.8% drop in stock price the following day [5] Competitive Landscape - URI has underperformed compared to its competitor AerCap Holdings N.V. (AER), which saw its shares surge by 41% over the past 52 weeks and 43.2% year-to-date [6] Analyst Sentiment - Despite the recent weak performance, analysts maintain a moderately optimistic outlook for URI, with a consensus rating of "Moderate Buy" and a mean price target of $991.32, indicating a potential upside of 23.8% from current levels [6]