United Rentals(US:URI)2022-10-27 17:02Company Overview - United Rentals holds the 1 market share in North America [12] - In 2021, United Rentals' total revenue reached $9.72 billion, marking a 13.9% year-over-year increase [12] - The adjusted EBITDA for 2021 was $4.41 billion, with a 45.4% margin, up 12.3% year-over-year [12] - As of September 30, 2022, the company's fleet comprised $17.4 billion of equipment, totaling 890,000 units [12] Financial Performance & Growth - The company has experienced strong revenue growth with a 10-year Compound Annual Growth Rate (CAGR) of 14.0% [27] - Adjusted EBITDA has also shown powerful growth, with a 10-year CAGR of 16.9% [27] - Adjusted EPS has seen significant growth, with a 10-year CAGR of 28.0% [27] - Specialty revenue represented almost 28% of total revenue in 2021, amounting to approximately $2.7 billion [79] ESG Initiatives - The company aims for a 35% reduction in greenhouse gas (GHG) emissions intensity by 2030, achieving a 9% reduction in 2021 compared to the 2018 baseline [95] - United Rentals is targeting 40% diverse representation in sales and management job groups by 2030 [104] - The company is targeting to divert 70% of its waste from landfills by 2025, with 42.5% achieved in 2021 [96]