United Rentals, Inc. (URI)

Over the past six months, United Rentals' stock (URI) has shown an increase of 12.13% over the past year, with the stock price at $808.05 as of July 18, 2025. The company announced record fourth-quarter and full-year 2024 results and introduced its 2025 outlook for growth, along with a 10% increase to its quarterly dividend. The company reported strong first-quarter 2025 results, beating analysts' expectations for revenue, EPS, and EBITDA. Several analyst upgrades and downgrades occurred, with price targets adjusted accordingly. The acquisition of Yak Access, Yak Mat, and New South Access & Environmental Solutions was completed on March 15, 2024. United Rentals announced a new $1.5 billion share repurchase program in Q1 2025. The stock gained 11.4% around November 2024 following the declaration of Donald Trump as the winner of the 2024 US presidential election.

The demand for United Rentals' products and services is influenced by the cyclical nature of the industries it serves. Demand is generally driven by increased rental penetration and recovery in construction and industrial spending, with support from infrastructure spending in the U.S. United Rentals serves three major end markets: industrial, commercial construction, and residential construction and remodeling. Recent performance indicates resilient equipment demand, with rental revenue increasing by 7.4% in Q1 2025. The specialty segment's growth helps smooth out the impact of drawdowns in residential construction and reduces overall business cyclicality.

United Rentals, Inc. (URI) is the world's largest equipment rental company, operating primarily in the United States and Canada, with a significant presence in Europe, Australia, and New Zealand. The company operates in the Industrials sector, specifically the Rental & Leasing Services industry. Its business is divided into General Rentals, offering a wide array of construction, aerial, and industrial equipment, and Specialty Rentals, focusing on specialized construction products and services. In addition to rentals, United Rentals also sells new and used equipment, provides servicing, and offers safety training.

United Rentals has an extensive integrated network of rental locations globally. As of early 2025, the company operates approximately 1,591 rental locations in North America (across 49 U.S. states and every Canadian province), 39 in Europe, 37 in Australia, and 19 in New Zealand.

United Rentals has maintained a strong brand reputation over the past year. United Rentals was selected as one of America's Most Responsible Companies 2023 by Newsweek for the fourth consecutive year, ranking #43 on the list. For the third year in a row, United Rentals was selected for Newsweek's list of the Most Trustworthy Companies in America 2024. The company is recognized as the world's largest equipment rental company and benefits from strong brand recognition.

United Rentals, Inc. (URI) has a diverse ownership structure, with a significant portion held by institutional investors, approximately 88.79% to 96.26% of the stock. Vanguard Group Inc, BlackRock, Inc., and Capital Research Global Investors are among the largest institutional shareholders. Insiders own approximately 0.30% to 0.51% of the company's stock. Fairholme Capital Management LLC is identified as the largest individual United Rentals shareholder.