United Rentals, Inc. (URI)

In the past six months, United Rentals' stock has experienced several notable events. United Rentals reported strong first-quarter 2025 revenue of $3.719 billion, surpassing market consensus estimates, and reaffirmed its full-year guidance for 2025. The company announced a new $1.5 billion share repurchase program and declared a quarterly cash dividend of $1.79 per share, payable on May 28, 2025. KeyBanc Capital Markets upgraded United Rentals from Sector Weight to Overweight in May 2025. UBS upgraded its outlook from Sell to Neutral in May 2025, after previously downgrading it from Neutral to Sell in April 2025. Baird also upgraded its outlook from Underperform to Neutral in January 2025. As of late June 2025, URI stock was up 3.42% over the past 30 days and 17.82% over the past 12 months, fluctuating between $525.91 and $896.98 over the past 52 weeks.

United Rentals' business is seasonal, with demand typically lower during the winter months and higher during fair weather, especially for construction-related activities. Construction seasonality sees heightened activity in spring and summer, with infrastructure construction also strong in spring and fall. This unpredictability in demand due to seasonality and shifting construction timelines is a common challenge in the equipment rental industry, which can impact cash flow and operational efficiency. To manage this, businesses in the industry often leverage data trends to forecast demand and plan inventory accordingly.

United Rentals, Inc. is the world's largest equipment rental company, headquartered in Stamford, Connecticut. The company operates within the Industrials sector, specifically in the Rental & Leasing Services industry. United Rentals' core business model revolves around acquiring, maintaining, and renting out a diverse fleet of heavy and specialty equipment to a broad customer base. Its major product offerings are categorized into General Rentals, which includes a wide array of construction, aerial, and industrial equipment, and Specialty Rentals, which focuses on niche fleets and solutions. Beyond rentals, United Rentals also generates revenue from the sale of used and new equipment, contractor supplies, and provides related services like delivery, maintenance, and safety training. The company also offers digital platforms like Total Control for fleet management.

United Rentals operates an integrated network of rental locations across North America, Europe, Australia, and New Zealand. The company has approximately 1,686 rental locations globally, with a significant presence of around 1,504 to 1,601 locations in North America (49 U.S. states and every Canadian province), 38 to 39 in Europe, 23 to 38 in Australia, and 19 in New Zealand.

United Rentals maintains a strong brand reputation as the world's largest equipment rental company. The company was recognized on Newsweek's Most Trustworthy Companies in America list for the third consecutive year in 2024. Its scale provides significant purchasing power and operational efficiencies, contributing to its industry leadership. The company emphasizes teamwork, safety, and customer service as core to its culture.

United Rentals, Inc. has significant institutional ownership, with 88.78% of its shares held by institutional shareholders. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Capital Research Global Investors, State Street Corp, Capital International Investors, Capital World Investors, Bank Of America Corp /de/, and Morgan Stanley. Fairholme Capital Management LLC is the largest individual United Rentals shareholder, owning 35.64 million shares, representing 54.83% of the company. Other significant insider holders include Colburn Music Fund and S. Jacobs Bradley (founder Brad Jacobs).