What is the 13F Pro Quality Score for URI?

13F Pro ranks UNITED RENTALS, INC. (URI) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View URI's current score at https://13fpro.ai/research/URI (free sign-up required for the full ranking).

Which hedge funds own the most URI stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of URI include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/URI as soon as new 13F filings post.

Where does 13F Pro source URI data?

All UNITED RENTALS, INC. fundamentals and ownership data come directly from SEC EDGAR. UNITED RENTALS, INC. files with the SEC under CIK 1067701. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is URI in?

UNITED RENTALS, INC. (URI) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives URI's revenue?

Per UNITED RENTALS, INC.'s latest 10-Q filed with the SEC on 2026-04-22, the biggest revenue drivers are: Equipment rentals ($3.419B, +8.7% YoY); Sales of rental equipment ($350M, -7.2% YoY); Sales of new equipment ($84M, +20.0% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/URI.

What are URI's largest expenses?

UNITED RENTALS, INC.'s latest 10-Q reports these as the largest expense items: Cost of equipment rentals (excluding depreciation) ($1.492B, +8.3% YoY); Depreciation of rental equipment ($681M, +7.0% YoY); Selling, general and administrative expense ($441M, +0.9% YoY). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 2026).

How often is URI research updated on 13F Pro?

URI's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

UNITED RENTALS, INC.(URI)Stock Analysis

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13F Pro Quality Score

70.7/100

Rank #294 of 2,879 stocksTOP 25%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

49.2/100

Profitability

95.4/100

Balance Sheet

81.7/100

Earnings Quality

41.6/100

Free Cash Flow

79.4/100

Institutional Flow

28.9/100

Revenue Scale

72.9/100

Dilution Risk

62.2/100

URI Stock Analysis & AI Quality Score

AI stock analysis and institutional research for UNITED RENTALS, INC. (URI), a Industrials sector company. 13F Pro's AI-powered ranking engine scores URI at 70.7/100 on a 32-signal composite quality model, placing it at rank #294 of 2,879 stocks — the top 25% of the AI-ranked universe. URI scores in the top quartile across profitability (95.4), balance sheet strength (81.7), free cash flow (79.4). Areas of concern include institutional flow (28.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), UNITED RENTALS, INC. reports quarterly revenue of $4.0B, net income of $531.0M, an operating margin of 21.8%. Top institutional holders of URI by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. URI trades on the NYSE exchange and files with the SEC under CIK 1067701. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate URI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for UNITED RENTALS, INC. directly from SEC EDGAR. UNITED RENTALS, INC.'s 13F Pro composite quality score has ranged between 8 and 79 since 2021, currently 70.7 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about UNITED RENTALS, INC.

Quirks, history, and lore behind URI — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. Industrials company · large-cap · listed on the NYSE · headquartered in Connecticut.
2
The Numbers
Annual revenue north of $14 billion, with a fleet valued in the tens of billions — yet it owns almost nothing you'd want in your garage permanently.
3
The History
Founded in the late 1990s through a merger, it grew explosively by acquiring competitors — completing well over 200 acquisitions over its lifetime to reach the top of its industry.
4
The Secret
Its entire business model is you don't have to own it — construction crews, manufacturers, and utilities pay by the day or week to use equipment they'd never want sitting idle on a balance sheet.
5
The Lore
It operates the largest equipment rental fleet in the world, with hundreds of thousands of individual pieces of equipment across over 1,400 locations in North America.
6
The Giveaway
Need a boom lift, scissor lift, or excavator for next Tuesday? This is the company contractors call first — it's the undisputed #1 equipment rental company in the world.

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What's Driving URI's Business? Latest 10-Q Breakdown

AI-extracted from UNITED RENTALS, INC.'s 10-Q filed 2026-04-22 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

United Rentals revenue grew 7.2% YoY to $3.985B, driven by 8.7% equipment rental growth from fleet expansion and 2.3% fleet productivity gains; net income rose 2.5% to $531M.

Biggest Revenue Drivers

Total revenue: $3.985B+7.2% YoY

Equipment rentals$3.419B+8.7% YoY

Increased 5.7% from higher average OEC and 2.3% fleet productivity growth reflecting improved rates, utilization and mix.

Sales of rental equipment$350M-7.2% YoY

Sales of used rental equipment from fleet dispositions.

Sales of new equipment$84M+20.0% YoY

Sales of new equipment to customers.

Largest Expense Items

Cost of equipment rentals (excluding depreciation)$1.492B+8.3% YoY

Labor, benefits, repairs, maintenance and delivery costs increased with higher rental activity.

Depreciation of rental equipment$681M+7.0% YoY

Increased due to higher average rental equipment fleet balance.

Selling, general and administrative expense$441M+0.9% YoY

Better fixed cost absorption on higher revenue, partially offset by normal operational increases.

Interest expense, net$176M-4.3% YoY

Decreased variable debt interest rates partially offset by higher average debt levels.

Margins: Total gross margin improved 40 basis points to 36.9%, with equipment rentals margin up 50 bps to 36.4%. General rentals margin expanded 150 bps due to better cost performance and fixed cost absorption, while specialty margin contracted 170 bps from higher depreciation and delivery costs plus lower-margin ancillary revenue mix.

Watch Items from the Filing

Significant indebtedness of $13.9B requires substantial debt service; refinancing at higher rates than historical (5.375% issuance in Dec 2025 vs. 3.75% in Aug 2021) pressures cash flow.
Foreign operations represent 9% of revenue and 5% of pretax income, with exposure to currency fluctuations; company noted geopolitical risks and tariff impacts as material challenges.
2026 restructuring program expected to cost $55–$65M total; $44M charged through Q1 with remaining charges anticipated, reducing near-term profitability.
Specialty segment equipment rentals margin declined 170 bps YoY to 41.4%, driven by higher depreciation and delivery costs plus revenue mix shift toward lower-margin ancillary services.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$4.0B

Net Income

Q1 2026

$531.0M

Free Cash Flow

Q1 2026

$1.5B

Operating Margin

Q1 2026

21.8%

D/E Ratio

Q1 2026

1.55

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+7.1% YoY

$15.35BFY 2024

FY18 $8.05BFY21 $9.72BFY23 $14.33BFY24 $15.35B

Net Income

+6.2% YoY

$2.58BFY 2024

FY18 $1.10BFY21 $1.39BFY23 $2.42BFY24 $2.58B

Operating Income

+6.2% YoY

$4.07BFY 2024

FY18 $1.95BFY21 $2.28BFY23 $3.83BFY24 $4.07B

EPS (Diluted)

+9.7% YoY

$38.69FY 2024

FY18 $13.12FY21 $19.04FY23 $35.28FY24 $38.69

Total Assets

+10.1% YoY

$28.16BFY 2024

FY18 $18.13BFY21 $20.29BFY23 $25.59BFY24 $28.16B

Total Debt

+12.3% YoY

$14.65BFY 2024

FY18 $12.74BFY21 $10.66BFY23 $13.05BFY24 $14.65B

Op. Cash Flow

-3.4% YoY

$4.55BFY 2024

FY18 $2.85BFY21 $3.69BFY23 $4.70BFY24 $4.55B

Metric	FY 2024	FY 2023	FY 2021	FY 2018	FY 2017	FY 2016
Revenue	$15.35B +7.1%	$14.33B +47.5%	$9.72B +20.7%	$8.05B +21.2%	$6.64B +15.3%	$5.76B
Net Income	$2.58B +6.2%	$2.42B +74.9%	$1.39B +26.5%	$1.10B -18.6%	$1.35B +137.8%	$566.0M
Operating Income	$4.07B +6.2%	$3.83B +68.1%	$2.28B +16.7%	$1.95B +29.5%	$1.51B +6.5%	$1.42B
EPS (Diluted)	$38.69 +9.7%	$35.28 +85.3%	$19.04 +45.1%	$13.12 -16.6%	$15.73 +143.9%	$6.45
Total Assets	$28.16B +10.1%	$25.59B +26.1%	$20.29B +11.9%	$18.13B +20.6%	$15.03B +25.4%	$11.99B
Total Debt	$14.65B +12.3%	$13.05B +22.4%	$10.66B -16.3%	$12.74B +24.4%	$10.24B +21.3%	$8.44B
Operating Cash Flow	$4.55B -3.4%	$4.70B +27.5%	$3.69B +29.3%	$2.85B +29.2%	$2.21B +13.8%	$1.94B

AI Insight: URI Financial Trends

Revenue growth accelerated to 7.1% year-over-year in Q1 2026 while total debt rose to $15.9B by Q4 2025, up 23% from Q4 2024.

• Revenue increased from $3,719M in Q1 2025 to $3,985M in Q1 2026, representing 7.1% year-over-year growth acceleration.

• Operating cash flow strengthened to $1,514M in Q1 2026 from $1,425M in Q1 2025, showing improved cash generation.

• Total debt climbed from $12.9B in Q2 2024 to $15.9B in Q4 2025, increasing leverage significantly.

⚠ Operating income fell to $869M in Q1 2026 from $1,052M in Q4 2025, indicating margin pressure.

⚠ Debt levels fluctuate seasonally but remain elevated above $13B across all recent quarters.

AI Insight: URI Ratio Trends

Operating margins compressed to 21.8% in Q1 2026, down 470bp from peak levels, while ROIC fell to 15.2%.

• Operating margin declined from 28.1% peak in Q3 2024 to 21.8% in Q1 2026, a 630bp contraction.

• ROIC dropped from 20.4% in Q3 2024 to 15.2% in Q1 2026, reflecting deteriorating capital efficiency.

• ROE compressed to 23.7% in Q1 2026 from 33.0% peak in Q3 2024, despite stable debt levels.

• Net profit margin fell to 13.3% in Q1 2026, down from 17.7% peak in Q3 2024.

⚠ Q1 seasonality consistently pressures margins - Q1 2025 and Q1 2026 both show similar weakening patterns.

⚠ Debt-to-equity ratio spiked to 1.77 in Q4 2025 before moderating to 1.55 in Q1 2026.

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Available Research

13F Pro tracks comprehensive data for UNITED RENTALS, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of URI

BlackRock, Inc.
$3.7B5,124,072 sh
VANGUARD CAPITAL MANAGEMENT LLC
$3.0B4,094,282 sh
STATE STREET CORP
$2.2B2,961,599 sh
Capital Research Global Investors
$2.0B2,725,460 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$2.0B2,681,714 sh
Capital World Investors
$1.6B2,201,654 sh
MORGAN STANLEY
$1.3B1,745,567 sh
GEODE CAPITAL MANAGEMENT, LLC
$1.2B1,668,985 sh
FRANKLIN RESOURCES INC
$1.2B1,658,878 sh
ALLIANCEBERNSTEIN L.P.
$914.3M1,129,724 sh

Fund	Value	Shares
BlackRock, Inc.	$3.7B	5,124,072
VANGUARD CAPITAL MANAGEMENT LLC	$3.0B	4,094,282
STATE STREET CORP	$2.2B	2,961,599
Capital Research Global Investors	$2.0B	2,725,460
VANGUARD PORTFOLIO MANAGEMENT LLC	$2.0B	2,681,714
Capital World Investors	$1.6B	2,201,654
MORGAN STANLEY	$1.3B	1,745,567
GEODE CAPITAL MANAGEMENT, LLC	$1.2B	1,668,985
FRANKLIN RESOURCES INC	$1.2B	1,658,878
ALLIANCEBERNSTEIN L.P.	$914.3M	1,129,724

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Is URI a good stock to buy?

13F Pro's AI-powered analysis of UNITED RENTALS, INC. (URI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for URI are available on the URI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own URI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling URI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of UNITED RENTALS, INC.'s investment landscape.