UNITED RENTALS, INC.(URI)— Stock Profile, AI Score & Financials
Industrials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
UNITED RENTALS, INC. (URI) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores URI at 63.9/100 on a 32-signal composite quality model, placing it at rank #585 of 2,961 stocks — the top 25% of the AI-ranked universe. URI scores in the top quartile across revenue scale (91.0), balance sheet strength (82.6). 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.
AI Quality Score
63.9/100
AI Rank
#585
Revenue
$4.0B
Net Income
$531.0M
Operating Margin
21.8%
URI key financials by period
UNITED RENTALS, INC. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$16.1B
$2.5B
24.7%
FY 2024
10-K
$15.3B
$2.6B
26.5%
FY 2023
10-K
$14.3B
$2.4B
26.7%
FY 2022
10-K
$11.6B
$2.1B
27.8%
FY 2021
10-K
$9.7B
$1.4B
23.4%
FY 2020
10-K
$8.5B
$890.0M
21.1%
Institutions holding URI
Institutional investors reporting a position in UNITED RENTALS, INC. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-22 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Total revenue rose 11.8% YoY to $4.41B on 12.7% equipment rental growth, while net income increased 21.1% to $753M, boosted by a $49M gain on the partial sale of the scaffolding business.
Biggest Revenue Drivers
General rentals$2,855M
Largest segment; equipment rentals within it rose on increased average OEC
Specialty$1,555M
Equipment rentals within it grew faster than general rentals
Biggest Revenue Drivers
Total revenue: $4.41B+11.8% YoY
General rentals$2,855M
Largest segment; equipment rentals within it rose on increased average OEC
Within General rentals
Equipment rentals$2,418M+6.6% YoY
Primarily reflecting increased average OEC
Specialty$1,555M
Equipment rentals within it grew faster than general rentals
Within Specialty
Equipment rentals$1,431M+24.8% YoY
Primarily reflecting increased average OEC
Largest Expense Items
Cost of equipment rentals, excluding depreciation$1,644M
Largest cost line, up from $1,443M as revenue and fleet volume grew
Depreciation of rental equipment$704M
Up from $651M; declined as a percentage of revenue supporting margin gains
Selling, general and administrative expenses$472M+11.8% YoY
Sales force compensation, IT costs, professional fees, management salaries and bad debt expense
Restructuring charge$6M
Severance and branch closure charges under the 2026 Cost Savings Restructuring Program
Margins: Total gross margin increased 40 bps to 39.3%; equipment rentals gross margin rose 30 bps as improved general rentals margin (lower depreciation as % of revenue) was partly offset by a 140 bps specialty margin decline from mix shift toward lower-margin ancillary and re-rent revenue.
Watch Items from the Filing
Total indebtedness was $14.2 billion at June 30, 2026, with $4.1 billion at variable rates; a 1-point rate increase would cut annual after-tax earnings by about $30M.
Specialty segment equipment rentals gross margin fell 140 bps YoY to 44.4% due to growth in lower-margin ancillary and re-rent revenues.
Customer concentration risk is low: the largest customer represented one percent or less of total revenues for the six months ended June 30, 2026 and each of the last three years.
Board authorized a new $5.0 billion share repurchase program in January 2026 (no expiration); $400M repurchased through June 30, 2026, with $1.5B of total repurchases planned for 2026.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
