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/company/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/company/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 2026-07-22, the biggest revenue drivers are: General rentals ($2,855M); Equipment rentals ($2,418M, +6.6% YoY); Specialty ($1,555M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/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 ($1,644M); Depreciation of rental equipment ($704M); Selling, general and administrative expenses ($472M, +11.8% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 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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SEC EDGAR: CIK 1067701 URI stock profile & AI dashboard →

13F Pro Quality Score

63.9/100

Rank #585 of 2,961 stocksTOP 25%

View Industrials peers →

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

Revenue Growth

47.0/100

Profitability

71.8/100

Balance Sheet

82.6/100

Earnings Quality

72.9/100

Free Cash Flow

47.7/100

Institutional Flow

44.8/100

Revenue Scale

91.0/100

Dilution Risk

62.4/100

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Why URI Scores 64/100

exact factor attribution · 2026-09-11

URI's composite is driven by scale and profitability. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+6.2 pts

91th pct

Profitability

+3.3 pts

72th pct

Capital efficiency

+3.3 pts

83th pct

Earnings quality

+2.3 pts

73th pct

Shareholder dilution

+0.6 pts

62th pct

Institutional flow

-0.3 pts

45th pct

Free cash flow

-0.3 pts

48th pct

Earnings growth

-0.5 pts

39th pct

Revenue growth

-0.6 pts

47th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

URI Stock Analysis & AI Quality Score

Data updated 2026-09-11

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 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. UNITED RENTALS, INC.'s 13F Pro composite quality score has ranged between 57 and 74 since 2021, currently 63.9 — a declining long-term trajectory across 67 quarterly and live scoring snapshots.

✦

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

✓ 26/26 datapoints verified

AI-extracted from UNITED RENTALS, INC.'s 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.

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

Revenue

Q1 2026

$4.0B

Net Income

Q1 2026

$531.0M

Operating Margin

Q1 2026

21.8%

ROIC

Q1 2026

15.2%

D/E Ratio

Q1 2026

1.55

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+4.9% YoY

$16.10BFY 2025

FY22 $11.64BFY23 $14.33BFY24 $15.35BFY25 $16.10B

Net Income

-3.1% YoY

$2.49BFY 2025

FY22 $2.10BFY23 $2.42BFY24 $2.58BFY25 $2.49B

Operating Income

-2.3% YoY

$3.97BFY 2025

FY22 $3.23BFY23 $3.83BFY24 $4.07BFY25 $3.97B

EPS (Diluted)

-0.2% YoY

$38.61FY 2025

FY22 $29.65FY23 $35.28FY24 $38.69FY25 $38.61

Total Assets

+6.0% YoY

$29.87BFY 2025

FY22 $24.18BFY23 $25.59BFY24 $28.16BFY25 $29.87B

Total Debt

+8.4% YoY

$15.88BFY 2025

FY22 $11.61BFY23 $13.05BFY24 $14.65BFY25 $15.88B

Op. Cash Flow

+14.2% YoY

$5.19BFY 2025

FY22 $4.43BFY23 $4.70BFY24 $4.55BFY25 $5.19B

Free Cash Flow

—FY 2025

FY22 $743.0MFY23 $840.0MFY24 $416.0MFY25 —

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$16.10B +4.9%	$15.35B +7.1%	$14.33B +23.1%	$11.64B +19.8%	$9.72B +13.9%	$8.53B
Net Income	$2.49B -3.1%	$2.58B +6.2%	$2.42B +15.2%	$2.10B +51.9%	$1.39B +55.7%	$890.0M
Operating Income	$3.97B -2.3%	$4.07B +6.2%	$3.83B +18.4%	$3.23B +41.9%	$2.28B +26.5%	$1.80B
EPS (Diluted)	$38.61 -0.2%	$38.69 +9.7%	$35.28 +19.0%	$29.65 +55.7%	$19.04 +56.1%	$12.20
Total Assets	$29.87B +6.0%	$28.16B +10.1%	$25.59B +5.8%	$24.18B +19.2%	$20.29B +13.6%	$17.87B
Total Debt	$15.88B +8.4%	$14.65B +12.3%	$13.05B +12.4%	$11.61B +8.9%	$10.66B +1.9%	$10.46B
Operating Cash Flow	$5.19B +14.2%	$4.55B -3.4%	$4.70B +6.1%	$4.43B +20.2%	$3.69B +38.8%	$2.66B
Free Cash Flow	—	$416.0M -50.5%	$840.0M +13.1%	$743.0M +51.3%	$491.0M -80.0%	$2.46B

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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.
$5.8B5,134,060 sh
VANGUARD CAPITAL MANAGEMENT LLC
$4.6B4,091,482 sh
STATE STREET CORP
$3.4B2,993,837 sh
JPMORGAN CHASE & CO
$3.2B2,829,733 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$3.1B2,697,981 sh
Capital Research Global Investors
$2.2B1,922,865 sh
FRANKLIN RESOURCES INC
$2.0B1,805,427 sh
GEODE CAPITAL MANAGEMENT, LLC
$1.9B1,699,258 sh
Capital World Investors
$1.9B1,646,737 sh
MORGAN STANLEY
$1.7B1,494,355 sh

Fund	Value	Shares
BlackRock, Inc.	$5.8B	5,134,060
VANGUARD CAPITAL MANAGEMENT LLC	$4.6B	4,091,482
STATE STREET CORP	$3.4B	2,993,837
JPMORGAN CHASE & CO	$3.2B	2,829,733
VANGUARD PORTFOLIO MANAGEMENT LLC	$3.1B	2,697,981
Capital Research Global Investors	$2.2B	1,922,865
FRANKLIN RESOURCES INC	$2.0B	1,805,427
GEODE CAPITAL MANAGEMENT, LLC	$1.9B	1,699,258
Capital World Investors	$1.9B	1,646,737
MORGAN STANLEY	$1.7B	1,494,355

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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. URI is classified as a large company.

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.