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Stock impact report

United Rentals Inc (URI) Q4 2025 Earnings Call Highlights: Record Revenue and Strategic Growth Plans [Yahoo! Finance]

United Rentals, Inc. (URI) 
Last united rentals, inc. earnings: 4/29 04:15 pm Check Earnings Report
Company Research Source: Yahoo! Finance
Rental Revenue: Grew by 4.6% to $3.6 billion, a fourth-quarter record. Fleet Productivity: Increased by 0.5%, contributing to OER growth of 3.5%. Adjusted EBITDA: $1.9 billion with a margin of 45.2% for the fourth quarter. Adjusted EPS: $11.09 for the fourth quarter. Used Equipment Sales: $769 million of OEC sold at a 50% recovery rate in the fourth quarter. Free Cash Flow: Generated $2.2 billion for the full year with a margin of 14%. CapEx: Nearly $4.2 billion spent on maintenance and growth rental CapEx for the full year. Shareholder Returns: Returned nearly $2.4 billion to shareholders through share buybacks and dividends in 2025. 2026 Revenue Guidance: Total revenue growth expected to be over 6% excluding used sales. 2026 Share Repurchase Plan: Plan to repurchase $1.5 billion of shares and increase quarterly dividend by 10%. Warning! GuruFocus has detected 10 Warning Sign with NSC. Is URI fairly valued? Test your thesis with our free DCF calculator. Relea Show less Read more
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