United Rentals Q4 Earnings Call Highlights [Yahoo! Finance]
United Rentals, Inc. (URI)
Last united rentals, inc. earnings: 4/29 04:15 pm
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US:NYSE Investor Relations:
unitedrentals.com/our-company/investor-relations/investor-presentations
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Source: Yahoo! Finance
EBITDA of $1.9 billion (45.2% margin) and adjusted EPS of , though margins were ~120 bps compressed mainly by fleet repositioning and timing on used equipment. Growth is being driven by Specialty expansion and large projects—Specialty opened 60 “cold starts” in 2025 and management expects double-digit Specialty growth, with data centers, power and a larger-than-ever project pipeline cited as key tailwinds. 2026 guidance calls for total revenue of $16.8–$17.3 billion (~6% growth at midpoint) with roughly flat margins at the midpoint, higher gross rental CapEx of $4.3–$4.7 billion , and shareholder actions including $1.5 billion in repurchases and a 10% dividend increase. Interested in United Rentals, Inc.? Here are five stocks we like better. The 3 Biggest M&A Stock Opportunities for 2025 United Rentals (NYSE:URI) used its latest investor conference call to review record 2025 results, discuss demand trends across its general rental and specialty businesses, and outline 2026 g
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News
- Costa Oil Named Primary Sponsor of Carson Ware for the United Rentals 300 at Daytona International Speedway [Yahoo! Finance]Yahoo! Finance
- United Rentals Empowers Frontline Decision-Making with Business Intelligence Agent Built on Snowflake [Yahoo! Finance]Yahoo! Finance
- Why United Rentals' CTO tried to break his own AI agent before giving it to thousands of employees [Fortune]Fortune
- United Rentals Names Alexander Taussig to Board of Directors [Yahoo! Finance]Yahoo! Finance
- United Rentals Names Alexander Taussig to Board of DirectorsBusiness Wire
URI
Earnings
- 1/28/26 - Miss
URI
Sec Filings
- 2/9/26 - Form 4/A
- 2/9/26 - Form 4
- 2/4/26 - Form 8-K
- URI's page on the SEC website