News

United Rentals Announces Pricing of Offering of $700,000,000 of 5.550% Senior Notes due 2029; $800,000,000 of 5.750% Senior Notes due 2031; $1,000,000,000 of 6.200% Senior Notes due 2036

STAMFORD, Conn., October 26, 2026--United Rentals, Inc. (NYSE: URI) ("URI") today announced that its subsidiary, United Rentals (North America), Inc. ("URNA"), has priced an offering of $700,000,000 principal amount of 5.550% Senior Notes due 2029 (the "2029 Notes"), $800,000,000 principal amount of 5.750% Senior Notes due 2031 (the "2031 Notes") and $1,000,000,000 principal amount of 6.200% Senior Notes due 2036 (the "2036 Notes", and together with the 2029 Notes and the 2031 Notes, the "Notes"

Yahoo·18:35URI▲+3.6%

Is United Rentals Stock Increasing Your Market Risk?

For questions about this article or underlying research, email help@trefis.com.

Yahoo·17:53URI▲+3.6%

United Rentals (URI) Files Shelf Registration That Could Open New Funding Options

United Rentals (NYSE: URI) filed a new shelf registration statement, allowing potential future issuances of securities to the public. The filing covers possible offerings of common stock, preferred shares, or warrants, giving the business added funding flexibility. Management now has a framework in place to access capital markets more quickly if financing needs or opportunities arise. United Rentals’ fresh shelf registration introduces a flexible funding tool that connects directly to...

Yahoo·23:16URI▲+3.6%

URI Q3 deep dive: robust project demand and specialty growth drive raised outlook

Equipment rental company United Rentals (NYSE:URI) reported revenue ahead of Wall Street’s expectations in Q3 2026, with sales up 15.7% year on year to $4.89 billion. The company’s full-year revenue guidance of $18.1 billion at the midpoint came in 1.9% above analysts’ estimates. Its non-GAAP profit of $15.55 per share was 10.8% above analysts’ consensus estimates.

Yahoo·17:36URI▲+3.6%

Truist Securities Maintains Buy on United Rentals, Raises Price Target to $1450

Truist Securities analyst Jamie Cook maintains United Rentals (NYSE:URI) with a Buy and raises the price target from $1395 to $1450.

Benzinga·09:57URI▲+3.6%

RBC Capital Maintains Outperform on United Rentals, Raises Price Target to $1392

RBC Capital analyst Sabahat Khan maintains United Rentals (NYSE:URI) with a Outperform and raises the price target from $1323 to $1392.

Benzinga·06:45URI▲+3.6%

The top 5 analyst questions from United Rentals’s Q3 earnings call

United Rentals’ third quarter results were driven by sustained momentum in large-scale projects across multiple end markets, supported by the company’s broad offering and operational scale. Management highlighted accelerating rental revenue growth in both general and specialty segments, with specialty rentals seeing strong double-digit gains. CEO Matt Flannery pointed to the company’s ability to maintain high fleet productivity and time utilization, stating, “Large projects across a variety of e

Yahoo·03:28URI3.6%

United Rentals: 3 Key Takeaways for Long-Term Investors

Operational efficiency gains are offsetting cost inflation, underpinning the company's ability to sustain margin expansion.

Yahoo·23:20URI▲+3.6%

United Rentals Q3 Earnings Call Highlights

United Rentals (NYSE:URI) reported record third-quarter results and raised its full-year outlook, citing sustained demand from large projects across construction, infrastructure, energy, manufacturing and data-center-related end markets. Total revenue rose 16% year over year to $4.9 billion during

Yahoo·22:03URI▲+3.6%

United Rentals Tops Q3 Earnings & Revenue Estimates, Raises 2026 View

URI beats Q3 earnings and revenue estimates as record rental sales and stronger margins drive growth, prompting a higher 2026 outlook.

Yahoo·10:40URI▲+3.6%

United Rentals Q3 2026 Earnings Call Transcript

United Rentals (NYSE:URI) reported third-quarter financial results on Thursday. The transcript from the company’s third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs.

Benzinga·05:42URI▲+3.6%

United Rentals, Inc. Reports Record Third Quarter 2026 Results and Raises Full-Year Guidance

Fintel·03:08URI▲+3.6%

Compared to Estimates, United Rentals (URI) Q3 Earnings: A Look at Key Metrics

The headline numbers for United Rentals (URI) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Yahoo·17:30URI▲+3.6%

United Rentals (URI) Beats Q3 Earnings and Revenue Estimates

United Rentals (URI) delivered earnings and revenue surprises of +12.44% and +4.29%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Yahoo·16:50URI▲+3.6%

United Rentals (URI) Reports Earnings Tomorrow: What To Expect

Equipment rental company United Rentals (NYSE:URI) will be reporting earnings this Wednesday after market hours. Here’s what to expect.

Yahoo·02:29URI▲+3.6%

United Rentals’ (URI) Specialty Rentals Up 25% as Data Centers and Infrastructure Drive Growth

Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here. Wedgewood Composite delivered a net return of 2.5% in the quarter, compared to 2.3% for the Standard & Poor’s 500 Index, 0.9% for the Russell 1000 Growth Index, and 2.6% for the Russell 1000 Value Index. Surging […]

Yahoo·12:14URI▲+3.6%

United Rentals (URI) Stock May Be Near Fair Value On Cash Flow

United Rentals has logged a powerful multi‑year share price run, and the stock now trades at a level where investors are asking whether its current cash flows are enough to justify the price. With the valuation conversation centering on what the business can sustainably earn and return, the cash generation profile has become the key focus. Over the past 5 years the stock has gained 190.4%, which puts a lot of weight on whether the underlying cash flows can back up that kind of move. The...

Yahoo·15:10URI▲+3.6%

Is United Rentals (URI) Cheap As Earnings Forecasts Rise Ahead Of Results?

Analysts have raised earnings expectations for United Rentals (URI) ahead of its upcoming quarterly report, with projected earnings of $13.75 per share and US$4.67b in revenue, both higher than the prior year. United Rentals’ share price has slipped over the past week, with a 1-day share price return of 1.71% lower and a 7-day share price return of 2.53% lower, yet the year to date share price return of 21.84% and a 3-year total shareholder return of about 2.6x the original investment suggest...

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Should Earnings Estimate Upgrades Require Action From United Rentals Stock Investors?

United Rentals is heading into its next earnings report with Wall Street projecting quarterly EPS of $13.75 and revenue of $4.67b, both above the figures reported a year earlier. Analysts have been nudging EPS forecasts higher while highlighting United Rentals' revenue growth, operating margin and share buybacks as key supports for the business model. This article examines how United Rentals' upgraded earnings estimates intersect with its large project driven investment narrative and balance...

Yahoo·05:12URI▲+3.6%

United Rentals to Report Q3 Earnings: Here's What to Expect

URI heads into Q3 earnings with rising estimates as construction, infrastructure and data-center demand support rental growth and profitability.

Yahoo·09:47URI▲+3.6%

Exploring Analyst Estimates for United Rentals (URI) Q3 Earnings, Beyond Revenue and EPS

Beyond analysts' top-and-bottom-line estimates for United Rentals (URI), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2026.

Yahoo·08:15URI▲+3.6%

United Rentals (URI) Earnings Expected to Grow: Should You Buy?

United Rentals (URI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Yahoo·09:00URI▲+3.6%

United Rentals Q3 Preview: Cost Improvements Meet A Demanding Valuation

United Rentals’ Q2 beat and raised guidance as specialty rentals surged 25%, but valuation looks rich.

SeekingAlpha·03:00URI▲+3.6%

S&P Global upgrades United Rentals to investment grade on leverage cushion

Investing.com -- S&P Global Ratings has upgraded the issuer credit rating for United Rentals Inc (NYSE:URI) to investment-grade status at 'BBB-' from 'BB+', citing the equipment rental giant’s disciplined financial policy, sustained cash flow generation, and reduced leverage. The rating agency also raised the issue-level rating on the company’s unsecured debt to 'BBB-' while affirming its 'BBB-' rating on senior debt, establishing a stable outlook that reflects expectations for steady operating

Yahoo·15:57URI▲+3.6%

What to Expect From United Rentals' Next Quarterly Earnings Report

United Rentals is expected to announce its third-quarter results later this month, and analysts predict a double-digit increase in the company’s bottom-line figure.

Yahoo·10:23URI3.6%

United Rentals, Inc. Third Quarter 2026 Conference Call and Audio Webcast Thursday, October 22, 2026 at 8:30 a.m. (ET)

STAMFORD, Conn., October 08, 2026--United Rentals, Inc. (NYSE: URI) will hold its third quarter 2026 conference call with Matt Flannery, chief executive officer, and Ted Grace, chief financial officer, on Thursday, October 22, 2026 at 8:30 a.m. Eastern Time.

Yahoo·09:20URI▲+3.6%

Will United Rentals (URI) Beat Estimates Again in Its Next Earnings Report?

United Rentals (URI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Yahoo·11:10URI▲+3.6%

Truist Securities Maintains Buy on United Rentals, Lowers Price Target to $1395

Truist Securities analyst Jamie Cook maintains United Rentals (NYSE:URI) with a Buy and lowers the price target from $1466 to $1395.

Benzinga·08:42URI▲+3.6%

United Rentals (URI) Recently Broke Out Above the 50-Day Moving Average

Is it a good or bad thing when a stock surpasses resistance at the 50-day simple moving average?

Yahoo·08:30URI▲+3.6%

Tutor Perini, Kennametal, CSW, United Rentals, and Keysight Stocks Trade Up, What You Need To Know

A number of stocks jumped in the afternoon session after weaker-than-expected U.S. employment data cooled Treasury yields, easing borrowing-cost pressure across the sector.

Yahoo·20:46URI▲+3.6%

Morgan Stanley calls United Rentals sell-off a buying chance

The bank sees the rental stock’s drop following Caterpillar’s Fabick deal as an overreaction.

Yahoo·15:13URI▲+3.6%

United Rentals: Depth And Diversification Mean This Isn't A Housing Cycle Play

United Rentals (URI) boosts resilience with higher-margin specialty rentals, reducing housing cycle risk. Read here for a detailed analysis.

SeekingAlpha·18:37URI▲+3.6%

Undercovered Dozen: Vicor, Rayonier, Accenture And More

SeekingAlpha·09:05

United Rentals vs. Herc: Which Rental Stock Is the Better Buy?

URI and HRI raise the 2026 outlook as mega-project demand, specialty growth and fleet investments support rental growth.

Yahoo·11:57URI▲+3.6%

RBC Capital Reiterates Outperform on United Rentals, Maintains $1323 Price Target

RBC Capital analyst Sabahat Khan reiterates United Rentals (NYSE:URI) with a Outperform and maintains $1323 price target.

Benzinga·06:02URI▲+3.6%

Is United Rentals (URI) Fully Priced After Its Strong Q2 Results?

United Rentals has delivered a powerful run over the past few years, yet the stock has also seen recent swings that keep investors asking whether the current price lines up with the cash the business can produce. With fresh news around stronger revenue and profitability, the key issue is how much of that cash flow story is already reflected in the share price. Over the past 5 years, United Rentals has returned about 195.4%, which puts real pressure on the question of whether its present...

Yahoo·09:09URI▲+3.6%

United Rentals Sees Large-Project Pipeline Accelerate as Specialty Demand Stays Strong

United Rentals (NYSE:URI) executives said construction-equipment rental demand has exceeded the company’s expectations this year, led by an accelerating pipeline of large projects and supported by continued strength in specialty rental operations. Speaking at a Morgan Stanley event, Chief Executive

Yahoo·06:02URI▲+3.6%

5 Building Product Stocks to Buy on Infrastructure & Data Center Boom

Infrastructure, data center and innovation demand support building products companies like URI, OC, ECG, FTDR and AGX despite housing and cost pressures.

Yahoo·13:41URI▲+3.6%

United Rentals, Inc. (URI) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

United Rentals, Inc. (URI) Morgan Stanley's 14th Annual Laguna Conference September 15, 2026 5:35 PM EDTCompany ParticipantsMatthew Flannery - President,...

SeekingAlpha·16:11URI▲+3.6%

2 Reasons to Watch URI and 1 to Stay Cautious

Since September 2021, the S&P 500 has delivered a total return of 70.6%. But one standout stock has more than doubled the market - over the past five years, United Rentals has surged 191% to $995.42 per share. Its momentum hasn’t stopped as it’s also gained 33.9% in the last six months thanks to its solid quarterly results, beating the S&P by 19.7%.

Yahoo·13:19URI▲+3.6%

United Rentals Stock Drops 15% in a Month: Time to Buy the Dip?

URI's 14.7% monthly slide reflects robust project demand colliding with margin pressure, higher fleet spending and a premium valuation.

Yahoo·12:58URI▲+3.6%

JP Morgan Downgrades United Rentals to Neutral from Overweight

Fintel·18:01URI▲+3.6%

Is United Rentals (URI) Undervalued After Its Recent Pullback?

How United Rentals Stock Has Been Trading United Rentals (URI) has recently drawn attention after a mixed stretch in its share performance. The stock is up 1.6% over the past day, while returns over the past month and past 3 months are both lower. Over the past month the share price is down 13.2%, and over the past 3 months it is down 6.8%. Even with that pullback, United Rentals shows a year to date gain of 19.5% and a 1 year total return of 4.4%. At a share price of $1,009.86, United...

Yahoo·07:12URI▲+3.6%

Is United Rentals (URI) Still Undervalued Or Close To Fair Value?

United Rentals stock has delivered strong gains over the past five years, yet current checks suggest the share price now sits close to its Discounted Cash Flow, or intrinsic value, estimate while traditional valuation multiples still lean on the cheap side. That mix leaves investors weighing a high overall value score against a market price that already reflects much of the projected cash flow. United Rentals has returned about 207.4% over five years, which puts recent share price weakness...

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AI-Enabled Equipment Agent Bodes Well for United Rentals (URI)

United Rentals Inc.’s (NYSE:URI) AI-enabled Equipment Agent facilitates customers within the equipment rental industry in comparing and selecting equipment and machinery in line with their project requirements. As per United Rentals’ management, it has led to a 70% enhancement in users’ ability to find equipment that fits their specific needs. The company decided to capitalize […]

Yahoo·17:50URI▲+3.6%

Here's How Much $100 Invested In United Rentals 20 Years Ago Would Be Worth Today

United Rentals (NYSE:URI) has outperformed the market over the past 20 years by 11.63% on an annualized basis producing an average annual return of 20.87%. Currently, United Rentals has a market capitalization of $62.86

Benzinga·14:00URI▲+3.6%

Can KBR's $1.1B Weather Contract Strengthen Its Federal Footprint?

KBR's $1.1B NOAA weather contract expands its federal civilian role, boosts long-term visibility and supports National Weather Service forecasting.

Yahoo·11:51

2 Cash-Producing Stocks to Consider Right Now and 1 We Avoid

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Yahoo·15:42

AECOM Expands Infrastructure Footprint With Northland Corridor Win

ACM's Warkworth-to-Te Hana design win expands its transportation footprint as regional backlog and project activity continue to strengthen.

Yahoo·12:37

Will KBR's e-NG Contract Strengthen Its Clean Energy Growth?

KBR's Live Oak e-NG FEED award expands its low-carbon pipeline, adding exposure to hydrogen, synthetic fuels and decarbonization projects.

Yahoo·12:07

KBR Strengthens U.K. Government Ties With MoJ Contract Win

KBR deepens its U.K. government role with a Ministry of Justice contract to modernize facilities management across the prison and probation estate.

Yahoo·11:06

Armstrong World Industries (AWI) Up 1.9% Since Last Earnings Report: Can It Continue?

Armstrong World Industries (AWI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Yahoo·12:30

Are Wall Street Analysts Predicting United Rentals Stock Will Climb or Sink?

Although United Rentals has lagged behind the broader market over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.

Yahoo·12:28URI▲+3.6%

Why Is United Rentals (URI) Down 3.9% Since Last Earnings Report?

United Rentals (URI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Yahoo·12:30URI▲+3.6%

United Rentals (URI) Tests Its Specialty Growth Narrative On Valuation

United Rentals (URI) has drawn fresh attention after recent trading, with the stock closing at US$1,095.26 on 19 August 2026. Investors are weighing its returns across different periods and its current valuation metrics. See our latest analysis for United Rentals. Despite a recent pullback, with a 1-day share price return that declined 1.95% and a 7-day share price return that declined 2.26%, United Rentals still shows stronger momentum over longer periods. This includes a 30-day share price...

Yahoo·11:10URI▲3.6%