United Rentals, Inc. URI
Rental & Leasing Services, Industrials
$1,033.05
−0.42%
- Market cap
- $64.3B
- PE
- 24.9×
- 10y median 16.3×
- Forward PE
- Price to sales
- 3.8×
- EV/EBIT
- 18.6×
- Revenue, 12 months
- $16.8B
- +7% on a year ago
- Net margin
- 15.7%
- Free cash flow yield
- 1.0%
United Rentals trades at 24.9× trailing earnings, pricier than 91% of the last ten years. Revenue was $16.8B over the last twelve months, up 7% on a year earlier with a 16% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $3.7B | $3.5B | $3.8B | $4B | $4.1B+10% | $3.7B+7% | $3.9B+5% | $4.2B+6% | $4.2B+3% | $4B+7% | $4.4B+12% | |
| Cost of revenue | $2.2B | $2.1B | $2.3B | $2.3B | $2.5B+13% | $2.4B+11% | $2.4B+7% | $2.6B+9% | $2.6B+7% | $2.5B+7% | $2.7B+11% |
| Gross profit | $1.6B | $1.3B | $1.5B | $1.6B | $1.6B+5% | $1.4B+1% | $1.5B+1% | $1.7B+1% | $1.6B−3% | $1.5B+8% | $1.7B+13% |
| SG&A | $393M | $389M | $404M | $416M | $436M+11% | $437M+12% | $422M+5% | $442M+6% | $431M−1% | $441M+1% | $472M+12% |
| $1.1B | $852M | $1B | $1.1B | $1.1B+2% | $804M−6% | $1B−0% | $1.1B−1% | $1.1B−3% | $869M+8% | $1.1B+14% | |
| Interest expense | $161M | $160M | $173M | $178M | $180M+12% | $184M+15% | $171M−1% | $178M+0% | $183M+2% | $176M−4% | $178M+4% |
| Pre-tax income | $902M | $695M | $835M | $949M | $909M+1% | $688M−1% | $839M+1% | $937M−1% | $874M−4% | $701M+2% | $1B+20% |
| $223M | $153M | $199M | $241M | $220M−1% | $170M+11% | $217M+9% | $236M−2% | $221M+1% | $170M+0% | $254M+17% | |
| Net income | $679M | $542M | $636M | $708M | $689M+2% | $518M−4% | $622M−2% | $701M−1% | $653M−5% | $531M+3% | $753M+21% |
| $10.01 | $8.04 | $9.54 | $10.70 | $10.47+5% | $7.91−2% | $9.59+1% | $10.91+2% | $10.27−2% | $8.43+7% | $12.03+25% | |
| 67.8M | 67.4M | 66.7M | 66.2M | 66.2M−2% | 65.4M−3% | 64.9M−3% | 64.3M−3% | 63.6M−4% | 63M−4% | 62.6M−4% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Industrials within ten times United Rentals's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| URIUnited Rentals, Inc. | $64.6B | 24.9× | 16.3× | 3.8× | +7% | 15.7% | |
| HONHoneywell International Inc. | $66B | 8.1× | 12.5× | 1.7× | +5% | 21.6% | |
| RSGRepublic Services, Inc. | $66.2B | 30.6× | 31.0× | 3.9× | +3% | 12.9% | |
| NOCNorthrop Grumman Corporation | $67.3B | 15.0× | 19.4× | 1.6× | +6% | 10.5% | |
| FIXComfort Systems USA, Inc. | $61.3B | 42.8× | 21.9× | — | −48% | — | |
| FDXFedEx Corporation | $68.4B | 15.8× | 16.6× | 0.7× | +8% | 4.7% | |
| TDGTransDigm Group Incorporated | $60.6B | 33.3× | 42.4× | 6.1× | +17% | 21.3% | |
| GWWW.W. Grainger, Inc. | $59.5B | 32.2× | 25.0× | 3.2× | +8% | 9.9% | |
| NSCNorfolk Southern Corporation | $70.3B | 26.7× | 20.4× | 5.6× | +3% | 21.0% | |
| CMICummins Inc. | $71.2B | 26.4× | 18.1× | 2.1× | +3% | 8.1% | |
| FASTFastenal Company | $57.2B | 42.2× | 29.9× | 6.5× | +13% | 15.5% | |
| Peer median | $66.1B | 28.7× | 21.1× | 3.2× | +5% | 12.9% |
About
- Industry
- Rental & Leasing Services
- Sector
- Industrials
Valuation data, not investment advice. Prices as of .