SuperworthUnited Rentals URI
- Market cap
- $68.4B
- PE
- 26.4×
- 10y median 16.4×
- Forward PE
- 20.8×
- 10y median 11.9×
- Price to sales
- 4.1×
- EV/EBIT
- 18.3×
- Revenue, 12 months
- $16.8B
- +7% on a year ago
- Net margin
- 15.7%
- Free cash flow yield
- 7.9%
United Rentals trades at 26.4× trailing earnings, pricier than 97% 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 | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $3.8B+23% | $3.7B+13% | $3.5B+6% | $3.8B+6% | $4B+6% | $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+29% | $2.2B+20% | $2.1B+5% | $2.3B+6% | $2.3B+8% | $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+16% | $1.6B+5% | $1.3B+9% | $1.5B+7% | $1.6B+4% | $1.6B+5% | $1.4B+1% | $1.5B+1% | $1.7B+1% | $1.6B−3% | $1.5B+8% | $1.7B+13% |
| SG&A | $374M+5% | $393M+4% | $389M+2% | $404M+7% | $416M+11% | $436M+11% | $437M+12% | $422M+5% | $442M+6% | $431M−1% | $441M+1% | $472M+12% |
| $1.1B+19% | $1.1B+4% | $852M+15% | $1B+9% | $1.1B+2% | $1.1B+2% | $804M−6% | $1B−0% | $1.1B−1% | $1.1B−3% | $869M+8% | $1.1B+14% | |
| Interest expense | $163M+54% | $161M+22% | $160M+7% | $173M+8% | $178M+9% | $180M+12% | $184M+15% | $171M−1% | $178M+0% | $183M+2% | $176M−4% | $178M+4% |
| Pre-tax income | $943M+16% | $902M+1% | $695M+17% | $835M+8% | $949M+1% | $909M+1% | $688M−1% | $839M+1% | $937M−1% | $874M−4% | $701M+2% | $1B+20% |
| $240M+14% | $223M−13% | $153M+7% | $199M+10% | $241M+0% | $220M−1% | $170M+11% | $217M+9% | $236M−2% | $221M+1% | $170M+0% | $254M+17% | |
| Net income | $703M+16% | $679M+6% | $542M+20% | $636M+8% | $708M+1% | $689M+2% | $518M−4% | $622M−2% | $701M−1% | $653M−5% | $531M+3% | $753M+21% |
| $10.29+19% | $10.01+9% | $8.04+24% | $9.54+11% | $10.70+4% | $10.47+5% | $7.91−2% | $9.59+1% | $10.91+2% | $10.27−2% | $8.43+7% | $12.03+25% | |
| 68.3M−3% | 68M−3% | 67.4M−3% | 66.7M−3% | 66.2M−3% | 66M−3% | 65.4M−3% | 64.9M−3% | 64.3M−3% | 63.8M−3% | 63M−4% | 62.6M−4% |
EPS, diluted: Q4 FY11 and Q4 FY12: quarter's net income to common over its shares, to the cent.
Diluted shares: 15 periods, Q4 FY11 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q3 FY26 | $4.7B | $4.6B to $4.8B | $13.97 | $13.62 to $14.34 | 11 |
| Q4 FY26 | $4.8B | $4.7B to $4.8B | $13.91 | $13.52 to $14.63 | 11 |
| Q1 FY27 | $4.4B | $4.4B to $4.4B | $11.96 | $11.17 to $12.52 | 7 |
| Q2 FY27 | $4.9B | $4.8B to $4.9B | $15.06 | $14.72 to $15.37 | 2 |
| Q3 FY27 | $5.3B | $5.2B to $5.4B | $17.69 | $17.30 to $18.05 | 2 |
| Q4 FY27 | $5.2B | $5.1B to $5.3B | $16.46 | $16.10 to $16.80 | 5 |
| Q1 FY28 | $5B | $4.9B to $5.1B | $14.16 | $13.85 to $14.45 | 6 |
| Q2 FY28 | $5.3B | $5.2B to $5.4B | $17.26 | $16.88 to $17.62 | 5 |
Peers
Companies in Industrials nearest United Rentals' size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| URIUnited Rentals | $68.4B | 26.4× | 16.4× | 20.8× | 4.1× | +7% | 15.7% |
| HONHoneywell International | $70.1B | 8.6× | 11.9× | 24.1× | 1.8× | +5% | 21.6% |
| FDXFedEx | $70.7B | 16.1× | 13.4× | 14.7× | 0.7× | +8% | 4.7% |
| CMICummins | $71.2B | 26.4× | 18.2× | 15.7× | 2.1× | +3% | 7.8% |
| GWWW.W. Grainger | $63.6B | 34.4× | 24.9× | 27.8× | 3.4× | +8% | 9.9% |
| RSGRepublic Services | $73.6B | 34.1× | 31.1× | 31.5× | 4.4× | +3% | 12.9% |
| NSCNorfolk Southern | $74.1B | 28.2× | 20.5× | 24.2× | 5.9× | +3% | 21.0% |
| HWMHowmet Aerospace | $74.1B | 40.1× | 40.9× | 31.5× | 8.1× | +18% | 20.5% |
| VRTVertiv | $74.8B | 44.0× | 76.3× | 24.6× | 6.5× | +26% | 15.1% |
| TDGTransDigm | $61.1B | 33.5× | 42.3× | 23.6× | 6.1× | +17% | 21.3% |
| NOCNorthrop Grumman | $78.3B | 17.5× | 19.5× | 18.9× | 1.8× | +6% | 10.5% |
| Peer median | $72.4B | 30.9× | 22.7× | 24.2× | 3.9× | +7% | 14.0% |
Investors who own it
Investors we follow who held United Rentals at the end of Jun 30, 2026, from their 13F filings.
- Tom GaynerMarkel Group0.3% of portfolio
More on United Rentals
Each number over time
- PE ratio
- Forward PE
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Dividend yield
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Its groups
About
- Industry
- Rental & Leasing Services
- Sector
- Industrials
Valuation data, not investment advice. Prices as of .