United Rentals, Inc.
$989.12+0.0%YTD+22.0%1Y+3.1%
Price updated 2h ago·X counts updated 41m ago
On X
The complete picture of $URI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.
57X posts · last 7 days
Chatter Meter
1.9×
How loud $URI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 91% of tracked names.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Rental & Leasing Services sits in its cycle right now — and what that implies for $URI.
Rental & Leasing Services
Vehicle rental demand is normalising from post-COVID pricing peaks; EV fleet transition is a capital-intensive medium-term challenge for rental companies. AI-dynamic pricing and fleet optimisation are the near-term margin levers.
Top industry ETF
$XLIIndustrial Select Sector SPDR
+12.1%YTD
+12.8%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
23.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
11.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
24.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
1.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
3.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
29.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
37.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
1.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Jul 22, 2026$12.76$11.53+10.7%
Q1 2026Apr 22, 2026$9.71$8.95+8.5%
Q4 2025Jan 28, 2026$11.09$11.79-5.9%
Q3 2025Oct 22, 2025$11.70$12.29-4.8%
Next earningsWed, Oct 28·consensus EPS $13.93
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$4.4B+11.8%39.3%25.8%$11.88$-261.0M
Q1 FY26$4.0B+7.2%36.9%21.8%$8.38$681.0M
Q4 FY25$4.2B+2.8%35.2%25.0%$10.27$577.0M
Q3 FY25$4.2B+5.9%36.8%26.3%$10.93$-365.0M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$17.7B$17.3B – $18.0B$49.43$47.04 – $51.7415
FY27$19.3B$18.6B – $19.9B$57.18$54.44 – $63.9016
FY28$21.0B$19.7B – $22.2B$65.08$58.38 – $71.2111
FY29$21.3B$20.7B – $22.0B$0.00$0.00 – $0.005
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.60%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+6.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 61.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.795-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-KPress release / Reg FDSep 88-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDJul 228-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KMaterial agreementJun 188-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KShareholder voteMay 88-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDApr 228-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 8 other (2 10-Qs · 2 13Gs · 2 proxys · 1 SD) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
United Rentals to Present at the Morgan Stanley 14th Annual Laguna ConferenceWhy United Rentals (URI) is a Top Value Stock for the Long-TermUnited Rentals, Inc. $URI Stake Lifted by California State Teachers Retirement SystemHere's Why United Rentals (URI) is a Strong Growth Stock1,011 Shares in United Rentals, Inc. $URI Acquired by Archer Investment Corp
More in Rental & Leasing Services
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Voices on X · last 7 days
No standout posts about $URI on X in the last 7 days.