NYSE:URI
United Rentals (URI)
Financials 
Technical Analysis 
Jun 5, 2026, 12:00 amThis summary was created by AI, based on 10 opinions in the last 12 months.
United Rentals (URI) is experiencing a dip after reaching all-time highs in October, yet analysts generally agree that the company's fundamentals remain robust. While its recent earnings report revealed a slight miss in EPS expectations, revenue figures were close to forecasts, indicating overall stability. The stock is perceived to be trading at an attractive valuation with a PE ratio around 17x, particularly as the company embarks on a substantial share buyback program worth $5 billion. Analysts are optimistic about long-term growth catalysts such as US energy expansion and infrastructure spending, underpinned by URI's effective management and strategic acquisition approach. Although challenging market conditions may pose risks, particularly with potential economic slowdowns, URI’s solid track record and reinvestment strategies suggest resilience in the coming years.
URI was just at all-time-highs this past October and was up 18% YTD, now taking a round trip after earnings, so we don't think any thing has 'broken' here. Their guidance for 2026 was in-line with expectations and for the recent quarter, revenue came in at $4.21 bln vs $4.26 bln expected. EPS of $11.09 missed estimates of $11.78. The company is planing to buy back over $1 billion in shares in the next year as well. URI does tend to be volatile around earnings and we think the move after earnings was a bit extreme given the actual results. Regardless, we don't think a whole lot has changed here and while the quarter might not have been perfect, we don't think it was particularly noteworthy (for good or bad).
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URI is in a bit of a drawdown like the rest of the market after hitting all-time highs in October. Nothing has really changed here and we would not be concerned witht he company. It is well run, has been through numeroud types of markets, increases the dividend, repurchases shares, and has a bit of a moat due to the size and scale of the business that is hard to catch up to. Recent earnings were fine with revenues ahead of estimates. EPS was a bit short of estimates but nothing particularly concerning. The company will have exposure to any broad economic slowdown but the valuation helps account for some of this and they have some support from the current AI infrastructure buildout in the shorter-term as well.
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URI is in a bit of a drawdown like the rest of the market after hitting all-time highs in October. Nothing has really changed here and we would not be concerned witht he company. It is well run, has been through numeroud types of markets, increases the dividend, repurchases shares, and has a bit of a moat due to the size and scale of the business that is hard to catch up to. Recent earnings were fine with revenues ahead of estimates. EPS was a bit short of estimates but nothing particularly concerning. The company will have exposure to any broad economic slowdown but the valuation helps account for some of this and they have some support from the current AI infrastructure buildout in the shorter-term as well.
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URI is in a bit of a drawdown like the rest of the market after hitting all-time highs in October. Nothing has really changed here and we would not be concerned witht he company. It is well run, has been through numeroud types of markets, increases the dividend, repurchases shares, and has a bit of a moat due to the size and scale of the business that is hard to catch up to. Recent earnings were fine with revenues ahead of estimates. EPS was a bit short of estimates but nothing particularly concerning. The company will have exposure to any broad economic slowdown but the valuation helps account for some of this and they have some support from the current AI infrastructure buildout in the shorter-term as well.
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URI is in a bit of a drawdown like the rest of the market after hitting all-time highs in October. Nothing has really changed here and we would not be concerned witht he company. It is well run, has been through numeroud types of markets, increases the dividend, repurchases shares, and has a bit of a moat due to the size and scale of the business that is hard to catch up to. Recent earnings were fine with revenues ahead of estimates. EPS was a bit short of estimates but nothing particularly concerning. The company will have exposure to any broad economic slowdown but the valuation helps account for some of this and they have some support from the current AI infrastructure buildout in the shorter-term as well.
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URI is in a bit of a drawdown like the rest of the market after hitting all-time highs in October. Nothing has really changed here and we would not be concerned witht he company. It is well run, has been through numeroud types of markets, increases the dividend, repurchases shares, and has a bit of a moat due to the size and scale of the business that is hard to catch up to. Recent earnings were fine with revenues ahead of estimates. EPS was a bit short of estimates but nothing particularly concerning. The company will have exposure to any broad economic slowdown but the valuation helps account for some of this and they have some support from the current AI infrastructure buildout in the shorter-term as well.
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Has grown earnings 22% annually, on average, for last 10 years. PE is ~20x. Sees lots of runway ahead. Market share is 15% in a highly fragmented business. Operates well. Growth organically and via strategic acquisitions. A company to watch, especially with the 100's of billions of infrastructure $$ floating around. Yield is 0.74%.
(Analysts’ price target is $923.38)
Gordon ReidA competitor reported softer results which took some of the wind out of the sails of the shares and in general, a lot of these more economically sensitive names have seen these larger drawdowns on no real news. Fear of higher rates is likely having an impact as investors become concerned on its impact on economic activity and homebuilding. At 14.4X forward earnings, we think URI looks fine here. We always like having 'more' information especially when earnings are so close so might wait for that even before adding but overall don't see much fundamentally that has changed here.
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Growth rates for earnings are roughly double those of CAT, yet the valuations are very similar. More bang for your buck. In his US small-cap portfolio. Still likes it here.
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United Rentals (URI) Frequently Asked Questions
What is United Rentals stock symbol?
United Rentals is a American stock, trading under the symbol URI (previously URI-N on Stockchase) on the New York Stock Exchange (URI). It is usually referred to as NYSE:URI or URI
Is United Rentals a buy or a sell?
In the last year, 8 stock analysts published opinions about URI (previously URI-N on Stockchase). 2 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY. Read the latest stock experts' ratings for United Rentals.
Is United Rentals a good investment or a top pick?
United Rentals was recommended as a Top Pick by Gordon Reid on 2024-03-13. Read the latest stock experts ratings for United Rentals.
Why is United Rentals stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for help on deciding if you should buy, sell or hold the stock.
Is United Rentals worth watching?
8 stock analysts on Stockchase covered United Rentals in the last year. It is a trending stock that is worth watching.
What is United Rentals stock price?
On 2026-06-05, United Rentals (URI) stock closed at a price of $1,067.77.
He bought more after their earnings miss and bottoming out. Long-term catalysts: US energy expansion, infrastructure spending and industrial capex spending.