Nama Insights

United Rentals (URI)

Industrials · Rental Leasing Services · NYSE

S&P 500
United Rentals (URI) is a Industrials company in the Rental Leasing Services industry. It has a market capitalization of $65.36B, a trailing price-to-earnings ratio of 21.5 and a free-cash-flow yield of 1.0%. Over the most recent reported fiscal year, revenue grew 4.9% and free cash flow per share grew 62.8%. Nama's AI scorecard rates it Hold, 4.8 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Hold · 4.8/10
The sections balance. As of Nov 7, 2026.
Momentum
Rising · +22.8% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-12.2%
How far the last close sits under the highest price of the past five years.
Market cap$65.36B
Trailing P/E21.5
Price / book6.8
Price / sales3.7
FCF yield1.0%
Dividend yield0.8%
Gross margin39.1%
Operating margin25.9%
Net margin16.3%
Revenue growth (YoY)+4.9%
Revenue growth (3-yr annual)+11.4%
EPS growth (YoY)-2.6%
FCF/share growth (YoY)+62.8%
Beta1.8
ExchangeNYSE
SectorIndustrials
IndustryRental Leasing Services

URI earnings

Next report: Jan 27, 2027 (Q4 2026, EPS estimate $14.15). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 21, 2026 $15.55 $14.03 +10.8% $4.89B
Q2 2026 Jul 22, 2026 $12.76 $11.59 +10.1% $4.41B
Q1 2026 Apr 22, 2026 $9.71 $8.94 +8.6% $3.98B
Q4 2025 Jan 28, 2026 $11.09 $11.80 -6.0% $4.21B

URI analyst price target

Median target $1,325.00 from 21 analysts, ranging $950.00 – $1,610.00.

Rental Leasing Services peers

TickerCompanyMarket capP/E
SUNB Sunbelt Rentals $31.57B 19.9
AER AerCap $25.76B 8.1
R Ryder System $10.18B 18.8
UHAL-B U-Haul $9.72B 122.2
GATX GATX $6.38B 17.3
HRI Herc Holdings $5.08B 19.9
CAR Avis Budget Group $4.20B —
EQPT EquipmentShare.com $3.72B —
Explore live URI data on Nama Insights →

Recent Congressional trades

United Rentals trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Maria Elvira Salazar House Sell $1,001 - $15,000 Oct 7, 2026
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Maria Elvira Salazar House Buy $1,001 - $15,000 May 8, 2026
Maria Elvira Salazar House Buy $1,001 - $15,000 Apr 21, 2026
Thomas Suozzi House Sell $15,001 - $50,000 Mar 17, 2026
Julia Letlow House Sell $1,001 - $15,000 Mar 12, 2026
Julia Letlow House Buy $1,001 - $15,000 Jan 13, 2026
Valerie Hoyle House Sell $1,001 - $15,000 Oct 10, 2025
Valerie Hoyle House Buy $1,001 - $15,000 Sep 12, 2025
Valerie Hoyle House Buy $1,001 - $15,000 Sep 12, 2025
Rob Bresnahan House Buy $1,001 - $15,000 May 8, 2025
Greg Landsman House Sell $15,001 - $50,000 Apr 8, 2025

URI FAQ

Is URI a buy?
Nama's AI scorecard currently rates United Rentals Hold (4.8 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is URI's P/E ratio?
United Rentals trades at a trailing price-to-earnings ratio of 21.5.
When does URI report earnings?
United Rentals's next scheduled report is on Jan 27, 2027. Analysts expect EPS of $14.15.
What is the URI price target?
The median analyst price target from 21 analysts is $1,325.00, with a range of $950.00 – $1,610.00.
Is URI Shariah compliant?
Nama's AAOIFI-style screen reads United Rentals as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does URI pay a dividend?
Yes — United Rentals's dividend yield is 0.8%.