URI Stock Recent News

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI), the world's largest equipment rental company, today announced the launch of Workspace Ready Solutions — customizable accessory packages for mobile offices and container offices designed to meet the unique needs of construction projects. These solutions help companies create functional, professional workspaces where teams can meet, plan and problem-solve in comfort, starting on day one. Workspace Ready Solutions take the burden.

United Rentals dominates a fragmented market, leveraging scale, segment diversity, and AI-driven efficiency to drive growth and maintain strong margins. Specialty rentals are a key growth engine, delivering premium margins and revenue expansion, though recent acquisitions have pressured gross margins. Valuation appears fair—growth, capital efficiency, and disciplined acquisitions offset a modest FCF yield and cyclical risks tied to construction demand.

United Rentals (URI) reported earnings 30 days ago. What's next for the stock?

United Rentals excels through a disciplined acquisition strategy, kaizen-driven continuous improvement, and a one-stop shop model that differentiates it from competitors. Management's focus on cash acquisitions and capital discipline preserves shareholder value and mirrors Berkshire Hathaway's approach. Despite sector risks and macro headwinds, URI's strong historical growth, operational excellence, and resilient business model make it a compelling long-term investment.

KeyBanc Capital Markets analyst Ken Newman upgraded United Rentals, Inc. URI from Sector Weight to Overweight, with a price forecast of $865.

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI), the world's largest equipment rental company, today highlighted equipment, access control and jobsite safety solutions that help contractors protect their crews and worksites. These tools, combined with expert-led training through United Academy®, support safer, more efficient operations across every phase of a project. “Nothing is more important than the physical safety and mental wellbeing of workers,” said Teresa Kee, Vice P.

United Rentals, the largest equipment rental company, leverages scale, geographic diversity, and superior service to maintain a competitive edge and strong financial performance. United Rentals' long-term prospects are strong, driven by specialty segment growth, market share gains, and increasing rental penetration. The company's share price has been volatile. Long-term investors should take advantage of this to build a position at very attractive prices.

The 'Fast Money' tackles Thursday's biggest movers including: Hasbro, PepsiCo, and United Rentals.

United Rentals, Inc. (NYSE:URI ) Q1 2025 Earnings Conference Call April 24, 2025 8:30 AM ET Company Participants Matthew Flannery - President & Chief Executive Officer Ted Grace - Executive Vice President & Chief Financial Officer Conference Call Participants David Rasso - Evercore ISI Rob Wertheimer - Melius Angel Castillo - Morgan Stanley Jamie Cook - Truist Securities Michael Feniger - Bank of America Timothy Thein - Raymond James Jerry Revich - Goldman Sachs Steven Fisher - UBS Kyle Menges - Citi Tami Zakaria - JPMorgan Kenneth Newman - KeyBanc Capital Markets Scott Schneeberger - Oppenheimer Steven Ramsey - Thompson Research Group Operator Good morning and welcome to the United Rentals' Investor Conference Call. Please be advised that this call is being recorded.

URI's first-quarter results reflect strong demand in core rental operations. The company sees soft used equipment sales.