URI · NYQ
S&P 500
United Rentals, Inc.
Industrials · Rental & Leasing Services
$1,104.94
−$21.26 (−1.89%) Nov 10, 2026
Session of Nov 10, 2026 · updated · Source: Yahoo Finance
Consensus of 22 analysts
Buy
Median price target $1,325.00 +19.9%
- Open
- $1,125.11
- Day range
- 1,098.68 – $1,130.86
- 52-week range
- 701.59 – $1,202.12
- Volume
- 351,098
- Market cap
- $68,414M
- P/E (TTM)
- 24.3x
- EPS (TTM)
- $45.43
- EPS est. 2026
- $51.84
- P/E est. 2026
- 21.3x
- Dividend yield
- 0.7%
- Beta
- 1.81
- Payout
- 17%
The analysis of this company is being prepared and will appear in the next update.
United Rentals financials
Q3 2026 results, quarter ended Sep 30, 2026
| Metric | Q3 2026 | 1-year change |
|---|---|---|
| Total revenue | $4,893M | +15.7% |
| Net income | $920M | +31.2% |
| Earnings per share | $14.77 | +35.4% |
| Net margin | 18.8% | +2.2 pp |
| Free cash flow | −$105M | n/s |
| Debt / equity | 1.64 | −3.2% |
Revenue and net income ($M)
Total revenueNet income
| Quarter | Total revenue | Net income |
|---|---|---|
| Q3 2025 | $4,229M | $701M |
| Q4 2025 | $4,208M | $653M |
| Q1 2026 | $3,985M | $531M |
| Q2 2026 | $4,410M | $753M |
| Q3 2026 | $4,893M | $920M |
United Rentals earnings per share (EPS)
Consensus estimates
| Period | EPS est. | 1-year change |
|---|---|---|
| Current quarterQ4 2026 · Analysts: 16 | $14.29913.22 – 15.14 | +28.9%$11.090 |
| Next quarterQ1 2027 · Analysts: 11 | $11.89510.41 – 13.19 | +22.5%$9.710 |
| Current year2026 · Analysts: 19 | $51.84248.90 – 53.65 | +23.3%$42.060 |
| Next year2027 · Analysts: 19 | $61.43857.32 – 64.00 | +18.5%$51.842 |
Forward P/E: 21.3x (2026) and 18.0x (2027) at the current price.
Actual and estimated EPS ($)
Actual EPSEstimated EPS
| Quarter | Actual EPS | Estimated EPS |
|---|---|---|
| Q3 2025 | $10.910 | — |
| Q4 2025 | $11.090 | $11.805 |
| Q1 2026 | $9.710 | $8.939 |
| Q2 2026 | $12.760 | $11.588 |
| Q3 2026 | $15.550 | $14.028 |
| Q4 2026 | — | $14.299 |
| Q1 2027 | — | $11.895 |
| Year | Actual EPS | Estimated EPS |
|---|---|---|
| 2022 | $29.650 | — |
| 2023 | $35.280 | — |
| 2024 | $38.690 | — |
| 2025 | $38.610 | — |
| 2026 | — | $51.842 |
| 2027 | — | $61.438 |
EPS trend
| Quarter | EPS | YoY change |
|---|---|---|
| Q1 2027Estimated | $11.895 | +22.5% |
| Q4 2026Estimated | $14.299 | +28.9% |
| Q3 2026 | $15.550est. $14.028 · surprise +10.9% | +42.5% |
| Q2 2026 | $12.760est. $11.588 · surprise +10.1% | n/a |
| Q1 2026 | $9.710est. $8.939 · surprise +8.6% | n/a |
| Q4 2025 | $11.090est. $11.805 · surprise −6.1% | n/a |
| Q3 2025 | $10.910 | n/a |
| Year | EPS | Annual change |
|---|---|---|
| 2027Estimated | $61.438 | +18.5% |
| 2026Estimated | $51.842 | +34.3% |
| 2025 | $38.610 | −0.2% |
| 2024 | $38.690 | +9.7% |
| 2023 | $35.280 | +19.0% |
| 2022 | $29.650 | n/a |
Normalised EPS according to the analyst consensus collected by Yahoo Finance; it may differ from the reported EPS in the results table.
United Rentals dividend
Yield and payments
| Dividend yield (TTM) | 0.7% |
| Forward yield (next 12m) | 0.7% |
| Dividend per share (TTM) | $7.70 |
| Forward dividend (next 12m) | $7.88 |
| Payout (TTM) | 17% |
| Last dividend | $1.97Nov 10, 2026 |
| Next ex-dividend date | n/a |
Dividend per share by year ($)
PaidEstimated
| Year | Dividend per share |
|---|---|
| 2023 | $5.92 |
| 2024 | $6.52 |
| 2025 | $7.16 |
| est. 12m | $7.88 |
United Rentals forecasts
22 analyst ratings
Consensus: Buy · 16 buy, 5 hold, 1 sell
1-year price forecast
Share price
Price target (high, median, low)
| Target | Price | Upside |
|---|---|---|
| High | $1,652.00 | +49.5% |
| Median | $1,325.00 | +19.9% |
| Low | $950.00 | −14.0% |
| Date | Close |
|---|---|
| Nov 28, 2025 | $815.18 |
| Dec 31, 2025 | $809.32 |
| Jan 30, 2026 | $782.06 |
| Feb 27, 2026 | $840.00 |
| Mar 31, 2026 | $728.56 |
| Apr 30, 2026 | $959.84 |
| May 29, 2026 | $995.67 |
| Jun 30, 2026 | $1,132.89 |
| Jul 31, 2026 | $1,079.26 |
| Aug 31, 2026 | $1,038.00 |
| Sep 30, 2026 | $1,000.78 |
| Oct 30, 2026 | $1,170.05 |
| Nov 10, 2026 | $1,104.94 |
United Rentals peers
| Ticker | Company | Market cap ($M) | P/E | Price ($) | 1-day change | 52-week range |
|---|---|---|---|---|---|---|
| URI | United Rentals | 68,414 | 24.3x | 1,104.94 | −1.89% | 701.591,202.12 |
| GE | GE Aerospace | 350,603 | 38.6x | 337.91 | +0.71% | 268.91388.84 |
| RTX | RTX | 270,252 | 32.6x | 200.27 | +2.02% | 166.74226.88 |
| CAT | Caterpillar | 267,496 | 22.9x | 584.57 | −2.39% | 537.081,073.46 |
| GEV | GE Vernova | 210,958 | 20.9x | 797.04 | −3.89% | 530.161,195.94 |
| DE | Deere & | 185,405 | 38.2x | 687.64 | −0.53% | 455.91721.22 |
What the AI agents think about United Rentals
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