UNITED RENTALS, INC.

United Rentals, Inc.

Rental & Leasing Services Industrials Stamford, CT, United States URI (NYQ)
Quarter: Q4 2025 Reported: October 22, 2025 Sentiment: Neutral

United Rentals, Inc., through its subsidiaries, operates as an equipment rental company. It operates in two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment includes backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms, such as boom and scissor lifts; and general tools and light equipment comprising pressure washers, water pumps, and power tools for construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities. The specialty segment rents trench safety equipment consists of trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers, and line testing equipment for underground work; power and heating, ventilating, and air conditioning equipment, such as portable diesel generators, electrical distribution equipment, and temperature control equipment; fluid solutions equipment for fluid containment, transfer, and treatment; surface protection mats; and mobile storage equipment and modular office space. This segment serves construction companies involved in infrastructure projects, and municipalities and industrial companies. It also sells aerial lifts, reach forklifts, telehandlers, compressors, and generators; construction consumables, tools, small equipment, and safety supplies; and parts for equipment that is owned by its customers, as well as provides repair and maintenance services. The company sells used equipment through its sales force, brokers, website, at auctions, and directly to manufacturers. The company operates in the United States, Canada, Europe, Australia, and New Zealand. United Rentals, Inc. was incorporated in 1997 and is headquartered in Stamford, Connecticut.

Analysis Summary

This Form 8-K filing from United Rentals, Inc. (URI) on October 22, 2025, primarily serves to disclose the release of the company's Q4 2025 earnings report and the availability of its 2025 outlook. The document explicitly states that a press release (Exhibit 99.1) was issued, reporting results for the quarter ended September 30, 2025. Additionally, it informs that detailed business and financial information, along with the 2025 outlook, is available on the company's website for investor meetings and presentations. The filing also includes important definitions and reconciliations for non-GAAP financial measures such as free cash flow, EBITDA, adjusted EBITDA, and adjusted EPS, emphasizing their utility for investors in understanding operational performance and liquidity, while cautioning against their use as alternatives to GAAP measures. However, the actual financial performance figures, strategic initiatives, detailed management commentary, competitive positioning, market trends, risk factors, or analyst Q&A highlights are not contained within this Form 8-K itself, as it refers to external documents for these specifics. Therefore, a comprehensive analysis of URI's Q4 2025 performance cannot be derived solely from this filing.

Key Highlights

  • United Rentals, Inc. (URI) reported its Q4 2025 results on October 22, 2025.
  • A press release detailing the financial results was furnished as Exhibit 99.1.
  • The company's 2025 outlook and business information are available on its website for investor presentations.
  • The filing defines key non-GAAP financial measures: free cash flow, EBITDA, adjusted EBITDA, and adjusted EPS.
  • These non-GAAP measures are presented with reconciliations to GAAP equivalents, providing insights into operating performance and liquidity.

Financial Metrics

eps
YoY: Not available in provided text
revenue
Not available in provided text
YoY: Not available in provided text
guidance
net income
Not available in provided text
YoY: Not available in provided text

Stock Performance (90 Days)

Data through Dec 26, 2025
Layoff Events
Earnings Calls

Positive Signals

  • Reporting of results and outlook indicates ongoing transparency.
  • Clear definitions and reconciliations of non-GAAP measures provided.
  • Proactive communication of investor presentation materials availability.

Risks & Concerns

  • Specific risk factors are not mentioned in this Form 8-K filing.
  • Reliance on non-GAAP measures could potentially obscure GAAP performance if not properly understood.
  • General market and economic conditions could impact the 2025 outlook, though not explicitly stated as a risk here.

Full Transcript

Recent United Rentals, Inc. News

Stock Price

$827.94
URI· NYQ
0.38% day

Company Info

Industry
Rental & Leasing Services
Sector
Industrials
Headquarters
Stamford, CT, United States
CEO
Mr. Matthew J. Flannery
Employees
27,900
View Company Profile

Layoff Stats

Layoff Events
0
Total Affected
0

Recent Layoffs

No canonical layoff events recorded for this company.

Financials

Market Cap $53.27B
Revenue $15.99B
Profit Margin 15.8%
Cash $512.0M
Debt $15.21B