Cluenex
Log inStart free
All stocks · Industrials · Trading Companies & Distributors

United Rentals URI

United Rentals scores average on business quality (5.4 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$1,056Oct 10, 2026
Business qualityAverage
Next earningsOct 21, 2026, after the close
Insiders, 90 daysSelling

Why it matters

  1. What United Rentals does

    United Rentals rents equipment like aerial work platforms and earthmoving gear to construction and industrial customers. Clients pay rental fees to avoid owning and maintaining capital-heavy machinery.

  2. What it does best

    United Rentals dominates equipment scale, booking a 25.1 percent operating margin that beats peer WCC's 5.4 percent. This massive fleet size creates localized density that smaller rivals cannot easily copy.

  3. The main risk

    Heavy debt loads create structural risk, with total debt sitting at $14.2B against just $459M in cash. If rental demand stalls, high fixed interest and fleet upkeep costs will compress margins quickly.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Operating margin hits 25.1 percent while FCF margin rests at 3.7 percent, driven by massive capital expenditure needs. Scale drives strong operating leverage on rental assets.

MoatFair

Scale and fleet availability lock in heavy industrial contractors. Its operating margin sits in the top decile of its sector at the 90th percentile, keeping rivals at bay.

GrowthSteady

Revenue grew 4.9 percent to $16.8B, continuing a steady multi-year expansion from prior annual periods.

Financial healthWeak

Debt-to-equity of 1.6 anchors a heavy leverage profile, offset by interest coverage of 5.9x. Free cash flow of $632M leaves room for buybacks, but net debt keeps growing.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 sold $1.7M outside pre-planned sales.

Our sealed record on URI

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is URI a good business?

United Rentals scores average on the Cluenex quality check (5.4 of 10), measured against its own industry. Profitability is fair, moat fair, growth steady and financial health weak.

Are insiders buying URI?

In the last 90 days of SEC Form 4 filings: 1 sold $1.7M outside pre-planned sales.

When does URI report earnings?

Oct 21, 2026, after the close.

For members

See URI today

  • Today's verdict on URI, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
Open in Cluenex Free to start. First month of Core free.

Cite this page: Cluenex, “United Rentals (URI)”, https://cluenex.com/stocks/uri/, data as of Oct 10, 2026.