United Rentals, Inc.
URI · New York Stock Exchange · USD
1.128,17USD
+72,60 (+6,88 %)Stand 9. Nov., 21:00
Nachbörslich1.128,00−0,17 (−0,02 %)17:43 ET
Kennzahlen
- Eröffnung
- 1.074,44
- Vortag
- 1.055,57
- Tagesspanne
- 1.074,44 – 1.145,87
- 52 Wochen
- 701,59 – 1.202,12
- Volumen
- 464.711
- Ø Volumen
- 496.206
- Börsenwert
- 69,85 Mrd. $
- KGV
- 24,9
- Gewinn je Aktie (TTM)
- 45,16
- Dividendenrendite
- 0,7 %
- Beta
- 1,8
- Nächste Zahlen
- 27. Jan. 2027
Finanzen
| USD | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|
| Umsatz | 16,1 Mrd. | 15,35 Mrd. | 14,33 Mrd. | 11,64 Mrd. | 9,72 Mrd. |
| Herstellungskosten | 10,39 Mrd. | 9,63 Mrd. | 8,95 Mrd. | 7,01 Mrd. | 6,22 Mrd. |
| Bruttogewinn | 5,71 Mrd. | 5,71 Mrd. | 5,38 Mrd. | 4,63 Mrd. | 3,5 Mrd. |
| Forschung und Entwicklung | 0 | 0 | 0 | 0 | 0 |
| Vertrieb und Verwaltung | 1,73 Mrd. | 1,65 Mrd. | 1,53 Mrd. | 1,4 Mrd. | 1,2 Mrd. |
| Operatives Ergebnis | 3,97 Mrd. | 4,07 Mrd. | 3,86 Mrd. | 3,23 Mrd. | 2,3 Mrd. |
| EBITDA | 7,16 Mrd. | 6,98 Mrd. | 6,63 Mrd. | 5,46 Mrd. | 4,25 Mrd. |
| Nettogewinn | 2,49 Mrd. | 2,58 Mrd. | 2,42 Mrd. | 2,11 Mrd. | 1,39 Mrd. |
| Gewinn je Aktie (verwässert) | 38,61 | 38,69 | 35,28 | 29,66 | 19,03 |
Umsatz nach Segment
Produkte · FY 2025
- Owned Equipment Rentals11,05 Mrd. $68,63 %+4,63 %
- Ancillary and Other Rental Revenue2,48 Mrd. $15,42 %+12,25 %
- Rental Equipment1,41 Mrd. $8,78 %−7,10 %
- Service and Other Revenues369 Mio. $2,29 %+3,07 %
- New Equipment348 Mio. $2,16 %+23,40 %
- Re-rent Revenue275 Mio. $1,71 %+6,59 %
- Contractor Supplies163 Mio. $1,01 %+5,16 %
Anteil · ggü. Vorjahr (FY 2024)
Regionen · FY 2025
- UNITED STATES14,67 Mrd. $91,13 %+4,86 %
- Non-US1,43 Mrd. $8,87 %
Anteil · ggü. Vorjahr (FY 2024)
Bewertung
Letzte 12 Monate
- KGV
- 24,9
- Kurs-Umsatz-Verhältnis
- 4,0
- Kurs-Buchwert-Verhältnis
- 7,2
- PEG
- 1,5
- Bruttomarge
- 38,5 %
- Operative Marge
- 25,5 %
- Nettomarge
- 16,3 %
- Verschuldungsgrad
- 1,6
- EV/EBITDA
- 11,0
- Eigenkapitalrendite
- 31,0 %
- Kapitalrendite (ROIC)
- 11,4 %
- Free-Cashflow-Rendite
- 1,3 %
| FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | |
|---|---|---|---|---|---|
| Bruttomarge | 35,4 % | 37,2 % | 37,6 % | 39,8 % | 36,0 % |
| Operative Marge | 24,7 % | 26,5 % | 26,9 % | 27,8 % | 23,6 % |
| Nettomarge | 15,5 % | 16,8 % | 16,9 % | 18,1 % | 14,3 % |
| KGV | 20,9 | 18,1 | 16,2 | 11,9 | 17,4 |
| Kurs-Umsatz-Verhältnis | 3,2 | 3,0 | 2,7 | 2,2 | 2,5 |
| Kurs-Buchwert-Verhältnis | 5,8 | 5,4 | 4,8 | 3,6 | 4,0 |
| Verschuldungsgrad | 1,8 | 1,7 | 1,6 | 1,7 | 1,8 |
| Liquidität 3. Grades | 0,9 | 1,0 | 0,8 | 1,1 | 0,8 |
| Dividendenrendite | 0,9 % | 0,9 % | 1,0 % | 0,0 % | 0,0 % |
| Unternehmenswert | 68,14 Mrd. | 61,07 Mrd. | 51,56 Mrd. | 37,25 Mrd. | 34,43 Mrd. |
| EV/EBITDA | 9,5 | 8,7 | 7,8 | 6,8 | 8,1 |
| Eigenkapitalrendite | 27,8 % | 29,9 % | 29,8 % | 29,8 % | 23,1 % |
| Kapitalrendite (ROIC) | 10,7 % | 11,8 % | 12,3 % | 11,0 % | 9,2 % |
| Free-Cashflow-Rendite | 1,3 % | 0,9 % | 1,6 % | 3,0 % | 2,0 % |
Wachstum
| FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | |
|---|---|---|---|---|---|
| Umsatz | +4,9 % | +7,1 % | +23,1 % | +19,8 % | +13,9 % |
| Bruttogewinn | −0,1 % | +6,2 % | +16,2 % | +32,5 % | +23,4 % |
| Operatives Ergebnis | −2,3 % | +5,5 % | +19,3 % | +40,8 % | +23,9 % |
| Nettogewinn | −3,1 % | +6,2 % | +15,2 % | +51,9 % | +55,7 % |
| Gewinn je Aktie | −0,2 % | +9,7 % | +18,9 % | +55,9 % | +56,0 % |
| Freier Cashflow | +58,0 % | −33,9 % | −14,7 % | +51,3 % | −67,3 % |
| Dividende je Aktie | +10,1 % | +10,3 % | 0,0 % | 0,0 % | 0,0 % |
Analysten
Einstufungen · Buy
- 0Stark kaufen
- 28Kaufen
- 8Halten
- 5Verkaufen
- 0Stark verkaufen
Kursziel
1.298,92
Durchschnitt · +15,14 %
Schätzungen
| FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|
| Umsatz (Ø) | 18,08 Mrd. | 19,95 Mrd. | 21,66 Mrd. |
| Umsatz (Tief – Hoch) | 17,8 Mrd. – 18,27 Mrd. | 19,2 Mrd. – 20,6 Mrd. | 20,36 Mrd. – 23,15 Mrd. |
| Gewinn je Aktie (Ø) | 51,95 | 61,56 | 69,69 |
| Gewinn je Aktie (Tief – Hoch) | 49,55 – 53,36 | 58,15 – 64,72 | 63,92 – 75,21 |
| Analysten | 14 | 14 | 12 |
Letzte Änderungen
- Truist Securities23. Okt. 2026Buy
- RBC Capital23. Okt. 2026Outperform
- Morgan Stanley23. Okt. 2026Overweight
- UBS22. Okt. 2026Buy
- Truist Securities5. Okt. 2026Buy
- RBC Capital24. Sept. 2026Outperform
- JP Morgan10. Sept. 2026Overweight → Neutral
- Evercore ISI Group11. Aug. 2026Outperform
Quartalszahlen
Nächste Zahlen: 27. Jan. 2027| Okt. 2026 | Juli 2026 | Apr. 2026 | Jan. 2026 | Okt. 2025 | Juli 2025 | Apr. 2025 | Jan. 2025 | |
|---|---|---|---|---|---|---|---|---|
| Gewinn je Aktie · Erwartet | 13,97 | 11,53 | 8,95 | 11,79 | 12,29 | 10,51 | 8,78 | 11,68 |
| Gewinn je Aktie · Tatsächlich | 15,55 | 12,76 | 9,71 | 11,09 | 11,70 | 10,47 | 8,86 | 11,59 |
| Abweichung | +11,31 % | +10,67 % | +8,49 % | −5,94 % | −4,80 % | −0,38 % | +0,91 % | −0,77 % |
| Umsatz · Tatsächlich | 4,89 Mrd. | 4,41 Mrd. | 3,99 Mrd. | 4,21 Mrd. | 4,23 Mrd. | 3,94 Mrd. | 3,72 Mrd. | 4,1 Mrd. |
Dividenden und Splits
| Ex-Tag | Zahltag | Betrag |
|---|---|---|
| 10. Nov. 2026 | 25. Nov. 2026 | 1,97 |
| 12. Aug. 2026 | 26. Aug. 2026 | 1,97 |
| 13. Mai 2026 | 27. Mai 2026 | 1,97 |
| 11. Feb. 2026 | 25. Feb. 2026 | 1,97 |
| 12. Nov. 2025 | 26. Nov. 2025 | 1,79 |
| 13. Aug. 2025 | 27. Aug. 2025 | 1,79 |
| 14. Mai 2025 | 28. Mai 2025 | 1,79 |
| 12. Feb. 2025 | 26. Feb. 2025 | 1,79 |
| 13. Nov. 2024 | 27. Nov. 2024 | 1,63 |
| 14. Aug. 2024 | 28. Aug. 2024 | 1,63 |
| 7. Mai 2024 | 22. Mai 2024 | 1,63 |
| 13. Feb. 2024 | 28. Feb. 2024 | 1,63 |
Aktiensplits
–
Eigentümer
Institutionen
Q2 2026 · 13F
- Anteil institutioneller Investoren
- 91,27 %
- Investoren mit 13F-Meldung
- 1.661
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Insider-Geschäfte
- Bruno Marc A30. Sept. 2026 · directorKauf38 Aktien · 1.000,78
- Durand Michael D29. Sept. 2026 · officer: EVP, Chief Operating OfficerVerkauf492 Aktien · 1.014,54
- Grace William E.24. Juli 2026 · officer: EVP, CFOVerkauf1500 Aktien · 1.133,15
- Bruno Marc A30. Juni 2026 · directorKauf34 Aktien · 1.132,89
- Taussig Alexander R.8. Mai 2026 · directorKauf203 Aktien · 937,00
- Singh Shiv8. Mai 2026 · directorKauf203 Aktien · 937,00
- MARTORE GRACIA C8. Mai 2026 · directorKauf203 Aktien · 937,00
- Lopez-Balboa Francisco J8. Mai 2026 · directorKauf203 Aktien · 937,00
Vergleichbare Unternehmen
Über das Unternehmen
United Rentals, Inc., founded in 1997 and headquartered in Stamford, Connecticut, functions as a prominent equipment rental firm through its various subsidiaries. The company's operations are divided into two main divisions: General Rentals and Specialty. The General Rentals segment offers a broad selection of construction and industrial machinery, including heavy equipment like backhoes, skid-steer loaders, earthmoving machinery, and forklifts, alongside aerial work platforms such as boom and scissor lifts. This division also provides general tools and lighter equipment, ranging from pressure washers to power tools. Its client base is diverse, encompassing construction and industrial enterprises, manufacturers, utility companies, municipalities, government bodies, and individual homeowners. Conversely, the Specialty segment focuses on more specialized construction products. This includes comprehensive trench safety gear, such as trench shields, aluminum hydraulic shoring systems, and construction lasers, designed for underground work. It also supplies power generation and climate control equipment, featuring portable diesel generators, electrical distribution units, and temperature management systems. Additionally, the segment offers fluid solutions for containment, transfer, and treatment, as well as mobile storage units and modular office spaces. This segment primarily caters to companies undertaking infrastructure projects, municipalities, and industrial clients. Beyond rentals, United Rentals also sells new equipment, including aerial lifts, telehandlers, and compressors, along with construction consumables, tools, small equipment, and safety supplies. It further provides parts for customer-owned machinery and offers repair and maintenance services. The company remarkets its used equipment through its dedicated sales force, brokers, its website, direct sales to manufacturers, and auctions. United Rentals maintains an extensive network of 1,360 rental facilities across the United States, Canada, Europe, Australia, and New Zealand.
Führung
- Matthew J. FlanneryPresident, Chief Executive Officer & Director
- Craig Adam PintoffExecutive Vice President & Chief Administrative Officer
- William GraceExecutive Vice President & Chief Financial Officer
- Michael D. DurandExecutive Vice President & Chief Operating Officer
- Joli L. GrossSenior Vice President, Corporate Secretary and Chief Legal & Sustainability Officer
- Andrew LimogesVice President, Controller & Principal Accounting Officer
- CEO
- Matthew J. Flannery
- Mitarbeitende
- 28.500
- Hauptsitz
- Stamford, CT, US
- Sektor
- Industrials
- Branche
- Rental & Leasing Services
- Börsengang
- 18. Dez. 1997
- Website
- unitedrentals.com
Nachrichten
- Zacks Investment Research · 9. Nov., 12:41URI Raises 2026 Revenue View by $450M: Can Mega-Projects Fuel Growth?
- Zacks Investment Research · 4. Nov., 15:01United Rentals' Specialty Revenue Surges 35%: What Comes Next?
- Defense World · 4. Nov., 4:13United Rentals, Inc. $URI Stock: International Assets Investment Management LLC Raises Stake
- Zacks Investment Research · 30. Okt., 10:46Here's Why United Rentals (URI) is a Strong Growth Stock
- Zacks Investment Research · 29. Okt., 12:315 Stocks With High ROE to Bet on as AI-Infused Rally Spurs Markets
- Seeking Alpha · 28. Okt., 6:10Brown Advisory Flexible Equity Strategy: Q3 2026 Top Contributors And Detractors
- Zacks Investment Research · 27. Okt., 11:063 Stocks With Broker Rating Upgrades to Bet on Right Away
- Business Wire · 26. Okt., 18:35United Rentals Announces Pricing of Offering of $700,000,000 of 5.550% Senior Notes due 2029; $800,000,000 of 5.750% Senior Notes due 2031; $1,000,000,000 of 6.200% Senior Notes due 2036
- Zacks Investment Research · 26. Okt., 16:51This Top Construction Stock is a #1 (Strong Buy): Why It Should Be on Your Radar
- Seeking Alpha · 23. Okt., 9:21United Rentals: Q3 Delivered, But The 2028 Plan Is Already Priced In
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