Professional
Added to YB: 2026-03-26
Pitch date: 2026-01-19
URI [neutral]
United Rentals, Inc.
-17.19%
current return
Author Info
No bio for this author
Company Info
United Rentals, Inc., through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand.
Market Cap
$46.1B
Pitch Price
$902.81
Price Target
N/A
Dividend
1.08%
EV/EBITDA
12.48
P/E
18.96
EV/Sales
3.81
Sector
Trading Companies and Distributors
Category
turnaround
Carillon Scout Mid Cap Fund Portfolio Holding: United Rentals, Inc.
URI (holding update): Largest equipment rental in N America had disappointing Q, margins pressured on fleet repositioning for large projects amid weak construction. Expect 2026 improvement from reshoring/mfg projects (One Big Beautiful Bill Act), data center & power gen demand. Margins to recover w/ activity uptick. Stock attractive at current prices.
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