United Rentals Stock: Is URI Outperforming the Industrial Sector?
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Valued at $62.4 billion by market cap, United Rentals, Inc. (URI) is the world’s largest equipment rental provider. Headquartered in Stamford, Connecticut, it operates a network of 1,666 locations across North America, Europe, Australia, and New Zealand, serving construction and industrial firms, utilities, municipalities, and homeowners.
Companies worth $10 billion or more are generally described as "large-cap stocks," and United Rentals fits this bill perfectly. Its extensive, well-maintained fleet, coupled with investments in technology and digital platforms, drives efficiency and strengthens customer satisfaction.
United Rentals recently touched its 52-week high of $980.53 on Sept. 5 and is currently trading 3.6% below that peak. URI stock prices have surged 33.7% over the past three months, outpacing the Industrial Select Sector SPDR Fund (XLI), which has gained 3.8% over the same time frame.
URI has climbed 33.7% in 2025, and 50.4% over the past year, surpassing the XLI’s 14% rise on a YTD basis and 17.6% over the past 52 weeks.
Additionally, the stock has been trading above both of its 50-day and 200-day moving averages since early May and late June, respectively, indicating a sustained uptrend.
On July 23, United Rentals reported strong Q2 2025 results, with revenue rising 5.8% year-over-year to $4.04 billion, supported by growth in both general rentals and specialty segments. Net income climbed to $789 million, while EPS advanced 13% to $12.12. The company generated $1.8 billion in adjusted EBITDA, maintained robust cash flow, and repurchased $553 million in shares. Management reaffirmed full-year 2025 guidance, and the upbeat results sparked a 9% rally in the stock during the following trading session.
United Rentals has underperformed its competitor, H&E Equipment Services, Inc. (HEES), by a large margin. HEES stock gained 93.3% in 2025 and 99.2% over the past year.
Among the 21 analysts covering the URI stock, the consensus rating is a “Moderate Buy.” The stock currently trades above its mean price target of $894.39.
On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.