URI
UNITED RENTALS, INC.Evidence as of 2026-09-03Overview · UNITED RENTALS, INC.
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 eq…
Management team
- Mr. Kenneth B. Mettel · Senior Vice President of Performance AnalyticsFind on LinkedIn
- Robert N. Halsey · Vice President of MarketingFind on LinkedIn
- Ms. Joli L. Gross · Senior VP, General Counsel, Corporate Secretary & Chief Sustainability OfficerFind on LinkedIn
- Ms. Elizabeth Carolyn Grenfell · Vice President of Investor RelationsFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.3 on a −2 to +2 scale — was +0.4 before the debate changed the read.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed (+0.3 of a possible +2; was +0.4 before debate) with high confidence. Revenues rose from $3,719,000,000 in Q1 2025 (fiscal quarter ended 2025-04-21) to $3,985,000,000 in Q1 2026 (fiscal quarter ended 2026-04-20), gross profit increased from $1,356,000,000 to $1,469,000,000 over the same comparison (implying gross margins of about 36.5% and 36.8%), and operating income moved from $804,000,000 to $869,000,000.
Net income edged up from $518,000,000 to $531,000,000 and diluted EPS rose from $7.91 to $8.43 as weighted-average diluted shares declined from 65,435,000 to 63,026,000; reported cash repurchases increased from $289,000,000 to $421,000,000. Balance-sheet items show cash and cash equivalents fell from $542,000,000 as of 31 March 2025 to $156,000,000 as of 31 March 2026, while enterprise-value/EBITDA (TTM) is 14.26 and price/FCF (TTM) is 12.97; 12‑month momentum stood at +34.9% on 2026-09-02 and the price sits about 10.2% below the 50‑day but 6.2% above the 200‑day moving average with a 64‑day-old golden cross.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenues were $3,719,000,000 in the quarter ended 31 March 2025 and $3,985,000,000 in the quarter ended 31 March 2026 (fiscal Q1 2025 vs fiscal Q1 2026).
XBRL companyfacts · 0001067701-26-000016Gross profit was $1,356,000,000 in the quarter ended 31 March 2025 and $1,469,000,000 in the quarter ended 31 March 2026 (fiscal Q1 2025 vs fiscal Q1 2026), implying gross margins of about 36.5% and 36.8% respectively using reported revenues for those quarters.
XBRL companyfacts · 0001067701-26-000016Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
As of 2026-09-02, 12-month momentum (momentum_12_1) is +34.9% and ranks in the 72th percentile of the 547-stock research universe.
Moneyta signal set · 2026-09-02weakened in debateSix-month momentum is +15.5% and ranks in the 71th percentile of the 547-stock research universe, while three-month momentum is -7.1%.
Moneyta signal set · 2026-09-02weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, the company is a held constituent of the IVV ETF with a reported weight of 0.11% of that fund.
ETF constituents · market dataThe provided evidence shows a single data point of ETF membership (IVV) at that timestamp; no other ETF holdings or time-series membership changes are included in the evidence.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A DCF-based headline on gurufocus.com values the company at $1,161 (headline: "Is URI Undervalued? DCF Says Worth $1161").
News · gurufocus.com · 2026-09-02A gurufocus.com headline reported a 4.6% intraday share decline and highlighted a GF Score of 95 (headline: "United Rentals Inc (URI) Shares Fall 4.6% -- What GF Score of 95 Tells Investors").
News · gurufocus.com · 2026-09-01Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model-backed implied free cash flow (FCF) growth rate that today's price would justify, under the stated discount and terminal assumptions, is -0.0114 (about -1.14% per year).
Valuation inputs · SEC XBRL + stored EOD closeweakened in debatePrice-to-FCF (TTM) is 12.97 based on the provided price and trailing twelve-month FCF.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-specific fundamentals point to expanding operating scale and shareholder-return dynamics: sequential year-over-year revenue, gross profit, operating income, net income, and diluted EPS all rose in the most recent fiscal Q1 comparisons (fundamentals-0 through fundamentals-4). The firm has actively compressed share count with multi-quarter reductions and materially higher cash repurchases year-over-year, which mechanically amplify per-share metrics (fundamentals-5 and fundamentals-6). Market signals show positive longer-term momentum (12-month and 6-month ranks) and a technical setup where price sits above the 200-day average with a recent golden cross, consistent with a favorable long-term market positioning (market-0, market-1, market-2). Relative valuation metrics in the evidence (P/FCF ~13, EV/EBITDA ~14.3, P/E 25.0) and an external DCF-based headline provide supporting context that current multiples are within ranges some models view as justifiable (valuation-1, valuation-2, valuation-3, news-0).
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.40
29 surviving claims rest on 11 distinct sources; the heaviest analyst carries 28% of them, and 95% of what the desk raised survived the debate.
The evidence base is moderately concentrated: most surviving claims come from a small set of documents and one analyst’s views carry a noticeable share of the desk’s weight. Because 95% of issues raised in debate survived, the claims are internally resilient, but the reliance on a limited number of sources and a single heavy analyst means this read should be treated as informative rather than definitive — it carries useful signals but is somewhat fragile to a few new or contradicting data points.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
10 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.9 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.2 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on URI Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.