Touchstone
Last syncOct 31, 2026, 6:54 PM ET

URI

United Rentals, Inc. Industrials Services-Equipment Rental & Leasing, NEC S&P 500Russell 3000
$1,170.05Close $73.8BMarket cap $707.78 – $1,198.6852-week range Jan 20, 2027Next report · estimated
Stage 2 Leader 59th of 68

Highlights

Strengths

  • In a stage-2 uptrend all 8 trend conditions pass
  • Leading the market RS 80 · stronger than 80% of stocks over 12 months
  • Near its high 2% below its 52-week high
  • Earnings growing EPS +35% year on year, faster than the quarter before (+29 pts)

Price

Filing Results Screen pick 52-week high and low Adjusted prices

Key figures

FY to Dec 31, 2025 · filed Oct 21, 2026
Off 12-month high 2%
1wk up 6.5% price change
1mo up 16.9% price change
12-month return up 37% market up 11% · its own up 25%
F-score 5 / 9 Mixed
Altman Z″ 3.03 Low risk
P/E 29.6× price / earnings
PEG — P/E / EPS growth
P/B 8.2× price / book
Earnings yield up 4.5% EBIT / enterprise value
Cheaper than 54% of the market · around average
Revenue growth up 3% year on year
EPS growth up 35% latest quarter · +29 pts
Sales growth up 14% latest quarter · +10 pts
ROE up 28% return on equity
Free cash margin up 140% $5.2B FCF
D/E 1.59 long-term debt / equity
Net debt / EBITDA 3.1×
Interest cover —EBIT / interest
Piotroski tests
  • profitability slipped from last year
  • short-term liquidity weakened
  • gross margin narrowed
  • assets working less efficiently
  • profitable on its assets
  • generating cash from operations
  • profits backed by cash
  • reduced long-term debt
  • no new shares issued

Trade setup

ATR% 3.3% $38.63 a day · 2×ATR $1,092.79
RS 80 / 99 vs the universe
Trend 8 / 8 trend template
Relative volume 1.0× vs 50-day average
Up/down volume 1.31 50 sessions
Implied move — no scheduled report
Trend template · 8 of 8

Screen verdict

1 of 3 screens
  • Stage 2 Leader in mixed conditions
    • RS 80
    • Trend 8/8
    • Off 12-month high 2%
    • EPS growth +35% (accel +29 pts)
    • Sales growth +14% (accel +10 pts)
    • Altman Z″ 3.03 (low risk)

Warning signs

1 flagged
  • Gross margin narrowing Gross margin fell from 171.4% to 166.3%. The company is keeping less of each dollar of sales than it did a year ago.
Last reported Oct 21, 2026
Results reaction Oct 21, 2026+7% vs market2 sessions after results
Options $3.2M38.1% IV · activity

Financials

6 fiscal years · from filings
Revenue What customers paid the company over its fiscal year, before any cost, as filed in its annual report. The change is against the year before. Methodology $3.7B +3% on FY2024
$0 $5B FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · $2.0B FY2021 · $2.3B FY2022 · $2.5B FY2023 · $3.4B FY2024 · $3.6B FY2025 · $3.7B
Net income Profit left after every cost, interest and tax for the year. A column below the line is a loss. Methodology $2.5B -3% on FY2024
$0 $5B FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · $890.0M FY2021 · $1.4B FY2022 · $2.1B FY2023 · $2.4B FY2024 · $2.6B FY2025 · $2.5B
Free cash flow Cash from running the business less what it spent on equipment and buildings: the cash a year actually left behind, which profit alone does not show. Not shown for banks and insurers, whose cash moves with their loans. Methodology $5.2B +1148% on FY2024
$0 $10B FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · $2.5B FY2021 · $491.0M FY2022 · $743.0M FY2023 · $840.0M FY2024 · $416.0M FY2025 · $5.2B
Margins Each as a share of revenue. Gross: left after the direct cost of what was sold. Net: left after every cost. Free cash: free cash flow over revenue. A margin rising over years means the business keeps more of each dollar it sells. Methodology
  • Gross 166%
  • Net 67%
  • Free cash 140%
0% 200% FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · Gross 160% · Net 45% · Free cash 123% FY2021 · Gross 171% · Net 61% · Free cash 22% FY2022 · Gross 200% · Net 84% · Free cash 30% FY2023 · Gross 171% · Net 71% · Free cash 25% FY2024 · Gross 171% · Net 72% · Free cash 12% FY2025 · Gross 166% · Net 67% · Free cash 140%
Cash and long-term debt Cash on the balance sheet at the year's end beside debt due after a year. Net cash is cash less that debt; net debt is the shortfall. Debt some filers do not tag shows as a gap, not as zero. Methodology $13.8B net debt
  • Cash
  • Long-term debt
$0 $20B FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · Cash $202.0M · Long-term debt $9.8B FY2021 · Cash $144.0M · Long-term debt $9.8B FY2022 · Cash $106.0M · Long-term debt $11.4B FY2023 · Cash $363.0M · Long-term debt $11.6B FY2024 · Cash $457.0M · Long-term debt $13.5B FY2025 · Cash $459.0M · Long-term debt $14.3B
Shares outstanding Shares in issue at the year's end. A rising count means each share owns a smaller slice of the company (stock pay, share sales); a falling one, buybacks. The chart's scale is fitted to the count, so a small change looks large: read the percentage. Methodology 63.10m -12.6% since FY2020
72.42m 63.10m FY20 FY21 FY22 FY23 FY24 FY25 FY2020 · 72.20m FY2021 · 72.42m FY2022 · 69.36m FY2023 · 67.27m FY2024 · 65.31m FY2025 · 63.10m
  FY2020Dec 31, 2020 FY2021Dec 31, 2021 FY2022Dec 31, 2022 FY2023Dec 31, 2023 FY2024Dec 31, 2024 FY2025Dec 31, 2025
Revenue $2.0B $2.3B $2.5B $3.4B $3.6B $3.7B
Gross margin 160% 171% 200% 171% 171% 166%
Operating income $1.8B $2.3B $3.2B $3.8B $4.1B $4.0B
Net income $890.0M $1.4B $2.1B $2.4B $2.6B $2.5B
Net margin 45% 61% 84% 71% 72% 67%
Earnings per share $12.20 $19.03 $29.66 $35.28 $38.68 $38.60
Free cash flow $2.5B $491.0M $743.0M $840.0M $416.0M $5.2B
Free cash margin 123% 22% 30% 25% 12% 140%
Cash $202.0M $144.0M $106.0M $363.0M $457.0M $459.0M
Long-term debt $9.8B $9.8B $11.4B $11.6B $13.5B $14.3B
Shareholders' equity $4.5B $6.0B $7.1B $8.1B $8.6B $9.0B
Shares outstanding 72.20m 72.42m 69.36m 67.27m 65.31m 63.10m

What options price now

Expected 1-month range The at-the-money straddle for the expiry nearest a month out, as a share of the price: the move, either way, the option market is pricing by then. The range is the price plus and minus that move; the stock ends inside it a little more often than not. Methodology
$1,072 – $1,268 ±8.4% by Nov 27, 2026
Swings expected vs recent The daily swings the options are priced for (implied volatility) against the swings the stock actually had over the last 20 sessions (realised volatility). Bigger means options charge for more movement than the stock has been delivering; smaller, less. On a contract row, that contract's own implied volatility over the stock's realised. Methodology
Bigger 38.1% priced · 32.5% recent
Next month vs later At-the-money implied volatility for 8-45 day expiries over 46-90 day ones: whether options price the coming month as choppier or calmer than the two after it. Ahead of a report it usually reads choppier, and the extra comes out once the report is out. Methodology
Choppier
Crash protection What options that pay off in a fall cost against options that pay off in a rise (the 25-delta skew), compared with this company's own normal - the median of its stored nightly readings, once there are 20 - and with five sessions ago. Protection costs a little more than upside on most shares. More than usual means readers of the chain are paying up to insure against a drop; it does not say which way the stock will go. Methodology
past week: costs less
Positioning
Premium traded
$3.2M calls $2.1M · puts $1.1M · latest session
Puts against calls, by premium Money spent on puts divided by money spent on calls. Measured in dollars rather than contracts on purpose: counting contracts treats a hundred cheap lottery tickets as more meaningful than one large position, which is backwards. Methodology
0.50× +0.03 over the week
Open interest added The change over five sessions in option positions left open overnight, calls and puts. A rise means positions were added. It cannot say whether they were bought or sold, so more calls is not a vote for a rise: a call is as often sold against shares already held. Methodology
calls -430 · puts -289 past week

For options traders: ATM IV 38.1% (+1.8% 1w) · 1m ÷ 3m IV 1.05 · 25Δ skew 1.4 pts · Net GEX $13.2M

Most traded contracts

No contract passed the liquidity filters this week.

Filings

SEC EDGAR
FiledReportPeriod to Lag
Oct 21, 2026 Quarterly ↗ Sep 30, 2026 21d
Apr 22, 2026 Quarterly ↗ Mar 31, 2026 22d
Jan 28, 2026 Annual ↗ Dec 31, 2025 28d
Oct 22, 2025 Quarterly ↗ Sep 30, 2025 22d
Jul 23, 2025 Quarterly ↗ Jun 30, 2025 23d
Apr 23, 2025 Quarterly ↗ Mar 31, 2025 23d
Jan 29, 2025 Annual ↗ Dec 31, 2024 29d
Oct 23, 2024 Quarterly ↗ Sep 30, 2024 23d
Jul 24, 2024 Quarterly ↗ Jun 30, 2024 24d
Apr 24, 2024 Quarterly ↗ Mar 31, 2024 24d
Jan 24, 2024 Annual ↗ Dec 31, 2023 24d
Oct 25, 2023 Quarterly ↗ Sep 30, 2023 25d

Current reports

FiledDisclosed
Oct 29, 2026 Material agreement · Agreement ended · New obligation · Other events ↗
Oct 21, 2026 Results · Regulation FD ↗
Sep 8, 2026 Regulation FD ↗
Jul 22, 2026 Results · Regulation FD ↗
Jun 18, 2026 Material agreement · New obligation ↗
May 8, 2026 Shareholder vote ↗
Apr 22, 2026 Results · Regulation FD ↗
Feb 10, 2026 Regulation FD ↗
Feb 4, 2026 Director or officer change · Regulation FD ↗
Jan 28, 2026 Results · Regulation FD · Other events ↗
Dec 1, 2025 Material agreement · New obligation ↗
Nov 24, 2025 Regulation FD ↗