Companies
United Rentals
S&P 500Industrials· USA

URI

Status-Quo-Player

United Rentals

$779.53

+0.97%

Open $767.27·Prev $772.07

as of 13 Apr

STATUS-QUO-PLAYER

Power Core

The moat in one sentence: United Rentals' power core is the self-reinforcing combination of unmatched fleet density, national branch network logistics, and data-driven pricing optimization that converts scale into both availability and margin.

Published1 Apr 2026
UniverseS&P 500
SectorIndustrials

Direction of Movement

Structural Tailwinds Layered on Compounding Advantages

ROC 200

+6.3%

Company Profile

United Rentals, Inc. is the world's largest equipment rental company, operating an extensive network of rental locations primarily in North America and Europe. It specializes in renting a diverse fleet that includes construction equipment, aerial platforms, forklifts, excavators, trucks, power generators, and various materials handling tools. The company structures its business into General Rentals and Specialty segments: General Rentals provides construction, aerial, and industrial equipment along with general tools and light equipment; Specialty Rentals offers trench safety equipment, power and HVAC systems, fluid solutions, mobile storage, and modular office space. United Rentals serves general industrial, commercial construction, and residential construction sectors, acting as a one-stop shop by bundling specialty capabilities with core rentals to deliver comprehensive solutions. Founded in 1997 and headquartered in Stamford, Connecticut, it supports local and national accounts through nearly 1,600 locations in North America and over 100 abroad, maintaining a significant presence in a fragmented market.

Sector

Industrials

Industry

Rental & Leasing Services

Employees

28,500

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