InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$1029.64

2026-10-16

Market Cap

$64.1B

Volume

0.5M

52-Wk High

$1179.18

52-Wk Low

$701.59

Trailing PE

24.8

P/S

3.81

Gross Margin

37.1%

Net Margin

15.7%

ROE

29%

ROIC

11%

Piotroski

7/9

Altman Z

3.4

1-Yr Return

+2.6%

5-Yr Return

+874.1%

United Rentals, Inc., founded in 1997 and headquartered in Stamford, Connecticut, functions as a prominent equipment rental firm through its various subsidiaries. The company's operations are divided into two main divisions: General Rentals and Specialty. The General Rentals segment offers a broad selection of construction and industrial machinery, including heavy equipment like backhoes, skid-steer loaders, earthmoving machinery, and forklifts, alongside aerial work platforms such as boom and scissor lifts. This division also provides general tools and lighter equipment, ranging from pressure washers to power tools. Its client base is diverse, encompassing construction and industrial enterprises, manufacturers, utility companies, municipalities, government bodies, and individual homeowners. Conversely, the Specialty segment focuses on more specialized construction products. This includes comprehensive trench safety gear, such as trench shields, aluminum hydraulic shoring systems, and construction lasers, designed for underground work. It also supplies power generation and climate control equipment, featuring portable diesel generators, electrical distribution units, and temperature management systems. Additionally, the segment offers fluid solutions for containment, transfer, and treatment, as well as mobile storage units and modular office spaces. This segment primarily caters to companies undertaking infrastructure projects, municipalities, and industrial clients. Beyond rentals, United Rentals also sells new equipment, including aerial lifts, telehandlers, and compressors, along with construction consumables, tools, small equipment, and safety supplies. It further provides parts for customer-owned machinery and offers repair and maintenance services. The company remarkets its used equipment through its dedicated sales force, brokers, its website, direct sales to manufacturers, and auctions. United Rentals maintains an extensive network of 1,360 rental facilities across the United States, Canada, Europe, Australia, and New Zealand.

SectorIndustrialsIndustryRental & Leasing ServicesExchangeNYSEMarket Cap$64.1BEmployees8,200 (SEC-filed)CEOMatthew J. FlanneryIPO1997-12-18CountryUS

100 First Stamford Place, Stamford, CT 06902 · Tel 203 622 3131 · unitedrentals.com

INSIDERSTREET SCORE58 / 100Street mean $1267.00 (10 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$27M sold / 6 mo, zero open-market buys

1 Year vs S&P 500 · URI +2.6% · S&P 500 +15.9% · spread -13.3pp

7 Years vs S&P 500 · URI +874.1% · S&P 500 +189.9% · spread +684.3pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

INSIDERSTREET
SCORE58of 100

Score Breakdown

Profitability	70/100
Growth	49/100
Momentum	77/100
Quality	76/100
Earnings Quality	63/100
Balance Sheet	39/100
Value	43/100
Risk (safety)	90/100
Overall	58.2/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
SUNB	51
AER	50
UHAL	29
R	35
AL	32
BE	73
URI	58

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 67 in 24 Q1, latest 58 — -9 since. Fell in 2 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY58 / 100IS Score 58.2 / 100 · -9.0 from peak of 67

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTURENEUTRALTechnical Score 51 / 100 · Power +2 · 10 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit above the midpoint — business quality at 58 and price structure at 51 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 58.2	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 54 → 57 → 56 → 58	the direction matters more than the level
Technical vote share back above 50%	now 55%	price structure no longer broken
Institutional holder count rises two quarters running	peak 1,599 → now 1,599	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score3 of 4top 4% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)5 buys2026-06-05

Insider Buys (180d)0none disclosed

ETF Funds (30d)1244 up / 1024 downnet +220 funds

Institutions Added (13F)133managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 1,599 · latest 1,599 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%	Guard
2026 Q2	1,599	57.9M	$64.4B	91.3%
2026 Q1	1,466	57.4M	$41.4B	90.5%
2025 Q4	1,542	57.2M	$45.7B	90.3%
2025 Q3	1,453	86.2M	$54.7B	135.9%	ex-outlier 91.5%
2025 Q2	1,353	59.6M	$44.3B	94.0%
2025 Q1	1,304	59.0M	$36.6B	93.0%
2024 Q4	1,336	59.3M	$40.8B	93.6%
2024 Q3	1,243	62.6M	$48.2B	98.8%
2024 Q2	1,179	61.3M	$38.7B	96.6%
2024 Q1	1,188	61.4M	$43.0B	96.8%
2023 Q4	1,087	65.8M	$36.2B	103.7%	ex-outlier 91.8%
2023 Q3	991	63.9M	$27.7B	100.8%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

Why 2025-09 reads 135.90%. Institutions cannot hold more of a company than exists. The reported 86.2M shares exceed the 63.4M outstanding, and a single filer accounts for the excess: Lombard Odier Asset Management (Europe) Ltd reports 28,139,694 shares against 10,239 the prior quarter, a 2,748x jump, which alone would be 44.4% of the company. Excluding that filing, ownership is 91.5%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

Why 2023-12 reads 103.72%. Institutions cannot hold more of a company than exists. The reported 65.8M shares exceed the 63.4M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 7,570,603 shares against 7,688,826 the prior quarter, a 1x jump, which alone would be 11.9% of the company. Excluding that filing, ownership is 91.8%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Bruno Marc A	director	2026-09-30	A-Award	38	$0.04M	7,783
Durand Michael D	EVP, Chief Operating Officer	2026-09-29	TAX W/H	492	$0.50M	7,775
Grace William E.	EVP, CFO	2026-07-24	SELL	1,500	$1.70M	6,062
Bruno Marc A	director	2026-06-30	A-Award	34	$0.04M	7,745
Taussig Alexander R.	director	2026-05-08	A-Award	203	$0.19M	260
Singh Shiv	director	2026-05-08	A-Award	203	$0.19M	7,803
Martore Gracia C	director	2026-05-08	A-Award	203	$0.19M	7,242
Lopez-Balboa Francisco J	director	2026-05-08	A-Award	203	$0.19M	1,605

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	5	27,588	$27.3M	Counted
F — Tax withholding	29	5,196	$4.5M	None — compensation
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$27.3M5 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-07-24	William Grace	1,500	$1.7M
2026-04-27	Joli Lyn Gross	306	$0.3M
2026-04-27	Craig A Pintoff	2,466	$2.4M
2026-04-24	Andrew Limoges	548	$0.5M
Trailing 12 mo	7 filings	31,576	$30M

Filed	Form	Reporting person	% of class	Shares
2026-04-30	SCHEDULE 13G	Vanguard Capital Management	7.50%	4.7M sh
2026-03-27	SCHEDULE 13G/A	The Vanguard Group	—	exit/reporting change
2026-02-13	SCHEDULE 13G/A	Capital International Investors	1.10%	0.7M sh
2025-11-13	SCHEDULE 13G/A	Capital Research Global Investors	4.60%	3.0M sh

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Member	Chamber	Trade	Size band	Traded	Disclosed
Maria Elvira Salazar	House	SELL	$1,001 - $15,000	2026-09-24	2026-10-08
Ro Khanna	House	BUY	$1,001 - $15,000	2026-06-05	2026-07-08
Ro Khanna	House	BUY	$1,001 - $15,000	2026-06-02	2026-07-08
Alan Armstrong	Senate	BUY	$1,001 - $15,000	2026-03-27	2026-07-21
David Perdue	Senate	SELL	$1,001 - $15,000	2020-04-16	2021-05-02
David Perdue	Senate	SELL	$1,001 - $15,000	2020-04-16	2021-05-01

House 12-Mo19 trades10 purchases

Senate 12-Mo1 trades1 purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)1,466

13F Shares57M90.5% of shares out

New / Closed124 / 170positions, QoQ

Increased / Reduced553 / 535positions, QoQ

Put/Call (13F)1.11option positions

Free Float99.4%62M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Argent Capital Management Llc	94,616	$95M
Vontobel Holding Ltd.	92,679	$93M
Atwood & Palmer Inc	57,475	$58M
Cardinal Capital Management, Inc.	49,221	$49M
Gradient Investments Llc	32,414	$32M
Baldwin Wealth Partners Llc/Ma	23,376	$23M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.1%	$2.0B
VTI	0.1%	$2.0B
VTSAX	0.1%	$2.0B
VSMPX	0.1%	$2.0B
VFIAX	0.1%	$1.6B
VFFSX	0.1%	$1.6B

13F Filers Holding URI — quarterly

Institutional Put/Call — quarterly

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session76.9%2026-10-15

20-Day Avg59.6%50-day 53.0%

TrendRising20d vs 50d

By Market CenterQ: 77% · N: 78% · B: 79%latest session

Weekly Notional ($B)

Where URI Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Ubsa Ubs Ats	1.0M	28 sh
Sgmt Sigma X2	0.7M	18 sh
Ebxl Level Ats	0.5M	12 sh
Mlix Instinct X	0.5M	29 sh
Mspl Ms Pool (Ats-4)	0.4M	67 sh
Cgxs Onechronos	0.4M	28 sh

Where a dollar of United Rentals, Inc. revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
UNITED STATES	$14.7B	91%
Non-US	$1.4B	9%

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URI (live moat model)Peer median: SUNB · AER · UHAL · R · AL

Component scores from the live moat model. Peer median illustrative.

Moat score 65/100 — Narrow; primary source Efficient Scale.

3.8 · Employees (SEC filings)

Officer	Title
Matthew J. Flannery	President, Chief Executive Officer & Director
Craig Adam Pintoff	Executive Vice President & Chief Administrative Officer
William Grace	Executive Vice President & Chief Financial Officer
Michael D. Durand	Executive Vice President & Chief Operating Officer

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)2 of 6recent quarters

Avg Surprise+1.5%

Next Report2026-10-21

Income Quality2.18OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+13.9%	+19.8%	+23.1%	+7.1%	+4.9%
Gross profit	+23.4%	+32.5%	+16.2%	+6.2%	-0.1%
Operating income	+23.9%	+40.8%	+19.3%	+5.5%	-2.3%
Net income	+55.7%	+51.9%	+15.2%	+6.2%	-3.1%

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	9.7	11.6	14.3	15.3	16.1
Cost of revenue	6.2	7.0	9.0	9.6	10.4
Gross profit	3.5	4.6	5.4	5.7	5.7
R&D expense	0.0	0.0	0.0	0.0	0.0
SG&A expense	1.2	1.4	1.5	1.6	1.7
Operating income	2.3	3.2	3.9	4.1	4.0
EBITDA	4.2	5.5	6.6	7.0	7.2
D&A	2.0	2.2	2.8	2.9	3.1
Pretax income	1.8	2.8	3.2	3.4	3.3
Income tax	0.5	0.7	0.8	0.8	0.8
Net income	1.4	2.1	2.4	2.6	2.5
Diluted EPS ($)	19.03	29.66	35.28	38.69	38.61
Diluted shares (M)	73	71	69	67	65

Operating CF$5B

CapEx$5B

Free cash flow$1B

SBC$0B

Buybacks$2B

Net cash change$0B

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	0.1	0.4	0.5	0.5
ST investments	0.0	0.0	0.0	0.0
Receivables (net)	2.0	2.2	2.4	2.5
Total current assets	2.7	2.9	3.2	3.6
PP&E (net)	14.9	16.0	17.3	2.5
Goodwill + intangibles	6.5	6.6	7.6	7.6
Total assets	24.2	25.6	28.2	29.9
Accounts payable	1.1	0.9	0.7	0.8
Short-term debt	0.4	1.5	1.2	1.6
Deferred revenue	0.1	0.1	0.2	0.0
Total current liabilities	2.4	3.6	3.3	3.8
Long-term debt	11.1	10.1	12.2	13.8
Total liabilities	17.1	17.5	19.5	20.9
Shareholders' equity	7.1	8.1	8.6	9.0

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	2.1	2.4	2.6	2.5
D&A	2.2	2.8	2.9	3.1
Stock-based compensation	0.1	0.1	0.1	0.1
Working capital change	0.0	0.2	(0.3)	(0.3)
Operating cash flow	4.4	4.7	4.5	5.2
Capital expenditures	(3.7)	(4.1)	(4.1)	(4.5)
Investing cash flow	(5.0)	(3.0)	(4.1)	(3.4)
Buybacks	(1.1)	(1.1)	(1.6)	(2.0)
Dividends paid	0.0	(0.4)	(0.4)	(0.5)
Debt issuance / (repay)	1.6	0.0	1.7	0.7
Financing cash flow	0.6	(1.5)	(0.3)	(1.8)
Free cash flow	0.7	0.6	0.4	0.7

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Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	26.3%	32.3%	31.9%	30.7%	28.4%	29%
ROA	7.3%	9.5%	9.7%	9.6%	8.6%	8.4%
ROIC	10.5%	12.7%	14.2%	13.5%	11.9%	11.1%
Gross margin	36.0%	39.8%	37.6%	37.2%	35.4%	37.1%
Operating margin	23.6%	27.8%	26.9%	26.5%	24.7%	24.8%
Net margin	14.3%	18.1%	16.9%	16.8%	15.5%	15.7%
EBITDA margin	43.6%	46.9%	46.2%	45.5%	44.5%	44.2%
FCF margin	5.1%	6.4%	4.4%	2.7%	4.1%	—
VALUATION
P/E	16.93	11.41	15.75	17.95	20.64	24.8
P/B	3.92	3.40	4.70	5.36	5.74	7.1
P/S	2.41	2.06	2.66	3.01	3.20	3.81
P/FCF	47.78	32.34	60.23	110.29	77.75	101.4
EV/EBITDA	7.95	6.61	7.62	8.67	10.42	10.7
EV/Revenue	3.48	3.10	3.52	3.95	4.19	4.7
Earnings yield	5.9%	8.8%	6.3%	5.6%	4.8%	4.04%
FCF yield	2.1%	3.1%	1.7%	0.9%	1.3%	0.99%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	0.83	1.11	0.81	0.98	0.94	0.76
Quick ratio	0.76	1.02	0.75	0.92	0.88	0.70
Debt / equity	1.75	1.73	1.56	1.72	1.84	1.67
Debt / assets	51.8%	50.5%	49.5%	52.5%	55.2%	49.1%
Net debt / EBITDA	2.44	2.22	1.86	2.05	2.47	2.05
Interest coverage	5.35	7.30	6.06	5.90	5.66	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.51	0.52	0.58	0.57	0.55	0.54
Receivables turnover	6.49	6.33	6.77	6.69	6.62	6.0
DSO (days)	56	58	54	55	55	61
DPO (days)	38	51	42	31	27	55
Cash conversion cycle	27	17	21	31	36	15
GROWTH (YoY)
Revenue growth	13.9%	19.8%	23.1%	7.1%	4.9%	—
Net income growth	55.7%	51.9%	15.2%	6.2%	-3.1%	—
EPS growth	55.1%	58.6%	18.6%	8.8%	0.8%	—
FCF growth	-67.3%	51.3%	-14.7%	-33.9%	58.0%	—
PER SHARE ($)
EPS (diluted, TTM)	19.01	30.16	35.75	38.91	39.21	41.61
Book value / share	82.18	101.17	119.91	130.27	141.01	145.49
Revenue / share	133.28	166.79	211.39	231.85	253.13	265.49
FCF / share	6.74	10.64	9.35	6.33	10.41	9.97
Cash / share	1.98	1.52	5.35	6.90	7.22	1.77
SHAREHOLDER RETURN & SCORES
Buyback yield	0.1%	4.4%	2.8%	3.4%	3.8%	2.87%
Altman Z-Score	2.33	2.34	2.97	3.13	3.20	3.4
Piotroski F-Score	7	9	7	7	5	7/9
Beneish M-Score	-2.83	-2.80	-2.73	-2.66	-2.03	-2.82

Model	Score	Zone	Note
Piotroski F-Score	7 / 9	Strong
Altman Z-Score	3.4	Safe (>2.99)	Safe
Income quality	2.18	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.82	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.75
Interest burden	0.83
Operating margin	25.2%
Asset turnover	0.56×
Financial leverage	3.31×
= ROE	29%

Growth Quality (live)	Value
Revenue stability	0.97
Earnings stability	0.81
Earnings persistence	0.98
Revenue CAGR 3y	8.5%
EPS CAGR 3y	7.7%
FCF CAGR 3y	51.7%

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Buyback Yield2.87%

Dividend Yield0.75%

Total Shareholder Return3.53%cash yield

SBC / Revenue0.8%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
SUNB	$31.2B	23.0	9%	14.1%	—	4/9	+3.1%
AER	$22.9B	7.1	19%	34.9%	+3.0%	7/9	+21.4%
UHAL	$9.9B	300.1	1%	7.3%	+3.0%	7/9	+2.0%
R	$9.1B	19.3	17%	4.0%	+1.3%	6/9	+31.3%
AL	$7.3B	9.1	11%	51.1%	-18.6%	5/9	—
BE	$65.2B	264.8	22%	18.4%	+91.0%	6/9	—
TDG	$63.0B	34.6	-29%	19.7%	+16.6%	6/9	—
GWW	$62.7B	33.9	48%	11.4%	+7.8%	7/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

41 Analysts

Str Sell (0)Sell (5)Hold (8)Buy (28)Str Buy (0)

Mean Target (qtr)$1267.0010 targets

Target vs. Price+23.1%last-quarter mean

Next Report2026-10-21street $13.97

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$17.76B	$17.94B / $17.24B	$49.57	$51.51 / $46.84	15
FY2027	$19.33B	$19.91B / $18.52B	$57.48	$63.28 / $53.91	15
FY2028	$21.06B	$22.22B / $19.74B	$65.59	$71.12 / $58.23	11

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$1305.00	+26.7%	2
Last Quarter	$1267.00	+23.1%	10
Last Year	$1125.24	+9.3%	37
All Time	$966.90	-6.1%	59

Rolling mean of published targets vs. last close $1029.64. Aggregated from StreetInsider, Benzinga, Investing.

Third-Party Composite Rating

B-

DCF

1/5

ROE

5/5

ROA

5/5

Debt/Eq

1/5

P/E

2/5

P/B

1/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

URI +2.6% vs S&P 500 +15.9% — spread -13.3pp

Sector — XLI +10.7%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

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Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$1043.83	-14.19	-1.36%	Below
SMA 50	$1052.24	-22.60	-2.15%	Below
SMA 200	$959.26	+70.38	+7.34%	Above
EMA 9	$1045.29	-15.65	-1.50%	Below
EMA 21	$1043.13	-13.49	-1.29%	Below
EMA 50	$1045.58	-15.94	-1.52%	Below
EMA 200	$980.95	+48.69	+4.96%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTNEUTRALPower Score +210 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%56

Momentum 25%30

Volume 20%81

Volatility 10%50

Patterns 15%38

This Week55% bullishof 11 price-based votes

4 Weeks Ago45%+10 pts since

12 Weeks Ago82%-27 pts since

ReadImprovingweek-over-week trajectory

Price vs SMA 20$1043.83

Price vs SMA 50$1052.24

Price vs SMA 200$959.26

EMA 9/21 Cross1045.3/1043.1

SMA 50/200Golden

ADX DirectionADX 14

Supertrend$989

Parabolic SAR$1096

SMA Slope0.800

RSI46.8

Stochastic K/D50/56

StochRSI K/D36/47

Williams %R-56

CCI-23

TSI vs Signal1.7

CMO-6.5

ROC-4.74%

OBV SignalAccum

Chaikin MF0.090

MFI53

Force Index-1M

Elder Ray Bull11.59

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 56

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$1034.01 / $1062.14 / $1076.69	S1 / S2	$1019.46 / $991.33
Bollinger (20,2)	$1003.12 – $1084.55	Squeeze	ON
52-wk range	$701.59 – $1177.67	Off 52-wk high	-12.6%
ATR (14)	$32.64 (3.2%)	Historical vol	33.1%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

+0.5%Jan60%

+2.7%Feb65%

+1.0%Mar57%

+6.4%Apr40%

-1.9%May50%

+1.0%Jun45%

+5.0%Jul60%

+0.9%Aug65%

+2.2%Sep50%

+5.3%Oct70%

+4.1%Nov70%

+2.9%Dec60%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	URI	S&P 500
Weekly volatility (σ, 1y)	5.62%	1.83%
Best / worst week (1y)	+22.4% / -12.9%	—
Max drawdown (5y, monthly)	-57.8%	—
1-week VaR (95%)	-8.8%	—
Beta (5y)	1.79	1.00

URI EQUITY WEATHER (LIVE)CLOUDY · +2

Trend+21

Momentum-17

Volume+38

Volatility-30

Breadth-32

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 234 stories, weekly buckets, −1 to +1.

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Overall+2.0+21.4 vs industry

Trend+20.9+43.3 vs industry

Momentum-16.8-4.7 vs industry

Volume+38.2+63.2 vs industry

Reading	URI	Rental & Leasing Services n=124	Industrials n=9,922	All US symbols n=70,435
Overall	+2.0	-19.3	-24.1	-20.5
Trend	+20.9	-22.5	-26.2	-21.3
Momentum	-16.8	-12.1	-24.5	-15.8
Volume	+38.2	-25.0	-22.6	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Matthew Flannery President and Chief Executi	$12.1M	90% equity+incentive
Craig Pintoff Executive Vice President, Chie	$4.6M	84% equity+incentive
William (Ted) Grace Executive Vice President	$3.5M	80% equity+incentive
Michael Durand Executive Vice President, Chi	$3.3M	80% equity+incentive
Joli Gross Senior Vice President, Chief Lega	$2.3M	74% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	58
Social	55
Governance	73
Composite ESG	62

Composite ESG Trend

Filed	8-K contents	Items
2026-09-08	Regulation FD; Exhibits	7.01,9.01
2026-07-22	Earnings Release; Regulation FD; Exhibits	2.02,7.01,9.01
2026-06-18	Material Agreement; Financial Obligation; Exhibits	1.01,2.03,9.01
2026-05-08	Shareholder Vote; Exhibits	5.07,9.01
2026-04-22	Earnings Release; Regulation FD; Exhibits	2.02,7.01,9.01

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-07-29 to 2026-04-22
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	113 rows · 1998 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-05-08 to 2026-09-30
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2025-11-13 to 2026-04-30
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

United Rentals, Inc. (URI)

United Rentals, Inc. (URI)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

United Rentals, Inc. (URI)

Institutions holding — 12 quarters

United Rentals, Inc. (URI)

Monthly Net Insider Flow (000 shares)

Signal Summary

United Rentals, Inc. (URI)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding URI — quarterly

Institutional Put/Call — quarterly

United Rentals, Inc. (URI)

Where URI Trades in the Dark

United Rentals, Inc. (URI)

3.8 · Employees (SEC filings)

United Rentals, Inc. (URI)

United Rentals, Inc. (URI)

United Rentals, Inc. (URI)

Balance Sheet — Full

Cash Flow Statement — Full

United Rentals, Inc. (URI)

United Rentals, Inc. (URI)

United Rentals, Inc. (URI)

United Rentals, Inc. (URI)

Street Price Target — Trajectory

Third-Party Composite Rating

United Rentals, Inc. (URI)

United Rentals, Inc. (URI)

Family Scores (site weights)

United Rentals, Inc. (URI)

United Rentals, Inc. (URI)

United Rentals, Inc. (URI)