United Rentals Inc

URI: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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United Rentals Earnings: Margins Continue to Disappoint

George Maglares

Jan 30, 2026

United Rentals delivered 5% revenue growth in 2025 to $16.1 billion, but nearly 200 basis points of gross margin compression left earnings relatively flat. This prompted a 13% correction in the share price, as investors were again spooked about the company’s ability to grow profitably.

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United Rentals Inc

United Rentals Earnings: Margins Continue to Disappoint

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