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The themes United Rentals is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Rental and Leasing Services
Graded A or B and worth $2B or more: A first, then the largest.
AERAerCap Holdings N.V.$29.4BA
RRyder System Inc.$10.7BA
GATXGATX Corporation$6.6BA
UHALU-Haul Holding Company$10.8BB
HRIHerc Holdings Inc.$5.6BB
Grade rose recently in Industrials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
CSXCSX CorporationOct 21, 2026CAGraded C, now A
UPSUnited Parcel Service, Inc.Oct 27, 2026CBGraded C, now B
CPCanadian Pacific Kansas City Ltd.Oct 29, 2026BAGraded B, now A
WCNWaste Connections, Inc.Oct 22, 2026BAGraded B, now A
FIXComfort Systems USA, Inc.Oct 22, 2026BAGraded B, now A
How it makes money
- Rentals of construction, aerial, industrial and homeowner equipment, with related services65%
- Rentals of trench safety, power and heating, ventilation and air conditioning equipment, fluid systems, mobile storage and other specialty equipment35%
Shares of revenue are estimates for nine months ended September 30, 2026, high confidence, not figures from a filing.
Competes with
- HRIHerc HoldingsB
- Size
- $5.6B
- Margin
- 2.5%
- ASHTYAshtead Group (Sunbelt Rentals)
What it sells6
Construction, industrial and general tools
Equipment and tools used for construction, industrial work, maintenance and home projects.
Aerial work platforms
Lifts that raise workers and materials to elevated work areas.
Trench safety equipment
Shields, shoring systems and related equipment used to protect workers and support underground work.
Show 3 more
Power and heating, ventilation and air conditioning equipment
Portable generators, electrical distribution equipment and temporary heating and cooling equipment.
Fluid solutions equipment
Equipment used to contain, move and treat fluids.
Mobile storage, modular offices and surface protection mats
Temporary storage and workspace, plus mats that protect surfaces at work sites.
Who buys it4
- Construction contractors rent equipment for building and renovation projects, including commercial buildings, industrial facilities and infrastructure.
- Industrial companies, manufacturers, utilities and energy businesses rent equipment for maintenance, upgrades and construction work.
- Municipalities rent equipment for public works and other local needs.
- Homeowners and other individuals rent equipment for repairs and renovation projects.
What it stands on, and what could break it
What the business leans on
- 1The business depends on manufacturers and other suppliers for rental fleet equipment; the ten largest suppliers accounted for 52% of capital expenditures (2025, high confidence).
- 2It requires substantial ongoing investment to buy, maintain and replace rental equipment.
- 3Rental demand depends on construction and industrial activity, which can vary with economic conditions and the seasons.
What could go wrong
- 1A slowdown in construction, industrial activity or large projects can reduce equipment rental demand; rental activity also tends to be lower in winter.
- 2Equipment supply constraints, higher purchase costs, tariffs or fuel costs can raise the cost of operating and expanding the fleet or delay equipment deliveries.
- 3Used equipment may sell for less than expected, reducing the money recovered when United Rentals replaces or shrinks its fleet.
About United Rentals, Inc.
United Rentals rents equipment by the hour, day, week or month, and arranges delivery and pickup. Its equipment serves building projects, industrial work, infrastructure and other jobs; customers range from large companies to local contractors and homeowners. It also sells used rental equipment, new equipment and contractor supplies, and repairs customer-owned equipment.
- Head office
- Stamford, Connecticut
- Founded
- 1997 (company founding year, medium confidence)
- Employees
- 28,500 (December 31, 2025, high confidence)
- Listed on
- NYSE
- Financial year ends
- December 31
Built from United Rentals, Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
