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United Rentals

URI · NYSE · Services-Equipment Rental & Leasing, NEC
Insider buys (12 months)
$53K
Insider sales (12 months)
$30.5M
8-K reports (12 months)
12
Tracked investors holding
2

At a glance

United Rentals reported 2025 revenue of $3.69B, up 3% from $3.59B in 2024. Over 4 years since 2021 ($2.26B), that is growth of about 13.1% a year. Operating margin was 107.5%, up from 100.9% in 2021. 2025 was the highest revenue year in this period.

In the last 12 months 7 insiders reported 1 open-market purchase ($53K) and 7 sales ($30.5M). None of the sales were flagged as 10b5-1 plan trades. The largest was a sale of $22.4M by President & CEO Matthew John Flannery on Apr 24, 2026. Net, insiders were sellers of $30.4M.

United Rentals filed 12 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), material agreement (3), new financial obligation (3) and regulation fd disclosure (3). The latest officer or director change was reported on Feb 4, 2026. It reported a material agreement or a completed acquisition or disposal 3 times.

2 of the 20 investors tracked here held United Rentals at the last quarter end, worth $155.2M combined. It is the largest weight for Bridgewater Associates (0.1% of its portfolio), followed by National Pension Service (Korea) (0.1%). Added: Bridgewater Associates.

Annual results

2021
Revenue $2.26B
Op. $2.28B
2022
Revenue $2.5B
Op. $3.23B
2023
Revenue $3.4B
Op. $3.83B
2024
Revenue $3.59B
Op. $4.07B
2025
Revenue $3.69B
Op. $3.97B
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year20212022202320242025
Net income$1.39B$2.1B$2.42B$2.58B$2.49B
Diluted EPS$19.04$29.65$35.28$38.69$38.61
Dividend per share--$5.92$6.52$7.16

Fiscal year ends Dec 31 · incorporated in DE

Tracked investors holding (13F)

National Pension Service (Korea)Unchanged$123.5M · 0.1% · held 7 quarters
Bridgewater AssociatesAdded$31.7M · 0.1% · held 2 quarters

Weight is the share of each investor's portfolio, as of the quarter end.

Current reports (8-K, last 12 months)

Insider open-market trades (last 12 months)

Source: SEC EDGAR. How figures are combined