United Rentals
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
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| 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)
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