United Rentals, Inc. (NYSE:URI ) Q1 2025 Earnings Conference Call April 24, 2025 8:30 AM ET Company Participants Matthew Flannery - President & Chief Executive Officer Ted Grace - Executive Vice President & Chief Financial Officer Conference Call Participants David Rasso - Evercore ISI Rob Wertheimer - Melius Angel Castillo - Morgan Stanley Jamie Cook - Truist Securities Michael Feniger - Bank of America Timothy Thein - Raymond James Jerry Revich - Goldman Sachs Steven Fisher - UBS Kyle Menges - Citi Tami Zakaria - JPMorgan Kenneth Newman - KeyBanc Capital Markets Scott Schneeberger - Oppenheimer Steven Ramsey - Thompson Research Group Operator Good morning and welcome to the United Rentals' Investor Conference Call. Please be advised that this call is being recorded.
URI's first-quarter results reflect strong demand in core rental operations. The company sees soft used equipment sales.
Although the revenue and EPS for United Rentals (URI) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
![]() URI In 1 weeks Estimated | Quarterly | $1.79 Per Share |
![]() URI 2 months ago Paid | Quarterly | $1.79 Per Share |
![]() URI 5 months ago Paid | Quarterly | $1.63 Per Share |
![]() URI 8 months ago Paid | Quarterly | $1.63 Per Share |
![]() URI 11 months ago Paid | Quarterly | $1.63 Per Share |
![]() URI 13 Feb 2024 Paid | Quarterly | $1.63 Per Share |
22 Apr 2025 Date | | - Cons. EPS | - EPS |
22 Jan 2025 Date | | 11.65 Cons. EPS | 11.59 EPS |
23 Oct 2024 Date | | 12.48 Cons. EPS | 11.8 EPS |
24 Jul 2024 Date | | 10.54 Cons. EPS | 10.7 EPS |
9 May 2024 Date | | 8.32 Cons. EPS | 9.15 EPS |
![]() URI In 1 weeks Estimated | Quarterly | $1.79 Per Share |
![]() URI 2 months ago Paid | Quarterly | $1.79 Per Share |
![]() URI 5 months ago Paid | Quarterly | $1.63 Per Share |
![]() URI 8 months ago Paid | Quarterly | $1.63 Per Share |
![]() URI 11 months ago Paid | Quarterly | $1.63 Per Share |
![]() URI 13 Feb 2024 Paid | Quarterly | $1.63 Per Share |
22 Apr 2025 Date | | - Cons. EPS | - EPS |
22 Jan 2025 Date | | 11.65 Cons. EPS | 11.59 EPS |
23 Oct 2024 Date | | 12.48 Cons. EPS | 11.8 EPS |
24 Jul 2024 Date | | 10.54 Cons. EPS | 10.7 EPS |
9 May 2024 Date | | 8.32 Cons. EPS | 9.15 EPS |
Rental & Leasing Services Industry | Industrials Sector | Mr. Matthew J. Flannery CEO | NYSE Exchange | US9113631090 ISIN |
US Country | 26,300 Employees | 12 Feb 2025 Last Dividend | - Last Split | 18 Dec 1997 IPO Date |
United Rentals, Inc. is a prominent equipment rental company that operates through its subsidiaries across various segments. Founded in 1997, with its headquarters in Stamford, Connecticut, the company has expanded its operations to include the United States, Canada, Europe, Australia, and New Zealand. United Rentals provides rental equipment and services to construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities. Its business is categorized into two main segments: General Rentals and Specialty. These segments cover a wide range of equipment rental needs, from general construction and industrial equipment to specialty construction products, ensuring comprehensive solutions for a variety of projects and industries.
This category includes a broad selection of machinery and tools such as backhoes, skid-steer loaders, forklifts, earthmoving equipment, material handling equipment, aerial work platforms (boom and scissor lifts), and general tools and light equipment like pressure washers, water pumps, and power tools. These are primarily rented to construction and industrial companies, as well as manufacturers, utilities, municipalities, homeowners, and government entities for various applications.
The specialty segment offers equipment tailored for specific purposes, including trench safety equipment (trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers, line testing equipment), power and heating equipment (portable diesel generators, electrical distribution equipment, temperature control equipment), fluid solutions equipment (for fluid containment, transfer, and treatment), and mobile storage and modular office spaces. These products cater to construction companies working on infrastructure projects, municipalities, and industrial organizations.
In addition to renting, United Rentals also engages in the sale of used equipment through various channels such as its sales force, brokers, its website, auctions, and directly to manufacturers. The range of products sold includes aerial lifts, reach forklifts, telehandlers, compressors, and generators. Moreover, it offers construction consumables, tools, small equipment, safety supplies, and parts for equipment owned by its customers. United Rentals complements its sales with repair and maintenance services, ensuring customers have the support they need for their equipment.