URI
United RentalsANYSE / Capital Goods
Last Price
At close
2026-07-21
Current thesis
The Q1 print was clean: record revenue, EPS, and adjusted EBITDA, a 2.3% fleet-productivity gain, strong free cash flow, and 1.9x leverage. If the busy season and large-project pipeline remain healthy, the raised FY26 guide still has room to support the stock.
Posture
Constructive
Lead driver
Value
What changed
Next scheduled catalyst: earnings 2026-07-23 · AMC.
What can break
Busy-season and large-project demand must stay firm; a slowdown would make the raised 2026 outlook harder to defend.
Momentum
79
Value
57
Sentiment
56
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $1,105.00 · Bull $1,230.00 · Bear $930.00
Earnings
2026-07-23 · AMC
Data freshness
Prices
As of 2026-07-21
Fundamentals
As of 2026-07-21 • Vendor: Data Vendor v1
Scores
As of 2026-07-21 • Model: HYBRID_IC_RP
AI Memo
As of 2026-06-09 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-21
Investment thesis
As of 2026-07-21
Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $1,174.35
Why
Momentum79 · Δ7d +0.2
Value57 · Δ7d +0.8
Sentiment56 · Δ7d +3.9
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
79
26% active weight
Current posture
7d trendFlat
Δ7d
+0.2
Δ21d
-5.8
Value
57
39% active weight
Current posture
7d trendFlat
Δ7d
+0.8
Δ21d
+0.9
Sentiment
56
34% active weight
Current posture
7d trendImproving
Δ7d
+3.9
Δ21d
+6.4
Why this grade
Composite grade A. Momentum 79.2 / Value 57.2 / Sentiment 55.6
Fundamentals (TTM)As of 2026-07-21
Fundamentals (TTM)
As of 2026-07-21
Market Cap
$63.49B
Beta
1.70
Shares Out
62.65M
P/E (TTM)
22.8
P/S (TTM)
3.57
P/FCF (TTM)
413.39
Rev YoY
+7.2%
EPS YoY
+6.4%
Gross Margin
+35.6%
Op Margin
+25.1%
Net Debt
$15.21B
Current Ratio
0.80
As of 2026-07-21 • Updated nightlySource: Internal modelMethodology

