Is United Rentals Stock Outperforming the Dow?

Is United Rentals Stock Outperforming the Dow?

Wed, September 9, 2026 at 6:35 PM GMT+3 2 min read

• URI -3.86%
• ^DJI -0.60%

With a market cap of $63.2 billion, United Rentals, Inc. (URI) is a leading equipment rental company that operates across the United States, Canada, Europe, Australia, and New Zealand through its General Rentals and Specialty segments. The company provides a wide range of construction, industrial, trench safety, power, climate control, fluid management, storage, and modular space equipment to customers in construction, industrial, government, and municipal sectors.

Companies valued $10 billion or more are generally classified as "large-cap" stocks, and United Rentals fits this criterion perfectly. In addition to equipment rentals, United Rentals sells new and used equipment, parts, and safety supplies, while also offering repair and maintenance services.

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URI stock has dropped 12.4% from its 52-week high of $1,179.18. Shares of the equipment rental company have fallen 5.4% over the past three months, underperforming the Dow Jones Industrial Average's ($DOWI) 3.2% rise over the same time frame.

In the longer term, shares of United Rentals have risen 9.5% over the past 52 weeks, lagging behind DOWI's 14.8% increase over the same time frame. However, URI stock has surged 27.9% on a YTD basis, outpacing Dow Jones' 9.2% return.

Yet, the stock has been trading below its 200-day moving average since last year.

United Rentals shares jumped 10.1% following its Q2 2026 results on Jul. 22, as revenue reached a record $4.41 billion and adjusted EPS of $12.76, both topping the estimates, and rental revenue rose 12.7% to $3.85 billion. The strong quarter was driven by a 3.4% improvement in fleet productivity and robust demand from large construction and industrial projects, reinforcing management's view of continued customer optimism and strong backlogs. The company also raised 2026 revenue guidance to $17.5 billion - $17.8 billion, adjusted EBITDA to $7.98 billion - $8.13 billion, and operating cash flow to $5.85 billion - $6.65 billion.

In comparison, URI stock has outperformed its rival, AerCap Holdings N.V. (AER). Shares of AerCap have returned 17.2% over the past 52 weeks and declined 1% on a YTD basis.

Due to URI's strong performance on a YTD basis, analysts remain bullish about its prospects. The stock has a consensus rating of "Strong Buy" from the 21 analysts covering it, and the mean price target of $1,272.58 is a premium of 22.2% to current levels.

On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com