United Rentals Option Alert: Mar 20 $540 Calls Sweep (5) near the Bid: 28 vs 2 OI

United Rentals Option Alert: Mar 20 $540 Calls Sweep (5) near the Bid: 28 @ $285.5 vs 2 OI; Ref=$804.01

United Rentals Option Alert: Mar 20 $520 Calls Sweep (5) near the Ask: 19 vs 4 OI

United Rentals Option Alert: Mar 20 $520 Calls Sweep (5) near the Ask: 19 @ $303.42 vs 4 OI; Ref=$804.34

United Rentals Option Alert: Fri $805 Puts at the Ask: 250 vs 44 OI

United Rentals Option Alert: Fri $805 Puts at the Ask: 250 @ $33.6 vs 44 OI; Ref=$783.05

United Rentals (NYSE:URI) Stock

UNITED RENTALS INC

United Rentals

United Rentals is the world's largest equipment rental company, principally operating in the US and Canada. It has 16% share in a highly fragmented market serving general industrial (49%), commercial construction (46%), and residential construction (5%). The company operates a $21 billion fleet of equipment, including aerial platforms, forklifts, excavators, trucks, power generators, and various other materials serving local and national accounts from nearly 1,600 locations in North America and 100 abroad. It has pursued a strategy of bundling specialty rental capabilities to offer its customers more advanced solutions in addition to its core equipment rental business, supporting its ambitions to become a one-stop shop for customers and enhance and maintain its margin profile.

United Rentals Inc

Morgan Stanley analyst Angel Castillo maintains United Rentals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) with a Overweight and raises the price target from $702 to $955.

News

Price Target

Analyst Ratings

Morgan Stanley Maintains Overweight on United Rentals, Raises Price Target to $955

Truist Securities analyst Jamie Cook maintains United Rentals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) with a Buy and raises the price target from $786 to $952.

Truist Securities Maintains Buy on United Rentals, Raises Price Target to $952

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Deutsche Bank raised Nasdaq, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NDAQ#NASDAQ">NDAQ</a>) price target from $97 to $105. Deutsche Bank analyst Brian Bedell maintained a Buy rating. Nasdaq shares closed at $93.50 on Thursday. See how other <a href="https://www.benzinga.com/quote/NDAQ/analyst-ratings">analysts view this stock</a>.</li>
<li>Keybanc increased the price target for United Rentals, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) from $865 to $960. Keybanc analyst Ken Newman maintained an Overweight rating. United Rentals shares closed at $875.25 on Thursday. <a href="https://www.benzinga.com/quote/URI/analyst-ratings">See how other analysts view this stock.</a></li>
<li>JP Morgan slashed Teck Resources Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TECK#NYSE">TECK</a>) price target from $46 to $41. JP Morgan analyst Bill Peterson downgraded the stock from Overweight to Neutral. Teck Resources shares closed at $35.12 on Thursday. <a href="https://www.benzinga.com/quote/TECK/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Jefferies boosted the price target for Union Pacific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) from $250 to $285. Jefferies analyst Stephanie Moore upgraded the stock from Hold to Buy. Union Pacific shares closed at $220.52 on Thursday. <a href="https://www.benzinga.com/quote/UN[/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Sidoti &amp; Co. increased the price target for Plexus Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLXS#NASDAQ">PLXS</a>) from $135 to $150. Sidoti &amp; Co. analyst Anja Soderstrom upgraded the stock from Neutral to Buy. Plexus shares closed at $118.29 on Thursday. <a href="https://www.benzinga.com/quote/PLXS/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Baird raised Knight-Swift Transportation Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KNX#NYSE">KNX</a>) price target from $55 to $60. Baird analyst Daniel Moore maintained an Outperform rating. Knight-Swift Transportation shares settled at $45.55 on Thursday. <a href="https://www.benzinga.com/quote/KNX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Rosenblatt increased Synopsys, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>) price target from $625 to $650. Rosenblatt analyst Blair Abernethy maintained a Buy rating. Synopsys shares closed at $609.68 on Thursday. <a href="https://www.benzinga.com/quote/SNPS/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Stifel cut Henry Schein, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HSIC#NASDAQ">HSIC</a>) price target from $80 to $75. Stifel analyst Jonathan Block downgraded the stock from Buy to Hold. Henry Schein shares closed at $72.62 on Thursday.  <a href="https://www.benzinga.com/quote/HSIC/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Rosenblatt raised the price target for IMAX Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IMAX#NYSE">IMAX</a>) from $35 to $37. Rosenblatt analyst Steve Frankel maintained a Buy rating. IMAX shares settled at $28.29 on Thursday. <a href="https://www.benzinga.com/quote/IMAX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley increased Labcorp Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LH#NYSE">LH</a>) price target from $283 to $306. Morgan Stanley analyst Ricky Goldwasser maintained an Overweight rating. Labcorp shares closed at $267.69 on Thursday. <a href="https://www.benzinga.com/quote/lh/analyst-ratings">See how other analysts view this stock</a>.</li>
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Keybanc analyst Ken Newman maintains United Rentals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) with a Overweight and raises the price target from $865 to $960.

Keybanc Maintains Overweight on United Rentals, Raises Price Target to $960

UBS analyst Steven Fisher maintains United Rentals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) with a Neutral and raises the price target from $780 to $835.

UBS Maintains Neutral on United Rentals, Raises Price Target to $835

WIIM

United Rentals shares are trading higher after the company reported better-than-expected Q2 sales results and raised its FY25 sales guidance. Also, B of A Securities maintained a Buy rating on the stock and raised its price target from $895 to $900.

Whales with a lot of money to spend have taken a noticeably bullish stance on United Rentals.
Looking at options history for United Rentals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) we detected 11 trades.
If we consider the specifics of each trade, it is accurate to state that 45% of the investors opened trades with bullish expectations and 45% with bearish.
From the overall spotted trades, 2 are puts, for a total amount of $129,260 and 9, calls, for a total amount of $344,280.
<h3>What's The Price Target?</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $450.0 to $845.0 for United Rentals over the last 3 months. 
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for United Rentals's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of United Rentals's whale activity within a strike price range from $450.0 to $845.0 in the last 30 days. 
<h3>United Rentals Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1753365723_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>URI</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$21.0</td>
<td>$11.0</td>
<td>$17.85</td>
<td>$450.00</td>
<td>$89.2K</td>
<td align="right">11</td>
<td align="right">50</td>
</tr>
<tr>
<td>URI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$370.9</td>
<td>$367.0</td>
<td>$370.9</td>
<td>$500.00</td>
<td>$74.1K</td>
<td align="right">30</td>
<td align="right">2</td>
</tr>
<tr>
<td>URI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$54.0</td>
<td>$50.9</td>
<td>$54.0</td>
<td>$800.00</td>
<td>$54.0K</td>
<td align="right">71</td>
<td align="right">13</td>
</tr>
<tr>
<td>URI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$42.0</td>
<td>$37.3</td>
<td>$42.0</td>
<td>$810.00</td>
<td>$42.0K</td>
<td align="right">136</td>
<td align="right">19</td>
</tr>
<tr>
<td>URI</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$43.5</td>
<td>$38.1</td>
<td>$40.01</td>
<td>$800.00</td>
<td>$40.0K</td>
<td align="right">13</td>
<td align="right">10</td>
</tr>
</tbody>
</table>

<h3>About United Rentals</h3>
United Rentals is the world's largest equipment rental company, principally operating in the US and Canada. It has 16% share in a highly fragmented market serving general industrial (49%), commercial construction (46%), and residential construction (5%). The company operates a $21 billion fleet of equipment, including aerial platforms, forklifts, excavators, trucks, power generators, and various other materials serving local and national accounts from nearly 1,600 locations in North America and 100 abroad. It has pursued a strategy of bundling specialty rental capabilities to offer its customers more advanced solutions in addition to its core equipment rental business, supporting its ambitions to become a one-stop shop for customers and enhance and maintain its margin profile.
After a thorough review of the options trading surrounding United Rentals, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Present Market Standing of United Rentals</h3>
<ul>
<li>With a trading volume of 124,393, the price of URI is up by 5.62%, reaching $848.42.</li>
<li>Current RSI values indicate that the stock is may be overbought.</li>
<li>Next earnings report is scheduled for 90 days from now.</li>
</ul>
<h3>What The Experts Say On United Rentals</h3>
3 market experts have recently issued ratings for this stock, with a consensus target price of $823.33.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from B of A Securities has decided to maintain their Buy rating on United Rentals, which currently sits at a price target of $900. 
&#x2A; Maintaining their stance, an analyst from Barclays continues to hold a Underweight rating for United Rentals, targeting a price of $620. 
&#x2A; Maintaining their stance, an analyst from JP Morgan continues to hold a Overweight rating for United Rentals, targeting a price of $950. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for United Rentals, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Options

United Rentals Options Trading: A Deep Dive into Market Sentiment

B of A Securities analyst Ross Gilardi maintains United Rentals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) with a Buy and raises the price target from $895 to $900.

B of A Securities Maintains Buy on United Rentals, Raises Price Target to $900

United Rentals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) raises FY2025 sales outlook from $15.60 billion-$16.10 billion to $15.80 billion-$16.10 billion vs $15.89 billion estimate.

Guidance

United Rentals Raises FY2025 Sales Guidance from $15.60B-$16.10B to $15.80B-$16.10B vs $15.89B Est

United Rentals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) reported quarterly earnings of $10.47 per share which missed the analyst consensus estimate of $10.52 by 0.47 percent. This is a 2.15 percent decrease over earnings of $10.70 per share from the same period last year. The company reported quarterly sales of $3.94 billion which beat the analyst consensus estimate of $3.90 billion by 1.03 percent. This is a 4.51 percent increase over sales of $3.77 billion the same period last year.

Earnings

Earnings Beats

Earnings Misses

United Rentals Q2 Adj. EPS $10.47 Misses $10.52 Estimate, Sales $3.94B Beat $3.90B Estimate

Momentum is back in the stock market in a big way, and investors are digging into speculative assets like meme stocks and crypto with a fervor not seen since 2021.
However, while short squeezes and YOLO trading dominate social media, there are still numerous stocks flashing traditional bullish signals. These can pay off with much less risk of the kind of 40% drop OPEN saw earlier this week, after the stock&#8217;s meme hype fizzled.
Even better, you don't need to be a technical wizard to understand the bullish undertones on some of these stock charts. Today, we&#8217;re focusing on stocks with a Golden Cross, one of the most heavily used bullish trading signals.
It happens when a stock's 50-day moving average crosses above its 200-day moving average. Golden Crosses often form during a steady uptrend, often causing an additional upswing in stock price once the market identifies the signal.
Here are five stocks flashing the buy signal thanks to a Golden Cross.
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<h2 class="wp-block-heading">Datadog Inc.</h2>
Datadog (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DDOG#NASDAQ">DDOG</a>) is an SaaS data analysis darling from a previous bull market, but it's once again making noise following a 58% gain over the last three months. The company reported record revenue of $762 million in Q1 2025, representing year-over-year (YOY) growth of more than 24%. This impressive growth is why Datadog's Benzinga Edge Growth score is 96.01, the highest of any entry on our list today.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdO7qiO9gzrka_MELfjB5kRB2dI8Tcpqn3XavUO26VSE4nX5Q1afHotNADoDKKUjZ_1S5aoa43GRLOIs6enDVy5m0gsoVKGG9T1NLY3smnEJmlAHwRv_-Y0eWc03XoZny33aRPEkw?key=jUI_A-c8KWzLrFEjWj61Fg" alt="" /></figure>
DDOG is also our first entry on this list because its chart shows several promising signals. An uptrend that began in April has finally brought the stock price back over the 50-day and 200-day moving averages, a gain of more than 60% in just three months. While it might be tempting to take profits here, the appearance of a Golden Cross and the Relative Strength Index (RSI) retreating under 70 indicates that more upside could be on the horizon.
<h2 class="wp-block-heading">NXP Semiconductors NV&nbsp;</h2>
Semiconductor stocks have led this market rally, driven by seemingly endless demand for AI capital expenditures. While NVDA and AMD dominate most chip headlines, NXP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>) has been quietly demonstrating solid growth, consistently beating analyst expectations. The company reported earnings on Monday, and while revenue growth slowed YOY, EPS and revenue results both bested expectations. The Q3 revenue guidance of $3.15 billion prompted analysts at Cantor Fitzgerald and Needham &amp; Company to raise their price targets to $250, suggesting potential future upside of more than 10% from current levels.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeLU-KJGOc50gtXxmO-FcedrtyZKpMV9DLgKnmQb_ujZ2Ty8YI_LNkxyWk7HTR5zNR_FC0-2FRQgvbfRfCdfwv989DUHIcuM0jHaqdsbBThhi0zQXa6zJx2dt0YKoXXCjc68qbqnQ?key=jUI_A-c8KWzLrFEjWj61Fg" alt="" /></figure>
NXPI shares have been steadily grinding upward since late April, but only recently have bullish patterns begun to emerge on the stock chart. The price didn't break above the 200-day MA until late May, and now a Golden Cross has triggered a significant volume spike of buyers. An upbeat earnings call can only add to the bullish energy, and the Benzinga Edge Growth score of 91.72 indicates higher prices are on the way for this stock.
<h2 class="wp-block-heading">Northrop Grumman Corp.&nbsp;</h2>
Defense conglomerate Northrop Grumman (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>) is riding fundamental and technical tailwinds as it seeks to break out of a tight range. The company reported earnings on Tuesday, July 22, and while it posted a slight miss on both EPS and revenue, the full-year guidance figures grabbed investors' attention, and the stock finished the day up over 9%. Compared to Lockheed Martin Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), which dropped more than 10% following earnings, Northrop appears to be in the driver's seat for large-cap defense contractors.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe0sojbQ5wI0jCg7LbRoFdL1hE5P9MfCX9xdY6MMYSh8TNXFpUn7Ng-Txxp77oGcN9arwyMO4ulkYZtJ5Tee2ICC7bslwDivnCUtRDDGVVl7ipi6YASdnvmbojoNdJA2XZm3HfW2w?key=jUI_A-c8KWzLrFEjWj61Fg" alt="" /></figure>
NOC shares were already up 10% year-to-date (YTD) before this earnings release, but the path to this gain has been anything but straightforward. The stock gyrated around the 50- and 200-day MAs for most of May and June before finally breaking both levels at the start of July. The MACD confirmed this uptrend, and with a Golden Cross triggering a large post-earnings move, this stock could surge higher in the next few sessions. The Benzinga Edge Growth score of 88.60 also indicates more upside ahead.
<h2 class="wp-block-heading">United Rentals Inc.&nbsp;</h2>
The largest equipment rental supplier in the country, United Rentals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>), reports earnings after the market close on Wednesday, and is looking to build on last quarter's report that saw revenue growth of 6% YOY and strong margins of 45%. The adjusted EBITDA of $1.7 billion was also a record for United Rentals.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcbLQ471ULZ8IrYO90BXLRxJYFGH_M1cffWfsa7G2nBvvHmoLa37ALHJV1KYke3Vh9Na9g2HC_Rb_SoCT1F855_O3rMm_ahm8l9moA-NSSU5An2fVCXsdAur9R3caeIH1-HTb8l?key=jUI_A-c8KWzLrFEjWj61Fg" alt="" /></figure>
The chart is sending some conflicting information about the next move after earnings, but we continue to lean bullish based on recent trends. The stock formed a Golden Cross earlier this month, although this resulted in the RSI spiking over 70, and investors took profits following the post-tariff runup from April. But now that the RSI is comfortably back under 70 with the stock price still firmly above the 50-day and 200-day MAs, any upside earnings surprise will likely trigger another wave of bullish activity.
<h2 class="wp-block-heading">AMETEK Inc.&nbsp;</h2>
AMETEK (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AME#NYSE">AME</a>) is a large-cap industrial firm that's undergone more transformations than a Decepticon. The company planted its roots as a metal and machine shop in 1930 in the Philadelphia suburb of Berwyn and has since evolved into a conglomerate of 40 different industrial businesses, specializing in electronic parts and automated systems. AMETEK went shopping again this month, acquiring FARO Technologies in an <a href="https://www.benzinga.com/m-a/25/07/46430120/faro-shareholders-approve-proposed-merger-with-ametek">all-cash deal worth $920 million</a> and adding it to the Ultra Precision Technologies Division. FARO focuses on 3D imaging and measurement, which has been a key area of focus for AMETEK following its acquisitions of Virtek and Creaform. The stock is down 1.5% YTD, but up over 14% in the last three months, and the daily chart shows a distinct area of interest.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXed_FQIocJHhZZlY5jPv95wo6J2oxo1vgBeFs825olCSPMuSg6grtXeEBiA7J-EyjB5SiamvNhqrGuRV48aMcH0Ivb7Ii4ReMnJwS5Z_SkNi_z1mM6qd6TNXp5uAbN_cNrNcXS4Hg?key=jUI_A-c8KWzLrFEjWj61Fg" alt="" /></figure>
AME shares quickly recovered from the Liberation Day tariff selloff, but have now been stuck in a tight range since early May. However, the consolidation could be coming to an end now that a Golden Cross has formed, and the RSI indicates an upswing would have plenty of room to run. The Benzinga Edge Growth score of 95.62 hints at more upside potential as well. AMETEK has a catalyst coming up when it reports Q2 2025 earnings on July 31 and will look to build on a Q1 release that saw EPS beat expectations but revenue fall slightly short of expectations.
Editorial content from our expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.
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Earnings Scheduled For July 23, 2025

United Rentals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) is preparing to release its quarterly earnings on Wednesday, 2025-07-23. Here's a brief overview of what investors should keep in mind before the announcement.
Analysts expect United Rentals to report an earnings per share (EPS) of $10.56.
Investors in United Rentals are eagerly awaiting the company's announcement, hoping for news of surpassing estimates and positive guidance for the next quarter.
It's worth noting for new investors that stock prices can be heavily influenced by future projections rather than just past performance.
<h3>Historical Earnings Performance</h3>
The company's EPS missed by $0.05 in the last quarter, leading to a 9.87% increase in the share price on the following day.
Here's a look at United Rentals's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>8.91</td>
<td>11.63</td>
<td>12.48</td>
<td>10.54</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>8.86</td>
<td>11.59</td>
<td>11.80</td>
<td>10.70</td>
</tr>
<tr>
<td>Price Change %</td>
<td>10.0%</td>
<td>2.0%</td>
<td>-1.0%</td>
<td>5.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1753196492_0.png" alt="eps graph" />
<h3>United Rentals Share Price Analysis</h3>
Shares of United Rentals were trading at $778.02 as of July 21. Over the last 52-week period, shares are up 9.24%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release. 
<h3>Insights Shared by Analysts on United Rentals</h3>
Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on United Rentals.
Analysts have provided United Rentals with 10 ratings, resulting in a consensus rating of Outperform. The average one-year price target stands at $807.3, suggesting a potential 3.76% upside.
<h3>Analyzing Analyst Ratings Among Peers</h3>
The below comparison of the analyst ratings and average 1-year price targets of W.W. Grainger, Fastenal and Ferguson Enterprises, three prominent players in the industry, gives insights for their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Neutral trajectory for W.W. Grainger, with an average 1-year price target of $1143.0, suggesting a potential 46.91% upside.</li>
<li>Analysts currently favor an Neutral trajectory for Fastenal, with an average 1-year price target of $42.0, suggesting a potential 94.6% downside.</li>
<li>Analysts currently favor an Outperform trajectory for Ferguson Enterprises, with an average 1-year price target of $228.36, suggesting a potential 70.65% downside.</li>
</ul>
<h3>Overview of Peer Analysis</h3>
The peer analysis summary offers a detailed examination of key metrics for W.W. Grainger, Fastenal and Ferguson Enterprises, providing valuable insights into their respective standings within the industry and their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>United Rentals</td>
<td>Outperform</td>
<td>6.71%</td>
<td>$1.36B</td>
<td>5.95%</td>
</tr>
<tr>
<td>W.W. Grainger</td>
<td>Neutral</td>
<td>1.68%</td>
<td>$1.71B</td>
<td>14.01%</td>
</tr>
<tr>
<td>Fastenal</td>
<td>Neutral</td>
<td>8.56%</td>
<td>$942.80M</td>
<td>8.81%</td>
</tr>
<tr>
<td>Ferguson Enterprises</td>
<td>Outperform</td>
<td>4.28%</td>
<td>$2.36B</td>
<td>7.44%</td>
</tr>
</tbody>
</table>

Key Takeaway:
United Rentals is positioned in the middle for revenue growth among its peers. It ranks at the bottom for gross profit. In terms of return on equity, it is also placed in the middle.
<h3>All You Need to Know About United Rentals</h3>
United Rentals is the world's largest equipment rental company. It principally operates in the United States and Canada, where it commands approximately 15% share in a highly fragmented market. It serves three end markets: general industrial, commercial construction, and residential construction. Like its peers, United Rentals historically has provided its customers with equipment that was intermittently used, such as aerial equipment and portable generators. As the company has grown organically and through hundreds of acquisitions since it went public in 1997, its catalog (fleet size of $21 billion) now includes a range of specialty equipment and other items that can be rented for indefinite periods. 2024 revenue totaled $15.3 billion.
<h3>Unraveling the Financial Story of United Rentals</h3>
Market Capitalization Analysis: With an elevated market capitalization, the company stands out above industry averages, showcasing substantial size and market acknowledgment.
Revenue Growth: United Rentals's remarkable performance in 3 months is evident. As of 31 March, 2025, the company achieved an impressive revenue growth rate of 6.71%. This signifies a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Industrials sector.
Net Margin: United Rentals's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 13.93%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): United Rentals's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of 5.95%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): United Rentals's ROA excels beyond industry benchmarks, reaching 1.84%. This signifies efficient management of assets and strong financial health.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 1.59.
<a href="https://www.benzinga.com/quote/URI/earnings">To track all earnings releases for United Rentals visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

A Look at United Rentals's Upcoming Earnings Report

United Rentals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) has been analyzed by 10 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">3</td>
<td align="right">4</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $807.3, a high estimate of $950.00, and a low estimate of $571.00. This current average has increased by 11.76% from the previous average price target of $722.33. 
<img src="https://www.benzinga.com/files/images/story/2025/1753120826_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The standing of United Rentals among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Adam Seiden</td>
<td>Barclays</td>
<td>Raises</td>
<td>Underweight</td>
<td>$620.00</td>
<td>$565.00</td>
</tr>
<tr>
<td>Tami Zakaria</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$950.00</td>
<td>$920.00</td>
</tr>
<tr>
<td>Kyle Menges</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$810.00</td>
<td>$740.00</td>
</tr>
<tr>
<td>Jerry Revich</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Buy</td>
<td>$850.00</td>
<td>$770.00</td>
</tr>
<tr>
<td>Ken Newman</td>
<td>Keybanc</td>
<td>Announces</td>
<td>Overweight</td>
<td>$865.00</td>
<td>-</td>
</tr>
<tr>
<td>Tami Zakaria</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$920.00</td>
<td>$780.00</td>
</tr>
<tr>
<td>David Raso</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$921.00</td>
<td>$974.00</td>
</tr>
<tr>
<td>Steven Fisher</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$780.00</td>
<td>$485.00</td>
</tr>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$786.00</td>
<td>$732.00</td>
</tr>
<tr>
<td>Mircea Dobre</td>
<td>Baird</td>
<td>Raises</td>
<td>Neutral</td>
<td>$571.00</td>
<td>$535.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to United Rentals. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of United Rentals compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of United Rentals's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
For valuable insights into United Rentals's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/URI/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on United Rentals analyst ratings.</a>
<h2>Delving into United Rentals's Background</h2>
United Rentals is the world's largest equipment rental company. It principally operates in the United States and Canada, where it commands approximately 15% share in a highly fragmented market. It serves three end markets: general industrial, commercial construction, and residential construction. Like its peers, United Rentals historically has provided its customers with equipment that was intermittently used, such as aerial equipment and portable generators. As the company has grown organically and through hundreds of acquisitions since it went public in 1997, its catalog (fleet size of $21 billion) now includes a range of specialty equipment and other items that can be rented for indefinite periods. 2024 revenue totaled $15.3 billion.
<h3>United Rentals: Financial Performance Dissected</h3>
Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.
Revenue Growth: Over the 3M period, United Rentals showcased positive performance, achieving a revenue growth rate of 6.71% as of 31 March, 2025. This reflects a substantial increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Industrials sector.
Net Margin: United Rentals's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 13.93% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): United Rentals's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of 5.95%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): United Rentals's ROA excels beyond industry benchmarks, reaching 1.84%. This signifies efficient management of assets and strong financial health.
Debt Management: With a below-average debt-to-equity ratio of 1.59, United Rentals adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>How Are Analyst Ratings Determined?</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Beyond The Numbers: 10 Analysts Discuss United Rentals Stock

Barclays analyst Adam Seiden maintains United Rentals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) with a Underweight and raises the price target from $565 to $620.

Barclays Maintains Underweight on United Rentals, Raises Price Target to $620

JP Morgan analyst Tami Zakaria maintains United Rentals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) with a Overweight and raises the price target from $920 to $950.

JP Morgan Maintains Overweight on United Rentals, Raises Price Target to $950

Providing a diverse range of perspectives from bullish to bearish, 12 analysts have published ratings on United Rentals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) in the last three months.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">5</td>
<td align="right">4</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $760.0, a high estimate of $921.00, and a low estimate of $485.00. Highlighting a 2.81% decrease, the current average has fallen from the previous average price target of $782.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1750795243_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
A comprehensive examination of how financial experts perceive United Rentals is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Kyle Menges</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$810.00</td>
<td>$740.00</td>
</tr>
<tr>
<td>Jerry Revich</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Buy</td>
<td>$850.00</td>
<td>$770.00</td>
</tr>
<tr>
<td>Ken Newman</td>
<td>Keybanc</td>
<td>Announces</td>
<td>Overweight</td>
<td>$865.00</td>
<td>-</td>
</tr>
<tr>
<td>Tami Zakaria</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$920.00</td>
<td>$780.00</td>
</tr>
<tr>
<td>David Raso</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$921.00</td>
<td>$974.00</td>
</tr>
<tr>
<td>Steven Fisher</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$780.00</td>
<td>$485.00</td>
</tr>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$786.00</td>
<td>$732.00</td>
</tr>
<tr>
<td>Mircea Dobre</td>
<td>Baird</td>
<td>Raises</td>
<td>Neutral</td>
<td>$571.00</td>
<td>$535.00</td>
</tr>
<tr>
<td>Tami Zakaria</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$750.00</td>
<td>$1000.00</td>
</tr>
<tr>
<td>Kyle Menges</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$650.00</td>
<td>$720.00</td>
</tr>
<tr>
<td>Jamie Cook</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$732.00</td>
<td>$956.00</td>
</tr>
<tr>
<td>Steven Fisher</td>
<td>UBS</td>
<td>Lowers</td>
<td>Sell</td>
<td>$485.00</td>
<td>$910.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to United Rentals. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of United Rentals compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of United Rentals's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of United Rentals's market position. Stay informed and make well-informed decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/URI/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on United Rentals analyst ratings.</a>
<h2>Delving into United Rentals's Background</h2>
United Rentals is the world's largest equipment rental company. It principally operates in the United States and Canada, where it commands approximately 15% share in a highly fragmented market. It serves three end markets: general industrial, commercial construction, and residential construction. Like its peers, United Rentals historically has provided its customers with equipment that was intermittently used, such as aerial equipment and portable generators. As the company has grown organically and through hundreds of acquisitions since it went public in 1997, its catalog (fleet size of $21 billion) now includes a range of specialty equipment and other items that can be rented for indefinite periods. 2024 revenue totaled $15.3 billion.
<h3>Unraveling the Financial Story of United Rentals</h3>
Market Capitalization Analysis: With an elevated market capitalization, the company stands out above industry averages, showcasing substantial size and market acknowledgment.
Revenue Growth: United Rentals displayed positive results in 3M. As of 31 March, 2025, the company achieved a solid revenue growth rate of approximately 6.71%. This indicates a notable increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Industrials sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 13.93%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of 5.95%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): United Rentals's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 1.84%, the company showcases efficient use of assets and strong financial health.
Debt Management: United Rentals's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 1.59.
<h2>The Basics of Analyst Ratings</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
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The Analyst Verdict: United Rentals In The Eyes Of 12 Experts

Citigroup analyst Kyle Menges maintains United Rentals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) with a Buy and raises the price target from $740 to $810.

Citigroup Maintains Buy on United Rentals, Raises Price Target to $810

Goldman Sachs analyst Jerry Revich maintains United Rentals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>) with a Buy and raises the price target from $770 to $850.

Goldman Sachs Maintains Buy on United Rentals, Raises Price Target to $850

All the 13F filings are in this week.
The media and internet have dissected all the information and written volumes about the same small handful of investors that they have written about every quarter for the past five years.
Michael Burry of Scion Asset Management continues to be one of the most covered investors.
The media and internet geniuses report on his buys and sells every quarter like they are important.
For the record, Michael Burry is a brilliant investor and trader.
He made so much money during the financial crisis they made a movie about him.
Everything he does is based on value, and he is very good at what he does.
However, his time frame has changed over the years. Looking at his last several years of filings and his average holding period, it&#8217;s less than a quarter.
Unless you are sitting in the office with him copying his trades, you cannot clone his moves.
Knowing what he owned 45 days ago is useless information.
Unless you are a 94-year-old billionaire running one of the largest corporations in the world, knowing what Buffett and Berkshire are doing is of very little value as well.
Knowing what Bill Ackman is doing is interesting, but odds are he bought his stocks during steep pullbacks at lower prices, and once he bought his shares, he likely printed up a 130-page PowerPoint about why it is a great stock and sent it to everyone he ever met.
Knowing something everyone else knows is not an actionable edge most of the time.
I have been tracking institutional buying for over three decades now.
You can make a lot of money by engaging in idea piracy.
However, just as attacking a vessel that had already been plundered multiple times, or one that offloaded its cargo a month ago, was unlikely to result in much swag, stealing from the same investors as everyone else will result in average profits at best.
We need to dig deep and find those vulture investors, deep value specialists, special situation types, growth fanatics, agitators, and buyout artists who are not on everyone&#8217;s radar screen (yet) and are putting up big numbers for their investors.
Most investors have never heard of Spruce House Investment Management in spite of the firm&#8217;s strong track record of high performance.
The firm is named after the dorm at University of Pennsylvania where the two founders, Benjamin Stein and Zachary Sternberg, first met.
They both come from well-connected families, and early investors in their firm included billionaire real estate investor Barry Sternlicht and famed value investor Seth Klarman.
The firm has evolved since day one to include some high-growth companies with potential to be game changers, but that evolution was not pain-free.
The firm overinvested in highflyers in 2021 and 2022 and had terrible performance.
However, they had the courage of their convictions, and Spruce House had a massive bounce back in 2023 and 2024.
Today the portfolio is partially old-school value and partially high growth, and the blend appears to be working nicely.
While Carvana (Ticker: CVNA), Wayfair (Ticker: W), and DraftKings (Ticker: DKNG) are still large positions for Spruce House, the firm&#8217;s latest purchases have more of a Buffettesque feel to them.
The firm was a buyer of shares of (Ticker: QXO) the roofing and building supplies rollup founded by serial acquirer Brad Jacobs.
Jacobs is a serial builder with one of the most impressive track records in modern American business. He&#8217;s taken five companies public, creating billions in shareholder value along the way. From United Rentals (Ticker: URI) to XPO Logistics (Ticker: XPO) Jacobs has a proven formula: identify a fragmented industry, build scale through aggressive but strategic acquisitions, layer in technology, and drive operational efficiency.
Spruce House is also buying shares of a spin-off from Jacobs-driven XPO Logistics from a few years ago.
GXO Logistics (Ticker: GXO) is the largest pure-play contract logistics provider in the world, operating over 900 warehouses across more than 30 countries. Spun off from XPO in 2021, GXO focuses on high-efficiency, tech-enabled warehousing and supply chain solutions for blue-chip clients in sectors like e-commerce, aerospace, and healthcare. The company leans heavily on automation, robotics, and data analytics to streamline operations, cut costs, and drive performance, making it a critical player in the global push for smarter, more resilient supply chains.
The final purchase this quarter is another spin-off and roll-up that does not involve Jacobs.
Core &amp; Main Inc. (Ticker: CNM) might not be a household name, but it plays a critical role in keeping America&#8217;s water and wastewater systems flowing. Based in St. Louis, Missouri, the company is one of the largest distributors of water, wastewater, storm drainage, and fire protection products in the United States.
With over 320 branches across the country, Core &amp; Main serves a wide customer base that includes municipalities, private water companies, contractors, and engineers involved in infrastructure development and repair.
The company&#8217;s business is built around distributing essential products like pipes, valves, fittings, hydrants, and meters—the unseen backbone of modern civil infrastructure. While it may sound basic, the business is deeply entrenched and difficult to disrupt due to the logistical complexity, technical knowledge, and local relationships required in this industry. Much of Core &amp; Main&#8217;s value proposition lies in its ability to deliver the right products quickly and accurately, often under tight construction or emergency timelines.
A key part of the firm&#8217;s growth strategy has been the aggressive acquisition of smaller regional distributors, allowing it to scale operations, expand its customer base, and deepen its national footprint. Since becoming a standalone company in 2017 following its spinoff from HD Supply (and before that, Home Depot), Core &amp; Main has executed dozens of acquisitions, consolidating what remains a fragmented market.
The company benefits from secular trends in infrastructure investment, especially as federal and state governments ramp up spending on water system upgrades, stormwater management, and fire protection improvements. With recurring repair-and-replace demand from aging infrastructure and growing urbanization, Core &amp; Main occupies a stable niche with long-term tailwinds. Its business, while not flashy, is resilient and supported by both public and private sector infrastructure priorities. Investors looking for a way to play the long-term U.S. infrastructure renewal story might want to keep Core &amp; Main on their radar.
Spruce House is not a name you are likely to hear on CNBC today.
Neither the firm nor the two founders appear to be on social media.
The only folks happy with them are their investors after several years of outstanding returns.
Add these three stocks to your watch list to buy on pullbacks or based on your favorite setup, and I suspect you will be quite pleased with them as well.

CVNA

DKNG

Alpha Buying: These Overlooked Stocks Just Got a Hedge Fund Stamp of Approval

Press Releases

United Rentals Outlines Innovative Solutions to Maximize Performance on the Worksite

United Rentals Selected as One of America's Best-Managed Companies

United Rentals, Inc. First Quarter 2025 Conference Call and Audio Webcast Thursday, April 24, 2025 at 8:30 a.m. (ET)

United Rentals Announces First Quarter 2025 Results, Reaffirms Full-Year Guidance, and Introduces New $1.5 Billion Share Repurchase Program

United Rentals Declares Quarterly Cash Dividend

United Rentals Highlights Equipment and Training Solutions That Support Jobsite Safety

United Rentals Introduces Workspace Ready Solutions

United Rentals, Inc. Second Quarter 2025 Conference Call and Audio Webcast Thursday, July 24, 2025 at 8:30 a.m. (ET)

United Rentals Announces Second Quarter 2025 Results, Raises Full-Year Guidance, and Increases Planned 2025 Share Repurchases by $400 Million to $1.9 Billion

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Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
03:43 PMJul 23, 2025	CALL	$540.00	Mar 20, 2026	234	30	28	1500	2	SWEEP	BEARISH
03:39 PMJul 23, 2025	CALL	$520.00	Mar 20, 2026	234	20	19	500	4	SWEEP	BULLISH
01:47 PMJul 21, 2025	PUT	$805.00	Jul 25, 2025	-4	251	250	570	44	TRADE	BEARISH