United Rentals Delivery And Pick-Up — Revenue increased by 5.4% to $313.00M in Q3 2025 compared to the prior quarter. Year-over-year, this metric grew by 5.4%, from $297.00M to $313.00M. This is a positive signal — higher values indicate stronger performance for this metric.
An increase suggests higher rental activity or improved pricing power in logistics services, while a decrease may signal lower equipment turnover or competitive pressure on service fees.
This metric represents the total revenue generated from logistics services, specifically the transportation of rental eq...
Peers in the equipment rental industry typically report this as a component of 'ancillary' or 'service' revenue, with variations depending on whether logistics is bundled into rental rates or charged as a separate line item.
uri_segment_delivery_and_pick_up_revenues_from_contract_with_customer| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q3 '24 | Q3 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $148.00M | $173.00M | $179.00M | $157.00M | $205.00M | $221.00M | $235.25M | $235.25M | $235.25M | $235.25M | $297.00M | $313.00M |
| QoQ Change | — | +16.9% | +3.5% | -12.3% | +30.6% | +7.8% | +6.4% | +0.0% | +0.0% | +0.0% | +26.2% | +5.4% |
| YoY Change | — | — | — | — | +38.5% | +27.7% | +49.8% | +14.8% | +6.4% | — | +26.2% | +5.4% |