Delivery — Cost of Revenue
United Rentals Delivery — Cost of Revenue increased by 20.2% to $274.00M in Q3 2025 compared to the prior quarter. Year-over-year, this metric grew by 20.2%, from $228.00M to $274.00M. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
How to read this metric
An increase in this metric relative to revenue may indicate rising fuel costs, inefficient route planning, or increased labor expenses, while a decrease suggests improved logistics productivity or better fleet utilization.
Detailed definition
This metric represents the direct costs incurred by the company to transport rental equipment to and from customer job s...
Peer comparison
Peers in the equipment rental industry report similar logistics costs under cost of goods sold or operating expenses, often benchmarked as a percentage of total rental revenue.
uri_segment_delivery_cost_of_revenueHistorical Data
| Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q3 '24 | Q3 '25 | |
|---|---|---|---|---|---|---|
| Value | $179.25M | $179.25M | $179.25M | $179.25M | $228.00M | $274.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +27.2% | +20.2% |
| YoY Change | — | — | — | — | +27.2% | +20.2% |
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Frequently Asked Questions
- What is United Rentals's delivery — cost of revenue?
- United Rentals (URI) reported delivery — cost of revenue of $274.00M in Q3 2025.
- How has United Rentals's delivery — cost of revenue changed year-over-year?
- United Rentals's delivery — cost of revenue increased by 20.2% year-over-year, from $228.00M to $274.00M.
- What does delivery — cost of revenue mean?
- The total direct expenses related to the transportation and logistics of delivering rental equipment to customers.