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United Rentals URI Contractor supplies sales — Revenue

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Other financials

Income statement

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Revenue$4.4B+11.8%
Gross profit$1.7B+13.0%
Operating income$1.1B+13.5%
Net income$753.0M+21.1%
EPS (diluted)$12.03+25.4%

Balance sheet

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Cash & equivalents$112.0M-79.6%
Total debt$17.3B+7.7%
Total equity$9.2B+2.1%
Total assets$31.3B+7.2%

Cash flow

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Operating cash flow$1.8B+34.9%
CapEx$1.4B+22.7%
Free cash flow-$168.0M-200%

Valuation

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Market cap$71.06B+22.8%
Enterprise value$88.23B+20.2%
P/E26.9×+4.1×
P/S4.2×+0.5×

Profitability

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Gross margin38.4%-0.9pp
Operating margin24.8%-0.7pp
Net margin15.7%-0.4pp
FCF margin33.9%

Returns & leverage

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Return on equity28.9%-0.4pp
Debt / equity1.9×+0.1×
Current ratio0.8×-0.1×

Where this comes from

Reported directly by United Rentals in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The official record: United Rentals’s 10-Q, filed July 22, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is United Rentals's contractor supplies sales — revenue?
United Rentals (URI) reported contractor supplies sales — revenue of $44M in Q2 2026.
How has United Rentals's contractor supplies sales — revenue changed year-over-year?
United Rentals's contractor supplies sales — revenue increased by 7.3% year-over-year, from $41M to $44M.
What is the long-term trend for United Rentals's contractor supplies sales — revenue?
Over 4 years (2021 to 2025), United Rentals's contractor supplies sales — revenue has grown at a 10.6% compound annual growth rate (CAGR), from $109M to $163M.
What does contractor supplies sales — revenue mean?
This metric represents the total gross revenue generated from the sale of consumable goods, tools, and safety equipment to construction and industrial contractors. It reflects the company's ability to cross-sell non-rental items to its existing customer base, serving as a secondary revenue stream alongside core equipment rental operations. Growth in this area indicates successful expansion of the company's retail footprint and deeper penetration into the contractor supply chain.