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United Rentals URI Delivery — Cost of Revenue

Other product segments

Labor and benefits
$583M+7.4%
All other rental expenses
$498M+29.4%
Repairs and maintenance
$287M+7.1%
Sales of rental equipment
$176M+2.9%
Sales of new equipment
$68M+11.5%
Service and other revenues
$56M0.0%
Contractor supplies sales
$30M+7.1%

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AMCIDelivery And Freight Cost — Cost Of Revenue
$6.27K-52.4%
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$1.98M-21.8%
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HRIProduction and delivery
$491M+29.6%
Expeditors International of Washington logo
EXPDProduction and delivery
$1.81B+1.9%
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NBRProduction and delivery
$493.47M+10.3%

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:CostOfRevenue.

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 delivery — cost of revenue?
United Rentals (URI) reported delivery — cost of revenue of $276M in Q2 2026.
How has United Rentals's delivery — cost of revenue changed year-over-year?
United Rentals's delivery — cost of revenue increased by 11.7% year-over-year, from $247M to $276M.
What is the long-term trend for United Rentals's delivery — cost of revenue?
Over 3 years (2022 to 2025), United Rentals's delivery — cost of revenue has grown at a 17.3% compound annual growth rate (CAGR), from $611M to $987M.
What does delivery — cost of revenue mean?
This metric represents the direct costs incurred by the company to transport rental equipment to and from customer job sites. It encompasses expenses such as fuel, driver wages, vehicle maintenance, and third-party logistics fees associated with the fulfillment of rental contracts. Tracking this cost is essential for evaluating the operational efficiency of the logistics network and the impact of fuel price volatility on service margins.