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United Rentals URI Specialty Segment — 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 specialty segment — revenue?
United Rentals (URI) reported specialty segment — revenue of $1.56B in Q2 2026.
How has United Rentals's specialty segment — revenue changed year-over-year?
United Rentals's specialty segment — revenue increased by 24.9% year-over-year, from $1.25B to $1.56B.
What is the long-term trend for United Rentals's specialty segment — revenue?
Over 4 years (2021 to 2025), United Rentals's specialty segment — revenue has grown at a 21.2% compound annual growth rate (CAGR), from $2.37B to $5.1B.
What does specialty segment — revenue mean?
This metric represents the total gross income generated by the specialty equipment rental segment, which focuses on niche solutions like trench safety, power generation, and fluid management. It reflects the market demand for specialized rental services that require higher technical expertise compared to general construction equipment. Growth in this area indicates successful expansion into high-margin, value-added service niches.