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United Rentals URI Specialty Segment — Segment, Expenditure, Addition to Long-Lived Assets

Other segment segments

General Rentals Segment
$1.63B+25.4%

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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:SegmentExpenditureAdditionToLongLivedAssets.

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 — segment, expenditure, addition to long-lived assets?
United Rentals (URI) reported specialty segment — segment, expenditure, addition to long-lived assets of $524M in Q2 2026.
How has United Rentals's specialty segment — segment, expenditure, addition to long-lived assets changed year-over-year?
United Rentals's specialty segment — segment, expenditure, addition to long-lived assets increased by 44.0% year-over-year, from $364M to $524M.
What is the long-term trend for United Rentals's specialty segment — segment, expenditure, addition to long-lived assets?
Over 2 years (2023 to 2025), United Rentals's specialty segment — segment, expenditure, addition to long-lived assets has grown at a 19.4% compound annual growth rate (CAGR), from $813M to $1.16B.
What does specialty segment — segment, expenditure, addition to long-lived assets mean?
This represents the capital investment directed toward acquiring or upgrading long-term rental assets specifically for the specialty segment. It measures the company's commitment to expanding or refreshing its fleet of specialized equipment. High levels of expenditure indicate an aggressive growth strategy or a need to maintain a modern, high-performance rental fleet.