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United Rentals URI Surface protection mats — Equipment rental revenue (as a percent)

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Other financials

Income statement

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Revenue$4.0B+7.2%
Gross profit$1.5B+8.3%
Operating income$869.0M+8.1%
Net income$531.0M+2.5%
EPS (diluted)$8.43+6.6%

Balance sheet

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Cash & equivalents$156.0M-71.2%
Total debt$17.0B+8.2%
Total equity$9.0B+2.0%
Total assets$29.9B+6.6%

Cash flow

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Operating cash flow$1.5B+6.2%
CapEx$1.4B+22.7%
Free cash flow-$168.0M-200%

Valuation

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Market cap$67.46B+11.9%
Enterprise value$84.29B+11.7%
P/E26.9×+3.3×
P/S4.1×+0.3×

Profitability

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Gross margin38.2%-1.3pp
Operating margin24.7%-1.1pp
Net margin15.3%-1.1pp
FCF margin33.9%

Returns & leverage

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Return on equity28.2%-1.9pp
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:ConcentrationRiskPercentage1.

The official record: United Rentals’s 10-K, filed January 28, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is United Rentals's surface protection mats — equipment rental revenue (as a percent)?
United Rentals (URI) reported surface protection mats — equipment rental revenue (as a percent) of 1% in Q4 2025.
How has United Rentals's surface protection mats — equipment rental revenue (as a percent) changed year-over-year?
United Rentals's surface protection mats — equipment rental revenue (as a percent) increased by 100.0% year-over-year, from 0.5% to 1%.
What does surface protection mats — equipment rental revenue (as a percent) mean?
The percentage of total equipment rental revenue that comes from renting surface protection mats.
How do you interpret surface protection mats — equipment rental revenue (as a percent)?
An increase suggests successful adoption and scaling of specialized site protection products, while a decrease may indicate shifting customer demand or lower utilization of this specific asset class.
How does surface protection mats — equipment rental revenue (as a percent) compare across companies?
Peers in the equipment rental industry often track specialized or ancillary product lines to measure diversification; comparable metrics would be the revenue contribution of specialty rental segments or site support equipment.