United Rentals Logo
US9113631090

United Rentals

Ins Portfolio
Kostengünstig und breit gestreut in Europa investieren. Jetzt entdecken
Anzeige

Kurse werden geladen...

Prognose

Das durchschnittliche Kursziel der Analysten beträgt +621,02(10,37%). Der Median liegt bei +621,02(10,37%).

Kaufen
  25
Halten
  9
Verkaufen
  6

Scoring-Modelle

Dividenden-Strategie0 / 15
HGI-Strategie4 / 18
Levermann-Strategie4 / 13
Powered byaktien.guide

News


  • These 2 Construction Stocks Could Beat Earnings: Why They Should Be on Your Radar

    Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.» Mehr auf zacks.com


  • Should You Bet on This Billionaire Mastermind Behind Billion-Dollar Empires?

    Key Points in This Article: Billionaire Brad Jacobs’ proven ability to transform small ventures into industry leaders through strategic acquisitions fuels optimism for his latest venture in the building products distribution market. His history of scaling businesses and spinning off successful entities showcases a knack for creating value, despite missing initial revenue targets. Jacobs’ ambitious consolidation strategy faces risks from a sluggish housing market, but his track record suggests potential for long-term success. Nvidia made early investors rich, but there is a new class of ‘Next Nvidia Stocks’ that could be even better. Click here to learn more. Building a Giant Amid Market Headwinds Brad Jacobs is a business alchemist, transforming modest ventures into industry giants with a knack for strategic consolidation. Though not a household name, his track record speaks volumes. He catapulted United Rentals (NYSE:URI) from a regional equipment rental outfit to a national leader by snapping up smaller competitors. Similarly, he built United Waste Systems into a powerhouse before selling it to Waste Management (NYSE:WM) for $2.5 billion. Jacobs repeated this magic with Express-1 Expedited Solutions, morphing it into XPO Logistics (NYSE:XPO), a logistics titan. From XPO, he spun off GXO Logistics (NYSE:GXO) and RXO (NYSE:RXO), creating standalone giants in warehousing and freight brokerage. Jacobs did it again with QXO (NYSE:QXO), a $1 billion bet on the $800 billion building products distribution market. His plan? Consolidate the fragmented industry, targeting a $1 billion revenue run-rate in year one, $5 billion in three years, and tens of billions in a decade. He later increased the goal to $50 billion in annual revenue over the next decade. Given Jacobs’ Midas touch, QXO seems poised for success, but investors wonder: what’s next when his alphabet of triumphs runs dry? Empire-Building Playbook on Display Again Jacobs continues to charge forward with QXO to dominate the building products distribution industry. Following its $11 billion acquisition of Beacon Roofing Supply in April, QXO just surprised the market with a $5 billion all-cash offer for GMS (NYSE:GMS), a drywall and interior construction distributor. Jacobs’ strategy — consolidating fragmented markets with M&A and tech efficiencies — has sparked a 41% year-to-date stock surge and 110% rally from its 52-week low, though QXO lags 83% below last year’s price. I’m not too worried about that. QXO was thinly traded before Jacobs got involved and he subsequently raised $3.5 billion in equity by selling shares in a private placement and another $620 million with a second PIPE deal. It had over $5 billion in cash at the end of the first quarter. The company has since raised more than $2 billion in additional capital. With a knack for turning small players into giants, Jacobs’ ambition fuels QXO’s allure, but the U.S. housing market’s woes raise questions. Growth Prospects: Beacon, GMS, and Beyond QXO’s growth hinges on Jacobs’ M&A prowess and Beacon’s early success. Beacon’s 600 branches and $10 billion revenue provide instant scale, covering 90% of U.S. roofing markets. The GMS bid, at $95.20 per share (a 17.5% premium to where the stock traded before the deal was announced), aims to bolster interior construction, promising faster deliveries and digital tools like EagleView. Jacobs eyes $50 billion in revenue by 2035, doubling EBITDA in the legacy business via AI-driven pricing and inventory tech, and adding on more accretive acquisitions. Wall Street is on board with all four analysts covering QXO rating it a buy and assigning a consensus $34 per share one-year price target, which implies 52% upside. Wolfe Research has an industry high target of $44 per share, and William Blair analysts just initiated coverage with an “Outperform” rating, betting on QXO’s long-term dominance. An earlier Oppenheimer research note said QXO was eyeing around 40 companies that generate approximately $300 billion in aggregate annual revenue. Housing Market Challenges The U.S. housing market, however, throws a wrench. A 4-million-home shortage boosts repair demand, but high interest rates and Trump’s tariff threats stifle new construction, with 30% of QXO’s revenue tied to weak nonresidential projects. Existing home sales fell 0.5% in April from March, according to the National Association of Realtors, and new data from the U.S. Census Bureau showed that new housing starts declined 9.8% in May — the lowest level since May 2020. With no long-term debt and negligible operating lease obligations, QXO raises few liquidity fears, but GMS’s declining EBITDA margins — they dropped 315 basis points from 2022 to 2025, (9.1% from 12.2%, a 26% drop) hint of potential integration hurdles. These headwinds temper QXO’s near-term outlook in a volatile market. Is QXO a Buy Now? QXO’s growth potential under Brad Jacobs’ leadership is enticing, but its valuation and market risks call for caution. Trading at an enterprise value-to-sales ratio of 2x and a forward P/E of 39, QXO’s premium reflects high expectations for its M&A-driven growth. Yet, the shaky housing market could pose a near-term challenge. However, it should be noted that 80% of the business is repair and remodel, so QXO is less tied to the housing shortage than other building products stocks. Risk-tolerant investors may see QXO as a buy, given Jacobs’ track record and early Beacon synergies, but timing matters. A diversified portfolio with stable income stocks can offset QXO’s volatility. Key will be to monitor second-quarter earnings for progress on cost savings and GMS integration later on, assuming the offer is accepted. I don’t like betting against Jacobs, and QXO wouldn’t necesarily be a speculative bet, but it might be best suited for those willing to weather housing and market turbulence and who believe in Jacobs’ long-term vision. You can count me among them, but a dash of risk tolerance is essential. The post Should You Bet on This Billionaire Mastermind Behind Billion-Dollar Empires? appeared first on 24/7 Wall St..» Mehr auf 247wallst.com


  • United Rentals Introduces Workspace Ready Solutions

    STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI), the world's largest equipment rental company, today announced the launch of Workspace Ready Solutions — customizable accessory packages for mobile offices and container offices designed to meet the unique needs of construction projects. These solutions help companies create functional, professional workspaces where teams can meet, plan and problem-solve in comfort, starting on day one. Workspace Ready Solutions take the burden.» Mehr auf businesswire.com

Dividenden

Alle Kennzahlen
In 2025 hat United Rentals bereits +3,30 Dividende ausgeschüttet. Die letzte Dividende wurde im Mai gezahlt.

Unternehmenszahlen

Im letzten Quartal hatte United Rentals einen Umsatz von +3,44 Mrd und ein Nettoeinkommen von +478,82 Mio
(EUR)März 2025
YOY
Umsatz+3,44 Mrd6,46%
Bruttoeinkommen+1,25 Mrd8,92%
Nettoeinkommen+478,82 Mio4,66%
EBITDA+1,50 Mrd5,07%

Fundamentaldaten

MetrikWert
Marktkapitalisierung
+44,70 Mrd
Anzahl Aktien
65,00 Mio
52 Wochen-Hoch/Tief
+767,28 - +449,87
Dividendenrendite
+0,91%
Dividenden TTM
+6,31
Beta
1,71
KGV (PE Ratio)
+20,59
KGWV (PEG Ratio)
57,02
KBV (PB Ratio)
+5,98
KUV (PS Ratio)
+3,35

Unternehmensprofil

United Rentals, Inc. ist über seine Tochtergesellschaften in der Vermietung von Ausrüstungen tätig. Das Unternehmen ist in zwei Segmenten tätig: General Rentals und Specialty. Das Segment General Rentals vermietet allgemeine Bau- und Industrieausrüstungen wie Bagger, Kompaktlader, Gabelstapler, Erdbewegungsmaschinen und Materialtransportgeräte, Hubarbeitsbühnen wie Ausleger- und Scherenbühnen sowie allgemeine Werkzeuge und leichte Ausrüstungen wie Hochdruckreiniger, Wasserpumpen und Elektrowerkzeuge für Bau- und Industrieunternehmen, Hersteller, Versorgungsunternehmen, Kommunen, Hausbesitzer und Regierungsbehörden. Das Spezialsegment vermietet spezielle Bauprodukte, darunter Grabensicherheitsausrüstungen, bestehend aus Grabenschilden, hydraulischen Aluminiumverbausystemen, Gleitschienen, Kreuzungsplatten, Baulasern und Leitungsprüfgeräten für unterirdische Arbeiten; Energie- und Heizungs-, Belüftungs- und Klimaanlagen, wie z. B. tragbare Dieselgeneratoren, Stromverteilungsanlagen und Temperaturregelungsanlagen; Flüssigkeitslösungen für die Aufnahme, den Transfer und die Behandlung von Flüssigkeiten sowie mobile Lagerausrüstungen und modulare Büroflächen. Dieses Segment bedient Bauunternehmen, die an Infrastrukturprojekten beteiligt sind, sowie Kommunen und Industrieunternehmen. Das Unternehmen vertreibt außerdem Hubarbeitsbühnen, Schubmaststapler, Teleskoplader, Kompressoren und Generatoren, Verbrauchsmaterialien, Werkzeuge, Kleingeräte und Sicherheitszubehör sowie Ersatzteile für Geräte, die sich im Besitz seiner Kunden befinden, und bietet Reparatur- und Wartungsdienste an. Das Unternehmen verkauft gebrauchte Maschinen über sein Verkaufspersonal, Makler, seine Website, direkt an Hersteller und auf Auktionen. Zum 1. Januar 2022 verfügte das Unternehmen über ein Netz von 1.345 Vermietungsstandorten, davon 1.149 in den Vereinigten Staaten, 139 in Kanada, 11 in Europa und 46 in Australien und Neuseeland. United Rentals, Inc. wurde 1997 gegründet und hat seinen Hauptsitz in Stamford, Connecticut.

Name
United Rentals
CEO
Matthew J. Flannery
SitzStamford, ct
USA
Website
Industrie
Handels- und Vertriebsunternehmen
Börsengang
Mitarbeiter27.900

Ticker Symbole

BörseSymbol
NYSE
URI
XETRA
UR3.DE
Düsseldorf
UR3.DU
Frankfurt
UR3.F
London
0LIY.L
München
UR3.MU
SIX
UR3.SW
London Stock Exchange
0LIY.L
Japan Exchange Group
7593.T
Australian Securities Exchange Ltd
PET.AX
🍪

Parqet nutzt Cookies.Erfahre Mehr