Equipment rental leader
United Rentals
United Rentals earns revenue by renting general and specialty equipment to construction companies, industrial customers and government agencies, supplemented by equipment sales and maintenance services. It spends heavily on fleet purchases and expands its product range and branch network through acquisitions.
URI Updated Sep 11, 2026 3 AI consumers· 2 recurring
Per the valuechain.wiki graph, United Rentals is directly linked to 2 companies (1 supply, 0 revenue, 1 investment relationships) and reaches 7 companies within two hops; the links are backed by 8 dated sources, 1 of them primary filings (as of 2026-09-11).
Financials & Segments
- Total revenue · FY2025 total revenue of $16.099 billion
- Segments · General rentals · Specialty rentals
Revenue from
- Industrial and other non-construction customers High confidence· Revenue share 48 percent · FY2025 · Share of rental revenue generated by industrial and other non-construction customers
Industrial and other non-construction customers, including manufacturers, energy and chemical companies, paper mills, railroads, shipbuilders, utilities, retailers and infrastructure entities, generated approximately 48% of 2025 rental revenue. - Turner Construction High confidence
Turner Construction used United Rentals electric trucks and zero-emission power systems on Meta's hyperscale data center project in Kansas City. The contract value was not disclosed.Mentions EN Rental Equipment Register Published Jun 17, 2026: The RER 100 Top $46 Billion in 2025 Rental VolumeMentions KO NewsPim Published Apr 25, 2026: United Rentals ② The Dominant Force in North American Heavy Equipment RentalConfirms EN United Rentals Investor Relations Published Jul 19, 2022: United Rentals Partners with Turner Construction to Provide Sustainable Solutions
Pays to
- Ford Motor Company High confidence
United Rentals agreed to purchase Ford Pro F-150 Lightning trucks and E-Transit vans for its North American rental and company fleets. Counterparty-specific purchase value was not disclosed.Confirms EN United Rentals Published May 10, 2022: United Rentals Invests in Ford Electric Trucks for North American Fleet - Polaris Inc. Medium confidence
Polaris Commercial supplies work utility vehicles and related parts and service support to United Rentals and was named its 2024 Supplier of the Year. Counterparty-specific procurement value was not disclosed.Confirms EN Polaris Published Feb 11, 2025: Polaris Named United Rentals’ Supplier of the Year for 2024
Investments
- Yak Access High confidence· Contract value $1.1B · 2024 · Cash consideration for Yak Access, Yak Mat and New South Access
United Rentals acquired Yak Access and related matting businesses in March 2024, adding surface protection mats to its specialty rental offering. The company reported an approximately $1.1 billion cash purchase price.Confirms EN United Rentals Investor Relations Published Mar 15, 2024: United Rentals Completes Acquisition of Yak Access - Cummins High confidence
United Rentals acquired Cummins mobile rental generator assets in 2017 to expand its Power & HVAC fleet. The acquisition value was not disclosed.Confirms EN United Rentals Published Aug 22, 2017: United Rentals Expands Power & HVAC Fleet with Acquisition of Portable Power Assets
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| United Rentals | node | +43.3 | +7 | +63.6 | +24 | +15.9 | +25.5 |
| Ford Motor Company | benef1 | +137.5 | -42.2 | +15.8 | -13.1 | +42.3 | +15.3 |
| Cummins | benef1 | -1.7 | +14.1 | +1.7 | +48.9 | +49.4 | +11 |
| CSX Corporation | benef2 | +25.7 | -16.6 | +13.5 | -5.6 | +14.1 | +37.5 |
| SK Innovation (SK On) | benef2 | -22.9 | -22.4 | -26.2 | +8.9 | -10.6 | +23.5 |
| Rockwell Automation, Inc. | benef2 | +41.2 | -24.8 | +22.6 | -6.2 | +38.4 | +12.6 |
| Illinois Tool Works Inc. | benef2 | +23.6 | -8.5 | +21.6 | -1 | -0.4 | +11 |
| Cintas Corporation | benef2 | +26.5 | +3 | +34.8 | +22.2 | +3.8 | +7.4 |
YTD as of 2026-09-04 · source: Yahoo Finance
United Rentals operates across Equipment rental leader. Momentum stayed firm and it is +25.5% in 2026. Its demand and supply links are known, but listed-counterparty return data is limited. It spends heavily on fleet purchases and expands its product range and branch network through acquisitions.
Analysis generated from returns as of 2026-09-04