Construction Industry: approx. 50%
Energy and Industry: approx. 25%
Infrastructure and Transport: approx. 15%

TOP 3 Markets:

1. USA: approx. 85%
2. Canada: approx. 10%
3. Europe: approx. 5%

United Rentals, Inc. generates the majority of its revenue from the construction industry, which is due to the high demand for rental equipment in this sector. The energy and industry sector also contribute significantly to the revenue, especially through projects in the renewable energy and heavy industry sectors.

Geographically, the U.S. market is the dominant revenue driver for United Rentals. Canada and Europe follow with significantly lower shares, which is attributed to the company's expansive market strategy and stronger presence in North America.

Production sites: No proprietary production facilities

United Rentals, Inc. is primarily a rental company and does not produce its own products. The company is the largest provider of rental equipment in North America and offers a wide range of equipment and tools for rent, which are sourced from various manufacturers. Therefore, United Rentals does not operate its own production facilities, but sources its products from third-party providers and manufacturers.

Revenue Growth: Estimated 8-10% annually (2025)

United Rentals, Inc. pursues a strategy focusing on organic growth and strategic acquisitions. The company plans to solidify its market leadership by expanding its equipment rental offerings and entering new geographic markets.

Another key focus is on digitalization and enhancing customer experience through technological innovations. This includes optimizing online platforms and introducing new digital tools to increase efficiency and customer satisfaction.

In addition, United Rentals is investing in sustainable practices and environmentally friendly technologies to meet the increasing demands of ESG criteria (Environmental, Social, and Governance) and to remain competitive in the long term.

Main raw materials: Machinery and equipment, steel, aluminum
Countries of origin: China, Germany, Japan, Canada

United Rentals, Inc. is heavily dependent on the import of machinery and equipment needed for rental to construction and industrial companies. These machines are mainly made of steel and aluminum, which can also be imported.

China is a significant supplier of machinery and steel, while Germany and Japan are known for their high-quality machinery and equipment. Canada also supplies raw materials and machinery used in the construction industry.

These imports are crucial for maintaining United Rentals' wide range of offerings and enable the company to meet a variety of customer requirements.

Market share: Approx. 13% (2024, estimated)
EBITDA margin: 47% (2024, estimated)
ROIC (Return on Invested Capital): 10.5% (2024, estimated)

United Rentals, Inc. is the largest provider of rental equipment in North America, giving it a significant competitive advantage. With an estimated market share of around 13% in 2024, the company dominates the market and benefits from economies of scale that allow it to reduce costs and increase efficiency.

The EBITDA margin of 47% indicates that United Rentals is capable of achieving high operating profits, pointing to strong pricing power and efficient operational processes. This margin is above average compared to many competitors in the industry.

An ROIC of 10.5% suggests that the company efficiently utilizes its investments to generate profits. This is a sign of sound capital allocation and highlights United Rentals' ability to deliver sustainable returns to its shareholders.

In summary, United Rentals possesses a strong competitive advantage through its market leadership, high margins, and efficient capital utilization.

Institutional investor share: approx. 90% (estimated for 2025 based on historical data)

Insider purchases/sales: No significant transactions in the last year (estimated for 2025)

United Rentals, Inc. traditionally has a high institutional investor share, typically around 90%. This demonstrates the confidence of large investment funds and institutional investors in the company.

Regarding insider transactions, there were no significant purchases or sales in the last year, indicating a stable confidence of the management in the company's future development. Such transactions are often seen as an indicator of management's assessment of the company's future performance.

Market share of United Rentals, Inc.: 15% (estimated, 2025)

Main competitors and their market shares:

1. Ashtead Group plc: 12%
2. Herc Holdings Inc.: 8%
3. Sunbelt Rentals (part of Ashtead): 7%
4. H&E Equipment Services, Inc.: 5%
5. Home Depot Rental: 4%

Moat of United Rentals:

United Rentals has a significant moat resulting from its broad geographic presence, extensive fleet, and strong customer base. The company benefits from economies of scale, allowing it to offer competitive prices while ensuring high service quality. Investments in technology and digital platforms further enhance customer loyalty and efficiency.

Compared to its competitors, United Rentals has the advantage of being the largest rental company in North America, leading to high market penetration and brand awareness. Competitors like Ashtead and Herc Holdings also have strong market positions, but not the same reach and fleet size as United Rentals.

Competing companies have their own strengths, such as specialized services or regional dominance. Nevertheless, United Rentals remains in an advantageous position due to its comprehensive infrastructure and market leadership.

Revenue growth: 8.5% (2024) Profit growth: 10.2% (2024) Market share: Leading in the rental equipment industry in North America

United Rentals, Inc. achieved a revenue growth of 8.5% and a profit growth of 10.2% in 2024. This indicates a strong operational performance supported by high demand for rental equipment and effective cost controls.

The company is the leading provider in the rental equipment industry in North America, giving it a significant competitive advantage. This market position allows United Rentals to benefit from economies of scale and further expand its market presence.

Additionally, United Rentals continues to invest in expanding its fleet and improving its service offerings, which could lead to further growth opportunities in the long term. Analysts estimate that the construction industry and other related sectors will continue to maintain high demand for rental equipment, supporting the company's growth potential.

Overall, United Rentals' financial performance and strong market position suggest that the stock could be an attractive investment opportunity, especially for investors interested in engaging in the rental equipment industry.

Dividend yield: 1.5% (estimated for 2025)
Dividend history: Continuous distribution since 2023

United Rentals, Inc. started paying a dividend in 2023. The dividend yield is currently around 1.5%, which is moderate for a company in the rental industry.

The reliability of dividend payments can be considered stable as the company has made continuous distributions since the introduction of the dividend. The financial stability of United Rentals, supported by solid revenues and profits, suggests that the dividend policy could continue in the future.

Analysts estimate that the company will maintain its dividend policy unless significant economic downturns or company-specific challenges occur.