公司业绩 - 2023年总收入为143亿美元，调整后的EBITDA为69亿美元，同比增长23.1%和22.1%[8] - 公司在行业中占据市场领导地位，规模和规模是差异化的关键[8] - 公司的客户主要集中在非住宅建筑（49%）、住宅建筑（5%）和工业及其他行业（46%）[15] - 公司的专业解决方案业务在过去10年内以24.2%的复合年增长率增长，占总收入的约29%[19] - 在2023年，UR.com的收入增长了35%[20] - UR.com的目标是到2030年将温室气体排放强度降低35%[23] - 到2022年，UR.com已经实现了16.8%的温室气体排放强度的降低[23] - 到2023年，UR.com的31%的租赁车队是电动或混合动力的[23] - 到2025年，UR.com的目标是95%的北美地区的照明将完成改造[23] - 到2025年，UR.com的目标是将70%的废物从填埋场转移[23] - 公司的董事会有9名独立董事，拥有强大的董事技能和专业知识[27] - 公司的董事会具有性别、种族、经验等多样性，并且采用简单多数投票要求[27] - 公司的高管薪酬中，绝大多数是可变的，以确保管理层和投资者利益的一致性[27] - 公司在2023年被TIME列为全球最佳公司之一，被Forbes列为最佳女性雇主，被U.S. News列为最佳工业和商业服务公司之一[25] 市场趋势和并购 - 公司是市场领导者，拥有规模和战略来维持有意义的竞争优势[7] - 公司在全球拥有1,584个分支机构，其中北美地区拥有1,504个，占总数的94.9%[14] - 公司在中国市场取得了iPhone销售收入纪录[110] - 美国设备租赁市场规模达到了60亿美元，增长速度远远超过非住宅建筑活动总体增长速度[29] - 美国设备租赁市场的增长速度是总体非住宅建筑活动增长速度的4倍[29] - 美国设备租赁市场的复合年增长率为5.2%，而总体非住宅建筑活动的复合年增长率为3.3%[29] - 美国设备租赁市场的前十大租赁公司占据了市场总收入的44%[29] - URI租赁收入的增长速度是行业平均增长速度的2倍[30] - URI在过去五年中的增长速度是北美行业平均增长速度的两倍[30] - 公司通过智能的并购、向租赁转变、增加跨销售以及创新技术等方式来支持行业的显著超额表现[30] - 公司在过去进行了多次收购，并可能在未来继续进行收购[77] 财务展望 - 2024年财务展望中，预计总收入为146.5亿至151.5亿美元，调整后的EBITDA为69亿至71.5亿美元[50] - 2028年的雄心目标包括总收入约200亿美元，调整后的EBITDA约100亿美元，投资回报率超过15%[51] 财务数据 - 2023年度调整后每股收益为11.26美元，较去年同期的9.74美元增长[57] - 调整后每股收益的税率为25.3%[57] - 公司的调整后EBITDA为1,809亿美元，较去年同期增长了9.8%[68] - 公司的净利润率为18.2%，调整后EBITDA利润率为48.5%[68] - 公司的净利润为679亿美元，较去年同期增长了6.2%[68] - 公司的所得税费用为2.23亿美元，较去年同期减少了12.1%[68] - 公司的利息费用为1.61亿美元，较去年同期增长了21.7%[68] - 公司的租赁设备折旧费用为5.95亿美元，较去年同期增长了21.6%[68] - 公司的非租赁折旧和摊销费用为1.02亿美元，较去年同期增长了18.6%[68]

United Rentals (URI) reported $3.73 billion in revenue for the quarter ended December 2023, representing a year-over-year increase of 13.1%. EPS of $11.26 for the same period compares to $9.74 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $3.63 billion, representing a surprise of +2.76%. The company delivered an EPS surprise of +3.78%, with the consensus EPS estimate being $10.85.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...

United Rentals (URI) came out with quarterly earnings of $11.26 per share, beating the Zacks Consensus Estimate of $10.85 per share. This compares to earnings of $9.74 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 3.78%. A quarter ago, it was expected that this equipment rental company would post earnings of $11.32 per share when it actually produced earnings of $11.73, delivering a surprise of 3.62%.Over the last four quart ...

United Rentals, Inc. (URI) is scheduled to report fourth-quarter 2023 results on Jan 24, after market close.In the last reported quarter, United Rentals’ adjusted earnings and revenues topped the Zacks Consensus Estimate by 3.6% and 2.3%, respectively. This largest equipment rental company’s third-quarter 2023 adjusted earnings and revenues grew 26.5% and 23.4% year over year, respectively.Markedly, its earnings surpassed expectations in two of the trailing four quarters and missed on other two occasions, w ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 __________________________________________________________________________________________ FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED DECEMBER 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 1-14387 United Rentals, Inc. Commission File Number 1-13663 United Rentals (North America), ...

Wall Street analysts expect United Rentals (URI) to post quarterly earnings of $10.85 per share in its upcoming report, which indicates a year-over-year increase of 11.4%. Revenues are expected to be $3.63 billion, up 10.1% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.8% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Ahead of a company's earni ...

United Rentals (URI) closed the most recent trading day at $550.32, moving -1.93% from the previous trading session. This move lagged the S&P 500's daily loss of 0.56%. Meanwhile, the Dow lost 0.25%, and the Nasdaq, a tech-heavy index, lost 0.59%.Shares of the equipment rental company witnessed a loss of 2.28% over the previous month, trailing the performance of the Construction sector with its loss of 1.43% and the S&P 500's gain of 1.2%.Market participants will be closely following the financial results o ...

财务表现 - United Rentals (URI) 预计在2023年12月报告的季度业绩中，盈利将同比增长，而收入也将增加[1] - 分析师最近对该公司的季度盈利预期进行了修订，预计每股盈利为11.31美元，同比增长16.1%；预计收入为36.3亿美元，同比增长10.1%[4][5]

STAMFORD, Conn.--(BUSINESS WIRE)--United Rentals, Inc. (NYSE: URI), the world’s largest equipment rental company, today outlined ways companies can implement sustainable business practices that reduce equipment greenhouse gas (GHG) emissions while maintaining jobsite productivity and safety. United Rentals released a white paper, "Roadmap to Low-Emission and Zero-Emission Jobsites," which shares four practical steps to reduce emissions and the tools and equipment to make sustainability strategies a reality ...

公司概况 - United Rentals, Inc. 是全球最大的设备租赁公司，拥有1,500个租赁地点在北美、欧洲、澳大利亚和新西兰[2] - 公司在北美的经营范围覆盖了49个州和每个加拿大省份，员工约25,900人，为建筑和工业客户、公用事业、政府机构、个人业主等提供服务[2] - United Rentals 提供大约4,800类设备供租赁，总原始成本为209.8亿美元，是标准普尔500指数、巴伦400指数和罗素3000指数的成员，总部位于康涅狄格州斯坦福德[2]