United Rentals Inc. (URI) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$1,198.68 +2.05% NYSE • Public Delayed / 60s Snapshot

United Rentals Inc. (URI) carries a Roarable Rating of C+ (Hold) with 69/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C+ • HOLD / WATCH Cap $74.22B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C+
025507510069
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw C · Rk B
Cash (17)Whales (10)SEC (15)Macro (15)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+4.9% Base Target
$1484 Bull$1258 Base$981 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:55% Call Buyers ($7.3M)
45% PutsMax Pain: $1,175.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How URI Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$5.02B (136% FCF Margin)
Revenue$3.69BGross Profit $6.14B (166.3%)Cost of Sales $0Op Profit $3.97B (107.5%)OpEx (R&D/SG&A) $2.17BNet Profit$2.49B (67.5%)Tax/Other $1.48B

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $3.40B
FY24
Rev $3.59B
FY25
Rev $3.69B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$3.69B166.3%107.5%$2.49B$5.02B17.5%
FY 2024$3.59B171.4%113.3%$2.58B$4.38B18.9%
FY 2023$3.40B44%112.7%$2.42B$4.55B12.3%
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Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring URI)

  • ✓Live walkthrough of URI's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
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RQD INSIDER CLUB UPGRADE$49/YEAR
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URI // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +21.90%▲ ASCENDING CHANNEL
2026-10-30O $1,190.5H $1,202.1L $1,160.6C $1,170.1VOL 488.6K
RES: $1,249.0SUP: $989.0SMA50: $1,049.0SMA200: $970.7
$1,229.9$1,114.8$999.7$884.7$769.6RES $1,249.0SUP $989.0$1,170.12026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

URI Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
23.0%/yr Implied 5Y Growth

vs. +3.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on URI today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for URI. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for URI today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

URI Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is United Rentals Inc. (URI)?

In FY 2025 (10-K), URI converted $3.7B of revenue into a 166.3% gross margin, 107.5% operating margin, and $5.0B in free cash flow (136% FCF margin).