United Rentals struggles as stock plummets 21% from record highs
United Rentals, Inc. (URI), a prominent player in equipment rental, has faced a challenging few months in the stock market. Despite a market capitalisation of roughly $51 billion, the company’s shares have dropped sharply since their peak. Recent financial results have also added pressure, even as analysts remain cautiously optimistic about future performance.
Over the past year, URI’s stock has declined by 7.9%, underperforming the Industrial Select Sector SPDR Fund (XLI), which saw a 7.7% return in the same period. The company’s shares have fallen even more sharply in recent months, dropping 15.4% over the last three and 21.7% from their 52-week high of $1,021.47. While the stock has grown by 29.8% so far in 2025, this increase lags behind several unnamed competitors.
URI’s stock performance has struggled compared to broader industrial benchmarks, with recent declines following weaker-than-expected earnings. The company’s global operations and diverse equipment services remain central to its business model. Analysts still see potential upside, though the stock continues to trade well below its 52-week high.