United Rentals highlights specialty expansion strategy in investor presentation
URI•United Rentals said 2025 revenue rose 4.9% to $16.1 billion and adjusted EBITDA increased 2.3% to $7.3 billion. Specialty revenue was $5.87 billion, or 36.5% of total revenue.
1. Revenue and specialty growth
United Rentals outlined a strategy balancing revenue growth, margin improvement and capital allocation in an investor presentation. For 2025, revenue rose 4.9% to $16.1 billion, while adjusted EBITDA increased 2.3% to $7.3 billion, a 45.5% margin. Specialty revenue reached $5.87 billion, or 36.5% of total revenue.
2. Fleet and branches
As of September 30, 2026, the rental fleet totaled approximately $25 billion across 1,795 global branches.
