← BackUnited Rentals, Inc. · Equipment Rental & Leasing, NECURI
Low riskNext report: Around Jan 27, 2027 (est.)
The short versionA profitable company with growing sales.
Going well
- Sales up 16% in the latest quarter vs a year ago
- Profitable every year for 10 years
- Sales growth speeding up
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 0.1% to their holdings in the quarter ending June 2026 (780 bought, 636 sold)
- Held by Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$1,122.68+2.1% that day
- Company value
- $69.5B
- Share price times all shares
- Price vs profit (P/E)
- 25.3x
- You pay about $25 for each $1 of yearly profit
- Price vs sales
- 4.0x
- Company value is 4.0 times a year of sales
- Dividend yield
- 0.6%
- Yearly dividend as a share of today's price
- Cash vs value
- 0%
- Cash as a share of company value
- Debt vs value
- 21%
- Debt as a share of company value
From URI's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Sep '26$4.9B+24% vs a year earlier
Sep '23Tap a barSep '26
Last 12 months: $17.3B, up 9.9% from the 12 months before. Over 5 years, sales grew about 14% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.28.4%
- MissDebt under half of equityNot relying on borrowed money.1.59x equity
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.15.5%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$5.2B
- PassShare count not growingNot diluting owners. Falling means buybacks.-8.7% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.38.2%
- Revenue
- $16.1B
- +4.9% vs prior year
- 5-year growth
- +13.5%/yr
- revenue, per year
- Total debt
- $14.3B
- 1.59x equity
- Current ratio
- 0.94x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Sep 30, 2026Reported Oct 21After close4:25 pm ET - Revenue
- $4.9B
- +15.7% YoY
- EPS
- $14.77
- vs $10.91
- Op. margin
- 28.8%
- +2.5 pts
- Gross margin
- 41.8%
- +2.4 pts
- Share count
- -3.1%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
91/ 100
- This week
- 5
- Normal week
- 0.4
- vs normal
- 10.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+0.1%Institutions added 0.1% to their holdings. 780 bought, 636 sold.
Shares held by institutions57.4M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-3.0%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
1.4x · $13.1B debtShares outstandingLatest reported
62MNext reportAround Jan 27, 2027 (est.)Estimated from the same quarter last year
- Results filedOct 21
- Results filedJul 22
- Results filedApr 22
- Results filedJan 28
- Results filedOct 22, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in the last 2 insider filings. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.