Filing Flows › Comparisons › URI vs EQPT
United Rentals vs EquipmentShare.com: URI and EQPT compared
United Rentals is the larger company: $4.9B of revenue in its latest quarter (Q3 2026) against $1.4B for EquipmentShare.com (Q2 2026). EquipmentShare.com is growing faster (+26% against +16% a year earlier). United Rentals is more profitable, with an operating margin of 28.8% against 6.4%.
Where the money goes: URI and EQPT
United Rentals (URI) · Q3 2026
United Rentals, Q3 2026: revenue $4.9B (+16% year over year), operating margin 28.8%, net earnings $920M, operating cash flow $1.6B. The chart follows the revenue to costs, profit and cash.
EquipmentShare.com (EQPT) · Q2 2026
EquipmentShare.com, Q2 2026: revenue $1.4B (+26% year over year), operating margin 6.4%, net earnings $19.0M, operating cash flow $58.0M. The chart follows the revenue to costs, profit and cash.
| United Rentals (URI) | EquipmentShare.com (EQPT) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q2 2026 |
| Revenue | $4.9B | $1.4B |
| Revenue growth, Y/Y | +16% | +26% |
| Gross margin | 41.8% | 28.4% |
| Operating margin | 28.8% | 6.4% |
| Net earnings | $920M | $19.0M |
| Net margin | 18.8% | 1.3% |
| Operating cash flow | $1.6B | $58.0M |
| Market value | $67.8B | $3.3B |
| P/E | 27.2× | 82.4× |
| Analysts’ mean target | $1293.43 | $30.40 |
Where the revenue comes from
United Rentals
- Equipment rentals: $4.3B (88%)
- Sales of rental equipment: $348M (7%)
- Service and other revenues: $98.0M (2%)
- Sales of new equipment: $84.0M (2%)
EquipmentShare.com
- Equipment rental, parts, supplies and services: $903M (62%)
- Equipment sales: $483M (33%)
- Telematics: $34.0M (2%)
- Other: $29.0M (2%)
Questions
Which is bigger, United Rentals or EquipmentShare.com?
United Rentals is the larger company: $4.9B of revenue in its latest quarter (Q3 2026) against $1.4B for EquipmentShare.com (Q2 2026).
Is United Rentals or EquipmentShare.com growing faster?
EquipmentShare.com is growing faster (+26% against +16% a year earlier).
Which is more profitable, United Rentals or EquipmentShare.com?
United Rentals is more profitable, with an operating margin of 28.8% against 6.4%.
More: United Rentals earnings · how United Rentals makes money · EquipmentShare.com earnings · how EquipmentShare.com makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 21, 2026; 10-Q filed Aug 13, 2026). Fiscal quarters can end on different dates. Not investment advice.