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United Rentals vs Upbound Group: URI and UPBD compared
United Rentals is the larger company: $4.9B of revenue in its latest quarter (Q3 2026) against $1.1B for Upbound Group (Q3 2026). United Rentals is growing faster (+16% against -2% a year earlier). United Rentals is more profitable, with an operating margin of 28.8% against 6.2%.
Where the money goes: URI and UPBD
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.
Upbound Group (UPBD) · Q3 2026
Upbound Group, Q3 2026: revenue $1.1B (-2% year over year), operating margin 6.2%, net earnings $34.3M, operating cash flow $163M. The chart follows the revenue to costs, profit and cash.
| United Rentals (URI) | Upbound Group (UPBD) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $4.9B | $1.1B |
| Revenue growth, Y/Y | +16% | -2% |
| Gross margin | 41.8% | 50.6% |
| Operating margin | 28.8% | 6.2% |
| Net earnings | $920M | $34.3M |
| Net margin | 18.8% | 3.0% |
| Operating cash flow | $1.6B | $163M |
| Free cash flow | — | $147M |
| Market value | $67.8B | $1.4B |
| P/E | 27.2× | 12.7× |
| Analysts’ mean target | $1293.43 | $27.33 |
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%)
Upbound Group
- Acima: $585M (51%)
- Rent A Center: $459M (40%)
- Brigit: $78.8M (7%)
- Mexico: $23.6M (2%)
Questions
Which is bigger, United Rentals or Upbound Group?
United Rentals is the larger company: $4.9B of revenue in its latest quarter (Q3 2026) against $1.1B for Upbound Group (Q3 2026).
Is United Rentals or Upbound Group growing faster?
United Rentals is growing faster (+16% against -2% a year earlier).
Which is more profitable, United Rentals or Upbound Group?
United Rentals is more profitable, with an operating margin of 28.8% against 6.2%.
More: United Rentals earnings · how United Rentals makes money · Upbound Group earnings · how Upbound Group makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 21, 2026; 10-Q filed Oct 30, 2026). Fiscal quarters can end on different dates. Not investment advice.