Dec 31, 2023

United Rentals Q4 2023 Earnings Report

Announced record Q4 and full-year 2023 results, introduced 2024 outlook and enhanced capital allocation strategy.

Key Takeaways

United Rentals announced record fourth-quarter results, driven by a commitment to customer service, safety, and operational excellence. The company's 2024 guidance reflects growth opportunities and a continued focus on shareholder value through profitable growth and strong free cash flow.

Total revenue reached $3.728 billion, including rental revenue of $3.119 billion.

Net income was $679 million, with a margin of 18.2%, and adjusted EPS of $11.26.

Adjusted EBITDA was $1.809 billion, with a margin of 48.5%.

Fleet productivity increased 0.3% as reported and 2.4% on a pro forma basis.

Total Revenue
$3.73B
Previous year: $3.3B
+13.1%
EPS
$11.3
Previous year: $9.74
+15.6%
Gross Profit
$1.56B
Previous year: $1.49B
+5.0%
Cash and Equivalents
$363M
Previous year: $106M
+242.5%
Free Cash Flow
$2.31B
Previous year: $1.76B
+30.7%
Total Assets
$25.6B
Previous year: $24.2B
+5.8%

United Rentals

United Rentals

Forward Guidance

The company provided the following outlook for 2024.