Dec 31, 2024

United Rentals Q4 2024 Earnings Report

United Rentals announced record fourth quarter and full-year 2024 results and introduced 2025 outlook for growth.

Key Takeaways

United Rentals reported record fourth-quarter results in 2024, with significant growth in revenue, EBITDA, and earnings, driven by the team's commitment and unique value proposition.

Total revenue reached $4.095 billion, including rental revenue of $3.422 billion.

Net income was $689 million, with a margin of 16.8%, and adjusted EPS of $11.59.

Adjusted EBITDA was $1.900 billion, with a margin of 46.4%.

Fleet productivity increased 4.3% year-over-year, or 2.0% excluding the Yak acquisition impact.

Total Revenue
$4.1B
Previous year: $3.73B
+9.8%
EPS
$11.6
Previous year: $11.3
+2.9%
Gross Profit
$1.64B
Previous year: $1.56B
+4.9%
Cash and Equivalents
$457M
Previous year: $363M
+25.9%
Free Cash Flow
$847M
Previous year: $2.31B
-63.3%
Total Assets
$28.2B
Previous year: $25.6B
+10.1%

United Rentals

United Rentals

Forward Guidance

The company provided the following outlook for 2025. The outlook does not include the impact of the pending acquisition of H&E Equipment Services, Inc. d/b/a H&E Rentals (“H&E”).