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EquipmentShare.com vs United Rentals: revenue, profit, margins and growth compared

EquipmentShare.com brought in $4.4B of revenue in fiscal 2025, United Rentals $16.1B in fiscal 2025. Revenue changed by +16.3% at EquipmentShare.com and +4.9% at United Rentals on the year before, so EquipmentShare.com grew faster. EquipmentShare.com kept 0.9% of its revenue as net profit, United Rentals 15.5%.

Side by side, latest fiscal year

EQPTURI
Fiscal year endedFY2025 (December 31, 2025)FY2025 (December 31, 2025)
Revenue$4.4B$16.1B
Revenue growth+16.3%+4.9%
Net income$40M$2.5B
Net margin0.9%15.5%
Free cash flown/an/a
Free cash flow marginn/an/a
Earnings per share (diluted)$0.01$38.61
Cash$306M$459M
Debt$3.3B$14.3B
Price to earnings1735.027.1
Market value$4.4B$65.2B
Dividend yieldn/a0.68%
Rank by revenue in sector#222 of 778 · Consumer discretionary#76 of 778 · Consumer discretionary

Over the years

Revenue
EQPT FY2023: $2.6BEQPT FY2025: $3.8BEQPT FY2025: $4.4BURI FY2018: $8BURI FY2019: $9.4BURI FY2020: $8.5BURI FY2021: $9.7BURI FY2022: $11.6BURI FY2023: $14.3BURI FY2024: $15.3BURI FY2025: $16.1BFY18FY19FY20FY21FY22FY23FY24FY25
EQPT $4.4BURI $16.1B
Net income
EQPT FY2023: $17MEQPT FY2025: $3MEQPT FY2025: $40MURI FY2018: $1.1BURI FY2019: $1.2BURI FY2020: $890MURI FY2021: $1.4BURI FY2022: $2.1BURI FY2023: $2.4BURI FY2024: $2.6BURI FY2025: $2.5BFY18FY19FY20FY21FY22FY23FY24FY25
EQPT $40MURI $2.5B
Net margin
EQPT FY2023: 0.7%EQPT FY2025: 0.1%EQPT FY2025: 0.9%URI FY2018: 13.6%URI FY2019: 12.6%URI FY2020: 10.4%URI FY2021: 14.3%URI FY2022: 18.1%URI FY2023: 16.9%URI FY2024: 16.8%URI FY2025: 15.5%FY18FY19FY20FY21FY22FY23FY24FY25
EQPT 0.9%URI 15.5%
Revenue growth
EQPT FY2025: +47.2%EQPT FY2025: +16.3%URI FY2019: +16.2%URI FY2020: -8.8%URI FY2021: +13.9%URI FY2022: +19.8%URI FY2023: +23.1%URI FY2024: +7.1%URI FY2025: +4.9%FY19FY20FY21FY22FY23FY24FY25
EQPT +16.3%URI +4.9%
Free cash flow
URI FY2018: $2.7BURI FY2019: $2.8BURI FY2020: $2.5BURI FY2021: $491MURI FY2022: $743MURI FY2023: $840MURI FY2024: $416MFY18FY19FY20FY21FY22FY23FY24
EQPTURI $416M

Fiscal years as each company reports them; the two may end in different months.

Questions about EquipmentShare.com and United Rentals

Which is bigger by revenue, EquipmentShare.com or United Rentals?

United Rentals is bigger by revenue: $16.1B in fiscal 2025, against $4.4B for EquipmentShare.com in fiscal 2025.

Which keeps more of its revenue as profit, EquipmentShare.com or United Rentals?

EquipmentShare.com had a net margin of 0.9% in fiscal 2025; United Rentals had 15.5% in fiscal 2025.

Which grew revenue faster, EquipmentShare.com or United Rentals?

In their latest fiscal years revenue changed by +16.3% at EquipmentShare.com and +4.9% at United Rentals.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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