FINHUB Insights

URI · Q4 FY25 · Oct 1 – Dec 31, 2025

United Rentals Q4 FY25: where the revenue came from and where it went

United Rentals Q4 FY25: revenue $4.2B (+3% year over year). Net profit $0.7B. Largest cohort Sales of rental equipment… $1.4B. The whole income statement as a sankey diagram from the SEC filing.

Period
Oct 1 – Dec 31, 2025
Reported
Jan 28, 2026 10-K
Sankey diagram of United Rentals's income statement for Q4 FY25: revenue of $4.21 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$4.21B +3% year over year
Gross profit$1.59B 38% margin
Operating profit$1.05B 25% margin
Net profit$0.65B 16% margin

The numbers

All figures in billions of U.S. dollars, for Q4 FY25 (period ends Dec 31, 2025).
ItemValueShare of revenueYear over year
Revenue 4.21 100% +3%
Sales of rental equipment… 1.41 34%
Delivery and pick-up, Revenues… 1.15 27%
Service and other revenues… 0.37 9%
Sales of new equipment, Revenues… 0.35 8%
Re-rent revenue, Topic 842 0.28 7%
Revenues, Topic 606 0.25 6%
Other 0.24 6%
Contractor supplies sales… 0.16 4%
Cost of revenue−2.6262%
Gross profit1.5938% margin−2pp
Operating expenses−0.5413%+0pp
Operating profit1.0525% margin−2pp
Interest & other costs−0.40
Net profit0.6516%−1pp
Filing on EDGAR More quarters of URI

Source of the numbers: tables in the filing (10-K). The diagram is generated automatically and checked against EDGAR before release. How we calculate it → About and methodology.

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