United Rentals, Inc.: An Analysis Of Their Acquisition-Led Growth & Competitive Advantage! 

United Rentals recently discussed its financial performance and strategic direction, presenting a mixed but robust picture of its operational and financial health. The company reported a notable increase in total revenue, which rose by 6% year-over-year to $3.8 billion in the second quarter, with rental revenue climbing 8% to $3.2 billion. This growth was bolstered by fleet productivity, which also saw an improvement of 4.6%. The overall financial strength of United Rentals was further underscored by a record second quarter adjusted EBITDA of nearly $1.8 billion, translating to a margin of approximately 47%, and an 8% increase in adjusted EPS to $10.70.