{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1630,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-09-04T06:17:14.359815+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"United Rentals Stock: A Record Beat-and-Raise to an All-Time High — So Why We Say HOLD","slug":"united-rentals-stock-a-record-beat-and-raise-to-an-all-time-high-so-why-we-say-hold","published_at":"2026-07-24T09:32:44+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/united-rentals-stock-a-record-beat-and-raise-to-an-all-time-high-so-why-we-say-hold","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/united-rentals-stock-a-record-beat-and-raise-to-an-all-time-high-%e2%80%94-so-why-we-say-hold/","audio_url":"https://mcdn.podbean.com/mf/web/oqos1jxd71qgwtq7/audio_w.mp3","summary":"United Rentals (URI) Q2 2026 — United Rentals (URI), the world's largest equipment-rental company, reported a record Q2 2026: adjusted EPS of $12.76 beat the ~$11.55 estimate (+22% YoY) on record revenue of $4.41B (+12%), with rental revenue up 12.7% to $3.85B and adjusted EBITDA of $2.06B at a 46.6% margin. Specialty rentals surged ~25%, fleet productivity rose 3.4%, and management RAISED full-year 2026 guidance — revenue to $17.5–$17.8B and adjusted EBITDA by ~$300M to ~$8.05B. The stock jumped ~10.7% to an all-time high near $1,140, up ~62% off its 52-week low of ~$702. The catch: at ~22x forward earnings and only a ~3% free-cash-flow yield (FCF guidance was left unchanged at $2.15–$2.45B as capex rose to fund fleet growth), our owner-earnings DCF lands fair value near $950 — below the price. Our call: HOLD. United Rentals is one of the great industrial compounders of the last decade — the world's largest equipment-rental company, renting boom lifts, generators, pumps, trench boxes and power systems out of 1,500+ locations across North America, roughly twice the size of its nearest rival. Q2 2026 was a genuinely great quarter: adjusted EPS of $12.76 beat the ~$11.55 estimate (+22% YoY), revenue set a record at $4.41B (+12%), adjusted EBITDA hit $2.06B at a 46.6% margin, and management RAISED full-year guidance again (revenue to $17.5–$17.8B, adjusted EBITDA +~$300M to ~$8.05B). The engine was Specialty Rentals, up ~25% across every line on powerful data-center, chip-fab and infrastructure demand. So the debate isn't quality — it's price. The stock jumped ~10.7% on the print to an all-time high near $1,140, up ~62% off its 52-week low, and now trades near 22x forward earnings — well above its historical low-to-mid-teens multiple — at just a ~3% free-cash-flow yield.…","meta_description":"United Rentals (URI) Q2 2026 — United Rentals (URI), the world's largest equipment-rental company, reported a record Q2 2026: adjusted EPS of $12.76 beat…","key_points":[],"chapters":[],"topics":[],"duration_seconds":866,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/united-rentals-stock-a-record-beat-and-raise-to-an-all-time-high-so-why-we-say-hold/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/united-rentals-stock-a-record-beat-and-raise-to-an-all-time-high-so-why-we-say-hold.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}