{"slug":"united-rentals","name":"유나이티드 렌탈스","name_en":"United Rentals","ticker":"URI","updated_at":"2026-09-11T20:21:27.502967+00:00","canonical":"https://valuechain.wiki/united-rentals","citable":"밸류체인 그래프 기준 유나이티드 렌탈스의 직접 연결 기업은 2곳(관계 기준 공급 1·매출 0·투자 1)이고, 사슬을 2차까지 넓히면 8곳에 닿는다. 링크의 근거 출처는 8건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-09-11 기준).","citable_en":"Per the valuechain.wiki graph, United Rentals is directly linked to 2 companies (1 supply, 0 revenue, 1 investment relationships) and reaches 8 companies within two hops; the links are backed by 8 dated sources, 1 of them primary filings (as of 2026-09-11).","kicker":"산업장비 렌탈 1위","kicker_en":"Equipment rental leader","lead":"건설사, 산업체와 정부기관에 일반·특수 장비를 빌려주고 장비 판매와 정비 서비스로도 매출을 낸다. 임대 차량과 장비를 제조사에서 사들이고, 전문 렌탈 사업자를 인수해 품목과 지역망을 넓힌다.","lead_en":"United Rentals earns revenue by renting general and specialty equipment to construction companies, industrial customers and government agencies, supplemented by equipment sales and maintenance services. It spends heavily on fleet purchases and expands its product range and branch network through acquisitions.","categories":[{"key":"industrial-distribution-equipment-services","ko":"산업재 유통·장비 서비스","en":"Industrial Distribution & Equipment Services","theme":"industrial-infrastructure","theme_ko":"산업 인프라·중공업","theme_en":"Industrial Infrastructure & Heavy Industry","theme_kind":"sector","primary":true}],"segments":{"parts":[{"name":"일반 렌탈","note":"FY2025 매출 110억100만 달러. 건설·산업 장비, 고소작업대, 일반 공구와 경장비를 포함한다."},{"name":"특수 렌탈","note":"FY2025 매출 50억9,800만 달러. 트렌치 안전, 전력·냉난방, 유체 처리, 이동식 보관·사무공간과 지면 보호 매트를 포함한다."}],"total":"FY2025 총매출 160억9,900만 달러","track":"C"},"segments_en":{"parts":[{"name":"General rentals","note":"FY2025 revenue of $11.001 billion, including construction and industrial equipment, aerial work platforms, general tools and light equipment."},{"name":"Specialty rentals","note":"FY2025 revenue of $5.098 billion, including trench safety, power and HVAC, fluid solutions, mobile storage and offices, and surface protection mats."}],"total":"FY2025 total revenue of $16.099 billion"},"returns_yearly":{"2021":43.3,"2022":7,"2023":63.6,"2024":24,"2025":15.9,"2026":31.3},"return_asof":"2026-10-09","value_chain":{"leading":[],"benefiting":[{"slug":"ford-motor-company","name":"포드","name_en":"Ford Motor Company","tier":1,"returns_yearly":{"2021":137.5,"2022":-42.2,"2023":15.8,"2024":-13.1,"2025":42.3,"2026":15.3}},{"slug":"cummins","name":"Cummins","name_en":"Cummins","tier":1,"returns_yearly":{"2021":-1.7,"2022":14.1,"2023":1.7,"2024":48.9,"2025":49.4,"2026":11}},{"slug":"lyondellbasell","name":"라이온델바젤","name_en":"LyondellBasell Industries N.V.","tier":2,"returns_yearly":{"2021":5.1,"2022":-1,"2023":20.7,"2024":-17.4,"2025":-36,"2026":51.6}},{"slug":"csx","name":"CSX Corporation","name_en":"CSX Corporation","tier":2,"returns_yearly":{"2021":25.7,"2022":-16.6,"2023":13.5,"2024":-5.6,"2025":14.1,"2026":31.6}},{"slug":"sk-innovation","name":"SK이노베이션(SK온)","name_en":"SK Innovation (SK On)","tier":2,"returns_yearly":{"2021":-22.9,"2022":-22.4,"2023":-26.2,"2024":8.9,"2025":-10.6,"2026":23.5}},{"slug":"rockwell-automation","name":"로크웰 오토메이션","name_en":"Rockwell Automation, Inc.","tier":2,"returns_yearly":{"2021":41.2,"2022":-24.8,"2023":22.6,"2024":-6.2,"2025":38.4,"2026":12.3}},{"slug":"illinois-tool-works","name":"일리노이 툴 웍스","name_en":"Illinois Tool Works Inc.","tier":2,"returns_yearly":{"2021":23.6,"2022":-8.5,"2023":21.6,"2024":-1,"2025":-0.4,"2026":11}},{"slug":"cintas","name":"신타스","name_en":"Cintas Corporation","tier":2,"returns_yearly":{"2021":26.5,"2022":3,"2023":34.8,"2024":22.2,"2025":3.8,"2026":7.4}},{"slug":"wabtec","name":"웹텍","name_en":"Wabtec Corporation","tier":3,"returns_yearly":{"2021":26.5,"2022":9.1,"2023":28,"2024":50.1,"2025":13.2,"2026":34.2}},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":3,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":12}},{"slug":"daejoo-electronic","name":"대주전자재료","name_en":"Daejoo Electronic Materials","tier":3,"returns_yearly":{"2021":98.4,"2022":-2.3,"2023":-19.4,"2024":48.5,"2025":-25.9,"2026":11.6}},{"slug":"alphabet","name":"알파벳 (구글)","name_en":"Alphabet (Google)","tier":3,"returns_yearly":{"2021":65.3,"2022":-39.1,"2023":58.3,"2024":36,"2025":66,"2026":8.3}},{"slug":"microsoft","name":"마이크로소프트","name_en":"Microsoft","tier":3,"returns_yearly":{"2021":52.5,"2022":-28,"2023":58.2,"2024":12.9,"2025":15.6,"2026":4}},{"slug":"landf","name":"엘앤에프","name_en":"L&F","tier":3,"returns_yearly":{"2021":139.2,"2022":22.4,"2023":-30.3,"2024":-38.6,"2025":43.4,"2026":-8}},{"slug":"advanced-nano-products","name":"나노신소재","name_en":"Advanced Nano Products","tier":3,"returns_yearly":{"2021":56.8,"2022":66.4,"2023":13.9,"2024":-30.9,"2025":5.5,"2026":-8.1}},{"slug":"ronbay","name":"룽바이커지(容百科技)","name_en":"Ronbay Technology","tier":3,"returns_yearly":{"2021":96.6,"2022":-39.1,"2023":-63.6,"2024":12.3,"2025":47.7,"2026":-20}},{"slug":"skc","name":"SKC","name_en":"SKC","tier":3,"returns_yearly":{"2021":18.1,"2022":-31.9,"2023":-19.7,"2024":104.3,"2025":-25.4,"2026":-28}},{"slug":"skiet","name":"SK아이이테크놀로지(SKIET)","name_en":"SK IE Technology","tier":3,"returns_yearly":{"2022":-41.9,"2023":11.1,"2024":-69,"2025":18.9,"2026":-32}},{"slug":"pnt","name":"피엔티","name_en":"PNT (People & Technology)","tier":3,"returns_yearly":{"2021":62.2,"2022":11.6,"2023":-17.8,"2024":12.2,"2025":31.1,"2026":-44.3}},{"slug":"ecopro-bm","name":"에코프로비엠","name_en":"EcoPro BM","tier":3,"returns_yearly":{"2021":79.2,"2022":23.9,"2023":113.5,"2024":-38.6,"2025":77.1,"2026":-54.3}},{"slug":"enchem","name":"엔켐","name_en":"Enchem","tier":3,"returns_yearly":{"2022":-37.4,"2023":173.9,"2024":-20.5,"2025":-26.1,"2026":-79}}],"analysis":"산업장비 렌탈 1위 기업. 강세가 이어졌고 2026년 +25.5%다. 수요·공급 연결은 확인되지만 상장 상대 수익률 데이터는 제한적이다.","analysis_en":"United Rentals operates across Equipment rental leader. Momentum stayed firm and it is +25.5% in 2026. Its demand and supply links are known, but listed-counterparty return data is limited. It spends heavily on fleet purchases and expands its product range and branch network through acquisitions.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Yak Access","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2024-03-15","basis":"Yak Access·Yak Mat·New South Access 인수 현금 대가","value":1100000000,"period":"2024","basis_en":"Cash consideration for Yak Access, Yak Mat and New South Access","qualifier":null},"note":"유나이티드 렌탈스는 2024년 3월 Yak Access와 관련 매트 사업을 인수해 지면 보호 매트를 특수 렌탈 품목에 추가했다. 회사 발표 기준 현금 인수가는 약 11억 달러였다.","note_en":"United Rentals acquired Yak Access and related matting businesses in March 2024, adding surface protection mats to its specialty rental offering. The company reported an approximately $1.1 billion cash purchase price.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-01-28","url":"https://www.sec.gov/Archives/edgar/data/1067701/000106770126000007/uri-20251231.htm","title":"UNITED RENTALS, INC. 10-K (2026-01-28)","title_en":"UNITED RENTALS, INC. 10-K (2026-01-28)","excerpt":"2025년 10-K는 2024년 3월 Yak 인수 완료와 지면 보호 매트 사업 편입을 확인한다.","excerpt_en":"In March 2024, we completed the acquisition of Yak Access, LLC, Yak Mat, LLC and New South Access & Environmental Solutions, LLC."},{"stance":"confirms","publisher":"United Rentals 투자자관계","publisher_en":"United Rentals Investor Relations","kind":"ir","lang":"en","published_at":"2024-03-15","url":"https://investors.unitedrentals.com/press-releases/press-releases-details/2024/United-Rentals-Completes-Acquisition-of-Yak-Access/default.aspx","title":"United Rentals Completes Acquisition of Yak Access","title_en":"United Rentals Completes Acquisition of Yak Access","excerpt":"회사는 Platinum Equity로부터 Yak 사업을 현금 약 11억 달러에 인수 완료했다고 발표했다.","excerpt_en":"United Rentals completed its acquisition of Yak from Platinum Equity for approximately $1.1 billion in cash."}]},{"direction":"revenue","counterparty":"산업 및 비건설 고객군","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_share","unit":"percent","as_of":"2025-12-31","basis":"산업 및 기타 비건설 고객군이 차지한 임대 매출 비중","value":48,"period":"FY2025","basis_en":"Share of rental revenue generated by industrial and other non-construction customers","qualifier":null},"note":"제조사, 에너지·화학 회사, 제지사, 철도, 조선사, 유틸리티, 소매업체와 인프라 기관으로 구성된 산업 및 비건설 고객군은 2025년 임대 매출의 약 48%를 차지했다.","note_en":"Industrial and other non-construction customers, including manufacturers, energy and chemical companies, paper mills, railroads, shipbuilders, utilities, retailers and infrastructure entities, generated approximately 48% of 2025 rental revenue.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-01-28","url":"https://www.sec.gov/Archives/edgar/data/1067701/000106770126000007/uri-20251231.htm","title":"UNITED RENTALS, INC. 10-K (2026-01-28)","title_en":"UNITED RENTALS, INC. 10-K (2026-01-28)","excerpt":"산업 및 기타 비건설 임대는 2025년 임대 매출의 약 48%를 차지했다.","excerpt_en":"Industrial and other non-construction rentals represented approximately 48 percent of our rental revenue."}]},{"direction":"cost","counterparty":"포드","counterparty_slug":"ford-motor-company","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2022-05-10","basis":"Ford Pro 전기차 구매계약 금액","value":null,"period":"2022","basis_en":"Value of the Ford Pro electric-vehicle purchase agreement","qualifier":"confirmed_no_disclosed_value"},"note":"유나이티드 렌탈스는 북미 임대·사내 차량용으로 Ford Pro의 F-150 Lightning과 E-Transit을 구매하는 계약을 맺었다. 상대별 구매 금액은 공개되지 않았다.","note_en":"United Rentals agreed to purchase Ford Pro F-150 Lightning trucks and E-Transit vans for its North American rental and company fleets. Counterparty-specific purchase value was not disclosed.","sources":[{"stance":"confirms","publisher":"United Rentals","publisher_en":"United Rentals","kind":"ir","lang":"en","published_at":"2022-05-10","url":"https://www.unitedrentals.com/our-company/press-room/press-releases/detail/united-rentals-invests-ford-electric-trucks-north-american-fleet","title":"United Rentals Invests in Ford Electric Trucks for North American Fleet","title_en":"United Rentals Invests in Ford Electric Trucks for North American Fleet","excerpt":"회사는 Ford Pro 전기차를 북미 임대·사내 차량용으로 구매하는 계약을 발표했다.","excerpt_en":"United Rentals announced a new agreement with Ford Pro to purchase all-electric vehicles for its North American rental and company fleets."}]},{"direction":"investment","counterparty":"Cummins","counterparty_slug":"cummins","confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2017-08-22","basis":"Cummins 이동식 임대 발전기 자산 인수 금액","value":null,"period":"2017","basis_en":"Acquisition value of Cummins mobile rental generator assets","qualifier":"confirmed_no_disclosed_value"},"note":"유나이티드 렌탈스는 2017년 Cummins의 이동식 임대 발전기 자산을 인수해 Power & HVAC 임대 차량을 늘렸다. 인수 금액은 공개되지 않았다.","note_en":"United Rentals acquired Cummins mobile rental generator assets in 2017 to expand its Power & HVAC fleet. The acquisition value was not disclosed.","sources":[{"stance":"confirms","publisher":"United Rentals","publisher_en":"United Rentals","kind":"ir","lang":"en","published_at":"2017-08-22","url":"https://www.unitedrentals.com/our-company/press-room/press-releases/detail/united-rentals-expands-power-hvac-fleet-acquisition-portable-power-assets","title":"United Rentals Expands Power & HVAC Fleet with Acquisition of Portable Power Assets","title_en":"United Rentals Expands Power & HVAC Fleet with Acquisition of Portable Power Assets","excerpt":"회사는 Cummins로부터 이동식 임대 발전기를 중심으로 전력 장비 자산을 인수했다.","excerpt_en":"United Rentals has acquired power equipment assets, primarily mobile rental generator sets, from Cummins Inc."}]},{"direction":"revenue","counterparty":"Turner Construction","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2022-07-19","basis":"Turner Construction 데이터센터 공사 장비·전력 시스템 공급 계약 금액","value":null,"period":"2022","basis_en":"Value of the equipment and power-system arrangement for Turner Construction's data center project","qualifier":"confirmed_no_disclosed_value"},"note":"Turner Construction은 Meta의 캔자스시티 하이퍼스케일 데이터센터 공사에 유나이티드 렌탈스의 전기 트럭과 무배출 전력 시스템을 사용했다. 계약 금액은 공개되지 않았다.","note_en":"Turner Construction used United Rentals electric trucks and zero-emission power systems on Meta's hyperscale data center project in Kansas City. The contract value was not disclosed.","sources":[{"stance":"mentions","publisher":"Rental Equipment Register","publisher_en":"Rental Equipment Register","kind":"analysis","lang":"en","published_at":"2026-06-17","url":"https://www.rermag.com/news-analysis/headline-news/article/55385016/the-rer-100-top-46-billion-in-2025-rental-volume","title":"The RER 100 Top $46 Billion in 2025 Rental Volume","title_en":"The RER 100 Top $46 Billion in 2025 Rental Volume","excerpt":"RER 100 집계에서 유나이티드 렌탈스는 2025년 임대 매출 138억 달러로 업계 선두를 유지했다.","excerpt_en":"United Rentals continues to set the pace with $13.8 billion in 2025 rental volume."},{"stance":"mentions","publisher":"뉴스핌","publisher_en":"NewsPim","kind":"news","lang":"ko","published_at":"2026-04-25","url":"https://www.newspim.com/news/view/20260425000014","title":"[GAM] 유나이티드 렌탈스 ② 북미 중장비 렌탈 시장의 절대 강자","title_en":"United Rentals ② The Dominant Force in North American Heavy Equipment Rental","excerpt":"데이터센터 붐과 인프라 투자 확대가 유나이티드 렌탈스의 구조적 수혜 요인으로 거론됐다.","excerpt_en":"The article identifies data center construction and infrastructure investment as structural demand drivers for United Rentals."},{"stance":"confirms","publisher":"United Rentals 투자자관계","publisher_en":"United Rentals Investor Relations","kind":"ir","lang":"en","published_at":"2022-07-19","url":"https://investors.unitedrentals.com/press-releases/press-releases-details/2022/United-Rentals-Partners-with-Turner-Construction-to-Provide-Sustainable-Solutions/default.aspx","title":"United Rentals Partners with Turner Construction to Provide Sustainable Solutions","title_en":"United Rentals Partners with Turner Construction to Provide Sustainable Solutions","excerpt":"유나이티드 렌탈스는 Turner Construction에 전기 트럭과 무배출 전력 시스템을 제공한다고 발표했다.","excerpt_en":"United Rentals will provide sustainable solutions to Turner Construction that include all-electric trucks and zero-emission power systems."}]},{"direction":"cost","counterparty":"Polaris","counterparty_slug":null,"confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-02-11","basis":"Polaris 작업용 UTV·부품·서비스 조달액","value":null,"period":"2024","basis_en":"Procurement value for Polaris work utility vehicles, parts and service support","qualifier":"confirmed_no_disclosed_value"},"note":"Polaris Commercial은 유나이티드 렌탈스에 작업용 UTV와 부품·서비스 지원을 제공하며 2024년 Supplier of the Year로 선정됐다. 상대별 조달액은 공개되지 않았다.","note_en":"Polaris Commercial supplies work utility vehicles and related parts and service support to United Rentals and was named its 2024 Supplier of the Year. Counterparty-specific procurement value was not disclosed.","sources":[{"stance":"confirms","publisher":"Polaris","publisher_en":"Polaris","kind":"ir","lang":"en","published_at":"2025-02-11","url":"https://www.polaris.com/es-us/news/company/polaris-named-united-rentals-supplier-of-the-year-for-2024/","title":"Polaris Named United Rentals’ Supplier of the Year for 2024","title_en":"Polaris Named United Rentals’ Supplier of the Year for 2024","excerpt":"Polaris는 차량 성능, 납품, 부품, 서비스와 조달 협업을 인정받아 2024년 최우수 공급사로 선정됐다.","excerpt_en":"United Rentals has selected Polaris as its Supplier of the Year for 2024."}]}]}