United Rentals Financial Performance and Market Exposure
$60B
$50B
$40B
$30B
$20B
$10B
$OB
U.S. equipment rental industry overview
Combined U.S. General Rental and Construction & Industrial Equipment
Rental Market Size ($bn)
The U.S. equipment rental market has outgrown its
underlying market by over 50% in the last 20 years
400%
-Indexed Growth: US Equipment Rental Market
-Indexed Growth: Total US Construction Spending
United Rentals®
2008
2009
300%
CAGR
20-year
since 2009
200%
CAGR
6.6%
100%
5.3%
0%
2010
2011
2012
2013
2014
2015
2016
2017
2018p
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018p
Largest players capturing a growing
share of the U.S. equipment rental market
Top 10 U.S. Rental Companies as % of Total Industry Revenues
Equipment rental value proposition continues to drive secular penetration
Sources: Company reports, ARA, RER, and U.S. Census Bureau (based on most current data available)
United Rentals, Inc., 100 First Stamford Place, Stamford, CT 06902. 2018 United Rentals, Inc. All rights reserved.
35%
30%
30%
27%
27%
26%
25%
22%
23%
24%
20%
20%
15%
10%
2010
2011
2012
2013
2014
2015
2016
2017
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