Capital Allocation and Digital Strategy Update
Long-term growth and margin opportunities
Revenue Related
Capitalize on ongoing secular shift.
towards rental over ownership
Leverage cross-selling to capture more
wallet share and maximize cyclical growth
Evolve sales strategies and asset base to
better serve customers and capture secular
opportunities (infrastructure, digital, etc.)
Differentiate services through new
technologies and accelerated innovation.
Smart M&A
Cost and Margin Related
Further leveraging of LEAN
•
Optimization of operating costs
Continual improvement of labor productivity.
Fixed cost leverage via organic and M&A growth
Mix shift as Specialty outpaces total growth.
Product and customer mix
Further leveraging of technology and systems
Optimizing growth and margins to maximize long-term value creation
United Rentals®
Work United®
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