United Rentals Financial Performance and Market Exposure
Rental rates
Monthly Sequential Pricing
Year-Over-Year Pricing
2016
2017
2018
2017
2018
2018 Pro Forma*
January
(0.4%)
(0.5%)
(0.2%)
January
(1.8%)
+1.5%
+2.5%
February
(0.8%)
(0.5%)
(0.2%)
February
(1.5%)
+1.8%
+2.6%
March
(0.7%)
(0.2%)
+0.2%
March
(0.9%)
+2.2%
+2.9%
April
(0.2%)
(0.7%)(1)
+0.1%
April
(1.5%)
+3.0%
+3.0%
May
+0.5%
+0.5%
+0.4%
May
(1.4%)
+2.9%
+2.9%
June
+0.6%
+1.0%
+0.5%
June
(0.9%)
+2.4%
+2.6%
July
+0.0%
+0.4%
+0.3%
July
(0.6%)
+2.5%
+2.6%
August
(0.1%)
+0.5%
+0.1% (1)
August
+0.1%
+2.0%
+2.3%
September
(0.2%)
+0.4%
+0.2%
September
+0.6%
+1.8%
+2.1%
October
(0.2%)
(0.1%)
+0.3%
October
+0.8%
+2.0%
+2.2%
(1)
November
(0.3%)
+0.1%
+0.3%
November
+1.2%
+2.2%
+2.4%
December
(0.2%)
(0.1%)
+0.0%
December
+1.2%
+2.3%
+2.5%
Pricing trajectory remains encouraging
*Pro form a reflects the combination of United Rentals, NES, Neff, Baker and Blue Line for all periods presented.
(1) On a pro form a basis, April 2017 pricing was 0.0% sequentially (rather than -0.7% as reported) while October 2017 pricing was 0.0% sequentially (rather than -0.1% as reported). August 2018 Pro forma was equal to the As Reported at +0.1% and
November 2018 Pro Forma pricing was +0.4%
8
United Rentals United Rentals, Inc., 100 First Stamford Place, Stamford, CT 06902. © 2018 United Rentals, Inc. All rights reserved.
38View entire presentation