United Rentals Earnings Reconciliation and Strategic Vision
Specialty provides strong growth opportunities (1)
millions
Specialty Revenue
$3,445
$3,500
$3,250
$3,000
$2,692
$2,750
$2,500
2012-2022 CAGR: 27.8%
$2,165
$2,250
$2,089
$2,000
$1,720
$1,750
$1,500
$1,254
$1,250
$1,021
$931
$1,000
$823
$750
$471
$500
$297
$250
$0
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
Specialty as
% of Total
7.2%
9.5%
14.5%
16.0%
17.7%
18.9%
21.4%
23.2%
24.5%
27.7%
29.6%
Rev:
Specialty represented almost 30% of total revenue in 2022 at over $3.4 billion
1)
Tool Solutions was added in 2013, Fluid Solutions was added in April 2014 and Mobile Storage was added in May 2021.
Note: Data includes 1) Specialty reporting segment (comprised of our Fluid Solutions, Fluid Solutions Europe, Trench Safety, Power & HVAC, Mobile Storage and Mobile Storage International regions) and 2) Reliable Onsite Services and Tools revenues,
which are included in our General Rentals reporting segment.
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