Tech Day Takeaways: United Rentals Inc. | North America

Research evidence excerpt

Tech Day Takeaways: United Rentals Inc. | North America

IdeaMDigital & Technology (Tony Leopold, CTO): Management outlined how Total

Control serves as the central customer-facing application, connecting fleet

management, jobsite activity, and transactional workflows. The platform generated

approximately 22 million customer sessions during 2025, while digital engagement

touched 78% of company revenue. URI also highlighted the operational benefits

generated internally through customer self-service actions, which reduce

administrative workload and branch-level support requirements. Looking ahead,

management emphasized continued investment in AI, agentic systems, connected

worksites, and innovation initiatives. Recent developments include machine learning-

based equipment recommendations, an Equipment AI Agent that helps customers

identify equipment based on project requirements, augmented reality visualization

tools, and benchmark applications built from ~15 years of telematics data.

Management also introduced the Total Control Intelligence Platform, an agentic

framework that will integrate with ChatGPT leveraging URI-owned data and systems

to coordinate actions and decision-making. Throughout the discussion, management

emphasized that proprietary data, scale, and operational expertise remain critical

differentiators as AI technologies become more broadly available and used

throughout the industry.

Human Resources (Craig Pintoff, Chief Administrative Officer): URI is applying AI

and technology to amplify employee effectiveness across safety, HR operations,

benefits, talent management, and training. Within health and safety, the company

has implemented AI-enabled incident capture capabilities that automate