Using Technology to Drive Sales and Fleet Productivity

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Using Technology to Drive Sales and Fleet Productivity

USA | Equipment Rental

United Rentals EquityJuneResearch24, 2026

FLASH NOTEUsing Technology to Drive Sales and Fleet

RATING HOLDProductivity

PRICE $1,083.72^

United Rentals hosted sell-side analysts for a Technology Day to walk through

the ever evolving tools that are being deployed throughout the company to PRICE TARGET | % TO PT $940.00 | -13%

increase sales and fleet productivity, improve the customer experience and 52W HIGH-LOW $1,106.88 - $701.59

drive operating efficiencies. In what is still a very fragmented industry, URI FLOAT (%) | ADV MM (USD) 98.9% | 566.70

believes their scale provides a distinct advantage in driving market outgrowth MARKET CAP $68.3B

and profitability. TICKER URI ^Prior trading day's closing price unless otherwise

noted.

Bottom Line. The event showcased the way the company is using AI in their day-to-day operations

to drive increased sales engagement with customers, improve fleet utilization and management

and ultimately drive a better customer experience. With 425k connected units in the field and 78%

of URI revenues touching the tech stack management emphasized how they are using the tech

stack to sharpen decision-making across the business.

Driving Sales Productivity. The company is using AI tools to more efficiently address the longer-tail

of their customer base by deploying tools that help each customer rep in their centralized call center

manage their roughly 2,500 accounts. The tool helps prioritize accounts based on specific renting

characteristics, optimize the details related to the account and even provides real-time feedback

and follow-up to enhance the customer experience. This allows the rep to touch more accounts on

a daily basis, helping drive incremental sales volumes.