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Compare · AER vs URI

AER vs URI

Side-by-side comparison of AerCap Holdings N.V. (AER) and United Rentals Inc. (URI): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both AER and URI operate in Diversified Commercial Services (Consumer Discretionary), so they compete in similar markets.
  • URI is the larger of the two at $66.89B, about 2.7x AER ($24.52B).
  • Over the past year, AER is up 18.2% and URI is up 51.7% - URI leads by 33.5 points.
  • URI has been more active in the news (3 items in the past 4 weeks vs 1 for AER).
  • URI has more recent analyst coverage (25 ratings vs 11 for AER).
PerformanceAER+18.19%URI+51.66%
2025-06-09+0.00%2026-06-08
MetricAERURI
Company
AerCap Holdings N.V.
United Rentals Inc.
Price
$136.98+0.06%
$1072.09+0.43%
Market cap
$24.52B
$66.89B
1M return
-7.76%
+13.57%
1Y return
+18.19%
+51.66%
Industry
Diversified Commercial Services
Diversified Commercial Services
Exchange
NYSE
NYSE
IPO
2006
1997
News (4w)
1
3
Recent ratings
11
25
AER

AerCap Holdings N.V.

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial aircraft and engines in Mainland China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft; and conducting ongoing lessee financial performance reviews. Its aircraft asset management services also include periodically inspecting the leased aircraft; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructuring negotiations in connection with lease defaults; repossessing aircraft; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and aircraft engine valuations; and providing market research services. The company also provides cash management services, including treasury services, such as the financing, refinancing, hedging, and ongoing cash management of vehicles; and administrative services comprising accounting and corporate secretarial services consisting of the preparation of budgets and financial statements. As of December 31, 2020, it had a portfolio of 1,330 owned, managed, or on order aircraft. AerCap Holdings N.V. was founded in 1995 and is headquartered in Dublin, Ireland.

URI

United Rentals Inc.

United Rentals, Inc., through its subsidiaries, operates as an equipment rental company. It operates in two segments, General Rentals; and Trench, Power and Fluid Solutions. The General Rentals segment rents general construction and industrial equipment, including backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work platforms, such as boom lifts and scissor lifts; and general tools and light equipment comprising pressure washers, water pumps, and power tools. It serves construction and industrial companies, manufacturers, utilities, municipalities, homeowners, and government entities. The Trench, Power and Fluid Solutions segment rents specialty construction products that include trench safety equipment, which comprise trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers, and line testing equipment for underground work; and power, as well as heating, ventilating, and air conditioning equipment, including portable diesel generators, electrical distribution equipment, and temperature control equipment. It is also involved in the rental of fluid solutions equipment primarily used for fluid containment, transfer, and treatment. This segment serves construction companies involved in infrastructure projects, and municipalities and industrial companies. The company also sells aerial lifts, reach forklifts, telehandlers, compressors, and generators; construction consumables, tools, small equipment, and safety supplies; and parts for equipment that is owned by its customers, as well as provides repair and maintenance services. United Rentals, Inc. sells its used equipment through its sales force, brokers, and Website, as well as at auctions and directly to manufacturers. As of January 1, 2021, the company operated a network of 1,165 rental locations, including 1,018 of these locations are in the United States, 136 are in Canada, and 11 are in Europe. United Rentals, Inc. was founded in 1997 and is headquartered in Stamford, Connecticut.

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