Not Just Rental Income: How United Rentals is Expanding Its [Competitive Advantage in the Construction Business]

United Rentals is the largest beneficiary of the massive infrastructure investments in North America, particularly through the U.S. Infrastructure Investment and Jobs Act. The company benefits not only from the general construction boom but also from high-margin specialty segments (e.g., trench safety, mobile power supply). Beyond traditional construction, United Rentals is also experiencing growth through a significant increase in industrial megaprojects, such as the construction of semiconductor factories or renewable energy plants. ...