United Rentals, Inc. at Morgan Stanley Laguna Conference Transcript

Sep 15, 2026 / 09:35PM GMT

Release Date Price: $989.13 (-0.47%)

Transcript

Angel Castillo

Morgan Stanley - Analyst

Perfect. Thanks, everyone, for joining us, and good afternoon. So Angel Castillo, Head of US Machinery and Construction here at Morgan Stanley. And it's my pleasure today to have Matt Flannery, CEO of United Rental; and Ted Grace, CFO of United Rentals.

So before we get started, I just want to read a quick disclaimer. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley representative.

And with that, gentlemen, thank you for hosting us here today.

Matthew Flannery

United Rentals, Inc. - President, Chief Executive Officer, Director

Thanks for having us.

Questions & Answers

Angel Castillo

Morgan Stanley - Analyst

So lots of topics to discuss. Obviously, everything you know around construction in the US is very

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