United Rentals is crushing it—Q2 revenue soared to $4.41 billion, smashing expectations and up 11% YoY, as booming construction and infrastructure demand fuels growth across both rental and specialty services. The company’s CEO is bullish, raising its full-year forecast to $17.65 billion, backed by a $3 billion fleet investment to keep pace with massive, long-term projects. With smart cost controls and efficiency drives, United Rentals is turning rising expenses into a profit engine.

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