Tariff Stocks: 20 Stocks to Benefit From Onshoring Boom

9. United Rentals, Inc. (NYSE:URI)

Number of Hedge Fund Holders: 60

United Rentals, Inc. (NYSE:URI) ranks among the stocks to benefit from an onshoring boom. After strong second-quarter performance, United Rentals, Inc. (NYSE:URI) increased its full-year 2025 outlook for total revenue, adjusted EBITDA, net cash from operations, and free cash flow on July 23.

The company reported a revenue of $3.94 billion, with rental revenue rising 6.2% year-over-year to $3.42 billion. With adjusted EBITDA up 2.3% to $1.81 billion, net income came to $622 million, reflecting a 15.8% margin. Fleet productivity, a measure of the combined effect of rental rates, time utilization, and mix, also rose 3.3% over the same period last year.

From its initial projection of $15.6 billion to $16.1 billion, the company now projects total revenue for 2025 to be between $15.8 billion and $16.1 billion. Adjusted EBITDA is expected to come between $7.3 billion and $7.45 billion.

As an industrial equipment rental company, United Rentals, Inc. (NYSE:URI) provides a variety of machines to customers mostly in the construction industry, including forklifts, cranes, tools, booms, and scissor lifts.