Join

Compare · AL vs URI

AL vs URI

Side-by-side comparison of Air Lease Corporation (AL) and United Rentals Inc. (URI): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both AL and URI operate in Diversified Commercial Services (Consumer Discretionary), so they compete in similar markets.
  • URI is the larger of the two at $66.19B, about 14.9x AL ($4.45B).
  • Over the past year, AL is up 13.3% and URI is up 50.4% - URI leads by 37.2 points.
  • URI has hit the wire 12 times in the past 4 weeks while AL has been quiet.
  • URI has more recent analyst coverage (25 ratings vs 16 for AL).
PerformanceAL+13.26%URI+19.81%
2025-06-03+0.00%2026-04-07
MetricALURI
Company
Air Lease Corporation
United Rentals Inc.
Price
$64.99+0.03%
$1057.62+6.23%
Market cap
$4.45B
$66.19B
1M return
+0.72%
+14.35%
1Y return
+13.26%
+50.43%
Industry
Diversified Commercial Services
Diversified Commercial Services
Exchange
NYSE
NYSE
IPO
2011
1997
News (4w)
0
12
Recent ratings
16
25
AL

Air Lease Corporation

Air Lease Corporation, an aircraft leasing company, engages in the purchase and leasing of new commercial jet aircraft to airlines worldwide. The company also sells aircraft from its operating lease portfolio to third parties, including other leasing companies, financial services companies, airlines, and other investors. In addition, it provides fleet management services to investors and owners of aircraft portfolios. As of December 31, 2020, the company owned a fleet of 332 aircraft, including 236 narrowbody aircraft and 96 widebody aircraft. Air Lease Corporation was incorporated in 2010 and is headquartered in Los Angeles, California.

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.