STLD compared with URI: revenue, margins and what each company keeps, and the suppliers and customers both name

STLDSteel Dynamics Inc

Mkt capRevenueRevenue

URIUnited Rentals, Inc.

Mkt capRevenueRevenue

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STLDSteel Dynamics Inc

URIUnited Rentals, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

STLD

0 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±8.7%▼−0.33%×0.03

Q2 FY26±9.9%▲+1.31%×0.13

Q1 FY26±8.2%▲+5.19%×0.63

Jan 27 '26±7.1%▲+1.34%×0.18

URI

3 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±6.5%▲+3.93%×0.60

Q2 FY26±6.4%▲+10.11%×1.58

= impliedSTLD realized, solidURI realized, hatchedOne scale, both sides: full bar = 23%× = |realized| ÷ impliedSource: market data

Q1 FY26

±5.1%

▲+22.92%

×4.49

Jan 29 '26±5.5%▼−12.86%×2.35

STLDSteel Dynamics Inc

221.88▼−7.60%· post 221.88

Mkt cap$31.6BRevenue$6.5BQ3 FY26Revenue$18.2BFY25

URIUnited Rentals, Inc.

1,048.11▼−6.73%· post 1,043.00

ClosedNov 5 '26

Mkt cap$69.6BRevenue$4.9BQ3 FY26Revenue$16.1BFY25

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ClosedNov 5 '26

STLDSteel Dynamics Inc

URIUnited Rentals, Inc.

221.88▼−7.60%post 221.88

Price

1,048.11▼−6.73%post 1,043.00

$31.6B

Mkt cap

$69.6B

Q3 FY26$6.5B

Revenue

$4.9BQ3 FY26

FY25$18.2B

Revenue

$16.1BFY25

STLD221.88▼−7.60%vsURI1,048.11▼−6.73%ClosedNov 5 '26