United Rentals Inc. and Procore Technologies announced on February 26, 2026 that the two companies will integrate United Rentals’ telematics data into Procore’s Resource Management solution. The integration will allow customers who use both platforms to import rental equipment data directly into Procore, creating a single view of equipment, labor and materials and enabling AI‑driven recommendations for resource deployment.
The partnership will sync key telematics metrics—such as equipment location, operating hours and maintenance alerts—into Procore’s project‑management workflows. By bringing rental equipment data into the same interface that contractors use for project planning, the integration bridges the “resource gap” between office planning and job‑site execution and gives contractors a unified platform to manage owned and rented fleets side‑by‑side.
United Rentals has been pursuing a broader innovation strategy that centers on digital tools and data. The company’s CEO Matthew Flannery said, “By working hand‑in‑hand with our customers to provide an unmatched experience across our one‑stop‑shop of general and specialty rental products and services, coupled with our industry‑leading technology, we improved our customers' efficiency and productivity. This ultimately positioned us to outperform the market and generate strong shareholder returns.” The Procore partnership expands the company’s telematics footprint and strengthens its position as a one‑stop shop for large‑scale infrastructure and construction projects.
United Rentals’ most recent quarterly results, released on January 28, 2026, showed total revenue of $4.208 billion, a 2.8 % year‑over‑year increase that beat consensus by $49 million. Adjusted earnings per share were $11.09, missing the $11.78 estimate by $0.69. The miss was driven by margin compression, as rental gross margins fell 130 basis points year‑over‑year due to higher depreciation and delivery costs and inflationary pressure on operating expenses. Management guided for 2026 revenue of $16.8 billion to $17.3 billion and announced a plan to return approximately $2 billion to shareholders through dividends and share repurchases.
Procore’s President of Product & Technology Steve Davis said, “The biggest killer of productivity isn't a lack of effort, it is the lack of visibility. By integrating United Rentals telematics directly into Procore Resource Management, we're providing total orchestration for both owned and rented fleets in one place. This unified view will enable contractors to maximize field productivity and deliver stronger project outcomes.” Tony Leopold, Chief Technology and Strategy Officer at United Rentals, added, “Access to accurate, real‑time equipment data is essential for running efficient and productive jobsites. By integrating United Rentals telematics data into Procore, we're extending visibility into rental equipment within a platform many of our customers already use every day. This helps them better plan, track, and manage equipment across their projects.”
While the partnership is a moderate benefit that adds a new revenue stream and enhances customer stickiness, it is not a transformational acquisition or market‑disruptive technology. The integration supports United Rentals’ ongoing digital transformation and positions the company to deliver actionable information that improves productivity, safety and asset efficiency for contractors.
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