EBITDA Showdown: United Rentals vs. Carlisle Companies

A Decade of Financial Performance

In the competitive landscape of industrial services, United Rentals, Inc. and Carlisle Companies Incorporated have showcased distinct financial trajectories over the past decade. From 2014 to 2023, United Rentals consistently outperformed Carlisle in EBITDA, with a remarkable 295% increase, peaking at $6.63 billion in 2023. In contrast, Carlisle's EBITDA grew by approximately 136%, reaching its zenith at $1.48 billion in 2022.

Key Insights

United Rentals' robust growth can be attributed to strategic acquisitions and expanding market presence, while Carlisle's steady rise reflects its diversified product offerings. Notably, 2020 marked a dip for both companies, likely due to global economic disruptions. However, United Rentals rebounded strongly, underscoring its resilience. As we look to 2024, the absence of Carlisle's data suggests potential challenges or strategic shifts. This analysis highlights the dynamic nature of industrial giants navigating economic tides.