Out Fox The $treet

All year long, the monthly Architecture Billing Index, or ABI, has suggested that the non-residential construction market would boom in the next year. So far, the actual gains haven't showed up -- but that may only be a matter of time. Whether difficulty in obtaining project financing is slowing down the actual construction, or a lack of confidence in the U.S. government is giving potential builders pause, the ABI work will eventually occur. The companies that will benefit from a boom in non-residential construction will naturally be construction equipment manufacturers and equipment rental firms. Based on recently released results, United Rentals ( NYSE: URI     ) is already seeing a boom as construction firms look to rent more in a shaky business environment. Read the full article here . Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

The recent results of United Rentals (NYSE: URI ) don’t bode well for the results of equipment manufactures such as Terex (NYSE: TEX ) or Manitowoc (NYSE: MTW ) . United Rentals claims the largest equipment rental company in the world, operating 824 rental locations in North America. The company reported results that again smashed estimates, sending the stock soaring 10% higher for the initial day of trading after the report. The limited more » Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

After a year of smashing results, will United Rentals (NYSE: URI ) continue leaving analyst estimates in the dust? The company reported earnings of $1.27 for Q4 that smashed the $1.01 estimate. A leading supplier of construction and industrial equipment for rent has become a surprising breakout star during a time period when those particular markets were expected to struggle. In fact, a prime rental equipment market of non-residential more » Disclosure: Long TEX. Please review the disclaimer page for more details. 

United Rentals ( URI )  reported  record margins and utilization rates after the close yesterday. Though construction demand in the US remains weak, URI continues to report record numbers. Earnings of $.92 easily beat estimates of $.76. Rental revenue increased 19% year-over-year due mainly to a 15% increase in volume. Time utilization was 73.5% and a record for the company. At that level, the company has very little down time for the large construction and industrial equipment it rents to construction and industrial customers, utilities, municipalities, homeowners, and others. Read full article at Seeking Alpha.  Disclosure: Long TEX. Please review the disclaimer page for more details.