Clay Williams

Industrials

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas4 topics

Pricing1Demand1M&A1Capital Allocation1

Question History2 questions

URIUnited Rentals1 quarter

2025 Q2

Your fleet productivity growth accelerated year-over-year, and we estimate sequentially as well. Can you expand on the drivers of the acceleration?

PricingDemandView in transcript →

just how you guys are viewing the M&A pipeline currently and how that evolved over the year?

M&ACapital AllocationView in transcript →