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In an "Executive Decision" segment, Cramer sat down with Michael Kneeland, president and CEO of United Rentals (URI) - Get Report , the world's largest equipment rental company. United Rentals last posted an eight-cents-a-share earnings beat on better-than-expected revenues and the company raised 2017 estimates.
Kneeland said after taking a pause last year, America's industrial sector is resuming growth and United Rentals is seeing momentum building across the nation in many different verticals. This quarter was a great quarter, he said.
United Rentals is also no stranger to acquisitions, having made 275 deals across its lifetime. Kneeland said that their most recent acquisition, NES Rentals, was one of the top 10 largest equipment rental companies, and within 90 days of the deal, United had them on their system and were already on track to benefit from the synergies.
When asked about the oil sector, Kneeland said the oil market is stabilizing and oil pipelines could indeed grow during the Trump administration.
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