UNITED RENTALS, INC. (URI) Form 10-Q — Oct 21, 2026
United Rentals reported Q3 2026 net income of $920 million, up 31.2% year-over-year, on total revenues of $4.893 billion, up 15.7%. Diluted EPS rose to $14.77 from $10.91, and adjusted EBITDA climbed 19.8% to $2.331 billion with margin expanding 160 bps to 47.6%. Equipment rentals revenue grew 17.8%, driven by a 7.9% increase in average fleet OEC, 6.5% fleet productivity gains, and 34.7% specialty segment rental growth. Gross margin expanded 240 bps on cost efficiencies in depreciation, labor, maintenance and delivery.
Key figures
- Eps
- 14.77
- Revenue
- 4893000000
- Net Income
- 920000000
- Total Debt
- 14700000000
- Revenue Yoy
- 15.7%
- Total Assets
- 32785000000
- Cash Position
- 153000000
- Shares Outstanding
- 61916588
- Adjusted ebitda q3
- 2331000000
- Nine month revenue
- 13288000000
- Q3 2025 net income
- 701000000
- Q3 2025 diluted eps
- 10.91
- Dividend per share q3
- 1.97
- Fleet productivity q3
- 6.5%
- Nine month net income
- 2204000000
- Nine month diluted eps
- 35.19
- Restructuring charge q3
- 15000000
- Equipment rentals q3 yoy
- 17.8%
- Adjusted ebitda margin q3
- 47.6%
- Share repurchases ytd 2026
- 1191000000
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