UNITED RENTALS, INC. (URI) Form 8-K — Oct 21, 2026
United Rentals announced record third-quarter 2026 results on October 21, 2026, with total revenue of $4.893 billion, net income of $920 million (up 31.2% YoY), GAAP diluted EPS of $14.77, and adjusted EPS of $15.55. Rental revenue rose 17.8% year-over-year to a quarterly record of $4.316 billion, driven by a 6.5% increase in fleet productivity and 34.7% growth in the specialty rentals segment. Adjusted EBITDA of $2.331 billion carried a 47.6% margin. The company raised its full-year 2026 guidance, lifting total revenue to $18.0-$18.2 billion (from $17.5-$17.8 billion) and adjusted EBITDA to $8.3-$8.4 billion (from $7.975-$8.125 billion).
Key figures
- Eps
- 14.77
- Revenue
- 4893000000
- Guidance
- 2026 total revenue raised to $18.0-$18.2B (from $17.5-$17.8B); adjusted EBITDA raised to $8.3-$8.4B (from $7.975-$8.125B); free cash flow ex-restructuring unchanged at $2.15-$2.45B
- Net Income
- 920000000
- Revenue Yoy
- 17.8% rental revenue growth; total revenue $4.893B vs $4.229B
- Total Assets
- 32785000000
- Cash Position
- 153000000
- Roic
- 12.3%
- Adjusted eps
- 15.55
- Rental revenue
- 4316000000
- Adjusted ebitda
- 2331000000
- Net income margin
- 18.8%
- Free cash flow ytd
- 1421000000
- Net leverage ratio
- 1.8x
- Ytd dividends paid
- 371000000
- Adjusted ebitda margin
- 47.6%
- Operating cash flow ytd
- 4934000000
- Fleet productivity growth
- 6.5%
- Quarterly dividend per share
- 1.97
- General rental revenue growth
- 8.8%
- Specialty rental revenue growth
- 34.7%
AI analysis
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