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AI brief of an SEC Form 8-K · United Rentals (URI)

United Rentals Q4 net income falls 5.2% to $653 million; new $5 billion buyback

Mixed Impact 4 of 5 earnings Written later

United Rentals reported fourth-quarter 2025 total revenue of $4.208 billion, but net income fell 5.2% to $653 million and diluted EPS was $10.27. The company also gave 2026 guidance calling for total revenue of $16.8 billion to $17.3 billion and adjusted EBITDA of $7.575 billion to $7.825 billion, and announced a new $5 billion share repurchase program plus a 10% dividend increase.

Key points

  • Q4 2025 total revenue was $4.208 billion, versus $4.095 billion a year earlier; net income was $653 million, versus $689 million.
  • Full-year 2025 total revenue was $16.099 billion and net income was $2.494 billion; full-year diluted EPS was $38.61.
  • 2026 outlook: total revenue $16.8 billion to $17.3 billion; adjusted EBITDA $7.575 billion to $7.825 billion; free cash flow excluding merger and restructuring payments $2.15 billion to $2.45 billion.
  • The company intends to repurchase $1.5 billion of common stock in 2026, including $1.15 billion under the new program, and the quarterly dividend rises to $1.97 per share.

The filing

CompanyUnited Rentals (URI)
Form8-K, current report
Filed with the SECJan 28, 2026, 4:37 PM ET
Accession number0001067701-26-000009

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:42 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 28, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.