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

United Rentals Q1 revenue rises to $3.985 billion and full-year guidance is raised

Positive Impact 4 of 5 guidance Written later

United Rentals reported first-quarter 2026 total revenue of $3.985 billion and net income of $531 million, up from $518 million a year earlier, with diluted EPS of $8.43 versus $7.91. The company also raised its 2026 outlook, lifting total revenue guidance to $16.9 billion to $17.4 billion and adjusted EBITDA guidance to $7.625 billion to $7.875 billion. Prior-year results included a merger termination benefit, which the filing says affected the year-over-year comparison.

Key points

  • Q1 2026 total revenue of $3.985 billion; net income of $531 million, up from $518 million
  • Diluted EPS of $8.43 versus $7.91 a year earlier; the 2025 figure included a $0.45 per diluted share H&E merger termination benefit
  • 2026 total revenue outlook raised to $16.9 billion to $17.4 billion from $16.8 billion to $17.3 billion
  • Q1 2026 included a $45 million restructuring charge; $500 million returned to shareholders in the quarter

The filing

CompanyUnited Rentals (URI)
Form8-K, current report
Filed with the SECApr 22, 2026, 4:24 PM ET
Accession number0001067701-26-000018

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:42 AM ET, from this filing 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 April 22, 2026.

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