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

United Rentals posts record Q2 revenue of $4.410 billion and raises 2026 guidance

Positive Impact 4 of 5 earnings Written later

United Rentals reported second-quarter 2026 total revenue of $4.410 billion, up from $3.943 billion a year earlier, and net income of $753 million, up from $622 million. The company also raised its full-year 2026 outlook, including total revenue of $17.5 billion to $17.8 billion and adjusted EBITDA of $7.975 billion to $8.125 billion. Quarterly results include a $49 million pre-tax gain from the sale of part of its scaffolding business.

Key points

  • Q2 2026 diluted EPS was $12.03, versus $9.59 a year earlier; adjusted EPS was $12.76.
  • The scaffolding sale gain contributed $0.58 per diluted share after tax, or $37 million.
  • Full-year 2026 total revenue outlook raised to $17.5 billion to $17.8 billion from $16.9 billion to $17.4 billion.
  • Full-year adjusted EBITDA outlook raised to $7.975 billion to $8.125 billion from $7.625 billion to $7.875 billion.

The filing

CompanyUnited Rentals (URI)
Form8-K, current report
Filed with the SECJul 22, 2026, 4:23 PM ET
Accession number0001067701-26-000028

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

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 July 22, 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.