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

United Rentals posts record Q3 profit and raises 2026 revenue and EBITDA outlook

Positive Impact 4 of 5 earnings

United Rentals reported record third-quarter 2026 results, with net income of $920 million versus $701 million a year earlier and GAAP diluted EPS of $14.77 versus $10.91. The company also raised its full-year 2026 outlook for total revenue and adjusted EBITDA, and declared a quarterly dividend of $1.97 per share.

Key points

  • Q3 total revenue was $4.893 billion, up from $4.229 billion a year earlier; net income was $920 million versus $701 million.
  • Total revenue outlook for 2026 raised to $18.0 billion to $18.2 billion from $17.5 billion to $17.8 billion.
  • Adjusted EBITDA outlook for 2026 raised to $8.3 billion to $8.4 billion from $7.975 billion to $8.125 billion.
  • Quarterly dividend of $1.97 per share payable November 25, 2026; company expects $1.5 billion of share repurchases in 2026.

The filing

CompanyUnited Rentals (URI)
Form8-K, current report
Filed with the SECOct 21, 2026, 4:25 PM ET
Accession number0001067701-26-000036

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

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:18 PM ET, from this filing only.

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.