Every material Form 8-K United Rentals filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
United Rentals (North America) completed a $2.5 billion offering of senior notes due 2029, 2031 and 2036 on October 29, 2026, with net proceeds of approximately $2.476 billion. The company used the proceeds to repay in full the $975 million term loan facility and to reduce borrowings under its credit agreement, and the related liens and subsidiary guarantees were released. The filing describes a refinancing and debt structure change; it does not report earnings or guidance.
Notes total $2.5 billion: $700 million due 2029 at 5.550%, $800 million due 2031 at 5.750%, and $1.0 billion due 2036 at 6.200%
Net proceeds of approximately $2.476 billion after underwriting discounts, commissions and estimated fees
$975 million Term Loan Facility repaid in full on October 29, 2026; ABL Guarantor Release occurred the same day
Notes are senior unsecured obligations of United Rentals (North America), guaranteed by United Rentals, Inc.; Truist Bank is trustee
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.
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.
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.
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.
United Rentals amended its securitization facility, extending the expiration date of the Amended A/R Facility to June 18, 2027, with a possible further 364-day extension by mutual agreement. The filing says advances remain reflected as debt on the balance sheet and the facility is not described with a new borrowing amount, so the change mainly extends the term of an existing financing arrangement.
Expiration of the receivables facility extended to June 18, 2027, with possible 364-day extensions by mutual agreement
Amendment No. 18 to the Third Amended and Restated Receivables Purchase Agreement signed June 18, 2026, with banks including The Bank of Nova Scotia, PNC, Truist, MUFG, TD and Regions
Advances will continue to be reflected as debt on the condensed consolidated balance sheets
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.
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
United Rentals, Inc. increased its board from 10 to 11 directors and appointed Alexander R. Taussig, a Board Partner at Lightspeed Venture Partners, as an independent director effective February 4, 2026. The filing describes a routine board addition with no change to executive leadership or financial results, and his committee assignments will be decided later.
Taussig receives an annual retainer of $125,000 plus an annual equity grant of $190,000 in fully vested restricted stock units, pro-rated for 2026.
The board now has 11 members, nine of whom are independent directors, according to the press release.
Board committee appointments for Taussig will be decided at a future date.
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.
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.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every United Rentals filing is on SEC EDGAR ↗. 8-K briefs of other companies →