Form 8-K · Current report
United Rentals 8-K, filed Oct 21, 2026
- Filed
- CIK
- 0001067701
- Accession no.
- 0001067701-26-000036
Summary
United Rentals reported record third-quarter 2026 results, with total revenue of $4.893 billion, net income of $920 million and adjusted EBITDA of $2.331 billion, and raised its full-year 2026 guidance to revenue of $18.0–18.2 billion and adjusted EBITDA of $8.3–8.4 billion. Chief executive Matthew Flannery attributed the quarter to growth across general and specialty rentals and said the company believes it is positioned to outperform the industry.
Key points
- Total revenue was $4.893 billion, including rental revenue of $4.316 billion; net income was $920 million and adjusted EBITDA was $2.331 billion.
- GAAP diluted EPS was $14.77 and adjusted EPS was $15.55; rental revenue rose 17.8% year-over-year.
- Full-year 2026 guidance was raised to total revenue of $18.0–18.2 billion and adjusted EBITDA of $8.3–8.4 billion, from $17.5–17.8 billion and $7.975–8.125 billion.
- The board declared a quarterly dividend of $1.97 per share payable November 25, 2026, and the company expects $1.5 billion of share repurchases in 2026.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 7.01Regulation FD Disclosure
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02. Results of Operations and Financial Condition. On October 21, 2026, United Rentals, Inc. (the “Company”) issued a press release reporting its results of operations for the quarter ended September 30, 2026. A copy of the press release is being furnished with this report as Exhibit 99.1. Item 7.01. Regulation FD Disclosure. Certain information concerning our business, financial results and 2026 outlook that the Company expects to use at certain investor meetings and presentations can be accessed currently on the Company’s website, www.unitedrentals.com. …
An excerpt of the text as filed with the SEC, cut for length.
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