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United Rentals (URI) Stock News

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United Rentals, Inc. reports news on its equipment rental business serving construction, industrial, utility, municipal and homeowner customers. Company updates commonly cover rental revenue, fleet productivity, adjusted EBITDA, guidance, capital allocation and quarterly dividends, along with activity across general rentals and specialty rental offerings.

Recurring developments also include digital and jobsite tools such as Worksite Performance Solutions, United Academy training programs, the Equipment Agent AI assistant and telematics integrations. Governance updates, board composition and investor conference participation appear alongside operating results and customer-focused safety initiatives.

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United Rentals (NYSE: URI) declared a quarterly cash dividend of $1.97 per share, payable on November 25, 2026. The dividend was declared by the board of directors and will be paid to stockholders of record as of November 11, 2026.

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United Rentals (NYSE: URI) reported third-quarter revenue of $4.893 billion and raised its full-year 2026 revenue and earnings outlook. Rental revenue rose 17.8% year over year to $4.316 billion. Net income increased 31.2% to $920 million, with diluted earnings per share of $14.77 versus $10.91. Net income margin increased 220 basis points to 18.8%.

The company now expects 2026 revenue of $18.0 billion to $18.2 billion and adjusted EBITDA, a non-GAAP earnings measure, of $8.3 billion to $8.4 billion. Free cash flow guidance excluding restructuring payments remains $2.15 billion to $2.45 billion despite higher planned rental equipment spending. Nine-month operating cash flow increased 25.4% to $4.934 billion. United Rentals began a new $5.0 billion repurchase program after completing its prior program; it expects $1.5 billion of repurchases in 2026.

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United Rentals (URI) will hold its third quarter 2026 conference call on October 22, 2026, at 8:30 a.m. Eastern Time.

CEO Matt Flannery and CFO Ted Grace will participate. The quarterly press release will be available at unitedrentals.com after market close on October 21, 2026. A live audio webcast will be available on the website and archived until the next earnings call.

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The TJX Companies (TJX) announced that its Board of Directors elected Craig A. Pintoff as a director on September 16, 2026, effective immediately.

Pintoff is Executive Vice President and Chief Administrative Officer of United Rentals (URI), where he oversees human resources, legal, safety, environmental functions, and provides strategic oversight of the company’s charitable foundation. TJX highlights his experience in human capital and organizational management, risk and compliance, international operations, information technology, and strategic planning. TJX describes itself as a Fortune 100 off-price retailer with over 5,200 stores across ten countries and e-commerce sites in the U.S. and Europe.

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United Rentals (URI) will participate in the Morgan Stanley 14th Annual Laguna Conference on Tuesday, September 15, 2026.

Chief executive officer Matt Flannery and chief financial officer Ted Grace are scheduled to present at 2:35 p.m. PDT. The company states that the presentation will be accessible via an online webcast at the provided link.

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United Rentals (NYSE: URI) announced that its President and CEO, Matthew Flannery, has been named one of Glassdoor’s Best CEOs of 2026, ranking No. 15 among leaders at large U.S. companies. The award is based solely on anonymous employee reviews submitted between May 16, 2025, and May 15, 2026, reflecting feedback on the company’s Work United culture. United Rentals reports approximately 27,900 employees serving customers across North America, Europe, Australia and New Zealand.

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United Rentals (NYSE: URI) announced that its Board of Directors has declared a quarterly cash dividend of $1.97 per share. The dividend is payable on August 26, 2026 to stockholders of record as of August 12, 2026.

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United Rentals (NYSE: URI) reported record second quarter 2026 results and raised its full‑year 2026 guidance. Q2 total revenue reached $4.410 billion, including rental revenue of $3.849 billion, up 12.7% year-over-year. Net income was $753 million with a 17.1% margin, and GAAP diluted EPS was $12.03 (adjusted EPS $12.76). Adjusted EBITDA rose 13.6% to a quarterly record of $2.056 billion, a 46.6% margin, helped by a $49 million gain on the sale of part of the scaffolding business.

The company lifted 2026 revenue guidance to $17.5–$17.8 billion and adjusted EBITDA guidance to $7.975–$8.125 billion. Year-to-date, operating cash flow was $3.305 billion, free cash flow $1.149 billion, and shareholder returns $998 million. Net leverage stood at 1.8x with total liquidity of $2.999 billion as of June 30, 2026.

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United Rentals (NYSE: URI) will hold its second quarter 2026 earnings conference call and audio webcast on Thursday, July 23, 2026 at 8:30 a.m. ET. The live and archived webcast, press release, and dial-in details are available on unitedrentals.com.

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WPP Enterprise Solutions signed a multi-year Strategic Collaboration Agreement with AWS to help enterprise brands operationalize production-grade generative and agentic AI across commerce, customer experience, and marketing.

The collaboration centers on AWS-based offerings, including a composable content engine and accelerators, with reported up to 90% faster production, 40% lower content costs, and a ~70% improvement in equipment selection for United Rentals (NYSE: URI).

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FAQ

What is the current stock price of United Rentals (URI)?

United Rentals (URI) last closed at $1043.87.

What is the market cap of United Rentals (URI)?

The market cap of United Rentals (URI) is approximately $65.0B.