Welcome to our dedicated page for United Rental news (Ticker: URI), a resource for investors and traders seeking the latest updates and insights on United Rental stock.
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.
United Rentals (NYSE: URI) reported record Q1 2026 results: $3.985B total revenue and $3.419B rental revenue. GAAP diluted EPS was $8.43, adjusted EPS $9.71, and adjusted EBITDA $1.759B. Net income was $531M and free cash flow was $1.054B. The company raised 2026 guidance to $16.9B–$17.4B revenue and $7.625B–$7.875B adjusted EBITDA, announced a new $5.0B buyback program, and declared a quarterly dividend of $1.97 per share.
United Rentals (NYSE: URI) will host its First Quarter 2026 conference call on Thursday, April 23, 2026 at 8:30 a.m. ET with CEO Matt Flannery and CFO Ted Grace. The company will issue its Q1 2026 press release after market close on Wednesday, April 22, 2026.
The call is available live via audio webcast at unitedrentals.com and by telephone; a replay will be archived online until the next earnings call.
United Rentals (NYSE: URI) on March 12, 2026 launched the Equipment Agent, an AI-powered assistant for equipment recommendation that guides customers through discovery, comparison and reservation.
The tool delivers personalized equipment suggestions from project descriptions, links to product pages, and, according to the company, yields a 70% improvement in finding the right equipment.
United Rentals (NYSE: URI) and Procore (NYSE: PCOR) announced a strategic partnership and their first telematics integration on February 26, 2026. The integration syncs United Rentals telematics and rented-equipment records into Procore Resource Management, giving customers a unified view of equipment, labor and materials to improve planning, tracking and asset utilization.
The feature is available now to mutual customers via the Procore App Marketplace integration page.
United Rentals (NYSE: URI) was named to The Wall Street Journal’s Management Top 250 on February 17, 2026, based on the Drucker Institute methodology.
Key metrics: ranked #3 in customer satisfaction out of 668 companies, #36 in employee engagement, and #96 in financial strength; the company cites a workforce of 28,000+.
United Rentals (NYSE: URI) will present at Citi's 2026 Global Industrial Tech and Mobility Conference on Tuesday, February 17, 2026. The company said CEO Matt Flannery and CFO Ted Grace will deliver the presentation, scheduled to begin at 11:20 a.m. ET. A webcast link is provided for the live presentation.
United Rentals (NYSE: URI) appointed Alexander Taussig to its board of directors effective February 4, 2026. The addition increases the board to 11 members, including nine independent directors. Taussig brings experience in scaling technology-enabled platforms, artificial intelligence, and growth strategy from Lightspeed Venture Partners.
His background includes roles at Lightspeed since 2016 and degrees from Harvard Business School, MIT, and Harvard University.
United Rentals (NYSE: URI) said its Board increased the quarterly cash dividend by 10%, declaring a dividend of $1.97 per share. The dividend is payable February 25, 2026 to shareholders of record on February 11, 2026.
United Rentals (NYSE: URI) reported Q4 2025 revenue of $4.208B and full-year revenue of $16.099B, with Q4 net income of $653M and GAAP diluted EPS of $10.27. Adjusted EBITDA for 2025 was $7.328B. The company provided 2026 guidance and announced a new $5B share repurchase program, intends to repurchase $1.5B in 2026, and raised its quarterly dividend by 10% to $1.97 per share.
Full-year free cash flow was $2.181B, year-end net leverage was 1.9x, and total liquidity was $3.322B.
United Rentals (NYSE: URI) announced enterprise-wide scaling of Manual Assist AI, a web-based application built with Amazon Web Services to deliver AI-powered diagnostics and on-demand access to equipment manufacturer manuals for service teams.
The app now supports more than 4,000 monthly users, uses Amazon Bedrock and Amazon OpenSearch, and is designed to speed repairs, reduce equipment downtime, and improve fleet utilization by helping technicians quickly find and summarize relevant service procedures both in the shop and in the field.
The tool is positioned as part of United Rentals’ Worksite Performance Solutions innovation strategy to expand employee capacity and drive operational productivity.