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United Rentals, Inc. executive William E. Grace, EVP and CFO, reported a sale of 1,500 shares of Common Stock on July 24, 2026 at an average price of $1,133.1544 per share, characterized as a sale in the open market or a private transaction. After this trade, he directly holds 6,061.653 shares of United Rentals Common Stock. The Rule 10b5-1 trading-plan checkbox on the form is not marked.
United Rentals (symbol URI) reports a planned sale of 1,500 of its common securities through Morgan Stanley Smith Barney LLC, associated with the NYSE and a date of 07/24/2026. The filing ties these securities to multiple restricted equity vesting events under a registered plan from 2023 to 2025 for services rendered, such as 50 units on March 3, 2023 and 72 units on August 1, 2024.
United Rentals reported record second-quarter 2026 results. Total revenue was $4.410 billion, including rental revenue of $3.849 billion, which increased 12.7% year-over-year. Net income was $753 million, for a margin of 17.1%, with GAAP diluted EPS of $12.03 and adjusted EPS of $12.76. Adjusted EBITDA reached a quarterly record of $2.056 billion, a margin of 46.6%. Results include a $49 million gain on the sale of part of the scaffolding business, providing a $37 million after-tax benefit, or $0.58 per diluted share.
Operationally, fleet productivity increased 3.4% year-over-year, and used equipment sales generated $330 million of proceeds at a 46.7% GAAP gross margin. For the first six months of 2026, net cash from operating activities was $3.305 billion and free cash flow was $1.149 billion after significant rental capital spending of $2.931 billion. The company returned $998 million to shareholders year-to-date via $750 million of share repurchases and $248 million of dividends, and reported a net leverage ratio of 1.8x and total liquidity of $2.999 billion as of June 30, 2026.
On the back of these results, United Rentals raised its 2026 outlook. The company now expects total revenue of $17.5–$17.8 billion, adjusted EBITDA of $7.975–$8.125 billion, net rental capital expenditures after gross purchases of $3.4–$3.8 billion, net cash from operating activities of $5.85–$6.65 billion and free cash flow excluding restructuring-related payments of $2.15–$2.45 billion. General rentals revenue grew 6.6% with higher margins, while specialty rentals revenue grew 24.8% with some margin pressure from mix.
United Rentals, Inc. reported strong mid‑year results, with Q2 2026 revenue of $4.41 billion, up 11.8% year over year, and six‑month revenue of $8.40 billion, up 9.6%. Equipment rentals remained the core, contributing $3.85 billion in Q2 and $7.27 billion year‑to‑date.
Q2 net income was $753 million and diluted EPS $12.03, lifting six‑month net income to $1.28 billion and EPS to $20.44. Results include a $49 million pre‑tax gain on the sale of part of the scaffolding business and $51 million of restructuring charges tied to a 2026 cost‑savings program.
Adjusted EBITDA reached $2.06 billion in Q2 with a 46.6% margin. Total assets were $31.31 billion and total debt $14.23 billion at June 30, 2026. Management cited available liquidity of $2.999 billion, continued heavy rental fleet investment, and ongoing dividends and share repurchases under a new $5 billion authorization.
UNITED RENTALS, INC. director Marc A. Bruno reported receiving an award of 34 Phantom Stock Units on Common Stock, treated as an acquisition under the company’s deferred compensation plan for directors. Each unit has the economic equivalent of one share and is funded with deferred fees. Following this award, Bruno holds 7,745 units, which will be paid out in Common Stock on a one-for-one basis after his board service ends.
United Rentals, Inc. and its affiliate United Rentals (North America), Inc. entered into Amendment No. 18 to their Third Amended and Restated Receivables Purchase Agreement, extending their accounts receivable securitization facility. The amended facility now expires on June 18, 2027, with potential 364-day extensions by mutual agreement.
The structure of the facility is unchanged: advances are permitted only when eligible receivables in the collateral pool exceed outstanding loans by a specified amount, and those receivables remain the lenders’ sole source of repayment. The company also confirmed its existing performance undertaking related to this securitization structure.
UNITED RENTALS, INC. director Alexander R. Taussig received an award of 203 shares of Common Stock, recorded at a price of $937 per share. Following this grant, he holds 260 shares directly.
The award is in the form of Restricted Stock Units that convert into Common Stock on a one-for-one basis under a Director Restricted Stock Unit Agreement. The units are fully vested upon award, but, subject to acceleration in certain circumstances, payment will not be made until May 8, 2029.
UNITED RENTALS, INC. director Shiv Singh reported an acquisition of equity-based compensation in the form of 203 Restricted Stock Units tied to Common Stock at a reference value of $937.00 per share. After this grant, Singh holds 7,803 shares or share-equivalents directly. The Restricted Stock Units are fully vested upon award and will be settled on a one-for-one basis in Common Stock under a Director Restricted Stock Unit Agreement, with payment scheduled for May 8, 2029, subject to any applicable acceleration provisions.
UNITED RENTALS, INC. director Gracia C. Martore reported an equity compensation award of 203 shares of Common Stock on 2026-05-08, valued at $937.0000 per share. After this grant, the director directly holds 7,242 shares.
The award represents Restricted Stock Units that convert into Common Stock on a one-for-one basis under a Director Restricted Stock Unit Agreement. The RSUs are fully vested upon award, but, subject to possible acceleration, payment will not be made until May 8, 2029.
Lopez-Balboa Francisco J reported acquisition or exercise transactions in this Form 4 filing.
UNITED RENTALS, INC. director Francisco J. Lopez-Balboa received a grant of 203 Restricted Stock Units of Common Stock on May 8, 2026, valued at $937 per share. The RSUs are fully vested upon award and will be settled one-for-one in shares on May 8, 2029, bringing his direct holdings to 1,605 shares.