United Rentals, Inc. filings document formal disclosures for an equipment rental company whose common stock trades on the New York Stock Exchange under URI. Recent Form 8-K reports cover quarterly operating results, Regulation FD investor presentations, board changes, annual meeting voting outcomes and material financing activity involving United Rentals (North America), Inc.
The company’s proxy materials describe director elections, auditor ratification, executive compensation votes, stockholder proposals and related governance matters. Debt-related filings document senior notes issued by the wholly owned operating subsidiary, while earnings exhibits provide reported revenue, rental revenue, cash flow, margin and guidance disclosures.
United Rentals, Inc. (URI) director Marc A. Bruno acquired 38 Phantom Stock Units on September 30, 2026, under the Deferred Compensation Plan for Directors. Deferred fees of $1,000.78 per unit were used to acquire them. Each unit is deemed invested in Common Stock and has the economic equivalent of one share; the represented shares are payable one-for-one on the first day of the month immediately following termination of his director service. Bruno's reported direct Common Stock position following the transaction was 7,783 shares.
United Rentals, Inc. EVP, Chief Operating Officer Michael D. Durand had 492 shares of common stock withheld for tax purposes at $1,014.54 per share on September 29, 2026, in connection with the vesting and settlement of previously reported restricted stock units. His reported direct holdings after the transaction were 7,775 shares. No Rule 10b5-1 plan is reported.
UNITED RENTALS, INC. (URI) announced that members of its executive management team will participate in the Morgan Stanley 14th Annual Laguna Conference on September 15, 2026. Chief executive officer Matt Flannery and chief financial officer Ted Grace will present at 2:35 p.m. PDT, with a live webcast available via the provided link.
The disclosure states that this information, including the press release, is furnished under Regulation FD and is not deemed filed under the Exchange Act. United Rentals describes itself as the world’s largest equipment rental company, with a network of rental locations across North America, Europe, Australia and New Zealand and a rental fleet with an original cost of $23.75 billion.
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.