Every 8-K that United Rentals, Inc. (URI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow URI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full URI filings page.
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 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. 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. reported results of its annual shareholder meeting held on May 8, 2026. Stockholders elected all eleven director nominees to one-year terms, ratified the appointment of Ernst & Young LLP as independent public accounting firm for the fiscal year ending December 31, 2026, and approved on an advisory basis the compensation of the company’s named executive officers. Stockholders also voted on a proposal concerning directors who fail to obtain a majority vote, which was rejected by a wide margin.
United Rentals reported a record first quarter of 2026, with total revenue of $3.985 billion and rental revenue of $3.419 billion, up 8.7% year-over-year. Net income was $531 million, or GAAP diluted EPS of $8.43, and adjusted EPS of $9.71.
Adjusted EBITDA reached a first-quarter record of $1.759 billion with a 44.1% margin, while fleet productivity rose 2.3%. Free cash flow was $1.054 billion. Management returned $500 million to shareholders via buybacks and dividends and raised full-year 2026 guidance for revenue, adjusted EBITDA, cash from operations and net rental capital spending.
United Rentals, Inc. filed a report stating that its executive management will participate in Citi’s 2026 Global Industrial Tech and Mobility Conference on February 17, 2026. Chief executive officer Matt Flannery and chief financial officer Ted Grace will give a presentation beginning at 11:20 a.m. ET, accessible via webcast.
The company highlights its position as the world’s largest equipment rental provider, with an integrated network of 1,663 rental locations in North America, 41 in Europe, 45 in Australia and 19 in New Zealand. It reports approximately 28,500 employees and a rental fleet with a total original cost of $22.48 billion.
United Rentals, Inc. expanded its Board of Directors from ten to eleven members and appointed Alexander R. Taussig as an independent director, effective February 4, 2026. This adds an additional independent voice to the company’s governance structure.
For his Board service, Mr. Taussig will receive annual cash retainer fees of $125,000 and an annual equity grant of $190,000 in fully vested restricted stock units, pro-rated for 2026 and generally paid after three years, with potential acceleration in certain cases. He may participate, at his own cost, in the company’s medical benefits program and its Deferred Compensation Plan for Directors. United Rentals also entered into a standard indemnification agreement with him, and there are no related-party transactions requiring disclosure.
United Rentals filed an 8-K outlining recent results communications and a major new share repurchase plan. The company issued a press release with its quarter and full-year 2025 results and posted an investor presentation covering business performance and its 2026 outlook.
The presentation uses non-GAAP metrics including free cash flow, EBITDA, adjusted EBITDA and adjusted EPS, and provides reconciliations to GAAP figures. United Rentals also announced a new $5.0 billion share repurchase program with no set end date and plans to repurchase $1.5 billion of stock in 2026, including $350 million to finish its existing $2.0 billion program and $1.15 billion under the new authorization.
United Rentals (North America), Inc. completed a private placement of $1,500,000,000 in aggregate principal amount of 5.375% Senior Notes due 2033. The notes were sold to qualified institutional buyers under Rule 144A and to certain non-U.S. investors under Regulation S.
The notes mature on November 15, 2033 and pay interest at 5.375% per year, with cash interest due semi-annually on May 15 and November 15, starting May 15, 2026. They are senior obligations of URNA and are guaranteed on a senior unsecured basis by United Rentals, Inc. and certain domestic subsidiaries.
URNA may redeem the notes on or after November 15, 2028 at prices ranging from 102.688% of principal in 2028 to 100.000% from 2030 onward. Before that date, URNA can redeem at 100% plus a make-whole premium, or use up to 40% of the notes for an equity-funded redemption at 105.375%. Upon certain change of control events, holders can require URNA to repurchase the notes at 101% of principal.
United Rentals, Inc. (URI) reported that its direct wholly owned subsidiary, United Rentals (North America), Inc., intends to offer senior notes in a private offering. The notes are expected to be sold to qualified institutional buyers under Rule 144A and to certain non‑U.S. investors under Regulation S of the Securities Act of 1933.
The company disclosed this plan through a press release dated November 24, 2025, which is furnished as Exhibit 99.1. The disclosure emphasizes that this notice is not an offer to sell or a solicitation to buy any securities and that any such offering would only occur where legally permitted.
United Rentals (URI) furnished quarterly results. The company filed an 8-K stating it issued a press release on October 22, 2025 covering results for the quarter ended September 30, 2025, with the release provided as Exhibit 99.1.
The company also posted materials for investor meetings on its website. These include non-GAAP metrics and reconciliations: free cash flow (net cash from operating activities less purchases of, and plus proceeds from, equipment and intangible assets, plus excess tax benefits from share-based payments), EBITDA (net income plus taxes, interest, and depreciation/amortization), adjusted EBITDA (EBITDA plus stock compensation expense, net, and defined special items), and adjusted EPS (diluted EPS plus defined special items). The company states these measures offer additional insight into liquidity, operating performance and period-over-period growth, and future profitability, and are presented with GAAP reconciliations.
United Rentals (URI) filed an 8-K to furnish Q2-25 information and announce a larger buyback. The company released its June-30-2025 operating results via Exhibit 99.1 and posted an investor deck on its website containing non-GAAP metrics (free cash flow, EBITDA, adj. EBITDA, adj. EPS) with reconciliations. No detailed figures are included in the filing itself.
Capital allocation update: on 23-Jul-2025 the board boosted the current share-repurchase authorization by $0.5 bn to $2.0 bn following cash-flow benefits expected from new U.S. tax legislation. URI plans to deploy $1.65 bn in 2025 (already buying back $417 m YTD) and carry the remaining $350 m into 2026.
The disclosure signals confidence in cash-generation, highlights management’s continued use of non-GAAP profitability measures to frame performance, and places investors on notice of forthcoming earnings details contained in the attached press release and web presentation.