Welcome to our dedicated page for United Rental SEC filings (Ticker: URI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 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 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. reported solid Q1 2026 results with total revenue of $3.985 billion, up from $3.719 billion, driven mainly by equipment rentals of $3.419 billion, or 86% of revenue. Sales of new equipment and contractor supplies also grew, while rental equipment sales were roughly flat.
Net income rose to $531 million from $518 million, with diluted EPS of $8.43 versus $7.91. Results reflect higher gross margins on rentals and used equipment sales, partly offset by a $45 million restructuring charge tied to cost-savings initiatives. Adjusted EBITDA reached $1.759 billion, up 5.3%.
The company ended the quarter with total assets of $29.9 billion, including rental equipment of $16.2 billion, and debt of $13.9 billion. Operating cash flow was strong at $1.514 billion, funding $940 million of capital expenditures, share repurchases and a quarterly dividend of $1.97 per share. Management highlights ongoing inflation, interest-rate, and macro risks but continues to emphasize fleet optimization, specialty growth and disciplined capital returns.
United Rentals, Inc. reported solid Q1 2026 results with total revenue of $3.985 billion, up from $3.719 billion, driven mainly by equipment rentals of $3.419 billion, or 86% of revenue. Sales of new equipment and contractor supplies also grew, while rental equipment sales were roughly flat.
Net income rose to $531 million from $518 million, with diluted EPS of $8.43 versus $7.91. Results reflect higher gross margins on rentals and used equipment sales, partly offset by a $45 million restructuring charge tied to cost-savings initiatives. Adjusted EBITDA reached $1.759 billion, up 5.3%.
The company ended the quarter with total assets of $29.9 billion, including rental equipment of $16.2 billion, and debt of $13.9 billion. Operating cash flow was strong at $1.514 billion, funding $940 million of capital expenditures, share repurchases and a quarterly dividend of $1.97 per share. Management highlights ongoing inflation, interest-rate, and macro risks but continues to emphasize fleet optimization, specialty growth and disciplined capital returns.
UNITED RENTALS, INC. director Marc A. Bruno reported a compensation-related award rather than an open-market trade. He acquired 51 Phantom Stock Units under the company’s Deferred Compensation Plan for Directors, valued at $728.56 per unit, economically tied to the price of Common Stock.
These Phantom Stock Units are designed to mirror one share of Common Stock each and will be delivered on a one-for-one basis after he leaves the board. Following this grant, Bruno’s total deferred balance tied to Common Stock stands at 7,508 units.
United Rentals Inc ownership filing: The Vanguard Group amended its Schedule 13G to report a disaggregated reporting structure following an internal realignment. The filing states that, after the realignment, certain subsidiaries/divisions will report beneficial ownership separately and The Vanguard Group, Inc. no longer is deemed to beneficially own those securities.
The amendment shows Amount beneficially owned: 0 and Percent of class: 0%. The filing cites the internal realignment effective January 12, 2026 and is signed on 03/27/2026.
United Rentals is asking stockholders to vote at a fully virtual 2026 annual meeting on May 8, 2026. Items include electing 11 directors, ratifying Ernst & Young as auditor, an advisory vote on executive pay, and a stockholder proposal on directors who fail to obtain a majority vote, which the Board opposes.
The Board highlights a largely independent slate, separate Chair and CEO roles, a lead independent director, majority voting, proxy access, and no poison pill. In 2025 the company generated rental revenue of $13.8 billion and total revenue of $16.1 billion, with a 15.5% net income margin and 45.5% adjusted EBITDA margin.
United Rentals reports $5.2 billion of net cash from operating activities, $2.2 billion of free cash flow, and $2.4 billion returned to stockholders through $1.9 billion of share repurchases and approximately $500 million of dividends. It opened 60 specialty branches, reaching 1,768 global branches, maintained a total recordable incident rate of 0.75, and reduced voluntary turnover to 10.8%. Executive pay remains heavily performance-based, with 2025 say‑on‑pay support of 95%.
UNITED RENTALS, INC. executive Craig Adam Pintoff, EVP and Chief Administrative Officer, reported equity compensation and related tax-withholding transactions in company common stock.
On March 4, 2026, he acquired 1,304 restricted stock units at $851.88 per share, which vest in three equal installments on March 4, 2027, March 4, 2028 and March 4, 2029, and are settled one-for-one in shares upon vesting. He also received 374 shares as his 2025 annual bonus, payable in unrestricted common stock.
To cover tax obligations related to the vesting of previously granted restricted stock units and the 2025 bonus award, he disposed of 232.813 shares on March 4, 2026 and 206.822 and 296.961 shares on March 4 and March 5, 2026 through shares surrendered or withheld for tax purposes. After these transactions, he directly owned 17,536.598 common shares.
UNITED RENTALS, INC. vice president and controller Andrew B. Limoges reported a mix of stock awards and tax-related share dispositions. On March 4, 2026, he acquired 203 restricted stock units and 195 shares as a 2025 annual bonus, both in common stock. Related footnotes state that one-third of the restricted stock units are scheduled to vest on each of March 4, 2027, 2028 and 2029, with one-for-one share settlement at vesting. To cover tax obligations tied to these awards and prior restricted stock unit vesting, he disposed of 90.363 and 29.195 shares on March 4 and 36.609 shares on March 5, 2026, all identified as shares surrendered or withheld for tax purposes rather than open-market sales. Following the March 5 transaction, he directly held 2,413.124 shares of United Rentals common stock.
UNITED RENTALS, INC. senior vice president Anthony S. Leopold reported equity compensation activity involving company common stock. On March 4, 2026, he acquired 405 restricted stock units and 246 shares as stock awards, including an award representing his 2025 annual bonus payable in unrestricted stock.
On the same date, he disposed of 113.997 shares, and on March 5, 2026, he disposed of 73.218 shares, in each case to cover tax obligations related to vesting or award of these shares. After these transactions, he directly owned 4,309.616 shares of United Rentals common stock.
UNITED RENTALS, INC. SVP Joli L. Gross reported stock awards and related tax share withholdings. On March 4, 2026, she acquired 485.0000 and 306.0000 shares of common stock as restricted stock units and a 2025 annual bonus, both valued at $851.8800 per share.
The filing also shows tax-withholding dispositions of 141.8010 and 71.8270 shares on March 4, 2026 and 91.7540 shares on March 5, 2026 at prices between $842.9300 and $851.8800 per share. After these transactions, she directly owned 6043.8160 shares of United Rentals common stock.