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 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, Inc. outlines a larger, more leveraged business built around equipment rentals in North America with a growing global footprint. Total revenues reached $16,099 million in 2025, up from $15,345 million, with equipment rentals contributing 86% of revenue and growing 6.0% year over year.
The company operates a rental fleet with $22.5 billion of original equipment cost, 1,768 locations and 28,500 employees, and estimates a stable 15% North American market share
Risks highlighted include exposure to cyclical construction and industrial activity, interest rates and fuel costs, as well as a $14.2 billion debt load, covenant limits, and reliance on credit facilities. United Rentals also discloses cybersecurity, data privacy, AI-related and climate risks, alongside capital-return actions including a $2.0 billion 2025 repurchase program and a new $5.0 billion authorization.
United Rentals, Inc. reported that one of its directors acquired additional exposure to company stock through deferred compensation. On 12/31/2025, the director received 47 Phantom Stock Units under the United Rentals Deferred Compensation Plan for Directors at a reference amount of $809.32 per unit, using deferred fees rather than cash. Each Phantom Stock Unit has the economic equivalent of one share of common stock and will be settled in actual shares on a one-for-one basis after the director’s board service ends. Following this transaction, the director beneficially owns 7,457 shares of United Rentals common stock directly.
United Rentals, Inc. insider reports tax-related share withholding
A senior officer of United Rentals, Inc. (URI), serving as SVP, Chief Legal & Sustainability Officer, reported a routine transaction dated 12/08/2025. The filing shows the disposition of 64.413 shares of common stock at a price of $785.04 per share, identified as shares surrendered for tax purposes in connection with the vesting and settlement of previously granted restricted stock units. After this transaction, the officer beneficially owns 4,899.432 shares of United Rentals common stock, held directly.
United Rentals, Inc. executive vice president and chief operating officer reported a small share disposition related to equity compensation. On 12/08/2025, the officer surrendered 59.562 shares of common stock at a price of $785.04 per share to cover taxes due on the vesting and settlement of previously granted restricted stock units. After this tax withholding transaction, the officer directly beneficially owns 8,688.215 shares of United Rentals common stock. This event reflects routine administration of stock-based compensation rather than an open-market sale.
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): Capital International Investors filed a Schedule 13G reporting beneficial ownership of 3,459,649 shares of United Rentals common stock, representing 5.4% of the class as of the reported event date 09/30/2025.
The filer reports sole voting power over 3,457,909 shares and sole dispositive power over 3,459,649 shares, with no shared voting or dispositive power. The percentage is based on 64,341,222 shares believed to be outstanding. The filing states the securities were acquired and are held in the ordinary course of business and not to change or influence control.
United Rentals (URI): Schedule 13G/A filed by Capital Research Global Investors reports beneficial ownership of 2,955,961 shares of common stock, equal to 4.6% of the class, tied to the event dated 09/30/2025.
CRGI lists sole voting power: 2,949,887 shares and sole dispositive power: 2,955,961 shares, with no shared voting or dispositive power. The filing notes the percentage is based on 64,341,222 shares believed to be outstanding. Item 5 indicates ownership of 5 percent or less of the class.
The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
United Rentals, Inc. (URI) reported an insider transaction by its EVP, CFO. On 11/03/2025, the officer disposed of 764.41 shares of common stock coded “F,” indicating shares were withheld to satisfy taxes related to the vesting and settlement of previously granted restricted stock units.
The reported transaction reflects tax withholding rather than an open‑market sale, at a reported price of $857.41 per share. Following this event, the officer’s beneficial ownership stands at 7,019.863 shares, held directly.