Citable filing context
URI's research view summarizes recent SEC filing context, starting with other from Sep 8, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 8, 2026 | other | United Rentals announced CEO Matt Flannery and CFO Ted Grace will present at the Morgan Stanley Laguna Conference. |
| Jul 22, 2026 | earnings | United Rentals reported record Q2 2026 results with $4.41 billion in revenue and raised its full-year 2026 guidance. |
| Jun 18, 2026 | debt_offering | United Rentals extended the expiration date of its Amended A/R Facility to June 18, 2027. |
| Jul 22, 2026 | Guidance: adjusted_ebitda | 7975.00 to 8125.00 |
| Jul 22, 2026 | Guidance: free_cash_flow | 2150.00 to 2450.00 |
| Jul 22, 2026 | Guidance: net_cash_provided_by_operating_activities | 5850.00 to 6650.00 |
| Jul 22, 2026 | mda_quarterly | United Rentals (URI) continues to leverage its scale as the world’s largest equipment rental company, operating 1,774 locations with a $23.8 billion original equipment cost (OEC) fleet. For the six months ended June 30, 2026, total revenue grew 9.6% to $8.395 billion, driven by a 10.8% increase in equipment rentals. This growth was supported by a 6.4% rise in average OEC and a 2.9% improvement in fleet productivity. The company operates through two segments: General Rentals (construction, industrial, and homeowner equipment) and Specialty (trench safety, power/HVAC, fluid solutions, and mobile storage). While General Rentals saw margin expansion due to better fixed-cost absorption, the Specialty segment experienced a 140-basis-point margin contraction, attributed to a shift in revenue mix toward lower-margin ancillary and re-rent services. Financial flexibility remains a priority, with $2.999 billion in total liquidity as of June 30, 2026. The company maintains significant debt, totaling $14.2 billion, but remains in compliance with all financial covenants. Capital allocation is heavily focused on shareholder returns; URI completed a $2.0 billion share repurchase program in early 2026 and initiated a new $5.0 billion program, while continuing to pursue strategic acquisitions to bolster its "one-stop shop" jobsite solutions strategy. |
| Apr 22, 2026 | mda_quarterly | United Rentals reported strong performance for the first quarter of 2026, with total revenues reaching $3.985 billion, a 7.2% increase year-over-year. Equipment rentals, which accounted for 86% of total revenue, grew 8.7% to $3.419 billion, driven by a 5.7% increase in average original equipment cost (OEC) and a 2.3% improvement in fleet productivity. The company operates through two primary segments: General Rentals, which focuses on construction and industrial equipment, and Specialty, which provides trench safety, power, HVAC, and fluid solutions. While General Rentals saw a 150-basis-point expansion in gross margin, the Specialty segment experienced a 170-basis-point contraction due to higher depreciation, increased delivery costs, and a shift toward lower-margin ancillary revenues. The company maintains a robust liquidity position of $3.377 billion. Management continues to prioritize shareholder returns, completing a $2.0 billion share repurchase program in the first quarter and initiating a new $5.0 billion authorization. Despite inflationary pressures on labor and maintenance, the company successfully passed significant costs to customers. The firm remains focused on "Lean" management, digital integration via its Total Control® platform, and strategic acquisitions to maintain its market-leading position. As of March 31, 2026, total indebtedness stood at $13.9 billion, with the company remaining in compliance with all debt covenants. |
Source: SEC EDGAR filing text and events; period Sep 8, 2026; filed Sep 8, 2026.
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