8-K ·Filed Apr 22, 2026
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish
The strong beat and raised guidance suggest robust demand and operational efficiency. Monitor the upcoming conference call for details on large project activity and specialty segment margins.
Final — all horizons settled through T+60d
URI ▲ +5.93% at T+60d
LONG call ✓ call won +5.93% · α vs SPY +1.01% · entry $986.71 → $1,045.21
T+1d
-1.29%
call -1.29% · α -2.07%
$974.02
settled 5mo ago
T+5d
-3.50%
call -3.50% · α -4.98%
$952.13
settled 5mo ago
T+20d
-5.11%
call -5.11% · α -9.75%
$936.27
settled 5mo ago
T+60d
+5.93%
call +5.93% · α +1.01%
$1,045.21
settled 2mo ago
Price Chart
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Executive Summary
United Rentals reported strong Q1 2026 results with record revenue, EPS, and adjusted EBITDA, beating consensus. The company raised its full-year 2026 guidance, signaling confidence in continued momentum and shareholder returns.
Key Financial Metrics
EPS
$9.71
est $8.94 · +8.6%
Revenue
$4.0B
est $3.9B · +3.0% · +7.2% YoY
Rating
beat
Guidance
$16.9B-$17.4B
raised
Free Cash Flow
$1.1B
Gross Margin
36.84%
Key Facts
- Q1 2026 GAAP EPS of $8.43 and adjusted EPS of $9.71 beat consensus of $8.94
- Total revenue of $3.985B and rental revenue of $3.419B were records
- Company raised 2026 full-year guidance for total revenue and adjusted EBITDA
- Returned $500M to shareholders via $375M in share repurchases and $125M in dividends
Financial Impact
Revenue beat by $115M, adjusted EPS beat by $0.77
revenueepsebitdafreeCashFlow
Risk Factors
- Restructuring charges of $45M in Q1 could signal underlying cost pressures
- Free cash flow decreased 2.6% YoY despite strong operating cash flow
Market Snapshot
Exchange
NYSE
Sector
Services-Equipment Rental & Leasing, NEC
Investment Themes
Services
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001067701-26-000018 |
| Document: uri-20260422.htm | 0001067701-26-000018 |
| Document: 0001067701-26-000018-index-headers.html | 0001067701-26-000018 |
| Document: 0001067701-26-000018-index.html | 0001067701-26-000018 |
| Document: 0001067701-26-000018.txt | 0001067701-26-000018 |
| 8-K Data (Synthetic) | 0001067701-26-000018 |
7 reports for URI
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 29, 2026 13w ago | Court Ruling | $1,122.67 $1,043.04 | ▼ −7.09% | ▼ −11.48% | $1,080.66 (−3.74%) |
Apr 27, 2026 22w ago | Insider Cluster | $955.98 $1,035.06 | ▲ +8.27% | ▲ +3.76% | $1,080.66 (+13.04%) |
Apr 24, 2026 23w ago | Insider Cluster | $974.02 $1,012.71 | ▲ +3.97% | ▲ +0.03% | $1,080.66 (+10.95%) |
Apr 24, 2026 23w ago | Insider Cluster | $974.02 $1,012.71 | ▲ +3.97% | ▲ +0.03% | $1,080.66 (+10.95%) |
Apr 24, 2026 23w ago | Insider Cluster | $974.02 $1,012.71 | ▲ +3.97% | ▲ +0.03% | $1,080.66 (+10.95%) |
Apr 22, 2026 23w ago | 8-K | $986.71 $1,045.21 | ▲ +5.93% | ▲ +1.01% | $1,080.66 (+9.52%) |
Mar 25, 2026 27w ago | DEFA14A | $739.43 $1,092.68 | ▲ +47.77% | ▲ +32.38% | $1,080.66 (+46.15%) |
Showing 7 of 7
US Market Status
Market Closed — Opens Mon (65h 29m)
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