UNITED RENTALS, INC.
URIIndustrials & materialsunitedrentals.com
Latest available resultsSeptember 30, 2026Quarter · 10-Q filed Oct 21, 2026
Next reportJanuary 26, 2027after close · forecast 14.368 $/share
Revenue
$4.89B
▲ +15.7% vs prior year YoY
Net income
$920.00M
▲ +31.2% vs prior year YoY
EPS
14.77$
▲ +35.4% vs prior year YoY
Net margin
18.8%
▲ +2.2 pp vs prior year YoY
Revenue▲ +15.7%
Margins (% of revenue)GrossOperatingNet
Net income▲ +31.2%
EPS▲ +35.4%
Financial statements
View 10-Q filed October 21, 2026 on SEC ↗| Metric | Sep 2024 | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $3.99B | $4.09B | $3.72B | $3.94B | $4.23B | $4.21B | $3.98B | $4.89B | ▲ +15.7% |
| Gross profit | $1.65B | $1.64B | $1.36B | $1.53B | $1.67B | $1.59B | $1.47B | $2.05B | ▲ +22.9% |
| Operating income | $1.12B | $1.09B | $804.00M | $1.00B | $1.11B | $1.05B | $869.00M | $1.41B | ▲ +26.5% |
| Net income | $708.00M | $689.00M | $518.00M | $622.00M | $701.00M | $653.00M | $531.00M | $920.00M | ▲ +31.2% |
| R&Dnever filed | — | — | — | — | — | — | — | — | — |
| EPS (diluted) | 10.70 $ | — | 7.91 $ | 9.59 $ | 10.91 $ | — | 8.43 $ | 14.77 $ | ▲ +35.4% |
| Margins (% of revenue) | |||||||||
| Gross | 41.3 % | 40.0 % | 36.5 % | 38.9 % | 39.4 % | 37.8 % | 36.9 % | 41.8 % | ▲ +2.4 pt |
| Operating | 28.1 % | 26.5 % | 21.6 % | 25.4 % | 26.3 % | 25.0 % | 21.8 % | 28.8 % | ▲ +2.5 pt |
| Net | 17.7 % | 16.8 % | 13.9 % | 15.8 % | 16.6 % | 15.5 % | 13.3 % | 18.8 % | ▲ +2.2 pt |
| Balance sheet | |||||||||
| Assets | $28.41B | $28.16B | $28.05B | $29.21B | $30.07B | $29.87B | $29.89B | $32.78B | ▲ +9.0% |
| Liabilities | $19.83B | $19.54B | $19.26B | $20.17B | $21.07B | $20.90B | $20.92B | $23.09B | ▲ +9.6% |
| Equity | $8.58B | $8.62B | $8.79B | $9.04B | $9.00B | $8.97B | $8.97B | $9.70B | ▲ +7.7% |
| Cash | $479.00M | $457.00M | $542.00M | $548.00M | $512.00M | $459.00M | $156.00M | $153.00M | ▼ -70.1% |
| Capital | |||||||||
| Shares outstanding | 65.62M | 65.31M | 65.00M | 64.34M | 63.63M | 63.00M | 62.65M | 61.92M | ▼ -2.7% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.