United Rentals Reports Record Q3 2026 Results and Raises Full-Year Guidance
United Rentals (URI) delivered record third-quarter results, highlighted by a 15.7% year-over-year increase in total revenue to $4.893 billion. Growth was primarily driven by robust demand for large-scale projects within the energy, manufacturing, infrastructure, and data center sectors. The company's specialty segment saw significant momentum with rental revenue growing 34.7%, while general rentals also grew 8.8% due to nonresidential construction activity. Driven by improved fleet productivity and cost discipline, United Rentals raised its full-year guidance for both revenue and Adjusted EBITDA. Net income reached $920 million, representing an 18.8% margin improvement over the previous year. The company continues to return significant capital to shareholders, having returned nearly $1.5 billion through dividends and share repurchases year-to-date.
Tickers: $URI
Topics: adjusted ebitda eps net income rental revenue revenue growth