United Rentals, Inc. (URI) Q3 FY2026 Financial Statements: Revenue $4.89B, Net income $920.00M
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PeriodQ3 FY2026
Published
United Rentals reported total revenue of $4.89 billion for Q3 FY2026, the quarter ended September 30, 2026, up 15.7% from a year earlier, and net income of $920 million, up 31.2%, or $14.77 per diluted share against $10.91. Equipment rentals, the core of the business, brought in $4.32 billion, up 17.8%, led by the specialty segment, whose rental revenue rose to $1.70 billion from $1.26 billion.
| Metric | Amount | vs. year ago |
|---|---|---|
| Revenue | $4,893,000,000 | up 15.7% |
| Net income | $920,000,000 | up 31.2% |
| Diluted EPS | $14.77 | up 35.4% |
| Equipment rentals revenue | $4,316,000,000 | up 17.8% |
| Specialty rental revenue | $1,704,000,000 | up 34.7% |
Figures link to the filing they came from. Wherever the SEC filing tags a number, that number is linked: click it and the filing opens at the exact line that prints it. Figures calculated here, such as margins, free cash flow and trailing-twelve-month totals, have no line in a filing to point to and are not linked.
About this file
| Ticker | URI |
|---|---|
| CIK | 0001067701 |
| Company | United Rentals, Inc. |
| Business type | industrial |
| Schema template | standard industrial template adapted for an equipment rental business: revenue split into equipment rentals and the four ancillary revenue lines the income statement prints, the matching cost lines, gross profit, operating income, net income and EPS; balance sheet with rental fleet, goodwill and total debt; cash flow with rental and non-rental equipment purchases and sales shown separately and free cash flow on the company's own definition; segment results for general rentals and specialty |
| Reporting currency | USD |
| Converted to USD | no |
| Units | actual US dollars (not millions); share counts in actual shares; per-share amounts in US dollars per share |
URI annual income statement, balance sheet and cash flow
| FY2025 | FY2024 | FY2023 | |
|---|---|---|---|
| Period start | 2025-01-01 | 2024-01-01 | 2023-01-01 |
| Period end | 2025-12-31 | 2024-12-31 | 2023-12-31 |
| Period type | fiscal year | fiscal year | fiscal year |
| Source accession | 10-K | 10-K | 10-K |
| Income statement | |||
| Equipment rentals revenue | 13,806,000,000 | 13,029,000,000 | 12,064,000,000 |
| Sales of rental equipment | 1,413,000,000 | 1,521,000,000 | 1,574,000,000 |
| Sales of new equipment | 348,000,000 | 282,000,000 | 218,000,000 |
| Contractor supplies sales | 163,000,000 | 155,000,000 | 146,000,000 |
| Service and other revenues | 369,000,000 | 358,000,000 | 330,000,000 |
| Total revenues | 16,099,000,000 | 15,345,000,000 | 14,332,000,000 |
| Cost of equipment rentals excluding depreciation | 5,888,000,000 | 5,365,000,000 | 4,900,000,000 |
| Depreciation of rental equipment | 2,670,000,000 | 2,466,000,000 | 2,350,000,000 |
| Cost of rental equipment sales | 778,000,000 | 811,000,000 | 788,000,000 |
| Cost of new equipment sales | 278,000,000 | 229,000,000 | 179,000,000 |
| Cost of contractor supplies sales | 113,000,000 | 103,000,000 | 99,000,000 |
| Cost of service and other revenues | 228,000,000 | 221,000,000 | 203,000,000 |
| Total cost of revenues | 9,955,000,000 | 9,195,000,000 | 8,519,000,000 |
| Gross profit | 6,144,000,000 | 6,150,000,000 | 5,813,000,000 |
| Selling general and administrative expenses | 1,732,000,000 | 1,645,000,000 | 1,527,000,000 |
| Restructuring charge | 1,000,000 | 3,000,000 | 28,000,000 |
| Non rental depreciation and amortization | 438,000,000 | 437,000,000 | 431,000,000 |
| Operating income | 3,973,000,000 | 4,065,000,000 | 3,827,000,000 |
| Interest expense net | 716,000,000 | 691,000,000 | 635,000,000 |
| Other income net | 81,000,000 | 14,000,000 | 19,000,000 |
| Income before income taxes | 3,338,000,000 | 3,388,000,000 | 3,211,000,000 |
| Provision for income taxes | 844,000,000 | 813,000,000 | 787,000,000 |
| Net income | 2,494,000,000 | 2,575,000,000 | 2,424,000,000 |
| Basic EPS | 38.71 | 38.82 | 35.40 |
| Diluted EPS | 38.61 | 38.69 | 35.28 |
| Weighted average basic shares | 64,439,000 | 66,345,000 | 68,470,000 |
| Diluted shares | 64,604,000 | 66,567,000 | 68,710,000 |
| Dividends declared per share | 7.16 | 6.52 | 5.92 |
| Balance sheet | |||
| Cash and cash equivalents | 459,000,000 | 457,000,000 | |
| Accounts receivable net | 2,510,000,000 | 2,357,000,000 | |
| Inventory | 240,000,000 | 200,000,000 | |
| Prepaid expenses and other assets | 399,000,000 | 235,000,000 | |
| Total current assets | 3,608,000,000 | 3,249,000,000 | |
| Rental equipment net | 16,069,000,000 | 14,931,000,000 | |
| Property and equipment net | 1,134,000,000 | 1,034,000,000 | |
| Goodwill | 7,119,000,000 | 6,900,000,000 | |
| Other intangible assets net | 477,000,000 | 663,000,000 | |
| Operating lease right of use assets | 1,395,000,000 | 1,337,000,000 | |
| Other long term assets | 64,000,000 | 49,000,000 | |
| Total assets | 29,866,000,000 | 28,163,000,000 | |
| Short term debt and current maturities of long term debt | 1,577,000,000 | 1,178,000,000 | |
| Accounts payable | 776,000,000 | 748,000,000 | |
| Accrued expenses and other liabilities | 1,466,000,000 | 1,397,000,000 | |
| Total current liabilities | 3,819,000,000 | 3,323,000,000 | |
| Long term debt | 12,652,000,000 | 12,228,000,000 | |
| Deferred taxes | 3,115,000,000 | 2,685,000,000 | |
| Operating lease liabilities | 1,124,000,000 | 1,089,000,000 | |
| Other long term liabilities | 188,000,000 | 216,000,000 | |
| Total liabilities | 20,898,000,000 | 19,541,000,000 | |
| Additional paid in capital | 2,769,000,000 | 2,691,000,000 | |
| Retained earnings | 15,843,000,000 | 13,813,000,000 | |
| Treasury stock at cost | -9,396,000,000 | -7,478,000,000 | |
| Accumulated other comprehensive loss | -249,000,000 | -405,000,000 | |
| Total stockholders equity | 8,968,000,000 | 8,622,000,000 | |
| Total debt | 14,229,000,000 | 13,406,000,000 | |
| Common shares outstanding | 63,095,970 | 65,305,731 | |
| Cash flow | |||
| Depreciation and amortization | 3,108,000,000 | 2,903,000,000 | 2,781,000,000 |
| Operating cash flow | 5,190,000,000 | 4,546,000,000 | 4,704,000,000 |
| Payments for purchases of rental equipment | -4,149,000,000 | -3,753,000,000 | -3,714,000,000 |
| Payments for purchases of non rental equipment and intangible assets | -379,000,000 | -374,000,000 | -356,000,000 |
| Proceeds from sales of rental equipment | 1,413,000,000 | 1,521,000,000 | 1,574,000,000 |
| Proceeds from sales of non rental equipment | 56,000,000 | 67,000,000 | 60,000,000 |
| Insurance proceeds from damaged equipment | 50,000,000 | 51,000,000 | 38,000,000 |
| Purchases of other companies net of cash acquired | -357,000,000 | -1,655,000,000 | -574,000,000 |
| Net cash used in investing activities | -3,369,000,000 | -4,148,000,000 | -2,976,000,000 |
| Proceeds from debt | 11,182,000,000 | 11,609,000,000 | 8,576,000,000 |
| Payments of debt | -10,529,000,000 | -9,861,000,000 | -8,574,000,000 |
| Common stock repurchased including tax withholdings | -1,969,000,000 | -1,571,000,000 | -1,070,000,000 |
| Dividends paid | -464,000,000 | -434,000,000 | -406,000,000 |
| Net cash used in financing activities | -1,841,000,000 | -274,000,000 | -1,474,000,000 |
| Free cash flow | 2,181,000,000 | 2,058,000,000 | 2,306,000,000 |
| Segments | |||
| General rentals | |||
| Equipment rentals revenue | 9,165,000,000 | 8,945,000,000 | 8,803,000,000 |
| Total revenue | 11,001,000,000 | 10,845,000,000 | 10,697,000,000 |
| Equipment rentals gross profit | 3,225,000,000 | 3,232,000,000 | 3,219,000,000 |
| Specialty | |||
| Equipment rentals revenue | 4,641,000,000 | 4,084,000,000 | 3,261,000,000 |
| Total revenue | 5,098,000,000 | 4,500,000,000 | 3,635,000,000 |
| Equipment rentals gross profit | 2,023,000,000 | 1,966,000,000 | 1,595,000,000 |
URI quarterly income statement, balance sheet and cash flow
| Q3 FY2026 | Q3 FY2025 | |
|---|---|---|
| Fiscal quarter | 3 | 3 |
| Period start | 2026-07-01 | 2025-07-01 |
| Period end | 2026-09-30 | 2025-09-30 |
| Period type | three months | three months |
| Source accession | 10-Q | 10-Q |
| Cash flow source accession | 0001067701-26-000036 | 0001067701-26-000036 |
| Income statement | ||
| Equipment rentals revenue | 4,316,000,000 | 3,665,000,000 |
| Sales of rental equipment | 348,000,000 | 333,000,000 |
| Sales of new equipment | 84,000,000 | 95,000,000 |
| Contractor supplies sales | 47,000,000 | 43,000,000 |
| Service and other revenues | 98,000,000 | 93,000,000 |
| Total revenues | 4,893,000,000 | 4,229,000,000 |
| Cost of equipment rentals excluding depreciation | 1,760,000,000 | 1,530,000,000 |
| Depreciation of rental equipment | 742,000,000 | 684,000,000 |
| Cost of rental equipment sales | 192,000,000 | 186,000,000 |
| Cost of new equipment sales | 66,000,000 | 75,000,000 |
| Cost of contractor supplies sales | 29,000,000 | 32,000,000 |
| Cost of service and other revenues | 58,000,000 | 57,000,000 |
| Total cost of revenues | 2,847,000,000 | 2,564,000,000 |
| Gross profit | 2,046,000,000 | 1,665,000,000 |
| Selling general and administrative expenses | 511,000,000 | 442,000,000 |
| Restructuring charge | 15,000,000 | 0 |
| Non rental depreciation and amortization | 111,000,000 | 109,000,000 |
| Operating income | 1,409,000,000 | 1,114,000,000 |
| Interest expense net | 184,000,000 | 178,000,000 |
| Income before income taxes | 1,231,000,000 | 937,000,000 |
| Provision for income taxes | 311,000,000 | 236,000,000 |
| Net income | 920,000,000 | 701,000,000 |
| Basic EPS | 14.79 | 10.93 |
| Diluted EPS | 14.77 | 10.91 |
| Other income net | 6,000,000 | 1,000,000 |
| Weighted average basic shares | 62,164,000 | 64,159,000 |
| Diluted shares | 62,263,000 | 64,276,000 |
| Dividends declared per share | 1.97 | 1.79 |
| Balance sheet | ||
| Cash and cash equivalents | 153,000,000 | |
| Accounts receivable net | 3,096,000,000 | |
| Inventory | 313,000,000 | |
| Prepaid expenses and other assets | 423,000,000 | |
| Total current assets | 3,985,000,000 | |
| Rental equipment net | 18,363,000,000 | |
| Property and equipment net | 1,154,000,000 | |
| Goodwill | 7,261,000,000 | |
| Other intangible assets net | 507,000,000 | |
| Operating lease right of use assets | 1,454,000,000 | |
| Other long term assets | 61,000,000 | |
| Total assets | 32,785,000,000 | |
| Short term debt and current maturities of long term debt | 1,607,000,000 | |
| Accounts payable | 1,686,000,000 | |
| Accrued expenses and other liabilities | 1,713,000,000 | |
| Total current liabilities | 5,006,000,000 | |
| Long term debt | 13,064,000,000 | |
| Deferred taxes | 3,594,000,000 | |
| Operating lease liabilities | 1,196,000,000 | |
| Other long term liabilities | 230,000,000 | |
| Total liabilities | 23,090,000,000 | |
| Additional paid in capital | 2,846,000,000 | |
| Retained earnings | 17,676,000,000 | |
| Treasury stock at cost | -10,531,000,000 | |
| Accumulated other comprehensive loss | -297,000,000 | |
| Total stockholders equity | 9,695,000,000 | |
| Total debt | 14,671,000,000 | |
| Common shares outstanding | 61,990,795 | |
| Cash flow | ||
| Depreciation and amortization | 853,000,000 | 793,000,000 |
| Operating cash flow | 1,629,000,000 | 1,181,000,000 |
| Payments for purchases of rental equipment | -1,619,000,000 | -1,455,000,000 |
| Payments for purchases of non rental equipment and intangible assets | -115,000,000 | -91,000,000 |
| Proceeds from sales of rental equipment | 348,000,000 | 333,000,000 |
| Proceeds from sales of non rental equipment | 18,000,000 | 13,000,000 |
| Insurance proceeds from damaged equipment | 11,000,000 | 13,000,000 |
| Purchases of other companies net of cash acquired | -127,000,000 | -6,000,000 |
| Net cash used in investing activities | -1,478,000,000 | -1,194,000,000 |
| Proceeds from debt | 2,888,000,000 | 2,638,000,000 |
| Payments of debt | -2,500,000,000 | -1,910,000,000 |
| Common stock repurchased including tax withholdings | -375,000,000 | -618,000,000 |
| Dividends paid | -123,000,000 | -115,000,000 |
| Net cash used in financing activities | -110,000,000 | -14,000,000 |
| Free cash flow | 272,000,000 | -6,000,000 |
| Segments | ||
| General rentals | ||
| Equipment rentals revenue | 2,612,000,000 | 2,400,000,000 |
| Total revenue | 3,065,000,000 | 2,826,000,000 |
| Equipment rentals gross profit | 1,003,000,000 | 881,000,000 |
| Specialty | ||
| Equipment rentals revenue | 1,704,000,000 | 1,265,000,000 |
| Total revenue | 1,828,000,000 | 1,403,000,000 |
| Equipment rentals gross profit | 811,000,000 | 570,000,000 |
URI year-to-date income statement and cash flow
| Nine months ended September 30, 2026 | Nine months ended September 30, 2025 | |
|---|---|---|
| Period start | 2026-01-01 | 2025-01-01 |
| Period end | 2026-09-30 | 2025-09-30 |
| Period type | nine months | nine months |
| Source accession | 10-Q | 10-Q |
| Income statement | ||
| Equipment rentals revenue | 11,584,000,000 | 10,225,000,000 |
| Sales of rental equipment | 1,028,000,000 | 1,027,000,000 |
| Sales of new equipment | 254,000,000 | 240,000,000 |
| Contractor supplies sales | 131,000,000 | 120,000,000 |
| Service and other revenues | 291,000,000 | 279,000,000 |
| Total revenues | 13,288,000,000 | 11,891,000,000 |
| Cost of equipment rentals excluding depreciation | 4,896,000,000 | 4,351,000,000 |
| Depreciation of rental equipment | 2,127,000,000 | 1,972,000,000 |
| Cost of rental equipment sales | 558,000,000 | 567,000,000 |
| Cost of new equipment sales | 204,000,000 | 192,000,000 |
| Cost of contractor supplies sales | 87,000,000 | 86,000,000 |
| Cost of service and other revenues | 169,000,000 | 169,000,000 |
| Total cost of revenues | 8,041,000,000 | 7,337,000,000 |
| Gross profit | 5,247,000,000 | 4,554,000,000 |
| Selling general and administrative expenses | 1,424,000,000 | 1,301,000,000 |
| Restructuring charge | 66,000,000 | 1,000,000 |
| Non rental depreciation and amortization | 341,000,000 | 331,000,000 |
| Operating income | 3,416,000,000 | 2,921,000,000 |
| Interest expense net | 538,000,000 | 533,000,000 |
| Income before income taxes | 2,939,000,000 | 2,464,000,000 |
| Provision for income taxes | 735,000,000 | 623,000,000 |
| Net income | 2,204,000,000 | 1,841,000,000 |
| Basic EPS | 35.24 | 28.42 |
| Diluted EPS | 35.19 | 28.37 |
| Other income net | 61,000,000 | 76,000,000 |
| Weighted average basic shares | 62,546,000 | 64,792,000 |
| Diluted shares | 62,640,000 | 64,889,000 |
| Dividends declared per share | 5.91 | 5.37 |
| Cash flow | ||
| Depreciation and amortization | 2,468,000,000 | 2,303,000,000 |
| Operating cash flow | 4,934,000,000 | 3,934,000,000 |
| Payments for purchases of rental equipment | -4,339,000,000 | -3,576,000,000 |
| Payments for purchases of non rental equipment and intangible assets | -280,000,000 | -273,000,000 |
| Proceeds from sales of rental equipment | 1,028,000,000 | 1,027,000,000 |
| Proceeds from sales of non rental equipment | 44,000,000 | 44,000,000 |
| Insurance proceeds from damaged equipment | 34,000,000 | 36,000,000 |
| Purchases of other companies net of cash acquired | -527,000,000 | -22,000,000 |
| Net cash used in investing activities | -3,949,000,000 | -2,766,000,000 |
| Proceeds from debt | 7,391,000,000 | 7,467,000,000 |
| Payments of debt | -7,094,000,000 | -6,862,000,000 |
| Common stock repurchased including tax withholdings | -1,191,000,000 | -1,338,000,000 |
| Dividends paid | -371,000,000 | -350,000,000 |
| Net cash used in financing activities | -1,284,000,000 | -1,129,000,000 |
| Free cash flow | 1,421,000,000 | 1,192,000,000 |
| Segments | ||
| General rentals | ||
| Equipment rentals revenue | 7,259,000,000 | 6,767,000,000 |
| Total revenue | 8,603,000,000 | 8,097,000,000 |
| Equipment rentals gross profit | 2,621,000,000 | 2,356,000,000 |
| Specialty | ||
| Equipment rentals revenue | 4,325,000,000 | 3,458,000,000 |
| Total revenue | 4,685,000,000 | 3,794,000,000 |
| Equipment rentals gross profit | 1,940,000,000 | 1,546,000,000 |
URI trailing twelve month income statement and cash flow
| Twelve months ended September 30, 2026 | |
|---|---|
| Period start | 2025-10-01 |
| Period end | 2026-09-30 |
| Period type | trailing twelve months (derived) |
| Source accession | 10-Q |
| Derived from accessions | 10-K, 10-Q |
| Income statement | |
| Equipment rentals revenue | 15,165,000,000 |
| Total revenues | 17,496,000,000 |
| Total cost of revenues | 10,659,000,000 |
| Gross profit | 6,837,000,000 |
| Operating income | 4,468,000,000 |
| Income before income taxes | 3,813,000,000 |
| Net income | 2,857,000,000 |
| Cash flow | |
| Operating cash flow | 6,190,000,000 |
| Payments for purchases of rental equipment | -4,912,000,000 |
| Payments for purchases of non rental equipment and intangible assets | -386,000,000 |
| Proceeds from sales of rental equipment | 1,414,000,000 |
| Proceeds from sales of non rental equipment | 56,000,000 |
| Insurance proceeds from damaged equipment | 48,000,000 |
| Free cash flow | 2,410,000,000 |
Adjustments
| Splits applied | none |
|---|---|
| ADR ratio | n/a |
| FX | none; United Rentals reports in US dollars |
Notes
- United Rentals is an equipment rental company, so the record uses a standard industrial layout adapted to how it reports: revenue is split into equipment rentals (the core business) and four smaller lines (sales of rental equipment, sales of new equipment, contractor supplies sales, service and other revenues), each with its matching cost line. Cost of revenues includes depreciation of rental equipment, so gross profit is after fleet depreciation, as the income statement prints it.
- Annual figures for FY2025, FY2024 and FY2023 come from the FY2025 10-K (accession 0001067701-26-000007). That 10-K's balance sheet presents only December 31, 2025 and December 31, 2024, so FY2023 carries an income statement, cash flow statement and segment results but no balance sheet.
- Quarterly figures for Q3 FY2026 (July 1 to September 30, 2026) and Q3 FY2025 come from the Q3 2026 10-Q (accession 0001067701-26-000034). The 10-Q's balance sheet compares September 30, 2026 with December 31, 2025, so Q3 FY2025 carries no balance sheet; the December 31, 2025 balance sheet is in the FY2025 entry.
- The 10-Q prints its cash flow statement for the nine months only. The three-month cash flow figures for Q3 FY2026 and Q3 FY2025 are taken from the condensed cash flow statement and free cash flow reconciliation in the Q3 2026 earnings release, furnished as Exhibit 99.1 to the Form 8-K filed October 21, 2026 (accession 0001067701-26-000036); each quarterly entry records this as cash_flow_source_accession. The release's nine-month columns match the 10-Q exactly, and its three-month operating cash flow and rental equipment purchases equal the nine-month figures less the six-month figures in the Q2 2026 earnings release.
- The year_to_date block covers the nine months ended September 30, 2026, with the nine months ended September 30, 2025 as its prior-year comparative; both come from the 10-Q.
- The trailing_twelve_months block (October 1, 2025 to September 30, 2026) is derived, not printed: FY2025 from the 10-K plus the nine months ended September 30, 2026 less the nine months ended September 30, 2025 from the 10-Q. Per-share amounts and share counts are not derived for this view, because quarterly earnings per share do not add up to a twelve-month figure.
- Free cash flow is the company's own non-GAAP measure: net cash provided by operating activities, less payments for purchases of rental equipment and of non-rental equipment and intangible assets, plus proceeds from sales of rental and non-rental equipment and insurance proceeds from damaged equipment. Because it is net of equipment sale proceeds, it is not operating cash flow minus gross equipment purchases. Annual figures are from the 10-K's MD&A reconciliation, nine-month figures from the 10-Q's MD&A reconciliation and three-month figures from the earnings release reconciliation; every period's components in this record add up to the printed free cash flow.
- Gross capital spending is shown as two lines, payments for purchases of rental equipment (the fleet) and payments for purchases of non-rental equipment and intangible assets, exactly as the cash flow statement prints them. Cash outflows are stored as negative numbers, as the statement prints them; treasury stock and accumulated other comprehensive loss are likewise negative.
- Other income, net is stored as a positive amount of income. The income statement prints it in parentheses within the expense lines (a reduction of expenses); the segment note's reconciliation to pre-tax income prints the same amounts as positive income, and those are the cells used.
- Total debt is the 'Total debt' line of the debt note (senior notes, the ABL and term loan facilities, the accounts receivable securitization facility and finance leases, net of discounts and issuance costs). It equals short-term debt and current maturities plus long-term debt on the balance sheet.
- Weighted-average basic and diluted shares come from the earnings per share note, which states shares in thousands; they are stored as actual share counts. Common shares outstanding is the outstanding count printed in the balance sheet's common stock caption (issued shares less treasury shares). Dividends declared per share are from the footnotes to the statements of stockholders' equity.
- Segment results cover the company's two reportable segments, general rentals and specialty. Equipment rentals gross profit is the measure the company uses to evaluate its segments. Segment total revenue includes immaterial intersegment revenues; in every period recorded here the two segments add up to the consolidated figures.
- Items affecting comparisons, as the filings describe them: the nine months ended September 30, 2026 include a $53 million pre-tax gain, mainly from the sale of part of the scaffolding business, recorded mostly in other income, net, and restructuring charges of $66 million ($15 million in Q3 FY2026) that mainly relate to the 2026 Cost Savings Restructuring Program. The nine months ended September 30, 2025 and FY2025 include a $64 million break-up fee received after the terminated agreement to acquire H&E Equipment Services, recorded in other income, net.
- No stock split, ADR conversion or currency conversion applies: United Rentals reports in US dollars, its common stock trades directly on the NYSE, and the filings record no stock split.
Uncertainties
- The three-month cash flow figures for Q3 FY2026 and Q3 FY2025 come from an unaudited earnings release furnished on Form 8-K, not from the 10-Q, which presents cash flows only for the nine-month periods.
Company details
| Name | United Rentals, Inc. |
|---|---|
| Ticker | URI |
| CIK | 0001067701 |
| Exchange | NYSE |
| State | Connecticut |
| Incorporation | Delaware |
| SIC | 7359 |
| Office | Trade & Services |
| Industry | Services-Equipment Rental & Leasing, NEC |
Fiscal period
| Fiscal year | 2026 |
|---|---|
| Fiscal period | Q3 |
| Tag | FY26Q3 |
| Period end | 2026-09-30 |
| Form | 10-Q |
| Accession | 0001067701-26-000034 |
| Fiscal year end | 1231 |
| Source | facts |
Source filings
| Role | Current | Form | Fiscal year | Fiscal period | Tag | Period end | Filed | Accession | Source |
|---|---|---|---|---|---|---|---|---|---|
| annual | no | 10-K | 2025 | FY | FY25 | 2025-12-31 | 2026-01-28 | 0001067701-26-000007 | reported |
| quarterly | yes | 10-Q | 2026 | Q3 | FY26Q3 | 2026-09-30 | 2026-10-21 | 0001067701-26-000034 | facts |
FAQ · United Rentals financial statements
How much revenue did United Rentals report in Q3 FY2026?
United Rentals reported total revenue of $4.89 billion for Q3 FY2026, the quarter ended September 30, 2026. That is up 15.7% from $4.23 billion in the same quarter a year earlier.
What were United Rentals' net income and earnings per share in Q3 FY2026?
United Rentals earned net income of $920 million in Q3 FY2026, up 31.2% from $701 million a year earlier. Diluted earnings per share were $14.77, against $10.91 in the same quarter a year earlier.
How much did United Rentals' equipment rental revenue grow in Q3 FY2026?
United Rentals' equipment rentals revenue, its core business, was $4.32 billion in Q3 FY2026, up 17.8% from $3.67 billion in the same quarter a year earlier.
How did United Rentals' specialty segment perform in Q3 FY2026?
Equipment rentals revenue in United Rentals' specialty segment was $1.70 billion in Q3 FY2026, up 34.7% from $1.26 billion a year earlier.
Where can I get United Rentals, Inc. (URI) financial data in machine-readable form?
Ticker Scout publishes United Rentals, Inc.'s financial statements as JSON at https://tickerscout.ai/uri/financials.json, free, with no API key and no signup. The 10-K and 10-Q narrative and the 8-K events digest are published as Markdown at https://tickerscout.ai/uri/narrative.md and https://tickerscout.ai/uri/events.md. United Rentals, Inc.'s SEC CIK is 0001067701. Every figure cites the SEC accession number it came from, so it can be checked against sec.gov.
When does United Rentals, Inc. (URI) next file with the SEC?
United Rentals, Inc. (URI) is expected to file its next Form 10-K with the SEC on or around January 27, 2027. That date is a projection rather than a company-announced date: it is derived from United Rentals, Inc.'s own filing history with the SEC, by taking the date the company filed the same fiscal period a year earlier and adding 52 weeks. The most recent periodic report on file is the 10-Q for Q3 FY2026, the period ended 2026-09-30, SEC accession 0001067701-26-000034.
How this page was built
This page was built from three of United Rentals, Inc.'s own filings with the SEC, read one at a time. Nothing on it is taken from a pre-tagged dataset, a data vendor or another website. The figures are on the company's own fiscal calendar and in actual dollars, as the filings report them. Where the filings do not support a figure, the record says so instead of reporting a zero; this period names one such gap.
A single company files thousands of pages with the SEC in a year, and no two companies file them the same way, so the reading and the assembly here are done by AI rather than by rules that break on the differences. Every pass is then audited back against the filings it came from before the page is published, and anything the filings do not support is left out and named rather than filled in. AI can still make mistakes. That is why the accession numbers are printed: the filing is the authority, and this page is a route to it.
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Built from United Rentals, Inc.'s SEC filings by Ticker Scout; accession numbers are cited throughout so every figure can be checked against sec.gov. Free to cite with attribution: Ticker Scout (tickerscout.ai). Not investment advice, see the Disclaimer.