United Rentals Q1 revenue $3.985B, EPS $8.43, raises full-year guidance

UNITED RENTALS NORTH AMERICA INC

Record Q1 total revenue $3.985B (+8.7% rental rev YoY); net income $531M; GAAP EPS $8.43, adjusted EPS $9.71.
Record Q1 adjusted EBITDA $1.759B (44.1% margin); fleet productivity +2.3% YoY.
FY 2026 revenue guidance raised to $16.9-$17.4B; adjusted EBITDA raised to $7.625-$7.875B.
Returned $500M to shareholders via $375M buybacks and $125M dividends; new $5.0B repurchase program started.
Board declared $1.97/share quarterly dividend, payable May 27, 2026 to holders of record May 13, 2026.

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

UNITED RENTALS NORTH AMERICA INC reported the first quarter of 2026 results: revenue $3.985 billion, net income $531 million, EPS $8.43. Guidance raised.

Period: the first quarter of 2026
Revenue: $3.985 billion
Net income: $531 million
EPS: $8.43
Guidance: raised
Result: reported results

Exact text from the filing

total revenue, rental revenue 1 , earnings per share ("EPS") and adjusted EBITDA 2 , and raised its 2026 full-year guidance. First Quarter 2026 Highlights • Total revenue of $3.985 billion, including rental revenue of $3.419 billion. • Net income of $531 million, at a margin 3 of 13.3%, which reflects a year-over-year increase of 20 basis points excluding the 2025

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Source: SEC EDGAR

accession 0001067701-26-000018

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