{"schema_version":"secwatch.filing_event.v1","accession":"0001067701-26-000018","form_type":"8-K","ticker":null,"cik":"0001047166","company_name":"UNITED RENTALS NORTH AMERICA INC","filed_at":"2026-04-22T23:59:59+00:00","discovered_at":"2026-05-14T18:02:31.863109+00:00","generated_at":"2026-05-15T04:47:25.069569+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"United Rentals Q1 revenue $3.985B, EPS $8.43, raises full-year guidance","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001067701-26-000018","json":"https://secwatch.observer/filing/0001067701-26-000018.json","markdown":"https://secwatch.observer/filing/0001067701-26-000018.md","text":"https://secwatch.observer/filing/0001067701-26-000018.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1047166/000106770126000018/0001067701-26-000018-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1047166/000106770126000018/uri-20260422.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T04:47:25.069569+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"2e109deb186fd5634e07e4c9323e29e2bcdc5b0d","claim":"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.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1047166/000106770126000018/0001067701-26-000018-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter of 2026"},{"label":"Revenue","value":"$3.985 billion"},{"label":"Net income","value":"$531 million"},{"label":"EPS","value":"$8.43"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}