---
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"
generated_at: "2026-05-15T04:47:25.069569+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001067701-26-000018
- form_type: 8-K
- cik: 0001047166
- company_name: UNITED RENTALS NORTH AMERICA INC
- filed_at: 2026-04-22T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001067701-26-000018
- JSON: https://secwatch.observer/filing/0001067701-26-000018.json
- Plain text: https://secwatch.observer/filing/0001067701-26-000018.txt

## Key facts
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1047166/000106770126000018/0001067701-26-000018-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.