secwatch.observer — SEC 8-K summary
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Issuer:     UNITED RENTALS NORTH AMERICA INC (—)
CIK:        0001047166
Form:       8-K
Filed at:   2026-04-22T23:59:59+00:00
Accession:  0001067701-26-000018
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1047166/000106770126000018/0001067701-26-000018-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1047166/000106770126000018/uri-20260422.htm
  HTML page:      https://secwatch.observer/filing/0001067701-26-000018

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer