URI at a glance
United Rentals (URI, SEC CIK 1067701) filed its latest 10-K annual report on January 28, 2026, a 10-Q quarterly report on July 22, 2026, an 8-K current report on September 8, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), United Rentals (URI) reported revenue of $3.7 billion (up 3.0% from FY2024) and net income of $2.5 billion. Diluted EPS was $38.61.
- As of June 30, 2026, 48 institutional investment managers tracked by SignalX reported holding United Rentals (URI) shares worth $30.7 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Grace William E. on July 24, 2026 of 1,500 shares at $1133.15 per share.
- In the last 90 days, URI insiders reported 0 open-market purchases ($0) and 1 open-market sale ($1.7M) on Form 4, a net sale of $1.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.7B
- +3.0% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$1.7M
- 13F holders
- 48 funds
- $30.7B · +1 vs prior quarter
- Latest 8-K
- Sep 8, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: largest global equipment rental company focused on construction and industrial customers in North America with a smaller presence internationally
- New emphasis on specialty and services expansion including Yak acquisition in March 2024 and growth in tools and onsite services
- Strategic focus on profitability via customer segmentation, operational efficiency, and cross-selling using proprietary Total Control® platform
- Employee count rose to 28,500 in 2025 from 27,900 in 2024, with 1.1 million hours of employee training delivered
- Unusual fact: employees voluntarily donated $1.7M to an internal charity fund in 2025, providing $1.4M in grants to co-workers
Risk Factors
- Geopolitical risk from Ukraine and Venezuela conflicts with related sanctions impacting operations and supply chains
- Operational risk from supply chain disruptions affecting fleet availability and equipment transport costs
- Competitive risk from fragmented industry with small, regional, and global equipment rental firms increasing price pressure
- Financial risk with $14.2B total indebtedness at 12/31/25, including $4.1B variable rate debt increasing interest expense exposure
- Macro risk from volatile oil and gas prices reducing customer capital spending, lowering demand for rental equipment
Management Discussion & Analysis
- Inflation, interest rates, and tariffs noted as key cost pressures; loan rates increased from 1.4% (2021) to 5.4% (2025) on variable debt
- Issued $1.5B senior unsecured notes at 5.375% interest in Dec 2025, compared to $750M at 3.75% in Aug 2021
- Supply chain disruptions limited so far but potential for worsening in future
- Management monitoring economic conditions, inflation, and tariffs as key emerging risks with potential for significant impact
AI summary of the URI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Total revenue $4.410B, up 11.8% YoY from $3.943B
- Net income $753M, up 21.1% YoY; net margin 17.1% vs 15.8%
- Adjusted EBITDA $2.056B, up 13.6% YoY; margin 46.6% vs 45.9%
- Equipment rentals best-performing revenue line, $3.849B, up 12.7% YoY
- Liquidity $2.999B; $400M repurchased under new $5.0B authorization through June 30
- Supply-chain disruptions limited to date; inflation, tariffs, interest rates and geopolitical risks remain headwinds
Risk Factors
- No material changes to 2025 Form 10-K risk factors; all prior risks incorporated by reference
- Share-repurchase liquidity risk from new $5.0 billion authorization initiated in first quarter 2026
- Regulatory cost risk from 1% excise tax on net repurchases, totaling $6 million year-to-date
- Receivables-financing risk following June 18, 2026 amendment to the purchase agreement
AI summary of the URI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Management presentation scheduled for Morgan Stanley 14th Annual Laguna Conference on September 15, 2026
- CEO Matt Flannery and CFO Ted Grace presenting at 2:35 p.m. PDT
Item EX-99.1: Item EX-99.1
- Investor presentation scheduled for September 15, 2026, at 2:35 p.m. PDT
- CEO Matt Flannery and CFO Ted Grace presenting at Morgan Stanley’s 14th Annual Laguna Conference
Item 7.01: Regulation FD Disclosure
- 2026 outlook and financial results presentation now available on United Rentals’ website for investor meetings
- Disclosure signals management is actively communicating forward expectations, potentially influencing near-term investor sentiment
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains financial results and management commentary
Item EX-99.1: Item EX-99.1
- Q2 revenue $4.410B, up 11.8% YoY, with rental revenue up 12.7% to $3.849B
- Net income $753M, up 21.1%, but included a $37M after-tax scaffolding-sale gain
Item 2.03: Creation of a Direct Financial Obligation
- Item 2.03 indicates a newly created direct financial obligation or off-balance-sheet arrangement
- Filing excerpt is incomplete, preventing assessment of amount, terms, maturity, or potential financial impact
AI summaries of URI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for URI
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- Fund moves. Which tracked funds opened, added or cut URI, by share count.
- Ask anything. An AI agent that reads every URI filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Bruno Marc A | A | Sep 30, 2026 | 38 | $1000.78 |
| Durand Michael D | F | Sep 29, 2026 | 491.625 | $1014.54 |
| Grace William E. | Sell | Jul 24, 2026 | 1,500 | $1133.15 |
| Bruno Marc A | A | Jun 30, 2026 | 34 | $1132.89 |
| Lopez-Balboa Francisco J | A | May 8, 2026 | 203 | $937.00 |
| Singh Shiv | A | May 8, 2026 | 203 | $937.00 |
| De Shon Larry D | A | May 8, 2026 | 203 | $937.00 |
| Bruno Marc A | A | May 8, 2026 | 203 | $937.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.6B | $3.7B |
| Gross Profit | $5.8B | $6.2B | $6.1B |
| Operating Income | - | $4.1B | $4.0B |
| Net Income | $2.4B | $2.6B | $2.5B |
| Gross Margin | - | 171.4% | 166.3% |
| Op. Margin | - | 113.3% | 107.5% |
| Net Margin | - | 71.8% | 67.5% |
| Balance Sheet | |||
| Total Assets | $25.6B | $28.2B | $29.9B |
| Equity | - | $8.6B | $9.0B |
| ROE | - | 29.9% | 27.8% |
| Per Share | |||
| EPS | $35.28 | $38.69 | $38.61 |
| Cash Flow | |||
| Operating CF | - | $4.5B | $5.2B |
Source: XBRL data in United Rentals (URI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate URI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 48 | $30.74B |
| Q1 2026 | 47 | $19.82B |
| Q4 2025 | 42 | $20.31B |
| Q3 2025 | 44 | $26.70B |
| Q2 2025 | 40 | $19.79B |
| Q1 2025 | 37 | $13.60B |
| Q4 2024 | 33 | $13.15B |
| Q3 2024 | 28 | $6.87B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 319 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
URI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 30, 2026 | - | - | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Jul 24, 2026 | - | - | - |
| 10-Q | Jul 22, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 8-K | May 8, 2026 | - | Analysis | |
| 4 | May 6, 2026 | - | - | |
| SC 13G | Apr 30, 2026 | - | - | |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 27, 2026 | - | - | - |
| 4 | Apr 24, 2026 | - | - | - |
| 4 | Apr 24, 2026 | - | - | - |
| 8-K | Apr 22, 2026 | - | Analysis | - |
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URI SEC filings: frequently asked questions
Are URI insiders buying or selling?
In the last 90 days, United Rentals (URI) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $1.7 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold URI stock?
As of June 30, 2026, the largest United Rentals (URI) holders among the 13F filers tracked by SignalX were BlackRock ($5.8 billion), Vanguard Capital Management LLC ($4.6 billion), State Street Corp ($3.4 billion), JPMorgan Chase & Co ($3.2 billion), Vanguard Portfolio Management LLC ($3.1 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was URI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), United Rentals (URI) reported revenue of $3.7 billion (up 3.0% from FY2024) and net income of $2.5 billion. Diluted EPS was $38.61. The figures come from the XBRL data in the 10-K.
What are the main risks in URI's latest 10-K?
In the 10-K filed January 28, 2026, United Rentals (URI) flagged: Geopolitical risk from Ukraine and Venezuela conflicts with related sanctions impacting operations and supply chains. Operational risk from supply chain disruptions affecting fleet availability and equipment transport costs. (AI summary of the Risk Factors section.)
What did URI report in its latest 8-K?
United Rentals (URI) filed an 8-K on September 8, 2026 reporting Item 7.01 (Regulation FD Disclosure). Management presentation scheduled for Morgan Stanley 14th Annual Laguna Conference on September 15, 2026.
What are the latest URI SEC filings?
United Rentals (URI) filed its latest 10-K annual report on January 28, 2026, a 10-Q quarterly report on July 22, 2026, an 8-K current report on September 8, 2026 and a Form 4 insider filing on October 1, 2026.
What is URI's SEC CIK number?
United Rentals (URI)'s SEC Central Index Key (CIK) is 1067701. EDGAR lists every URI filing under that number.
Ask anything about URI
The research agent reads URI's filings, financials, insider trades and 13F holders, then answers with sources.