Short answer
United Rentals (URI) filed its Q2 2026 10-Q quarterly report on Jul 22, 2026 for the quarter ended Jun 30, 2026.
United Rentals Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
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
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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