8-K current report · filed Apr 22, 2026

United Rentals (URI) 8-K Current Report: April 22, 2026

Item 2.02Item 7.01Item EX-99.1URI overview

Short answer

United Rentals (URI) filed an 8-K current report with the SEC on April 22, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), Item EX-99.1 (Exhibit EX-99.1). Q1 2026 results covered quarter ended March 31, 2026.

United Rentals 8-K event analysis

AI summary of each reported item and its exhibits

Item 2.02 · Results of Operations and Financial Condition

  • Q1 2026 results covered quarter ended March 31, 2026
  • Press release furnished as Exhibit 99.1 contains the operating results
  • April 22, 2026 release date gives investors the company’s latest quarterly performance update

Item 7.01 · Regulation FD Disclosure

  • Investor presentation updates 2026 outlook and business results, with materials available on United Rentals’ website
  • Free cash flow, EBITDA, adjusted EBITDA and adjusted EPS featured as non-GAAP performance measures
  • Reconciliations to nearest GAAP measures included, supporting comparability and investor analysis
  • Free cash flow framing emphasizes cash available for debt service, working capital and investment needs

Item EX-99.1 · Exhibit EX-99.1

  • Q1 revenue reached a record $3.985B, up 7.2% year over year, with rental revenue up 8.7% to $3.419B
  • Adjusted EBITDA rose 5.3% to $1.759B; normalized margin expanded 60 basis points to 44.1%
  • 2026 guidance increased to $16.9B-$17.4B revenue and $7.625B-$7.875B adjusted EBITDA
  • Free cash flow reached $1.054B after $767M rental-equipment purchases, supporting $500M returned to shareholders
  • Specialty rentals grew 13.8%, but segment rental margin declined 170 basis points to 41.4% on depreciation, delivery costs, and mix pressure

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