URIUnited Rentals
$1,099.13+10.0% 1Y
$1,099.13
$709.0152 weeks$1.2K
The financials
United Rentals by the numbers
United Rentals (URI) reported revenue of $4.89B in Q3 2026 (quarter ended Sep 30, 2026), up 16% from the same quarter a year earlier. That came with a gross margin of 42% and net income of $920M (19% of revenue). For the full year FY2025, revenue was $16.1B (+4.9% year on year) and net income $2.49B. Its largest product in Q2 2026 (quarter ended Jun 30, 2026) was Owned Equipment Rentals at $2.99B, 66% of the disclosed total, well ahead of Ancillaryand Other Rental at 9.6%. The next results filing is expected around Jan 27, 2027, the same week as a year ago.
| Income statement | Q3 2026 | Q3 2025 | Change |
|---|---|---|---|
| Revenue | $4.89B | $4.23B | +16% |
| Gross profit | $2.05B | $1.67B | +23% |
| Operating income | $1.41B | $1.11B | +26% |
| Net income | $920M | $701M | +31% |
| Diluted EPS | $14.77 | $10.91 | +35% |
| Product | Revenue | Share |
|---|---|---|
| Owned Equipment Rentals | $2.99B | 66% |
| Ancillaryand Other Rental | $433M | 9.6% |
| Delivery And Pick Up | $341M | 7.6% |
| Rental Equipment | $330M | 7.3% |
| Serviceand Other | $101M | 2.2% |
| Other Rental | $92M | 2.0% |
| Rerent | $88M | 2.0% |
| New Equipment | $86M | 1.9% |
| Contractor Supplies | $44M | 1.0% |
Business segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Jun 2026Total $4.51B (+11%)
Other Rental grew +84% year on yearRental Equipment +4.1% year on year
Segment Latestquarter on quarteryear on year
- Owned Equipment Rentals$2.99B$2.99Bquarter on quarter +11%year on year +9.0%+11%+9.0%
- Ancillary and Other Rental$433.0M$433.0Mquarter on quarter +19%year on year +26%+19%+26%
- Delivery And Pick Up$341.0M$341.0Mquarter on quarter +24%year on year +16%+24%+16%
- Rental Equipment$330.0M$330.0Mquarter on quarter -5.7%year on year +4.1%-5.7%+4.1%
- Service and Other$101.0M$101.0Mquarter on quarter +9.8%year on year +6.3%+9.8%+6.3%
- Other Rental$92.0M$92.0Mquarter on quarter +3.4%year on year +84%+3.4%+84%
- Rerent$88.0M$88.0Mquarter on quarter +13%year on year +47%+13%+47%
- New Equipment$86.0M$86.0Mquarter on quarter +2.4%year on year +15%+2.4%+15%
- Contractor Supplies$44.0M$44.0Mquarter on quarter +10%year on year +7.3%+10%+7.3%
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