United Rentals, Inc.'s results for Q3 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-21. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $4,893 million (+15.7% vs a year earlier) |
| Diluted EPS (GAAP) | $14.77 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $15.55 |
| Full-year guidance | Raised |
Guidance
United Rentals raised its 2026 outlook: total revenue $18.0–18.2 billion and adjusted EBITDA $8.3–8.4 billion; free cash flow guide unchanged.
Why this label: 'raised its 2026 full-year guidance'; Current vs Prior table: total revenue $18.0-18.2B vs $17.5-17.8B, adjusted EBITDA $8.3-8.4B vs $7.975-8.125B.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| total revenue | FY2026 | $18.0–18.2 billion | $17.5–17.8 billion |
| adjusted EBITDA | FY2026 | $8.3–8.4 billion | $7.975–8.125 billion |
| net rental capital expenditures | FY2026 | $3.75–4.05 billion (after gross purchases of $5.2–5.5 billion) | $3.4–3.8 billion (after gross purchases of $4.85–5.25 billion) |
| net cash provided by operating activities | FY2026 | $6.25–6.85 billion | $5.85–6.65 billion |
| free cash flow excluding restructuring related payments | FY2026 | $2.15–2.45 billion | $2.15–2.45 billion |
From the release
Revenue: "Total revenues · 4,893 · 4,229 · 13,288 · 11,891"
Earnings per share: "GAAP diluted earnings per share (“EPS”) of $14.77, and adjusted EPS 3 of $15.55."
total revenue: "Total revenue · $18.0 billion to $18.2 billion · $17.5 billion to $17.8 billion"
adjusted EBITDA: "Adjusted EBITDA 6 · $8.3 billion to $8.4 billion · $7.975 billion to $8.125 billion"
net rental capital expenditures: "Net rental capital expenditures after gross purchases · $3.75 billion to $4.05 billion, after gross purchases of $5.2 billion to $5.5 billion · $3.4 billion to $3.8 billion, after gross purchases of $4.85 billion to $5.25 billion"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Q3 revenue $4.893 billion, up 15.7%; 2026 revenue outlook raised to $18.0–18.2 billion.
Source
United Rentals, Inc. earnings release (SEC filing), accession 0001067701-26-000036, filed 2026-10-21.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.