United Rentals said it reported total revenue of $4.893 billion for Q3 2026, net income of $920 million (net income margin of 18.8%), and adjusted EBITDA of $2.331 billion (adjusted EBITDA margin of 47.6%).

1. 01

   United Rentals said it reported total revenue of $4.893 billion for Q3 2026, net income of $920 million (net income margin of 18.8%), and adjusted EBITDA of $2.331 billion (adjusted EBITDA margin of 47.6%).

2. 02

   The company said rental revenue for Q3 rose 17.8% year over year to $4.316 billion. It cited a 7.9% increase in average OEC, a 6.5% increase in fleet productivity, and a 4.9% contribution from ancillary and re-rent revenue as the main drivers.

3. 03

   The company presented its outlook for 2026 total revenue of $18.0 billion to $18.2 billion (prior outlook of $17.5 billion to $17.8 billion) and adjusted EBITDA of $8.3 billion to $8.4 billion (prior outlook of $7.975 billion to $8.125 billion).

4. 04

   United Rentals said it generated year-to-date net cash provided by operating activities of $4.934 billion and free cash flow of $1.421 billion as of January–September in 2026. It said it returned a total of $1.496 billion to shareholders over the same period, consisting of $1.125 billion in share repurchases and $371 million in dividends.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the opening part of the filing body and confirmed exhibits, within a length limit. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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