United Rentals stock: Record quarter lifts 2026 outlook

Published on 10/31/2026 at 00:05 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

United Rentals stock follows record quarterly results and higher 2026 guidance. Specialty rentals delivered the strongest growth across the business.

Strong quarter lifts full-year outlook

United Rentals posted record third-quarter revenue, profit and adjusted EBITDA for the period ended September 30, 2026.
Specialty rentals outpaced general rentals, while fleet productivity improved year over year.
Management raised its 2026 revenue and adjusted EBITDA outlook after citing sustained demand from large projects.

United Rentals, US9113631090, Illustration mit AI erstellt.

United Rentals reported record results for the third quarter ended September 30, 2026, and raised its full-year outlook. The company said in its investor release published on October 21 that total revenue reached 4.893 billion US dollars and net income rose to 920 million US dollars.

Record quarter supports higher guidance

Rental revenue increased 17.8 percent year over year to 4.316 billion US dollars. Adjusted earnings per share, a non-GAAP measure, reached 15.55 US dollars, while adjusted EBITDA rose 19.8 percent to 2.331 billion US dollars and its margin widened to 47.6 percent.

Specialty rental revenue increased 34.7 percent to a quarterly record of 1.704 billion US dollars. General rentals revenue grew 8.8 percent to 2.612 billion US dollars. Fleet productivity increased 6.5 percent, reflecting the combined effect of rental rates, time utilization and mix.

Outlook points to continued investment

United Rentals raised its 2026 revenue outlook to 18.0 billion to 18.2 billion US dollars from the previous range of 17.5 billion to 17.8 billion US dollars. Adjusted EBITDA guidance increased to 8.3 billion to 8.4 billion US dollars from 7.975 billion to 8.125 billion US dollars. The company kept its free cash flow outlook at 2.15 billion to 2.45 billion US dollars, excluding restructuring-related payments.

United Rentals stock traded at 1,049.50 euros on Lang & Schwarz at 11:00 p.m. CET on Friday, October 30; the real-time quote of United Rentals stock is available here.

Equipment rental network serves industry

United Rentals is an equipment rental company headquartered in Stamford, Connecticut. It operates an integrated network across North America, Europe, Australia and New Zealand, serving construction and industrial customers, utilities, municipalities, homeowners and other users. The company offers general and specialty rental equipment and describes itself as the world's largest equipment rental company.