URI · Full Picture

UNITED RENTALS, INC. — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Revenue Performance and Mix · Revenue growth & mixPriority 58
    +10.5% revenue (realized); quote_verified
    United Rentals reported an 11.8% year-over-year revenue increase to $4.41 billion in the quarter.
  2. Guidance / Outlook · Guidance & outlookPriority 49
    1 forward row(s); quote_verified
    United Rentals raised its full-year 2026 revenue guidance to $17.5 billion–$17.8 billion.
  3. Capital Return Program · Buybacks & dividendsPriority 33
    quote_verified
    Eastern Bank increased its stake in United Rentals by 15,226.8% in the second quarter, bringing its total holdings to 17,166 shares valued at $19.45 million.
  4. Quarterly Dividend Declaration · Buybacks & dividendsPriority 31
    1 forward row(s); quote_verified
    United Rentals announced a quarterly dividend of $1.97 per share.
  5. ESG and sustainability · ESG & sustainabilityPriority 20
    quote_verified
    United Rentals' 'Turns For Troops' initiative has contributed over $2.7 million to veteran recovery since 2017.

Threads by pillar

Revenue & Demand Priority 58 · 1 thread

Capital & Balance Sheet Priority 36 · 2 threads

Guidance & Outlook Priority 49 · 1 thread

Management & Governance Priority 20 · 1 thread

Expected impact by metric

metricforward netforward grossrealized
revenue——+10.5%