United Rentals

United RentalsURIEarnings & Financial Report

NYSE · Industrials · Trading Companies & Distributors

United Rentals, Inc. is an American equipment rental company, with about 16 percent of the North American market share as of 2022. It owns the largest rental fleet in the world with approximately 4,800 classes of equipment totaling about $20.59 billion in original equipment cost (OEC) as of 2025. The company has a combined total of 1,625 locations, including an integrated network of 1,504 rental locations in North America, 38 in Europe, 23 in Australia and 19 in New Zealand.

URI Q1 FY2026 Key Financial Metrics

Revenue

$4.0B

Gross Profit

$1.5B

Operating Profit

$869.0M

Net Profit

$531.0M

Gross Margin

36.9%

Operating Margin

21.8%

Net Margin

13.3%

YoY Growth

7.2%

EPS

$8.43

United Rentals Q1 FY2026 Financial Summary

United Rentals reported revenue of $4.0B (up 7.2% YoY) for Q1 FY2026, with a net profit of $531.0M (13.3% margin). Cost of goods sold was $2.5B, operating expenses totaled $600.0M.

Key Financial Metrics

Total Revenue$4.0B
Net Profit$531.0M
Gross Margin36.9%
Operating Margin21.8%
Report PeriodQ1 FY2026

Revenue Breakdown

United Rentals Q1 FY2026 revenue of $4.0B breaks down across 5 segments, led by Equipment rentals at $3.4B (85.8% of total).

SegmentRevenue% of Total
Equipment rentals$3.4B85.8%
Sales of rental equipment$350.0M8.8%
Service and other revenues$92.0M2.3%
Sales of new equipment$84.0M2.1%
Contractor supplies sales$40.0M1.0%

United Rentals Annual Revenue by Year

United Rentals annual revenue history includes year-by-year totals (for example, 2025 revenue was $3.7B).

YearAnnual Revenue
2025$3.7Bvs 2024
2024$3.6Bvs 2023
2023$3.4Bvs 2022
2022$2.5B

United Rentals Quarterly Revenue & Net Profit History

United Rentals results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.

QuarterRevenueRevenue YoYNet ProfitNet Margin
Q1 FY2026$4.0B+7.2%$531.0M13.3%
Q4 FY2025$992.0M-2.6%$653.0M65.8%
Q3 FY2025$938.0M+7.3%$701.0M74.7%
Q2 FY2025$872.0M+0.2%$622.0M71.3%
Q1 FY2025$893.0M+8.2%$518.0M58.0%
Q4 FY2024$1.0B+13.3%$689.0M67.6%
Q3 FY2024$874.0M+3.8%$708.0M81.0%
Q2 FY2024$870.0M+2.1%$636.0M73.1%

Income Statement

Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
Revenue$870.0M$874.0M$1.02B$893.0M$872.0M$938.0M$992.0M$3.98B
YoY Growth2.1%3.8%13.3%8.2%0.2%7.3%-2.6%7.2%

Balance Sheet

Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
Assets$27.61B$28.41B$28.16B$28.05B$29.21B$30.07B$29.87B$29.89B
Liabilities$19.33B$19.83B$19.54B$19.26B$20.17B$21.07B$20.90B$20.92B
Equity$8.28B$8.58B$8.62B$8.79B$9.04B$9.00B$8.97B$8.97B

Cash Flow

Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
Operating CF$1.26B$1.20B$1.05B$1.43B$1.33B$1.18B$1.26B$1.51B