Company Dossier · Industrials
United Rentals
- S&P 500
- Russell 1000
What United Rentals is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to March 31, 2026: $3.73 billion, up 1.9% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to December 31, 2024: $0.42 billion, down 50% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to December 31, 2024: $4.13 billion, up 7.0% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $1.97 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $11.2 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (October 21, 2026): sentiment 0.75 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.82 of 1.Palanor Discourse
- Guidance in the last 90 days: 5 outlook figures raised, 0 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed January 28, 2026): 2 risk factors added, 2 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $1.7 million on the open market.SEC Form 4
- 1,598 institutional managers reported a position at June 30, 2026 (+134 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 8 (8 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 2 — latest OSHA inspection, Jul 17, 2026 →
Company Posture
How Company Posture is measured →What United Rentals is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings75th pct
- Deals and private raises47th pct
- Patent publications50th pct
Confident ↔ Hedging
Confident
- Call sentiment75th pct
- Call confidence68th pct
- Guidance changes90th pct
- Risk factors added39th pct
- Insider open-market trades37th pct
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver68th pct
- Stress filings50th pct
Credit
How these are built →United Rentals's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$14.7B
- Due within a year $1.6B
- Longer term $13.1B
- Default point $8.1B (short + ½ long)
Finance leases included · Sep 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name United Rentals, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralUnited Rentals Inc (URI) Stock Up 3.3% but GF Value Says Overvalued -- GF Score: 95/100
gurufocus.com · via Marketaux · Oct 1, 2026
- NeutralUnited Rentals: Depth And Diversification Mean This Isn't A Housing Cycle Play (NYSE:URI)
seekingalpha.com · via Marketaux · Oct 1, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 2, 2026LobbyingLobbying report (SQUIRE PATTON BOGGS)third_quarter 2026
- Jul 17, 2026Risk event
- Jul 14, 2026LobbyingLobbying report (SQUIRE PATTON BOGGS)second_quarter 2026
- Jun 18, 20268-KMaterial agreement signedItem 1.01
- May 8, 20268-KShareholder vote resultsItem 5.07
- Apr 16, 2026LobbyingLobbying report (SQUIRE PATTON BOGGS)first_quarter 2026
- Feb 4, 20268-KDirector or officer changeItem 5.02
- Jan 28, 202610-KAnnual report (10-K)2 risk factors added, 2 removed
- Jan 15, 2026LobbyingLobbying report (SQUIRE PATTON BOGGS)fourth_quarter 2025
- Jan 6, 2026Risk event
- Dec 1, 20258-KMaterial agreement signedItem 1.01
- Oct 8, 2025LobbyingLobbying report (SQUIRE PATTON BOGGS)third_quarter 2025
- Sep 15, 2025Risk event
- Aug 14, 2025Risk event
- Aug 7, 20258-KMaterial agreement signedItem 1.01
- Aug 6, 2025Risk event
- Jul 11, 20258-KMaterial agreement signedItem 1.01
- Jul 9, 2025LobbyingLobbying report (SQUIRE PATTON BOGGS)second_quarter 2025
- Jun 6, 20258-KMaterial agreement signedItem 1.01
- Jun 2, 2025Risk event
- May 8, 20258-KShareholder vote resultsItem 5.07
- Apr 29, 2025Risk event
- Apr 11, 2025LobbyingLobbying report (SQUIRE PATTON BOGGS)first_quarter 2025
- Feb 19, 20258-KMaterial agreement terminatedItem 1.02
- Feb 7, 2025Risk event
- Jan 29, 202510-KAnnual report (10-K)4 risk factors added, 1 removed
- Jan 29, 2025Risk event
- Jan 17, 20258-KDirector or officer changeItem 5.02
- Jan 15, 2025LobbyingLobbying report (SQUIRE PATTON BOGGS)fourth_quarter 2024
- Jan 14, 20258-KMaterial agreement signedItem 1.01
- Jan 7, 2025Patent
- Jan 24, 202410-KAnnual report (10-K)1 risk factors added, 0 removed
- Dec 5, 2023Patent
- Jul 5, 2022Patent
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| MSC Industrial Direct MSM | $3.9B | $0.2B | May 30, 2026 |
| Applied Industrial Technologies AIT | $5.0B | $0.5B | Jun 30, 2026 |
| Watsco WSO | $7.3B | $0.7B | Jun 30, 2026 |
| Core & Main CNM | $7.7B | $0.6B | Aug 2, 2026 |
| Fastenal FAST | $9.1B | $1.2B | Sep 30, 2026 |
| Ferguson Enterprises FERG | $31.2B | — | Oct 31, 2025 |
| Leonardo DRS DRS | $3.8B | $0.4B | Jun 30, 2026 |
| Sensata Technologies ST | $3.8B | $0.6B | Jun 30, 2026 |