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UNITED RENTALS, INC. 8-K Report, Financial Results (Jan 28, 2026)

Reports
Earnings & Results·Regulation FD·Other Events+1
Filing Date
Filed January 28, 2026
Period End
January 28, 2026
Security
URI
In the record · 2016–202610-K1110-Q328-K170

URI filed 11 annual reports (10-K), 32 quarterly reports (10-Q) and 170 current reports (8-K) between 2016 and 2026.

  1. Deal closed8-K · Oct ’18Oct ’18
  2. Leadership change8-K · Sep ’20Sep ’20
  3. Deal closed8-K · Dec ’22Dec ’22
  4. Leadership change8-K · Jan ’25Jan ’25

01—Abstract

Summary

Summary of the 8-K filed January 28, 2026. Cited figures are marked; the original filing is the authoritative source.

United Rentals, Inc. (URI) has filed an 8-K reporting on its financial results for the quarter and year ended December 31, 2025, and announced significant capital allocation initiatives.

The company released its earnings in a press release, which is furnished as part of this filing. Investors should note that the company is also providing additional business and financial outlook information on its website, accessible through investor presentations that utilize non-GAAP financial measures such as adjusted EBITDA and adjusted EPS, which are detailed with reconciliations to GAAP. Most notably, United Rentals announced a substantial new $5.0 billiona share repurchase program, which will commence following the completion of its existing $2.0 billion program in Q1 2026.

The company has outlined an aggressive repurchase plan for 2026, intending to buy back $1.5 billionb of its common stock, split between completing the current program and initiating the new one. This move signals strong confidence from management in the company's financial position and future prospects, and a commitment to returning capital to shareholders.

02—Key points

Key Highlights

  1. United Rentals reported its financial results for the quarter and year ended December 31, 2025.
  2. A press release containing these results is furnished as part of the 8-K filing.
  3. Additional investor presentation materials, including 2026 outlook, are available on the company's website.
  4. The company utilizes and defines non-GAAP financial measures such as free cash flow, EBITDA, adjusted EBITDA, and adjusted EPS.
  5. A new $5.0 billion share repurchase program has been announced.
  6. This new program will begin after the completion of the existing $2.0 billion share repurchase program in Q1 2026.
  7. United Rentals plans to repurchase $1.5 billion of common stock in 2026, comprising the completion of the current program and new program repurchases.

03—Questions

Frequently Asked Questions

  1. When did United Rentals report its Q4 and full-year 2025 financial results?

    United Rentals reported its financial results for the quarter and year ended December 31, 2025, in a press release issued on January 28, 2026, which is part of this 8-K filing.

  2. What is the value of the new share repurchase program?

    United Rentals announced a new share repurchase program valued at $5.0 billion. This program does not have an established expiration date.

  3. When will the new share repurchase program begin?

    The new $5.0 billion share repurchase program is planned to commence following the completion of the company's existing $2.0 billion share repurchase program, which is expected to conclude in the first quarter of 2026.

  4. How much does United Rentals plan to repurchase in 2026?

    The company intends to repurchase a total of $1.5 billion of its common stock in 2026. This includes $350 million to complete its existing program and $1.15 billion under the new $5.0 billion program.

04—Continue

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