United Rentals reports record Q3 2026 results and raises full‑year guidance
United Rentals posted a record third‑quarter 2026 with revenue of about $4.9 billion and net income of $920 million. Adjusted earnings per share came in at $15.55, beating estimates. The company lifted its full‑year 2026 revenue outlook to $18.0‑$18.2 billion and its adjusted EBITDA target to $8.3‑$8.4 billion. Management said the results reflect strong demand from large construction and industrial projects.
Why it matters
The raised guidance signals higher expected cash flow and profitability, which could support a higher valuation for the stock (the company’s analysts maintain a buy rating). The earnings beat and outlook upgrade may also attract additional buying interest.
Key facts
- 1Third‑quarter revenue was $4.893 billion. stocktitan.net
- 2Quarterly net income was $920 million. stocktitan.net
- 3Adjusted EPS for the quarter was $15.55. investing.com
- 4Full‑year 2026 revenue guidance was raised to a range of $18.0 billion‑$18.2 billion. investing.com
- 5Full‑year 2026 adjusted EBITDA guidance was raised to a range of $8.3 billion‑$8.4 billion. investing.com
Summary written by AlphAI AI Desk from 7 of 7 sources. Not investment advice. Figures are as stated by the linked sources.