United Rentals IncQ2 earnings beat and raised 2026 guidance, plus buyback and dividend.

United Rentals reported second-quarter 2026 results that beat analyst estimates and raised its full-year guidance. Adjusted earnings per share rose 21.9% to $12.76, surpassing the Zacks Consensus Estimate of $11.67, while total revenues advanced 11.8% to $4.41 billion, topping the consensus of $4.24 billion. Rental revenues reached a quarterly record of $3.85 billion, up 12.7% year over year, driven by a 24.8% increase in specialty segment equipment rental revenues. The company raised its 2026 revenue outlook to $17.5-$17.8 billion from $16.9-$17.4 billion and its adjusted EBITDA forecast to $7.98-$8.13 billion from $7.63-$7.88 billion. United Rentals also expects to repurchase $1.5 billion of shares in 2026 and declared a quarterly dividend of $1.97 per share.
United Rentals IncQ2 earnings beat and raised 2026 guidance, plus buyback and dividend.