United Rentals (URI)

URI delivered strong growth in 2026-Q2, with six-month revenue up 9.6% to $8.395B and net income up 12.6% to $1.284B, driven by higher fleet investment and productivity, although specialty-rental margins declined and results included a $37M after-tax gain on a scaffolding-business sale. Source: 10-Q Item 2 MD&A, pp.27, 30, 34

Revenue

$4.41B

+11.8% YoY

Net Income

$753M

+21.1% YoY

EPS (Diluted)

$12.03

+25.4% YoY

Gross Margin

39.3%

+0.4pp YoY