Revenue $4.89B, up 15.7% on a year earlier. Contractor supplies sales $47.00M, up 9.3%. Service and other revenues $98.00M, up 5.4%. Diluted EPS $14.77 against $10.91.
| Q3 FY26 | Q2 FY26 | Q3 FY25 | Year over year | |
|---|---|---|---|---|
| Revenue | $4.89B | $4.41B | $4.23B | +15.7% |
| Operating income | $1.41B | $1.14B | $1.11B | +26.5% |
| Net income | $920.00M | $753.00M | $701.00M | +31.2% |
| Diluted EPS | $14.77 | $12.03 | $10.91 | |
| Operating cash flow | $1.63B | $1.79B | $1.18B | +37.9% |
| Capital expenditures | -$115.00M | — | -$91.00M | |
| Free cash flow | $1.51B | — | $1.09B | +38.9% |
| Dividend per share | $1.97 | $1.97 | $1.79 |
| Q3 FY26 | Q3 FY25 | Year over year | |
|---|---|---|---|
| Contractor supplies sales | $47.00M | $43.00M | +9.3% |
| Service and other revenues | $98.00M | $93.00M | +5.4% |
| Rental Revenue | $4.32B | $3.67B | +17.8% |
| Specialty rentals segment revenue | $1.70B | $1.26B | +34.7% |
| Rental revenue growth | 17.8% | 5.83% |
The week's biggest guidance misses, KPI surprises and one chart.
Stock Atlas, “United Rentals (URI) Q3 FY26 earnings: results and KPIs”, stockatlas.com/companies/URI/earnings/2026-q3/, data as of 3 November 2026. Links to this page are welcome.
