United Rentals reported a record Q1 revenue of $3.985 billion for 2026, exceeding projections by $103 million and prompting a raised full-year outlook to between $16.9 billion and $17.4 billion, fueled by robust demand. In addition, the company announced a 10% increase in its quarterly dividend to $1.97 and plans to repurchase $1.5 billion in stock this year. Notably, the firm experienced an 8.7% year-over-year growth in rental revenue and has completed four strategic acquisitions in Q1.