United Rentals URI

United Rentals reported a record Q1 revenue of $3.985 billion for 2026, exceeding expectations and prompting a raised full-year outlook to between $16.9 billion and $17.4 billion due to strong demand. The company also announced a 10% quarterly dividend increase and plans for a $1.5 billion stock buyback, following a successful Q1 that included four strategic acquisitions and an 8.7% growth in rental revenue year-over-year. This growth comes after a challenging fourth quarter where the company faced significant stock value declines. The robust performance indicates recovery and renewed investor confidence in United Rentals' trajectory as a leader in the equipment rental industry.