UNITED RENTALS, INC. 8-K

What Happened

• On January 28, 2026 United Rentals, Inc. filed an 8-K furnishing a press release reporting its results of operations for the quarter and year ended December 31, 2025. The company also announced a new $5.0 billion share repurchase program with no set expiration date and disclosed its 2026 repurchase intentions.

Key Details

• Press release furnished as Exhibit 99.1 reporting results for the quarter and year ended December 31, 2025 (filed Jan 28, 2026).
• New $5.0 billion share repurchase program announced; repurchases to begin after completing the existing $2.0 billion program in Q1 2026.
• United Rentals intends to repurchase $1.5 billion of common stock in 2026: $350 million to finish the current program and $1.15 billion under the new program.
• Company posted an investor presentation and 2026 outlook on its website that includes non-GAAP measures (free cash flow, EBITDA, adjusted EBITDA, adjusted EPS) and reconciliations to GAAP.

Why It Matters

• The large, open-ended $5.0 billion buyback and a concrete $1.5 billion 2026 repurchase plan signal a significant commitment to returning cash to shareholders.
• The investor presentation’s non-GAAP measures (and reconciliations) provide additional context on cash generation and operating performance investors should review alongside the GAAP results.
• Retail investors should read the furnished press release and the website presentation for the full financial results, outlook details, and reconciliations before making investment decisions.