United Rentals Reports Record Revenue and Announces $1.5 Billion Share Buyback

United Rentals reported a 2.8% increase in total revenue to $4.2 billion in Q4 2025 and plans a $1.5 billion share repurchase in 2026, along with a 10% hike in its quarterly dividend. The company continues to expand its market presence with a focus on both general and specialty rentals. United Rentals holds a 16% share in a highly fragmented market, serving general industrial, commercial construction, and residential construction. The company operates a $21 billion fleet of equipment and has pursued a strategy of bundling specialty rental capabilities.