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United Rentals Q3 FY26: where the revenue came from and where it went

The whole income statement of United Rentals for this quarter, as one diagram: what earned the revenue, and what it went on.

Period
Jul 1 – Sep 30, 2026

Revenue$4.89B +16% year over year
Gross profit$2.05B 42% margin
Operating profit$1.41B 29% margin
Net profit$0.92B 19% margin
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The numbers

All figures in billions of U.S. dollars, for Q3 FY26 (period ends Sep 30, 2026).
ItemValueShare of revenueYear over year
Revenue 4.89 100% +16%
Owned equipment rentals 2.99 61%
Total ancillary 0.77 16%
Other revenue 0.47 9%
Delivery & pick-up 0.34 7%
Service & other 0.10 2%
Re-rent 0.09 2%
Sales of new equipment 0.09 2%
Contractor supplies sales 0.04 1%
Cost of revenue−2.8558%
Gross profit2.0542% margin+2pp
SG&A−0.5110%+0pp
Other−0.133%+0pp
Operating profit1.4129% margin+2pp
Interest & other costs−0.18
Tax−0.31
Net profit0.92 19% margin+2pp

Figures are rounded to the precision shown, so a column can differ slightly from its own total.

Source of the numbers: tables in the filing (10-Q). The diagram is generated automatically and checked against EDGAR before release. How we calculate it → About and methodology.

Filing on EDGAR More quarters of URI

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