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United Rentals (URI) Is Up 22.4% After Raising 2026 Revenue Guidance And Posting Record Q1 Results
United Rentals (URI) reported strong first-quarter 2026 results, with sales of US$3,419 million and total revenue of US$3,985 million, leading to a 22.4% stock price increase. The company raised its full-year 2026 revenue guidance to US$16.9 billion to US$17.4 billion and confirmed a quarterly dividend of US$1.97 per share, reflecting management’s confidence amidst strong construction and infrastructure demand. Despite positive performance, the article highlights the importance of considering the impact of rising capital intensity and leverage on the business.