联合租赁 2026年季度报告

FORM 10-Q___________________________________ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIESEXCHANGE ACT OF 1934 For the quarterly period ended March31, 2026 TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIESEXCHANGE ACT OF 1934 For the transition period fromtoCommission File Number 1-14387Commission File Number 1-13663___________________________________ United Rentals, Inc.United Rentals (North America), Inc.(Exact Names of Registrants as Specified in Their Charters) ___________________________________ DelawareDelaware(States of Incorporation)100 First Stamford Place, Suite 700 (I.R.S. Employer Identification Nos.) StamfordConnecticut06902(Address of Principal Executive Offices)(Zip Code) Registrants’ Telephone Number, Including Area Code: (203)622-3131 Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant: (1)has filed all reports required to be filed by Section13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and(2)has been subject to such filing requirements for the past 90 days.YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that theregistrant was required to submit such files).YesNoIndicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer”, “smaller reportingcompany” and “emerging growth company” in Rule 12b-2 of the Exchange Act. Table of Contents Large Accelerated FilerNon-Accelerated FilerEmerging Growth Company If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).☐YesNoAs of April20, 2026, there were 62,646,557 shares of United Rentals, Inc. common stock, $0.01 par value, outstanding. There is nomarket for the common stock of United Rentals (North America), Inc., all outstanding shares of which are owned by United Rentals, Inc. This combined Form 10-Q is separately filed by (i)United Rentals, Inc. and (ii)United Rentals (North America), Inc. (which is awholly owned subsidiary of United Rentals, Inc.). United Rentals (North America), Inc. meets the conditions set forth in General Instruction(H)(1)(a)and (b)of Form 10-Q and is therefore filing this report with the reduced disclosure format permitted by such instruction. UNITED RENTALS, INC.UNITED RENTALS (NORTH AMERICA), INC.FORM 10-Q FOR THE QUARTERLY PERIOD ENDED MARCH31, 2026 INDEX Item1Unaudited Condensed Consolidated Financial Statements (unaudited)6United Rentals, Inc. Condensed Consolidated Balance Sheets6United Rentals, Inc. Condensed Consolidated Statements of Income7United Rentals, Inc. Condensed Consolidated Statements of Comprehensive Income8United Rentals, Inc. Condensed Consolidated Statements of Stockholders’ Equity9United Rentals, Inc. Condensed Consolidated Statements of Cash Flows10Notes to Unaudited Condensed Consolidated Financial Statements11Item2Management’s Discussion and Analysis of Financial Condition and Results of Operations23Item3Quantitative and Qualitative Disclosures About Market Risk36Item4Controls and Procedures37PARTIIOTHER INFORMATIONItem1Legal Proceedings38Item1ARisk Factors38Item2Unregistered Sales of Equity Securities and Use of Proceeds38Item 5Other Information38Item6Exhibits39Signatures40 CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS This quarterly report on Form 10-Q contains forward-looking statements within the meaning of the “safe harbor” provisions of thePrivate Securities Litigation Reform Act of 1995. Such statements can be identified by the use of forward-looking terminology such as“believe,” “expect,” “may,” “will,” “should,” “seek,” “on-track,” “plan,” “project,” “forecast,” “intend” or “anticipate,” or the negativethereof or comparable terminology, or by discussions of strategy or outlook. You are cautioned that our business and operations are subjectto a variety of risks and uncertainties, many of which are beyond our control, and, consequently, our actual results may differ materiallyfrom those projected. Factors that could cause actual results to differ materially from those projected include, but are not limited to, the following: •the impact of global economic conditions (including inflation, interest rates, supply chain constraints, tariffs, trade wars