United Rentals announced its second-quarter 2025 financial results on July 23, 2025, reporting solid performance driven by growth across both its general rentals and specialty businesses. Total revenue for the quarter was $3.94 billion, an increase of 4.5% year-over-year, surpassing Wall Street's revenue expectations.
The company's non-GAAP profit was $10.47 per share, which was 0.6% below analysts' consensus estimates. Net income for the quarter was $622 million, or $9.59 per share. Despite inflationary pressures and rising costs impacting profitability, the company's operational momentum continued.
United Rentals raised its full-year 2025 guidance for total revenue, adjusted EBITDA, net cash provided by operating activities, and free cash flow. The total revenue outlook was increased to a range of $15.8 billion to $16.1 billion, with the midpoint increase primarily driven by stronger than expected growth in ancillary revenues. Adjusted EBITDA guidance was raised to $7.3 billion to $7.45 billion, reflecting the $52 million net merger termination benefit realized in Q1.
The company also announced a significant increase in its planned share repurchases for 2025, boosting the program by $400 million to a total of $1.9 billion. This increase is supported by the additional free cash flow the company expects to generate, demonstrating a continued commitment to returning capital to shareholders.
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