Skip to main content
United Rentals10-K: Margin pressure

Net income margin fell 130 bps in 2025, driven by decreased gross margin in equipment rentals.

What happened

The company's profitability is under pressure, with both net income and adjusted EBITDA margins declining year-over-year. This is primarily due to lower gross margins in its core equipment rental business, creating a strong incentive to find operational efficiencies and cost savings.

Source

SEC EDGARJan 28, 2026

Annual report (Form 10-K)

United Rentals 10-K

Filing excerpt

Net income margin decreased 130 basis points to 15.5 percent, primarily driven by decreased gross margin from equipment rentals, particularly for the specialty segment...

sec.gov/Archives/edgar/data/1047166/000106770126000007/uri-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Margin pressure

What this signalsFilings often name leadership changes, deals and spending plans.

Filed
Jan 28, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Numbers

PercentYear-over-year decrease in net income margin
-1.3%

Details

CIK
1047166
Accession number
0001067701-26-000007
Timeframe
Current year
Filing year
2026
Why it matters
Efficiency tools needed
Signal category
Financial

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Feb 3, 2026
signal_type
sec-10k
signal_subtype
marginPressure

Use this data

Get every 10-K signal for United Rentals and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at United Rentals this week?”

  2. Send it to your own tools

    The Signal API returns 10-K signals for any list of companies as JSON, for your CRM, warehouse or app.

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/16af3e01-ae92-4f1a-befb-2fb5c8ed4f41 returns this record as JSON. POST /v1/companies/enrich returns every signal for unitedrentals.com.

{
  "signal_id": "16af3e01-ae92-4f1a-befb-2fb5c8ed4f41",
  "signal_type": "sec-10k",
  "signal_subtype": "marginPressure",
  "detected_at": "2026-02-03T08:23:56.411+00:00",
  "company": {
    "name": "United Rentals",
    "domain": "unitedrentals.com"
  },
  "data": {
    "detail": "The company's profitability is under pressure, with both net income and adjusted EBITDA margins declining year-over-year. This is primarily due to lower gross margins in its core equipment rental business, creating a strong incentive to find operational efficiencies and cost savings.",
    "metrics": {
      "pct": -1.3,
      "timeframe": "current_year",
      "pct_context": "Year-over-year decrease in net income margin"
    },
    "summary": "Net income margin fell 130 bps in 2025, driven by decreased gross margin in equipment rentals.",
    "excerpts": "Net income margin decreased 130 basis points to 15.5 percent, primarily driven by decreased gross margin from equipment rentals, particularly for the specialty segment...",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1047166/000106770126000007/uri-20251231.htm",
    "filing_date": "2026-01-28",
    "filing_year": 2026,
    "sales_relevance": "Efficiency tools needed",
    "signal_category": "financial"
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.