Sunbelt Rentals Holdings, Inc. SUNB

 — 
75.06 2.32 3.19% as of 25 Sep
Market cap
$30.0B
P/E
22.2×

Insider Decisions

Total sells 0.48
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — 1 — —
Insider Ownership 0.48%

Capital & Financial Ratios

Market Cap 29,960.00
Revenue 11,120.00
Net Income 811.00
Free Cash Flow 2,841.00
Net Debt 8,524.00
Current Ratio 0.94
Debt/Equity 1.15
P/E ratio 22.21
P/S ratio 2.77
P/B ratio 4.13
Past 5Y EPS Growth —
This Y EPS Growth 12.69%
Next Y EPS Growth 15.15%
Next 5Y EPS Growth 13.59%
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2029 Powerpack
2028 Powerpack
2027 Powerpack
2026 1.05
0.75
0.30
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2024 2025 2026 Q'26
Cash — 21 29 32
Receivables — 1,481 1,669 1,929
Inventory — 147 180 192
Other — — — —
— 2,021 2,232 2,573
2024 2025 2026 Q'26
Payables — 302 472 623
ST’ Debt — — 550 550
Other — — — —
— 1,559 2,476 2,723
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — —
Cash Flow — — —
Earnings — — —
Book Value — — —

Revenue

Jan Apr Jul Oct Year
’26 — — 3,115 — —
’26 2,637 — 2,801 — 11,154
’25 2,567 — — — 10,791
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Jan Apr Jul Oct Year
’26 — — 840 — —
’26 2,834 — 868 — 3,784
’25 2,855 989 — — 3,844
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Jan Apr Jul Oct Year
’26 — — 69 — —
’26 1,425 — 466 — 2,049
’25 770 893 — — 1,660
in millions of $ · fiscal quarters ending in the months shown

EPS

Jan Apr Jul Oct Year
’26 — — 1.07 — —
’26 0.69 — 0.87 — 3.15
’25 0.74 — — — 3.55
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2
1Buy 2 3Hold 4 5Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
— — — — — — — — — 61.03

Analyst estimates 2027–2029

Powerpack
Low Price
— — — — — — — — — 86.68
High Price
— — — — — — — — — 26,016
Employees
— — — — — — — 0 0 0
Revenue/Emp
— — — — — — — 10,859 10,791 11,154
Revenue
— — — — — — — 41.23% 40.03% 38.46%
Gross Margin
— — — — — — — 2,094 2,070 1,801
EBT
— — — — — — — 19.28% 19.18% 16.15%
EBT Margin
— — — — — — — 1,572 1,553 1,325
Net Income
— — — — — — — 2,047 2,251 2,309
Depreciation
— — — — — — — 24.85 24.76 26.53
Revenue/Sh
— — — — — — — 3.60 3.56 3.15
Earnings/Sh
— — — — — — — 8.38 8.82 9.00
Cash Flow/Sh
— — — — — — — (8.16) (5.01) (4.13)
Capex/Sh
— — — — — — — 0.22 3.81 4.87
Free CF/Sh
— — — — — — — 0.00 17.89 17.62
Book Value/Sh
— — — — — — — 437 436 420
Shares
— — — — — — — 21.28 21.28 21.28
PE Ratio
— — — — — — — 0.00 0.00 0.00
PS Ratio
— — — — — — — 4.05 4.05 4.31
PB Ratio
— — — — — — — 0.00 0.00 0.00
EV/Sales
— — — — — — — 10.76 10.76 11.06
EV/FCF
— — — — — — — 3,664 3,844 3,784
Op' Cash Flow
— — — — — — — (3,567) (2,184) (1,735)
Capex
— — — — — — — 97 1,660 2,049
FCF
— — — — — — — — 462 (244)
Working Cap'
— — — — — — — — 7,500 7,583
Total Debt
— — — — — — — — 7,479 7,554
Net Debt
— — — — — — — 0 7,799 7,409
Sh' Equity
— — — — — — — 0.00% 14.14% 5.99%
ROA
— — — — — — — 0.00% 10.22% 9.11%
ROIC
— — — — — — — 0.00% 0.00% 17.43%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Apr 2026 · latest quarter Jul 2026

Sunbelt Rentals Holdings, Inc. (SUNB) key facts

  • Sunbelt Rentals Holdings, Inc.’s revenue for fiscal 2026 (year ended April 2026) was $11.2 billion, up 3.36% from fiscal 2025.
  • Net income was $1.3 billion, or $3.15 per share (basic), a net margin of 11.9%.
  • As of September 25, 2026, SUNB traded at $75.06, a market capitalization of $30.0 billion.
  • At that price the stock trades at 22.2× trailing-twelve-month earnings and 2.8× sales.
  • Return on equity was 17.4% and debt-to-equity 1.15.

Source: company filings (standardised) and stockrow calculations.

Sunbelt Rentals Holdings, Inc. (SUNB) Latest News

News by impact score

Fine-tune

22 Sep

4

Sunbelt Rentals Holdings (SUNB) was added to the FTSE All-World Index in U.S. dollars, with its London listing removed, potentially drawing large global funds' attention. Recent trading has softened: the shares are down about 5% over the past month and 3% in 90 days, though year-to-date gains run around 9% and a three-year total return of about 26%. A peer-scoped analysis compares SUNB with 23 construction and infrastructure rental players to identify next ideas after the index move. Analysts price SUNB roughly 22% above the current price, with a fair-value model at about a 24% premium (target $78 versus last close $72.85), implying a modest discount still. Sunbelt's 4.0 plan - replacement and growth capex, active M&A, and around 60 greenfield openings - aims to boost density, product breadth, utilization, and free cash flow, supporting revenue scale and margin resilience. Risks include margin pressure and pricing lag. FTSE All-World inclusion and London listing removal could boost passive inflows and liquidity, potentially lifting SUNB's longer-term performance.

16 Sep

4

Sunbelt Rentals Holdings raises its guidance. Higher fleet spending prompts questions on whether it will generate sufficient cash flow. Guidance increase signals stronger outlook but fleet spending introduces cash flow uncertainty that can shift investor sentiment and company trajectory.

14 Sep

3

Sunbelt Rentals posts record revenues, sustains debt discipline, but reports uneven margins across segments. Record revenues and debt control indicate steady growth potential offset by uneven margins that constrain uniform profitability gains.

9 Sep

4 transcript

Sunbelt Rentals Holdings, Inc. (SUNB) released its Q1 2027 earnings call transcript covering financial results, operations and outlook. Q1 earnings call transcript reveals financial performance and guidance that typically move stock price and investor views.

4 transcript

Sunbelt Rentals Holdings Inc reported record revenue in Q1 2027 earnings call highlights. Record revenue signals strong financial performance likely to boost investor sentiment and company trajectory.

4

Sunbelt Rentals Holdings shares rose 3% after reporting Q1 results and raising fiscal 2027 guidance. Q1 results and higher fiscal 2027 guidance signal stronger long-term growth and lift investor sentiment.

4

Sunbelt Rentals Holdings reported record first quarter results and raised full-year fiscal 2027 guidance. Record quarterly results plus raised annual guidance demonstrate strong performance that will materially lift future outlook and investor sentiment.

24 Jun

3

Sunbelt Rentals Q4 earnings call highlighted specialty segment developments and strategies for margin expansion. Q4 earnings call details on specialty focus and margin path signal updates to operational priorities and profitability outlook.

23 Jun

4 transcript

Sunbelt Rentals Holdings Inc posted record revenues in Q4 2026 earnings call highlights. Record revenues signal major growth and improved market position for Sunbelt Rentals Holdings Inc.

4

Sunbelt Rentals Holdings, Inc. reported fiscal fourth quarter and full-year 2026 results. Fiscal results release can shift valuation and investor outlook on operations.

1 May

3

Tom Gayner executes strategic investment moves that position Sunbelt Rentals Holdings Inc. as a central holding. Prominent investor positioning can moderately shift market sentiment and short-term performance for Sunbelt Rentals Holdings Inc.

stockrow.com/SUNB · Data as of Jul 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com