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Sunbelt Rentals Holdings, Inc.

SUNB Industrials Rental & Leasing Services

Sunbelt Rentals Holdings, Inc.’s revenue for fiscal 2026 (year ended April 2026) was $11.2 billion, up 3.36% from fiscal 2025.

76.47 4.26 −5.28%
Market cap
$31.2B
P/E
22.6×
Fwd P/E
21.3×
Dividend yield
1.37%
F-score
n/a
Altman Z
2.59
Beneish M
−2.90
Dividend safety
n/a
Overview Business Profile Earnings & Analysis
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios
Valuation Filings

Sunbelt Rentals Holdings, Inc. (SUNB) Earnings & Analysis

Updated · Covers results through Q1 FY2027 · How this is made

Latest quarter

Sunbelt Rentals reported Q1 FY2027 revenue of $3.1 billion, above the consensus estimate of $3.0 billion. Adjusted earnings per share were $1.18, above the consensus estimate of $0.99.

Revenue rose from $2.8 billion a year earlier. The company attributed the increase in equipment rental revenue primarily to higher rental volumes in both North American segments and positive rental rate momentum. Its filing shows rental revenue grew in North America’s General Tool and Specialty businesses but declined in the United Kingdom. Sales of rental equipment fell as the company sold fewer used assets.

Sunbelt reported diluted earnings per share of $1.07, compared with $0.87 a year earlier. Gross margin remained at 40.1%, while operating margin increased to 22.2% from 21.3%.

Free cash flow fell to $69.0 million from $466.0 million. The filing reports increased spending on rental equipment and acquisitions, alongside a decline in operating cash inflow attributed primarily to working-capital movements.

Q1 FY2027 Q1 FY2026 Change
Revenue $3.1 billion $2.8 billion 11.2%
Diluted EPS $1.07 $0.87 23.1%
Gross margin 40.1% 40.1% 0.0 percentage points
Operating margin 22.2% 21.3% 0.9 percentage points
Free cash flow $69.0 million $466.0 million −85.2%
Against the consensus Reported Consensus Result
Adjusted EPS $1.18 $0.99 Beat by 19.2%
Revenue $3.1 billion $3.0 billion Beat by 4.03%

Adjusted EPS is the figure the consensus estimates, not the GAAP EPS above.

What management said on the call

Commentary from Sunbelt Rentals’ latest earnings call is not available.

Guidance

Sunbelt raised its FY2027 total revenue growth outlook to 6.00% to 9.00% and its rental revenue growth outlook to 7.00% to 10.0%. The company also raised its adjusted EBITDA outlook to $4.9 billion to $5.1 billion.

For FY2027, Sunbelt increased its gross rental capital expenditure outlook to $2.8 billion to $3.2 billion and its net rental equipment capital expenditure outlook to $2.4 billion to $2.8 billion.

Metric For Guide Previous guide Change
Capex, Gross Rental FY2027 $2.8 billion–$3.2 billion — New
Capex, Net Rental Equipment FY2027 $2.4 billion–$2.8 billion — New
EBITDA, non-GAAP FY2027 $4.9 billion–$5.1 billion — New
Revenue growth, Rental FY2027 7.00%–10.0% — New
Revenue growth FY2027 6.00%–9.00% — New

This page is for information only. It is not investment advice, a recommendation or an offer to buy or sell any security. Figures come from the sources listed above and may contain errors; verify against the company's filings.