Company Analysis

Sunbelt Rentals Holdings, Inc. (SUNB)

NYSE: SUNB · Services-Equipment Rental & Leasing, NEC · Fort Mill, SC · filing with the SEC since 2025
Grade5.1
◀ Past 4.5● Present 5.7▶ Future 4.8
2 est.
The companyfiscal 2026, as filed
Revenue$11.15B+3.4%
Net income$1.32B-14.7%
Earnings per share$3.15-11.3%
Operating cash flow$3.78B-1.6%
Cash$29.0M+38.1%
Debt$7.58B+1.1%
Shareholders’ equity$7.41B-5.0%
Shares, diluted421.0M-3.6%
Return on equity17.9%
The recordfrom its filings
Filings in 2026131
Newest filingOct 30 · SCHEDULE 13G/A
Annual reportJun 23, 2026
Quarterly reportSep 9, 2026
Next report due10-Q by Dec 15
Insider sales, 12 months$500,000
Insider buys, 12 months$0.00
Patents granted3
Filer categoryNon-accelerated filer
Left: the newest annual report, with the change on the year before. Right: counted from the company's own filings with the SEC.
Revenue and net income by fiscal yearRevenueNet income
242526
As filed, in USD. Nothing here is a forecast.

The company now

Sunbelt Rentals reported first-quarter fiscal 2027 revenue of $3,115 million on 9 September 2026, up 11.2 percent 311. Net income for the quarter ended 31 July 2026 rose 17.4 percent to $438 million 3. The company raised its fiscal 2027 outlook for revenue growth to 6 percent to 9 percent, from 4.5 percent to 7.5 percent 3.

Most of the lift came from North America Specialty, the business that rents power, climate, scaffold and other non-standard gear, where rental revenue grew 25.3 percent to $1,070 million 31. The company said the purchase of Reliant Asset Management, which closed on 1 May 2026, added about 300 basis points (three percentage points) to rental revenue growth 3.

It also estimated that the FIFA World Cup added about 250 basis points to total rental revenue growth 3. Chief executive Brendan Horgan credited demand from mega projects, energy and live events, plus steady local construction 3.

The open question is leadership of the legal department 6. Lynne Fuller-Andrews stepped down as general counsel on 23 October 2026 and stays in a non-executive role until she retires on 1 November 2027 6. The company has begun a search for her successor 6.

As of Oct 28, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

News

Oct 27, 2026 · SEC EDGAR · Form 8-K
Current report
Open the filing on sec.gov
Oct 13, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Oct 5, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Sep 22, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Sep 22, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Sep 22, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Sep 22, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
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SI Assistanton SUNB · research, not advice