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 grade of Sunbelt Rentals Holdings, Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.1/10
◀ Past4.525% of the headline
● Present5.745% of the headline
▶ Future4.830% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 7 read as filed from the record and 2 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

4.5/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
4.0/10

Has it survived what it has been through?

1 warning event since 2025; the latest 2026-03-02.

weight 45% of this tense · 40th percentile among 10 sector filers · read for itself

From the record

Sunbelt Rentals Holdings, Inc.'s filings since 2025 show 1 warning event: an auditor change (8-K item 4.01, the latest 2026-03-02) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
4.9/10

What has it actually done, year after year?

+1.4% a year over 3 filed years; profitable in 3 of 3.

weight 33% of this tense · 49th percentile among 10 sector filers · read for its customers

From the record

Sunbelt Rentals Holdings, Inc.'s 3 filed years say what it did: revenue went from $11 billion in fiscal 2024 to $11 billion in fiscal 2026, up 1.4% a year; it rose in 1 of 2 years; the deepest fall was 1% from fiscal 2024 to fiscal 2025; net income was positive in 3 of 3 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span1.4%bottom 15% of its family
  • the share of years revenue rosebottom 15% of its family
  • the share of filed years with a profittop 20% of its family
  • the deepest fall from a revenue peak0.6%top 15% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
5.1/10

How has it treated the people who own it?

Share count shrank 2.1% a year. 29% of cash flow returned. Insiders: 2 sales, 1 purchases.

weight 22% of this tense · 51st percentile among 8 sector filers · read for its shareholders

From the record

Over the 2 fiscal years to 2026-04-30, Sunbelt Rentals Holdings, Inc.'s diluted share count shrank about 2.1% a year, and dividends and buybacks returned about 29% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 2 sales and 1 purchase of their own stock on the open market in the year to 2026-10-13, buying about $2 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 45% of its family
  • cash returned against operating cash flowtop 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.7/1045% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed
5.6/10

Is it financially healthy right now?

ROE 18%: 18¢ of profit per shareholder dollar. Leverage 67%: owes 67¢ per asset dollar.

weight 45% of this tense · 56th percentile among 10 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-04-30, Sunbelt Rentals Holdings, Inc. earned about 18 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 19 cents per dollar of everything the company owns. Leverage: it owed about 67 cents per dollar of assets, and net share issuance: its share count shrank 3.6% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 35% of its family
  • return on equitytop 39% of its family
  • gross profit against assetsbottom 31% of its family
  • the share count against the year beforetop 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
5.8/10

How strong is its position in its industry?

top 42% of 10 in its family; net margin 11.9%.

weight 33% of this tense · 58th percentile among 10 sector filers · read for its customers

From the record

Sunbelt Rentals Holdings, Inc.'s standing among 10 graded names in its industry family: revenue of $11 billion in fiscal 2026 ranks in the top 15% by size; a net margin of 11.9% ranks in the top 35%; revenue growth of 1.4% a year over the last 2 filed years ranks in the bottom 25% (its annual reports).

What it rests on

  • revenue against the family$11.15Btop 15% of its family
  • net margin11.9%top 35% of its family
  • three-year revenue growth1.4%bottom 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate
5.6/10

What are the people in charge doing?

SI estimate 5.6/10, confidence 35 of 100 (one part).

weight 22% of this tense · 56th percentile among 9 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 44% of 9 in its family; the record of its people begins on 2026-02-26 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 9 months and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read
The record of its people begins on 2026-02-26 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 9 months and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned
one part: officer and director changes on Form 8-K, against the people in charge, the one part on file, ranked among 9 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Sunbelt Rentals Holdings, Inc.'s leadership is put at 5.6 of 10 with a confidence of 35 of 100, because read from one part only, officer and director changes on Form 8-K over three years, against the people in charge, which ranks in the top 44% of 9 in its family; the record of its people begins on 2026-02-26 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 9 months and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

4.8/1030% of the headline grade · 2 of 3 filed, 1 estimated

Room to expand

as filed
6.6/10

How much room does it have to grow?

top 34% of 10 in its family for room to expand.

weight 22% of this tense · 66th percentile among 10 sector filers · read for itself

From the record

Sunbelt Rentals Holdings, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $29 million against debt of $7.6 billion leaves -33.9% of its assets as net cash, bottom 45% of its family; cash from operations less capital spending is 33.9% of revenue (top 15%); a gross margin of 38.5% (top 31%) (its annual report).

What it rests on

  • cash less debt against assets-33.9%bottom 45% of its family
  • cash from operations less capital spending against revenue33.9%top 15% of its family
  • gross margin38.5%top 31% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
3.8/10

What could actually drive growth from here?

bottom 38% of 10 in its family for growth drivers.

weight 33% of this tense · 38th percentile among 10 sector filers · read for its customers

From the record

Sunbelt Rentals Holdings, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 1.4% a year over the last three filed years against 1.4% over all 3, speeding up (top 40% of its family); the newest year grew 3.4% (bottom 15%) (its annual reports). Sunbelt Rentals Holdings, Inc. reported 3 lines of business in fiscal 2026: North America General Tool at $6.5 billion (58%), North America Specialty at $3.7 billion (33%), UK at $932 million (8%); 3 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span+0.0 points a yeartop 40% of its family
  • the newest year's revenue growth3.4%bottom 15% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

SI estimate
4.6/10

Did its newest year beat what its own record pointed to?

SI estimate 4.6/10, confidence 20 of 100 (family median).

weight 45% of this tense · 50th percentile among 8 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 8 members with one.
What the record cannot read
The record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change.
How it was reasoned
family median, 8 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Sunbelt Rentals Holdings, Inc.'s expectations vs reality is put at 4.6 of 10 with a confidence of 20 of 100, because the record does not carry four filed years of revenue and two of the three parts: revenue against the prior pace, earnings against the prior average, the margin change, so the desk assumes the typical reading of its industry family, the median of 8 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton SUNB · research, not advice