US · Industrials · Rental & Leasing Services
EPS came in at 1.18 against a street estimate of 0.99 — a beat of 19.2%.
with an average price target of $85.27.
CONFIDENT Sunbelt delivered record Q1 FY27 results with 13% rental revenue growth and raised full-year guidance. Strong demand across mega projects, energy, and specialty drove broad-based momentum. EBITDA margins held flat despite ancillary revenue mix shift. Q1 FY27 North America driving growth momentum across General Tool and Specialty. U.K. stable with management focus on margin recovery. Analysts pressed on margin flow-through (ancillary growth accretive despite mix), CapEx sustainability (opportunity-driven, no over-fleeting), and rate momentum (tight supply-demand, month-to-month acceleration, upside to guide). Management emphasized disciplined deployment, utilization strength vs. capacity, and fuel recovery benefits still flowing through. 2026-09-09…
Full summary in the app.
| Fund | Stake |
|---|---|
| Dodge & Cox | 13.36% |
| Vanguard Capital Management, LLC | 6.37% |
| Vanguard Portfolio Management, LLC | 4.81% |
| Wellington Management Company LLP | 2.70% |
| Harris Associates L.P. | 2.55% |
| Amvescap Plc. | 2.47% |
| Rothschild & Co Wealth Management UK Ltd | 2.11% |
| Principal Financial Group Inc | 1.94% |
| Document | Date |
|---|---|
| Quarterly report · Q1 FY2027 SUNBELT RENTALS HOLDINGS, INC. – Q1 FY2027 10-Q SUMMARY HEADLINE NUMBERS • Total revenues: $3,115 million (Q1 FY2027) vs. $2,801 million (Q1 FY2026) | 2026-09-09 |
| Results announced · Q2 FY2027 SUNBELT RENTALS Q1 FY2027 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenue: $3,115 million, up 11.2% year-over-year (record) • Rental revenue: $2,9 | 2026-09-09 |
| Shareholder vote results · Q2 FY2027 SUNBELT RENTALS HOLDINGS, INC. – 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting Date: September 1, 2026 • Total Votes Cast (Director Elections): Appr | 2026-09-02 |
| Proxy statement · Q2 FY2027 SUNBELT RENTALS HOLDINGS, INC. - PROXY STATEMENT SUMMARY HEADLINE NUMBERS • Total Revenue (Fiscal 2026): $11,154 million • Net Income (Fiscal 2026): | 2026-07-21 |
| Material agreement · Q1 FY2027 SUNBELT RENTALS HOLDINGS, INC. - 8-K SUMMARY HEADLINE NUMBERS • Company issued $450 million in 4.950% Senior Notes due August 12, 2030 • Company iss | 2026-07-15 |
| Board / officer change · Q1 FY2027 SUNBELT RENTALS HOLDINGS, INC. – 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Sunbelt Rentals Holdings, Inc. (ticker: SUNB) is a Delaware corporation | 2026-07-13 |
| Company announcement · Q1 FY2027 SUNBELT RENTALS HOLDINGS, INC. - 8-K SUMMARY HEADLINE NUMBERS • Company issued $450 million in 4.950% Senior Notes due 2030 • Company issued $750 mi | 2026-07-08 |
| Annual report FY2026 SUNBELT RENTALS HOLDINGS, INC. – FORM 10-K SUMMARY HEADLINE NUMBERS • Fiscal year ended April 30, 2026: Revenue $11,154 million, Operating Income $2 | 2026-06-23 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.30 / share ex-date Sep 18, 2026 · pay Oct 2, 2026 | 2026-09-18 |
| Dividend | $0.75 / share ex-date Jul 10, 2026 · pay Jul 24, 2026 | 2026-07-10 |
| Split | 4 : 1 effective Dec 30, 2025 | 2025-12-30 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Sunbelt Rentals Holdings, Inc. — free to start.
Google PlayApp StoreData updated 2026-09-18.