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Sunbelt Rentals Holdings Inc logo

Sunbelt Rentals Holdings Inc

SUNB

NYSEIndustrialsRental & Leasing Services

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Previous close

$76.88

−$0.22 · -0.29%

Aug 21, 4:00 PM ET

SUNB company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

80

Undervalued

Momentum

44

Neutral

Sentiment

58

Mixed

Risk resilience

53

Elevated Risk

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Thesis, catalysts, evidence, and risk analysis.

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AI-generated, informational only, and not investment advice.

Company profile

Company website

Sunbelt Rentals Holdings Inc. operates as a prominent equipment leasing firm, furnishing an extensive array of tools, various machinery, and customized engineering solutions. Its clientele spans diverse sectors including construction, industrial applications, and other specialized industries. The company's operations are divided into three core business units: its general tool services across North America, its specialty services also within North America, and its division in the United Kingdom. Established on February 12, 2025, Sunbelt Rentals Holdings Inc. has its corporate base located in Fort Mill, South Carolina.

Industry
Rental & Leasing Services
Sector
Industrials
Headquarters
US
CEO
Brendan Christopher Horgan
Listed since
Mar 2, 2026
Employees
26,016

Market position

Day range

Current $76.88

52-week range

Current $76.88

Open
$78.135
Previous close
$77.10
Volume
2.34M
0.74× average
Average volume
3.16M
Average daily volume
Market cap
31.52B USD
Beta
1.65
Market reference 1
50-day average
$76.7382
+0.18% above average
200-day average
$74.4077
+3.32% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
42.09B USD
P/E (TTM)
24.64×
P/B (TTM)
4.33×
P/S (TTM)
2.83×
EV / EBITDA
9.36×
Earnings yield
4.15%
Free cash flow yield
10.74%
Dividend yield
0.98%

Profitability & efficiency

Gross margin
56.62%
Operating margin
20.65%
Net margin
11.80%
Return on equity
17.88%
Return on assets
5.95%
Return on invested capital
7.78%

Financial health

Debt / equity
1.37×
Current ratio
0.9×
Altman Z-score
2.57
Piotroski F-score
7 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends97%66%35%4%Gross margin, FY2022: 88.17%Gross margin, FY2023: 88.53%Gross margin, FY2024: 88.90%Gross margin, FY2025: 88.02%Gross margin, FY2026: 38.46%Operating margin, FY2022: 24.46%Operating margin, FY2023: 26.09%Operating margin, FY2024: 24.44%Operating margin, FY2025: 23.70%Operating margin, FY2026: 19.55%Net margin, FY2022: 15.71%Net margin, FY2023: 16.73%Net margin, FY2024: 14.72%Net margin, FY2025: 14.00%Net margin, FY2026: 11.88%FY2022FY2023FY2024FY2025FY2026
Gross margin FY2022 88.17%. Gross margin FY2023 88.53%. Gross margin FY2024 88.90%. Gross margin FY2025 88.02%. Gross margin FY2026 38.46%. Operating margin FY2022 24.46%. Operating margin FY2023 26.09%. Operating margin FY2024 24.44%. Operating margin FY2025 23.70%. Operating margin FY2026 19.55%. Net margin FY2022 15.71%. Net margin FY2023 16.73%. Net margin FY2024 14.72%. Net margin FY2025 14.00%. Net margin FY2026 11.88%.

Income trends

Revenue

11.15B USD+3.36%

Operating income

2.18B USD-14.71%

Net income

1.33B USD-12.28%
Income trends across reported periods12.14B USD8.18B USD4.22B USD260.81M USDRevenue, FY2022: 7.96B USDRevenue, FY2023: 9.67B USDRevenue, FY2024: 10.86B USDRevenue, FY2025: 10.79B USDRevenue, FY2026: 11.15B USDOperating income, FY2022: 1.95B USDOperating income, FY2023: 2.52B USDOperating income, FY2024: 2.65B USDOperating income, FY2025: 2.56B USDOperating income, FY2026: 2.18B USDNet income, FY2022: 1.25B USDNet income, FY2023: 1.62B USDNet income, FY2024: 1.6B USDNet income, FY2025: 1.51B USDNet income, FY2026: 1.33B USDFY2022FY2023FY2024FY2025FY2026
Revenue FY2022 7.96B USD. Revenue FY2023 9.67B USD. Revenue FY2024 10.86B USD. Revenue FY2025 10.79B USD. Revenue FY2026 11.15B USD. Operating income FY2022 1.95B USD. Operating income FY2023 2.52B USD. Operating income FY2024 2.65B USD. Operating income FY2025 2.56B USD. Operating income FY2026 2.18B USD. Net income FY2022 1.25B USD. Net income FY2023 1.62B USD. Net income FY2024 1.6B USD. Net income FY2025 1.51B USD. Net income FY2026 1.33B USD.
Metric (USD)FY2026FY2025FY2024FY2023FY2022
Revenue11.15B USD10.79B USD10.86B USD9.67B USD7.96B USD
Cost of goods sold6.86B USD1.29B USD1.21B USD1.11B USD941.8M USD
Gross profit4.29B USD9.5B USD9.65B USD8.56B USD7.02B USD
Selling, general, and administrative1.65B USD————
Operating expenses2.11B USD6.94B USD7B USD6.04B USD5.07B USD
Interest income—4.5M USD1.8M USD2.6M USD100K USD
Interest expense387M USD553.4M USD537.6M USD361.6M USD225.8M USD
Depreciation and amortization2.31B USD2.45B USD2.24B USD1.89B USD1.66B USD
Operating income2.18B USD2.56B USD2.65B USD2.52B USD1.95B USD
Net income1.33B USD1.51B USD1.6B USD1.62B USD1.25B USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
0%
0 beats, 2 misses, 0 met estimates
Average EPS surprise
-2.25%
2 comparable reports
Latest EPS result
0.74
Estimate 0.75 · Miss by 0.67%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates1.070.950.820.7Q1 '26MissQ2 '26MissQ3 '26Estimate
Q1 2026, reported Mar 12, 2026: actual 0.78, estimate 0.811, surprise -3.82%, Miss. Q2 2026, reported Jun 23, 2026: actual 0.74, estimate 0.745, surprise -0.67%, Miss. Q3 2026, reported Sep 9, 2026: actual —, estimate 1.03, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates3.11B2.91B2.71B2.52BQ1 '26MissQ2 '26BeatQ3 '26Estimate
Q1 2026, reported Mar 12, 2026: actual 2.64B USD, estimate 2.65B USD, surprise -0.55%, Miss. Q2 2026, reported Jun 23, 2026: actual 2.75B USD, estimate 2.64B USD, surprise +4.43%, Beat. Q3 2026, reported Sep 9, 2026: actual —, estimate 2.99B USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$88.33

14.89% upside
Past 12 months12-month forecastHigh $96.00Average $88.33Low $80.00

Rating distribution

4 ratings

Limited analyst sample: 4 ratings. Interpret the distribution with caution.

Strong buy00%
Buy250%
Hold125%
Sell125%
Strong sell00%

Recent analyst actions

4 institutions
BarclaysmaintainOverweight

SUNB news

businesswire.com

Sunbelt Rentals to Announce First Quarter Fiscal Year 2027 Results on September 9, 2026

FORT MILL, S.C.--(BUSINESS WIRE)--Sunbelt Rentals Holdings, Inc. (NYSE: SUNB; LSE: SUNB) (“the company”), a leader in the equipment rental industry, announced it will hold its first quarter fiscal year 2027 results call…

Read source
businesswire.com

Sunbelt Rentals Appoints Ekta Singh-Bushell to Board of Directors

FORT MILL, S.C.--(BUSINESS WIRE)--Sunbelt Rentals Holdings, Inc. (NYSE: SUNB, LSE: SUNB) (“the company”), a leader in the equipment rental industry, today announced that Ekta Singh-Bushell has been appointed to the…

Read source
businesswire.com

Sunbelt Announces Launch of Private Offering of Senior Notes

FORT MILL, S.C.--(BUSINESS WIRE)--Sunbelt Rentals Holdings, Inc. (NYSE: SUNB, LSE: SUNB) (“the company”), a leader in the equipment rental industry, today announced that, subject to market and other conditions, it…

Read source
businesswire.com

Sunbelt Rentals Appoints Cynthia T. Jamison to Board of Directors

FORT MILL, S.C.--(BUSINESS WIRE)--Sunbelt Rentals Holdings, Inc. (NYSE: SUNB, LSE: SUNB) (“the company”), a leader in the equipment rental industry, today announced that Cynthia T. Jamison has been appointed to the…

Read source
zacks.com

Sunbelt Rentals Q4 Earnings Call Focuses on Specialty, Margin Path

SUNB's fourth-quarter beat takes a back seat to rental momentum, specialty growth, modular expansion and a margin recovery path tied to mix pressures.

Read source
seekingalpha.com

Sunbelt Rentals Holdings Inc. (SUNB) Q4 2026 Earnings Call Transcript

Sunbelt Rentals Holdings Inc. (SUNB) Q4 2026 Earnings Call Transcript

Read source

Corporate actions

Corporate action history

Dividend

Ex-dividend Jul 10, 2026

$0.75

Irregular

Record Jul 10, 2026 · Payment Jul 24, 2026

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ETFs holding SUNB

Funds reporting this stock among their holdings, ordered by reported position size.

Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
946.55M
Weight
0.04%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
Vanguard Morningstar Mid-Cap ETF logoVanguard Morningstar Mid-Cap ETFVO
Market value
643.3M
Weight
0.28%
AUM
224.7B USD
Expense ratio
0.03%
Price / 1D
$82.97+0.53%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
339.84M
Weight
0.35%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$245.53+0.82%
iShares Core MSCI EAFE ETF logoiShares Core MSCI EAFE ETFIEFA
Market value
236.16M
Weight
0.12%
AUM
195.14B USD
Expense ratio
0.07%
Price / 1D
$100.85+0.86%
Vanguard Morningstar Growth ETF logoVanguard Morningstar Growth ETFVUG
Market value
211.88M
Weight
0.06%
AUM
372B USD
Expense ratio
0.03%
Price / 1D
$87.50+0.38%
Vanguard Dividend Appreciation ETF logoVanguard Dividend Appreciation ETFVIG
Market value
166.94M
Weight
0.13%
AUM
130.9B USD
Expense ratio
0.04%
Price / 1D
$243.91+0.69%
Vanguard Morningstar Value ETF logoVanguard Morningstar Value ETFVTV
Market value
141.62M
Weight
0.06%
AUM
256.5B USD
Expense ratio
0.03%
Price / 1D
$226.4+0.54%
iShares Russell Mid-Cap ETF logoiShares Russell Mid-Cap ETFIWR
Market value
128.75M
Weight
0.22%
AUM
57.66B USD
Expense ratio
0.18%
Price / 1D
$113.44+0.70%

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