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Sunbelt Rentals Holdings, Inc. (SUNB) stock

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NYSE: SUNB NYSE Trading Companies & Distributors Next results ~December 9, 2026

Sunbelt Rentals Holdings, Inc. is a US-listed company in the trading companies & distributors industry. Its financial year ends in April.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$41

Valuation models combined (3)

Base case. Range ~$19–$80. Weighted average of 3 models (growth cash-flow model, forward price-to-earnings vs peers, forward price-to-sales vs peers), the growth cash-flow model counting double.

Price vs value

No Buy/Hold/Sell rating is issued: limited reported history: available models are shown without a Buy/Hold/Sell rating.

Sunbelt Rentals Holdings, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders1 buying, 1 selling1 purchase and 2 sales by directors and officers, last 12 monthsInsider trades
  • Funds300 adding, 190 cuttingOf 59 active managers that changed their stake, 25 added; quarter to June 30, 2026Fund buyers and sellers

The Fundamentalytics view

Next results ~December 9, 2026 (estimated)

Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 14% in the quarter to 2026-07-31.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Latest results: FY2027 Q1

Filed September 9, 2026
Earnings per share
$1.18 against an average estimate of $1.03: beat by 14.3%
Revenue
$3.12bn, up 11.2% on a year earlier
Share reaction
+5.6% in the first session after the results on September 9, 2026, against -1.1% for the S&P 500
Guidance given
total Revenue growth 6% to 9% (fiscal full-year 2027); rental Revenue growth 7% to 10% (fiscal full-year 2027)
Next report
December 9, 2026; average EPS estimate $1.26

Sunbelt Rentals Holdings' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+0.2%
  • 1 week+5.5%
  • 1 month+8.7%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Earnings

Last results
September 9, 2026
Next results (est.)
December 8, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Leadership
  2. Results
  3. Guidance
  4. Shareholder vote
  5. Agreement
  6. Leadership
  7. Announcement

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Sunbelt Rentals Holdings, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: limited reported history: available models are shown without a Buy/Hold/Sell rating.

Valuation models

We value Sunbelt Rentals Holdings, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 9.7%: the 10-year Treasury yield (4.9%) plus a beta of 1.05 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$27 ~$14–$38 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$80 ~$72–$99 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: book value or earnings not available
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$19 ~$16–$66 Included, half weight
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: revenue and margins don't support a positive value
Combined value Weighted average of the models that apply: the primary model (growth cash-flow model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$41 ~$19–$80 3 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Sunbelt Rentals Holdings, Inc. with Trading Companies & Distributors in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 2026
Share price$75.44
Market value$31.8bn
+ Net debt (− = net cash)$7.6bn
Enterprise value$39.3bn
Multiples
Price / sales 2.8x
Price / earnings 24.0x
Price / free cash flow —
EV / EBITDA 8.8x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: December 9, 2026, before the open. Analysts expect revenue of $3.2bn and EPS of $1.26 (range $1.19 to $1.37) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $4.25 +14% $12.0bn +8%
Next $4.43 +13% $12.9bn +8%

Next year's EPS estimate has moved +3.4% in 90 days, across 6 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +2.8% on 90 days ago. In the last 30 days, 10 analysts raised Sunbelt Rentals Holdings, Inc.'s forecast and 1 cut it.

Consensus EPS forecast Sunbelt Rentals Holdings, Inc., last 90 days
$4.00 $4.10 $4.20 $4.30 $4.40 $4.50 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $4.13 Current fiscal year, 60 days ago: $4.09 Current fiscal year, 30 days ago: $4.16 Current fiscal year, 7 days ago: $4.25 Current fiscal year, Now: $4.25 $4.25 Next fiscal year, 90 days ago: $4.28 Next fiscal year, 60 days ago: $4.33 Next fiscal year, 30 days ago: $4.42 Next fiscal year, 7 days ago: $4.43 Next fiscal year, Now: $4.43 $4.43

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $4.13$4.28
60 days ago $4.09$4.33
30 days ago $4.16$4.42
7 days ago $4.25$4.43
Now $4.25$4.43

Earnings against estimates

Quarter toEstimateActualSurprise
Jul 2026 $1.03 $1.18 +14.3%
Apr 2026 $0.76 $0.74 −3.2%
Jan 2026 $0.84 $0.78 −7.1%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, September 9, 2026
  • Total Revenue fiscal full-year 2027 6% growth to 9% growth Raised
    “Total Revenue 4.5% to 7.5% growth 6% to 9% growth” source
  • Rental Revenue fiscal full-year 2027 7% growth to 10% growth Raised
    “Rental Revenue 5% to 8% growth 7% to 10% growth” source
  • Adjusted EBITDA fiscal full-year 2027 $4.92bn to $5.12bn Non-GAAP Raised
    “Adjusted EBITDA $4.85 billion to $5.05 billion $4.92 billion to $5.12 billion” source
  • Net Rental Equipment Capital Expenditures fiscal full-year 2027 $2.4bn to $2.8bn Raised
    “Net Rental Equipment Capital Expenditures $2.05 billion to $2.45 billion $2.4 billion to $2.8 billion” source
  • Gross Rental Capital Expenditures fiscal full-year 2027 $2.75bn to $3.15bn Raised
    “Gross Rental Capital Expenditures $2.45 billion to $2.85 billion $2.75 billion to $3.15 billion” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

Analyst recommendations

15 analysts, Oct 2026
Buy1067%
Hold320%
Sell213%

Monthly trend

  1. Oct 2026373215
  2. Sep 2026373215
  3. Aug 2026364215
  4. Jul 2026354214

Counts of recommendations published by analysts covering Sunbelt Rentals Holdings, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
—
of tradable shares
Days to cover
2.02
at average volume
Short interest, 1 month
−0%
to October 15, 2026
Held by institutions
85%
of shares
Held by insiders
0.2%
of shares
Employees
26,613
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

Price behaviour

52-week range
Not enough history
From 52-week high
—
vs 50-day average
+11.6%
vs 200-day average
—
Volatility (1 year)
45%
Beta vs S&P 500
1.36

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
2 up, 1 down
typical move ±6.6%
After a week
1 up, 2 down
typical move ±7.3%
After a month
1 up, 2 down
typical move ±5.7%
Results releasedNext dayS&P 500 next day5 days21 days
September 9, 2026 +5.6% −1.1% +4.4% +8.4%
June 23, 2026 −12.0% −1.5% −10.1% −6.0%
March 12, 2026 +2.2% −2.1% −7.3% −2.8%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2026, from the 10-K

Each dollar Sunbelt Rentals Holdings took in during FY2026, followed through to profit: what it cost to make, what went on running the business, and what was left after tax.

  1. Revenue $11.2B
  2. Cost of revenue $6.9B · 61.5%
  3. Gross profit $4.3B · 38.5%
  4. Selling, general and admin $1.7B · 14.8%
  5. Other operating costs $458M · 4.1%
  6. Operating income $2.2B · 19.6%
  7. Income tax $476M · 4.3%
  8. Interest and other $380M · 3.4%
  9. Net income $1.3B · 11.9%

Shares of revenue. Source: Sunbelt Rentals Holdings's 10-K for FY2026, as filed with the SEC. "Other" lines are what the reported lines leave unexplained.

Financial statements

US$ billions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2024 Apr 2024 2025 Apr 2025 2026 Apr 2026
Income
Revenue 10.9 10.8 11.2
Gross profit 4.5 4.3 4.3
EBITDA 4.6 4.8 4.5
Operating income 2.5 2.5 2.2
Net income 1.6 1.6 1.3
Diluted EPS $3.58 $3.55 $3.15
Growth (year on year)
Revenue — −0.6% +3.4%
EBITDA — +4.2% −5.5%
Operating income — −0.5% −12.7%
Net income — −1.2% −14.7%
Diluted EPS — −0.8% −11.3%
Margins
Gross margin 41.2% 40.0% 38.5%
EBITDA margin 42.0% 44.0% 40.3%
Operating margin 23.1% 23.2% 19.6%
Net margin 14.5% 14.4% 11.9%
Cash flow
Cash from operations 3.7 3.8 3.8
Stock-based pay 0.1 −0.0 0.1
Balance sheet
Cash 0.0 0.0 0.0
Total debt 0.0 7.5 7.6
Net debt (negative = net cash) −0.0 7.5 7.6
Diluted shares 439m 437m 421m
Returned to shareholders
Dividends 0.4 0.5 0.5
Buybacks 0.1 0.3 1.4
Total returned 0.5 0.9 1.9

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

0 of 4 checks passed · July 31, 2026
What it owns · $23.6bn
Short-term assets $2.6bnLonger-term assets $21.0bn
What it owes, and who funded it · $23.6bn
Short-term liabilities $2.7bnLonger-term liabilities $13.4bnShareholders' equity $7.4bn
  • Short-term assets cover short-term liabilities $2.6bn of assets due within a year against $2.7bn of liabilities due within a year.
  • Short-term assets cover long-term liabilities $2.6bn short-term assets against $13.4bn of longer-dated liabilities.
  • More cash than debt $32m of cash against $8.6bn of debt.
  • Debt below 40% of shareholders' equity Debt is 115% of equity.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Sunbelt Rentals Holdings, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Buybacks, last 3 fiscal years
$1.8B

Where the revenue comes from

Fiscal year to April 30, 2026
Segments
Line of business Revenue Share YoY
North America General Tool $6.5B 58.3% ▲ 1.7%
North America Specialty $3.7B 33.3% ▲ 6.5%
UK $932M 8.4% ▲ 2.8%
Products and services
Line of business Revenue YoY
Equipment Rental Revenue $10.3B ▲ 3.4%
Equipment Rentals $8.3B ▲ 3.1%
Other Rental Revenue Delivery and Pick Up $875M ▲ 1.5%
Other Rental Revenue Other $800M ▲ 9.4%
Rental Equipment $451M ▼ 3.4%
Rental Equipment Sales $451M ▼ 3.4%
New Equipment Merchandise and Consumables $383M ▲ 11.3%
Sales of New Equipment Merchandise and Consumables $383M ▲ 11.3%

These categories overlap or exclude eliminations, so shares aren't shown.

Geography
Region Revenue Share YoY
United States $9.5B 85.0% ▲ 3.0%
United Kingdom $932M 8.4% ▲ 2.8%
Canada $744M 6.7% ▲ 9.4%

From Sunbelt Rentals Holdings, Inc.'s 10-K filed June 23, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$24.4B
Institutions reporting
493
Shares held vs prior quarter
▲ 8.3%
Positions opened / closed
139 / 53

Top buyers and sellers, Q2 2026: 300 institutions bought and 190 sold ; the biggest buyer was Blackrock, Inc (+14.7M shares) and the biggest seller Abrams Bison Investments, LLC (−10.5M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Dodge & Cox $4.1B 54.8M 16.8% ▲ 3.1%
Vanguard Capital Management LLC $2.3B 30.7M 9.3% ▲ 17.5%
Vanguard Portfolio Management LLC $1.5B 20.2M 6.2% ▲ 2.3%
Blackrock, Inc. $1.1B 15.2M 4.7% ▲ 3092.5%
Wellington Management Group LLP $807M 11.1M 3.3% ▼ 1.5%
Harris Associates L P $783M 10.5M 3.2% ▼ 10.2%
Invesco Ltd. $773M 10.3M 3.2% ▲ 2.3%
Rothschild & Co Wealth Management Uk Ltd $635M 8.7M 2.6% ▲ 1.7%
Principal Financial Group Inc $591M 7.9M 2.4% ▲ 20.0%
Geode Capital Management, LLC $545M 7.2M 2.2% ▲ 1698.3%
Norges Bank $530M 7.3M 2.2% —
Royal Bank Of Canada $528M 7.1M 2.2% ▼ 1.2%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Sunbelt Rentals Holdings, Inc.'s complete shareholder register. Values are as reported by the filers ; 4 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $1,863 1 trade by 1 insider, last 12 months Insider sales History → $477,518 2 trades by 1 insider · 0% under pre-set plans
Net ▼ $475,655 net selling
Insider Date Trade Shares Price Value
Horgan Kyle Executive VP, Specialty October 1, 2026 Buy 25 $73.30 $1,863
Washburn John Chief Operating Officer July 9, 2026 Sell 3,351 $72.50 $242,948
Washburn John Chief Operating Officer July 8, 2026 Sell 3,351 $70.00 $234,570

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around December 8, 2026 estimated from the company's past filing pattern, not announced

  • September 9, 2026
  • June 23, 2026
  • March 12, 2026

Recent SEC filings

Data status

When each part of this page on Sunbelt Rentals Holdings, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Sunbelt Rentals Holdings, Inc. in brief

What does Sunbelt Rentals Holdings, Inc. do?
Sunbelt Rentals Holdings, Inc. is a US-listed company in the trading companies & distributors industry. Its financial year ends in April.
What is Sunbelt Rentals Holdings, Inc.'s stock ticker?
Sunbelt Rentals Holdings, Inc. trades under the ticker SUNB on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
Who are Sunbelt Rentals Holdings, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Dodge & Cox, Vanguard Capital Management LLC and Vanguard Portfolio Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Sunbelt Rentals Holdings, Inc.'s market cap?
On April 30, 2026, Sunbelt Rentals Holdings, Inc.'s market capitalisation was about $31.8B, with a price-to-earnings ratio of 24.0 and net debt of $7.6B. Market figures come from third-party market data and may be delayed.
How much debt does Sunbelt Rentals Holdings, Inc. have?
Sunbelt Rentals Holdings, Inc.'s debt-to-equity ratio is 114.9%, from its latest balance sheet. The financial health section below sets out its other solvency checks.
Are insiders buying or selling Sunbelt Rentals Holdings, Inc. stock?
Over the last 12 months, Sunbelt Rentals Holdings, Inc.'s directors and officers reported 1 open-market purchases and 2 sales on Form 4. The insider trading page charts every trade.
When is Sunbelt Rentals Holdings, Inc.'s next earnings date?
Around December 9, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Sunbelt Rentals Holdings, Inc. announces its own schedule.