Added to YB: 2026-04-01
Pitch date: 2026-03-29
SUNB [neutral]
Sunbelt Rentals Holdings, Inc.
+1.58%
current return
Author Info
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Company Info
Sunbelt Rentals Holdings, Inc., together with its subsidiaries, engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada.
Market Cap
$26.9B
Pitch Price
$64.08
Price Target
N/A
Dividend
1.68%
EV/EBITDA
7.50
P/E
20.07
EV/Sales
3.41
Sector
Trading Companies and Distributors
Category
turnaround
Sunbelt Rentals: The Business Delivers, But the Numbers Tell a More Complicated Story
SUNB (overview): Q3 rev $2.64B (+2.7% YoY), rental rev +2.6% (+4% ex-hurricane). Adj EBITDA $1.08B (-3.1% YoY), margin 41.0% (-259bps) on specialty mix shift & ancillary rev growth. EPS $0.78 missed est $0.84. YTD FCF $1.43B (+83%). Specialty +5.2%, Gen Tool +1.3%, UK weak (-2% constant FX). $1.35B returned via buybacks/divs, net debt/EBITDA 1.6x. Margin pressure from mix & costs tailoring off per mgmt.
Read full article (4 min)