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Added to YB: 2026-09-08

Pitch date: 2026-09-05

SUNB [neutral]

Sunbelt Rentals Holdings, Inc.

Author Info

No bio for this author

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

$28.1B

Pitch Price

N/A

Price Target

N/A

Dividend

1.64%

EV/EBITDA

12.36

P/E

21.77

EV/Sales

3.47

Sector

Trading Companies and Distributors

Category

N/A

Show full summary:
Industrials: The EPS Week Ahead - Sunbelt Rentals Holdings, Inc.

SUNB (earnings): Sunbelt Rentals remains a margin story despite record FY26 revenue of $11.154B and $2.055B of free cash flow: Q4 adjusted EBITDA margin was 38.7% and the full-year margin fell 200 bps to 41.9%. The next print needs roughly $3.0B of revenue, rental growth within the 5%-8% guide and a 41.5%-42% margin, while preserving the $4.85-$5.05B FY27 EBITDA range.

Read full article (1 min)