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NYSE · Industrials

Sunbelt Rentals Holdings, Inc. (SUNB)

As-reported financials and SEC filings for Sunbelt Rentals Holdings, Inc. The latest annual period is FY2026. The latest reported quarter is Q1 FY2027. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Sunbelt Rentals Holdings, Inc.

Sunbelt Rentals Holdings, Inc. operates one of the largest equipment rental businesses internationally, with a network of 1,611 stores across North America and the United Kingdom. The company rents a wide range of construction, industrial, and general equipment, including mobile elevating work platforms, forklifts, and specialty products like power and HVAC systems, serving customers from multinational businesses to individual contractors. Its operations are divided into North America General Tool, North America Specialty, and United Kingdom segments, providing equipment and services to diverse industries and government entities.

Snapshot

Revenue
$11.15B
Revenue growth (YoY)
3.4%
Net income
$1.32B
Diluted EPS
$3.15
Gross margin
38.5%
Operating margin
19.6%
Net margin
11.9%
FCF margin
—
ROE
17.9%
net income / fiscal-year-end equity
P/E
22.8×
trailing when available, otherwise FY EPS
Market cap
$30.98B
Long-term debt / equity
0.95×
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended April 30, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Sunbelt Rentals Holdings

  • Revenue grew 3.4% to $11.2B in FY2026, after a 0.6% decline the year before.
  • Operating margin is 19.6% in FY2026, -3.6 pp against 23.1% in FY2024.
  • Most recent quarter Q1 FY2027: revenue $3.1B, up 11.2% from Q1 FY2026.
  • Net income fell 14.7% to $1.3B in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Sunbelt Rentals Holdings’s fundamentals sit among the 669 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin38.5%
72nd percentile of 456
Operating margin19.6%
87th percentile of 599
Net margin11.9%
80th percentile of 631
Revenue growth (YoY)+3.4%
44th percentile of 653
ROE17.9%
79th percentile of 591
P/E22.8×
48th percentile of 406
Long-term debt / equity0.95×
74th percentile of 404
Short interest1.88d
27th percentile of 662

Sunbelt Rentals Holdings’s operating margin of 19.6% ranks in the 87th percentile of the 599 Industrials companies reporting it.

1 reported insider purchase (code P) totaling $1,863 in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 7 of the superinvestors we track (plus 4 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
7
+4 quant / multi-strat
Initiated / added
5
1 new, 4 added
Reduced / exited
7
6 trimmed, 1 exited
Combined position
$5.45B
reported long value
InvestorAs ofPosition valueSharesChange
Dodge & CoxQ2 2026$4.10B54.8MAdded
Harris Associates (Oakmark)Q2 2026$782.6M10.5MReduced
Ruane Cunniff (Sequoia)Q2 2026$318.8M4.3MReduced
Markel GroupQ2 2026$72.9M974.4KAdded
Citadel AdvisorsquantQ2 2026$44.9M600.3KAdded
Soros Fund ManagementQ2 2026$38.6M516.0KReduced
Point72 Asset ManagementquantQ2 2026$32.3M431.8KNew
AQR Capital ManagementquantQ2 2026$23.9M328.0KReduced
Giverny CapitalQ2 2026$21.6M246.4KReduced
D. E. ShawquantQ2 2026$14.9M200.1KAdded
First Eagle Investment ManagementQ2 2026$136,1451.9KReduced

No longer held by: Millennium Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
1
1 insider
Bought (90d)
$2K
code P value
Sells (90d)
0
—
Reported activity
Net buying
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-10-01
filed 2026-10-05
Kyle HorganExecutive VP, SpecialtyBuy25$73.30$2K
2026-07-09
filed 2026-07-10
John WashburnChief Operating OfficerSell3.4K$72.50$243K
2026-07-08
filed 2026-07-10
John WashburnChief Operating OfficerSell3.4K$70.00$235K

Reported non-derivative purchases and sales (codes P/S), which may be open-market or private. Excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
9.4M
settled 2026-09-30
Change vs prior
+9.1%
vs previous settlement
Days to cover
1.88
at avg daily volume
Avg daily volume
5.0M
FINRA reported
SettlementShares shortChangeDays to cover
2026-09-309.4M+9.1%1.88
2026-09-158.6M-58.0%1.00
2026-08-3120.5M+52.5%3.50
2026-08-1413.5M+18.3%7.45
2026-07-3111.4M-8.6%5.81
2026-07-1512.4M+5.2%4.83
2026-06-3011.8M+134.1%1.33
2026-06-155.1M+1.4%1.52

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024
Revenue$11.15B$10.79B$10.86B
Gross profit
Operating income$2.18B$2.50B$2.51B
Net income$1.32B$1.55B$1.57B
Diluted EPS$3.15$3.55$3.58

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2026FY2025FY2024
Cash and equivalents$29.0M$21.0M$21.0M
Current assets$2.23B$2.02B—
Total assets$22.27B$21.97B—
Current liabilities$2.48B$1.56B—
Long-term debt$7.03B$7.50B—
Total liabilities$14.86B$14.17B—
Total equity$7.41B$7.80B$7.06B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024
Operating cash flow$3.78B$3.84B$3.66B
Capital expenditure———
Free cash flow———

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Quarterly trend

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q1 FY2027$3.12B11.2%$438.0M$1.07
Q4 FY20268.9%
Q3 FY2026$2.64B2.7%$290.0M$0.69
Q1 FY2026$2.80B—$373.0M$0.87
Q4 FY2025—
Q3 FY2025$2.57B—$325.0M$0.74

Latest 6 quarters, from company XBRL filings on SEC EDGAR. A dotted underline marks a fourth-quarter figure we calculated from the full year and the first nine months. Revenue YoY is our calculation too: each quarter against the same quarter a year earlier.

Company facts

ExchangeNYSE
SectorIndustrials
SIC industryServices-Equipment Rental & Leasing, NEC
Latest annual periodFY2026 (ended April 30, 2026)
Latest reported quarterQ1 FY2027 (ended July 31, 2026)
Oldest indexed filing2025
SEC CIK2083785

Selected SEC filings

10-K2026-06-23
View on EDGAR →
10-Q2026-09-09
View on EDGAR →
10-Q2026-03-12
View on EDGAR →
8-K2026-09-09
View on EDGAR →
8-K2026-09-02
View on EDGAR →
8-K2026-07-15
View on EDGAR →
8-K2026-07-13
View on EDGAR →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.