Sunbelt Rentals Holdings Inc (SUNB)

NYSE:SUNB

SUNB

Sunbelt Rentals Holdings Inc

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Sunbelt Rentals Holdings Inc (SUNB) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Sep 08, 2026

Before Open (Confirmed)

Period Ending

2027 (Q1)

Consensus EPS Forecast

1.02

Last Year’s EPS

―

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 9 Analysts Ratings

Earnings Call Summary

Q4 2026

Earnings Call Date:Jun 23, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call highlights strong top-line momentum (record Q4 and FY revenue), exceptional free cash flow generation, disciplined capital allocation, an expanded specialty footprint (including a strategic acquisition), a materially strengthened mega-project pipeline, and constructive FY2027 guidance. Near-term challenges center on margin compression driven by mix shifts toward specialty and ancillary revenues, lapping a one-time prior-year receivable reversal, fleet repositioning costs, and a Q4 CapEx ramp tied to mega-project work. Management expects margins to improve in the back half of FY2027 as utilization and operational initiatives take hold. Overall, the positive operational and financial momentum, strong cash generation, healthy balance sheet, and clear pathway for converting growth to returns outweigh the transitory margin pressures.

Company Guidance

Sunbelt guided fiscal 2027 to total revenue growth of 4.5%–7.5% and rental revenue growth of 5%–8%, with adjusted EBITDA of $4.85–$5.05 billion (margins “broadly flat” year‑over‑year but expected to improve in the back half), net rental equipment CapEx of $2.05–$2.45 billion (gross rental CapEx $2.45–$2.85 billion), and plans to open 55 greenfields (15 general tool, 40 specialty); the Reliant (Aries) acquisition is expected to contribute just under 1% to the guide, mega projects are assumed to remain an important demand driver while local non‑residential construction is assumed stable, capital allocation will prioritize organic investment and disciplined bolt‑on M&A before buybacks/dividends, the firm will transition to a quarterly dividend (Q1 amount/timing to be announced), and management expects to remain within its 1.0–2.0x net debt/EBITDA leverage target (Net debt/EBITDA was 1.6x at year‑end).

Record Revenue and Rental Growth

Q4 revenue of $2.8B (+8.9% YoY) and FY2026 revenue of $11.2B (+3.4% YoY). Full-year equipment rental revenue $10.3B (+3.4% YoY) with strong Q4 rental revenue growth of ~8%.

Strong Specialty Momentum

North America Specialty accelerated in Q4 with ~15% rental revenue growth (FY specialty rental growth ~5.8%; full-year specialty total revenue +6.5%). Power & HVAC increased nearly 30%. Specialty dollar utilization improved to ~75% vs ~73% prior year, driving higher ROI.

Record Free Cash Flow and Shareholder Returns

Record free cash flow of $2.1B (+~23% YoY). Returned ~$1.9B to shareholders in FY2026 (share buybacks ~$1.4B; dividends ~$464M). Full-year dividend $1.125 per share (+4% YoY); announced move to quarterly dividends under new U.S. listing.

Disciplined Balance Sheet and Low Leverage

Net debt of $7.6B with net debt/EBITDA of 1.6x, well inside the stated target range of 1.0–2.0x, providing flexibility for organic investment, M&A, and returns.

Network Expansion and Strategic M&A

Expanded footprint with 51 greenfield openings and 24 bolt-on locations in FY2026; plan to open 55 greenfields in FY2027 (40 specialty, 15 general). Announced acquisition of Reliant/Aries to create Sunbelt Rentals Modular Solutions (adds a 13th specialty; Aries represents ~1% of FY2027 guide).

Positive FY2027 Guidance

Management guided FY2027 total revenue growth of 4.5%–7.5% and rental revenue growth of 5%–8%, with adjusted EBITDA expected $4.85B–$5.05B and margins broadly flat. Net rental equipment CapEx guided at $2.05B–$2.45B (gross $2.45B–$2.85B).

Mega-Project Pipeline Strength

Awarded project funnel valuation rose materially in Q4 from roughly $10B to ~$25B (won projects/pipeline), indicating significant near-term demand from large strategic and mega projects.

Sunbelt Rentals Holdings Inc (SUNB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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SUNB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 08, 2026	2027 (Q1)	1.02 / -	―	―	―	―
Jun 23, 2026	2026 (Q4)	0.74 / 0.74	―	―
Mar 12, 2026	2026 (Q3)	0.81 / 0.78	0.747	4.42% (+0.03)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SUNB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 23, 2026	$83.24	$75.41	-9.41%
Mar 12, 2026	$71.22	$69.84	-1.94%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Sunbelt Rentals Holdings Inc (SUNB) report earnings?

Sunbelt Rentals Holdings Inc (SUNB) is schdueled to report earning on Sep 08, 2026, Before Open (Confirmed).

What is Sunbelt Rentals Holdings Inc (SUNB) earnings time?

Sunbelt Rentals Holdings Inc (SUNB) earnings time is at Sep 08, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is SUNB EPS forecast?

SUNB EPS forecast for the fiscal quarter 2027 (Q1) is 1.02.