Price
No data yet.
Social Signal Score
Analyst Ratings
7 analystsRevenue
$3.12B+5.92%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Brendan Christopher Horgan
- Sector
- Industrials
- Industry
- Rental & Leasing Services
- Employees
- 26,016
- Beta
- 1.65
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 2.43
Financials
SUNB has only 8 quarterly periods on file — the charts below show the full history available.
Revenue
$3.12B+5.9%Net Income
$438.00M-9.9%EBITDA
$1.28B-8.9%Free Cash Flow
$744.00M+209.6%EPS (diluted)
$1.07-3.6%Shares Outstanding (diluted)
417.98M-4.6%Operating Expenses
$443.00MCash & Debt
$32.00MReturn of Capital
$363.00MDividend per Share
$0.30Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $11.15B | $1.32B | $3.17 |
| 2025 | $10.79B | $1.51B | $3.66 |
| 2024 | $10.86B | $1.60B | $3.68 |
| 2023 | $9.67B | $1.62B | $2.92 |
| 2022 | $7.96B | $1.25B | $2.79 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from SUNB's reported EPS growth of 3.2% a year over 4 years.
- EPS in 5 years
- $3.71
- Implied price
- $89.15
- Return from $77.10
- 2.9% a year
To earn 15.0% a year on these assumptions you'd need to buy at $44.32 — -42.5% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 16 | 20 | 24 | 28 | 32 |
|---|---|---|---|---|---|
| -6.8% | -14.3% | -10.4% | -7.0% | -4.1% | -1.5% |
| -1.8% | -9.7% | -5.5% | -2.0% | 1.0% | 3.8% |
| 3.2% | -5.1% | -0.7% | 2.9% | 6.2% | 9.0% |
| 8.2% | -0.5% | 4.1% | 7.9% | 11.3% | 14.3% |
| 13.2% | 4.1% | 8.9% | 12.9% | 16.5% | 19.6% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50+25.00%Social Signal Score
Mentions (8)
- News (RSS)wsj·12d ago·Neutral
See How Elon Musk’s Sunbelt Investments Are Reshaping His Business Empire States are competing for billions of dollars of planned capital spending on chip foundries, launchpads and data centers.
View source ↗ - Newsseekingalpha.com·24d ago·Neutral
…Enough Absolute Yield Sunbelt Rentals delivered a quite strong result overall on equipment rental skewed towards specialty, which has a negative mix effect. We think SUNB's scale provides access to larger, more resilient clients and strategic infrastructure projects, supporting a favorable relative value thesis based on the discount to HRI. Despite relative attractiveness, SUNB's forward free cash flow yield below 4% is insufficient for portfolio inclusion given growth and macro risks.
View source ↗ - Newsseekingalpha.com·26d ago·Positive
Sunbelt Rentals Holdings: Hold On To This Equipment Rental Company As They Pay Down Debt Sunbelt Rentals Holdings Inc. delivers strong double-digit revenue and net income growth, reflecting robust demand in the equipment rental market. SUNB's aggressive capital expenditures and shareholder returns are offset by a significant debt load and declining free cash flow. I rate SUNB as a hold due to high leverage and limited cash, despite positive industry trends and recent performance.
View source ↗ - News (RSS)fool·26d ago·Positive
Sunbelt Rentals (SUNB) Q1 2027 Earnings Call Transcript Rental revenue surged 12.5% as mega projects and specialty demand accelerated.
View source ↗ - News (RSS)seekingalpha·26d ago·Neutral
Sunbelt Rentals Holdings Inc. 2027 Q1 - Results - Earnings Call Presentation
View source ↗ - Newsseekingalpha.com·26d ago·Positive
Sunbelt Rentals Holdings Inc. (SUNB) Q1 2027 Earnings Call Transcript Sunbelt Rentals Holdings Inc. (SUNB) Q1 2027 Earnings Call Transcript
View source ↗ - News (RSS)zerohedge·41d ago·Positive
US Home Prices Are Rising At Their Fastest Pace In A Year US Home Prices Are Rising At Their Fastest Pace In A Year Following its unexpected rebound in May (from three months of declines), US home prices in America's 20 largest cities were expected to rise again (+0.1% MOM) in June (according to the latest data from S&P Cotality Case-Shiller). Instead prices actually accelerated more, up a sizable 0.24% MoM, pulling home prices up 2.1% YoY - the fastest acceleration in a year... “Seasonal factor
View source ↗ - Newsbusinesswire.com·48d ago·Negative
Sunbelt Rentals to Announce First Quarter Fiscal Year 2027 Results on September 9, 2026 FORT MILL, S.C.--(BUSINESS WIRE)--Sunbelt Rentals Holdings, Inc. (NYSE: SUNB; LSE: SUNB) (“the company”), a leader in the equipment rental industry, announced it will hold its first quarter fiscal year 2027 results call on Wednesday, September 9, 2026, at 8:30 a.m. ET.The call will be webcast live at ir.sunbeltrentals.com and a replay will be available shortly after the call concludes.The company's first quar…
View source ↗
Earnings
Typical surprise -0.7% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Sep 9$1.18 vs $0.99beat
- Tue, Jun 23$0.74 vs $0.74miss
- Thu, Mar 12$0.78 vs $0.81miss
Estimates and results for SUNB via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by SUNB officers and directors.
- Bought
- —
- Sold
- $478k
0 trades
2 trades
- Washburn Johnsold
- Washburn Johnsold
98 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
No disclosed congressional trades in SUNB.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.