Sunbelt Rentals Holdings
D

SUNB

Arincen72/100B

ArincenArincen ScoreBeta

72/100

Six parts of the company, five checks each, from its own reported figures. A part scores the checks it passes out of 10; the score is their average out of 100.

Profitability6

Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.

Cash10

Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.

Valuation10

Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.

Growth10

Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.

Financial strength2

Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.

Shareholders5

Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.

Figures to FY2026; the price as of today.

Sunbelt Rentals Holdings key facts

Style
Value stock · 7.3/10Value 7.3 · Dividend 3.9
Day range
81.010 – 83.105
52-week range
61.030 – 86.680
Market capitalization
33.71B USD
P/E
24.85
PEG ratio
1.29
EPS
3.31
Div Yield
1.46%
Volume
57,379
Beta
1.66
ESG score
68.9/100Environment 64 · Social 71 · Governance 72
Sector
Industrials
Industry
Rental & Leasing Services
CEO
Brendan Christopher Horgan
Employees
26K
IPO date
2 Mar 2026

Sunbelt Rentals Holdings earnings

Next earnings · Q2 FY2027
EPS estimate
1.25 USD
Revenue estimate
3.25B USD
Last quarter · Q1 FY2027
EPS1.18Beat +19.2%Revenue3.12BBeat +3.8%

Revenue

ReportedEstimate

EPS

ReportedEstimate
PeriodReport dateEPS estimateReported EPSSurpriseEPS growthRevenue estimateReported revenueSurpriseRevenue growth
Q3 FY20270.92——+18.37%2.89B——+9.68%
Q2 FY20271.25———3.25B———
Q1 FY20270.991.18+19.19%—3.00B3.12B+3.79%—
Q4 FY20260.750.74-0.67%—2.64B2.75B+4.43%—
Q3 FY20260.810.78-3.82%—2.65B2.64B-0.55%—

Analysts' estimates for FY2026 over the last 7 days:EPS Revenue How the estimates moved

Sunbelt Rentals Holdings analyst forecast

12-month price target
86.83 USD
+5.56%

Analysts' 1-year price targets range from 71.00 to 97.00, with an average of 86.83.

Past year
1-year forecast
Strong sellStrong buy
Buy
7 ratings
Buy
4
Hold
1
Sell
2

12-month price target

Highest target97.00
Average target86.83
Lowest target71.00
Current price82.26

Sunbelt Rentals Holdings valuation

Price to earnings ratio (TTM)
24.85
Forward P/E (FY2027)
19.50
Price to sales (TTM)
2.94
Price to book
4.53
EV / EBITDA (TTM)
11.35

Capital structure

Market capitalization
33.71B USD
+
Total debt
12.68B USD
−
Cash and short-term investments
32.00M USD
=
Enterprise value
46.35B USD

Valuation over time

P/EForward P/EForward P/E · EstimateEstimate
Fiscal yearP/EForward P/EP/SP/BEV/EBITDA
FY2028 (est.)16.99————
FY2027 (est.)19.5016.99———
FY2026 (est.)22.1919.50———
Now (TTM)24.8518.062.944.5311.35
FY202624.1418.152.864.319.36
FY202520.16—2.984.198.50
FY202420.05—2.974.558.78
FY202325.27—3.415.489.51
FY202226.45—4.166.5811.34

Sunbelt Rentals Holdings against its own history

Each figure in the latest fiscal year against the same figure from FY2022 to FY2026: the range, its median (the line) and the latest (the dot, green on the good side of the median). The P/E is today's against its daily readings of five years.

Its peers: United Rentals, Ryder System, U-Haul Holding, GATX, Herc Holdings, and Avis Budget Group, the US Rental & Leasing Services companies closest to it in size, each in its own latest fiscal year: their median (the line) and its rank among them, first being the best.

  • Gross marginLowest in 5 years38.5%
    38.5%88.9%
    Against its peers: 3 of 7Peers' median 31.8%
  • Operating marginLowest in 5 years19.6%
    19.6%26.1%
    Against its peers: 3 of 7Peers' median 13.2%
  • Net marginLowest in 5 years11.9%
    11.9%16.7%
    Against its peers: 3 of 7Peers' median 2.7%
  • Return on equityLowest in 5 years17.9%
    17.9%26.9%
    Against its peers: 2 of 6Peers' median 12.1%
  • Free cash flow marginHighest in 5 years30.8%
    1.6%30.8%
    Against its peers: 1 of 7Peers' median -12.8%
  • Revenue growthBelow its median3.4%
    -0.6%21.4%
    Against its peers: 5 of 7Peers' median 4.3%
  • EPS growthLowest in 5 years-13.4%
    -13.4%26.0%
    Against its peers: 4 of 6Peers' median -0.2%
  • Debt to EBITDAHighest in 5 years2.26×
    2.02×2.26×
    Against its peers: 1 of 7Peers' median 5.95×
  • Current ratioLowest in 5 years0.90
    0.901.29
    Against its peers: 5 of 7Peers' median 1.11

Peers: US companies of the same industry (of its sector when the industry has too few) from a tenth to ten times its market value, the six closest in size. Updated weekly.

Sunbelt Rentals Holdings growth and profitability

Revenue (TTM)
11.47B USD
Net income (TTM)
1.38B USD
Gross margin
44.61%
Operating margin
20.56%
Net margin
12.03%

Revenue / Net income

Revenue Net income Net margin
PeriodRevenueGrowthNet incomeGrowthGross marginOperating marginNet marginEBITDAGrowth
FY202611.15B+3.36%1.33B-12.28%38.46%19.55%11.88%4.50B-10.07%
FY202510.79B-0.62%1.51B-5.50%88.02%23.70%14.00%5.00B+2.35%
FY202410.86B+12.32%1.60B-1.19%88.90%24.44%14.72%4.89B+10.86%
FY20239.67B+21.41%1.62B+29.30%88.53%26.09%16.73%4.41B+23.95%
FY20227.96B—1.25B—88.17%24.46%15.71%3.56B—

How Sunbelt Rentals Holdings makes its money

Revenue11.15B 100.0%
Cost of revenue6.86B 61.5%
Gross profit4.29B 38.5%
Selling and administration1.65B 14.8%
Other operating expenses458.00M 4.1%
Operating income2.18B 19.6%
Tax476.00M 4.3%
Other expense380.00M 3.4%
Net income1.33B 11.9%

FY2026, in USD. Each band is as wide as its money; the percentage is its share of revenue.

Sunbelt Rentals Holdings dividends

Annual dividend
1.20 USD
Dividend yield (indicated)
1.46%
Payout ratio
42.91%
Frequency
Quarterly
Last payment
0.30 USD
Last ex-dividend date
18 Sept 2026
Last payment date
2 Oct 2026

Sunbelt Rentals Holdings financial health

Cash and short-term investments
32.00M USD
Total debt
12.68B USD
Net cash
-12.65B USD
Free cash flow (TTM)
3.69B USD
Current ratio
0.94
Debt to equity
1.70
Piotroski score
6 / 9
Altman Z-score
2.36

Cash, debt and free cash flow

Cash and short-term investments Total debt Free cash flow
Fiscal yearCash and short-term investmentsTotal debtFree cash flow
FY202629.00M10.16B3.43B
FY202521.00M10.35B1.72B
FY202420.80M10.68B169.00M
FY202329.90M8.99B490.10M
FY202215.30M7.18B1.10B

Sunbelt Rentals Holdings ownership

Institutions
79.41%
Institutional holders
508 (+89)
Free float
98.47%

Who owns the shares

Institutions 79.4% Others 20.6%
As of 30 Jun 2026

Shares free to trade

Free float 403.50M shares ·98.5% Closely held 6.27M shares ·1.5%

Closely held shares belong to insiders, founders and owners of more than 5%, and seldom change hands. The free float is the rest: the shares anyone can buy and sell.

Insider trading

QuarterPurchasesSalesShares acquiredShares disposed of
Q4 20261025.421.52K
Q3 20260223.11K48.49K
Q2 20260096.72K42.59K
Q1 2026001.19M1.00

Shares outstanding

Basic shares Diluted shares Change in diluted shares
Fiscal yearBasic sharesDiluted sharesChange in diluted shares
FY2026417.54M421.01M-3.65%
FY2025435.87M436.95M-0.54%
FY2024436.99M439.34M-1.60%
FY2023446.50M446.50M-0.60%
FY2022449.20M449.20M—

Source: Financial Modeling Prep

Title: Sunbelt Rentals Holdings Inc.

Sector: Industrials
Industry: Rental & Leasing Services
Sunbelt Rentals (formerly UK-based Ashtead Group) is the number two equipment rental company in the US (11% market share), with a smaller presence in Canada and the UK. Sunbelt operates a rental fleet of just over $20 billion across a network of 1,200 stores in the US, nearly 135 stores in Canada, and and 190 stores in the UK. The company has experienced rapid growth over the past decade as its customers increasingly turn to rental versus owning equipment outright. The general tool business has been augmented by the Specialty Rental business, which has grown to 30% of the mix. Revenue is now greater than 50% nonconstruction, with the remainder focused more directly on commercial construction.

Common questions about Sunbelt Rentals Holdings stock