Sunbelt Rentals Holdings, Inc. (SUNB) AI Stock Analysis

Sunbelt Rentals Holdings, Inc. operates an equipment rental business under the Sunbelt Rentals brand name across the United States, the United Kingdom, and Canada. The company reports through North America-General Tool, North America-Specialty, and United Kingdom segments. Its equipment lineup includes mobile elevating work platforms, skid steers, forklifts, excavators, lighting equipment, and small general tools. It also offers specialty solutions such as power and hvac, climate control, scaffold services, pump solutions, trench safety, ground protection, and temporary structures. The business serves multinational firms, local contractors, do-it-yourselfers, facility managers, emergency response organizations, event organizers, and government entities.

Between FY2022 and FY2026, Sunbelt Rentals expanded annual revenue from $7.96B to $11.15B, reflecting a 4-year revenue CAGR of 8.8%. Revenue grew 21.4% in FY2023 and 12.3% in FY2024, before revenue fell 0.6% in FY2025 and rebounded 3.4% in FY2026. Gross margin stood at 88.0% in FY2025 before landing at 38.5% in FY2026, while operating margin shifted from 23.7% to 19.6%. FY2026 net income reached $1.32B with an EPS of $1.52. For the latest quarter ended July 31, 2026, quarterly revenue growth YoY was 11.2% and quarterly earnings growth YoY reached 22.8%, bringing trailing twelve month revenue to $11.47B.

As of July 31, 2026, Sunbelt Rentals held $32.0M in cash and short-term investments against $12.68B in total debt, resulting in net debt of $12.65B. Shareholders' equity stood at $7.45B, representing a debt-to-equity ratio of 1.70 and a current ratio of 0.94. In FY2026, the company generated $3.78B in operating cash flow and invested $352.0M in capital expenditures. Cash returns to shareholders during FY2026 included $1.43B in share buybacks and $464.0M in dividends paid.

At a share price of $76.02, Sunbelt Rentals has a market cap of $31.15B and an enterprise value of $42.40B. The stock trades at a trailing P/E of 23.0x, which is lower than the 24.8x median of its US-listed Industrials peers. Its forward P/E of 18.1x compares to the peer median of 17.2x, while its EV-to-EBITDA of 9.2x sits below the peer median of 13.9x. The company's price-to-sales ratio is 2.7x, compared to 1.5x for peers. Over the past year, the S&P 500 returned 16.8%, and the stock carries a beta of 1.67.

Sunbelt Rentals pays a quarterly dividend with an annual forward dividend of $1.05 per share, representing a dividend yield of 1.38%. The company supports this payout with a payout ratio of 38.9%. Its last ex-dividend date was September 18, 2026, following $464.0M in dividends paid throughout FY2026.

Wall Street analysts maintain a mean price target of $88.57 for SUNB, implying an upside of 16.5% over the last close of $76.02. For the fiscal year ending April 30, 2027, consensus estimates project revenue of $12.10B and an EPS of $4.25, representing an EPS growth estimate of 14.1%. Looking ahead, 6 analysts cover the following fiscal year, projecting revenue of $12.95B and EPS of $4.43.

This page is an AI-written research summary of Sunbelt Rentals Holdings, Inc. (SUNB). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: SUNB income statement, SUNB balance sheet, SUNB key metrics, SUNB analyst forecast, SUNB chart. See the SUNB stock overview for the latest quote and news.