SUNB's fourth-quarter beat takes a back seat to rental momentum, specialty growth, modular expansion and a margin recovery path tied to mix pressures.
Sunbelt Rentals Holdings Inc. (SUNB) Q4 2026 Earnings Call Transcript
Every once in a while, the hedge funds start circling one surprising company that few retail investors have ever even heard of.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 4,554 | $308,190.98 | $327,523.68 | $19,332.7 | 6.27% |
| LC Lisa Candera CIGNA INVESTMENTS Inc. /NEW | 11,013 | $809,000 | $792,054.96 | -$16,945.04 | -2.09% |
Curtis Ellergodt Rothschild Investment LLC | 160 | $10,435 | $12,947.2 | $2,512.2 | 24.07% |
Dodge & Cox Dodge & Cox Funds | 54.76M | $3.58B | $4.41B | $827.2M | 23.1% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 92 | $6,260.44 | $7,410.6 | $1,150.16 | 18.37% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tami Zakaria JP Morgan | -179.32 | $13,334.57 | $15,206.46 | -$1,871.89 | -14.04% |
| Financial Services Industry | Financials Sector | Brendan Christopher Horgan CEO | NYSE Exchange | 866966104 CUSIP |
| US Country | 26,016 Employees | 10 Jul 2026 Last Dividend | - Last Split | - IPO Date |
Sunbelt Rentals Holdings, Inc. is a leader in the equipment rental industry, known for providing a comprehensive range of tools, machinery, and engineered solutions tailored for construction, industrial projects, specialty sectors, and various other end markets. The company operates primarily through three key segments: North America-General Tool, North America-Specialty, and the United Kingdom. Established on February 12, 2025, and based in Fort Mill, South Carolina, Sunbelt Rentals continues to expand its portfolio to meet diverse customer needs.