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.
Sunbelt Rentals Holdings Inc. (SUNB) Q1 2027 Earnings Call Transcript
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.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 4,554 | $308,190.98 | $348,426.54 | $40,235.56 | 13.06% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 7 | $524 | $527.1 | $3.1 | 0.59% |
| LC Lisa Candera CIGNA INVESTMENTS Inc. /NEW | 11,013 | $809,000 | $834,950.59 | $25,950.59 | 3.21% |
Curtis Ellergodt Rothschild Investment LLC | 113 | $7,369.72 | $8,543.93 | $1,174.21 | 15.93% |
Dodge & Cox Dodge & Cox Funds | 54.76M | $3.58B | $4.18B | $596.1M | 16.65% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KN Ken Newman Keybanc | 1,748.6 | $127,962.59 | $132,736.27 | $4,773.68 | 3.73% |
| Financial Services Industry | Financials Sector | Brendan Christopher Horgan CEO | NYSE Exchange | 866966104 CUSIP |
| US Country | 26,016 Employees | 18 Sep 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.