SUNB · Sunbelt Rentals Holdings, Inc.
Price & Indicators
The closing range uses available history since Mar 2, 2026; less than a full year is stored.
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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our published analysis of this company
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $4.68B | FY2026 | — |
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| Adjusted EBITDA Margin non-GAAP | 41.9% | FY2026 | — |
| Adjusted EPS non-GAAP | $3.72 | FY2026 | — |
| Adjusted Operating Profit non-GAAP | $2.5B | FY2026 | — |
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| Adjusted Operating Profit Margin non-GAAP | 22.4% | FY2026 | — |
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| Adjusted Pre-Tax Profit non-GAAP | $2.11B | FY2026 | — |
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| Dollar Utilization (TTM) non-GAAP | 55% | FY2026 | — |
| Free cash flow non-GAAP | $2.06B | FY2026 | — |
| North America General Tool Adjusted Segment EBITDA non-GAAP | $3.35B | FY2026 | — |
| North America General Tool Adjusted Segment EBITDA Margin non-GAAP | 51.4% | FY2026 | — |
| North America General Tool Adjusted Segment Operating Profit non-GAAP | $1.93B | FY2026 | — |
| North America General Tool Adjusted Segment Operating Profit Margin non-GAAP | 29.7% | FY2026 | — |
| North America General Tool Dollar Utilization (TTM) non-GAAP | 47% | FY2026 | — |
| North America General Tool Equipment Rental Revenue | $6.01B | FY2026 | — |
| Return on investment non-GAAP | 14.2% | FY2026 | — |
| Adjusted earnings per share non-GAAP | $0.78 | Fiscal Third Quarter 2026 | — |
GAAP → non-GAAP reconciliationGAAP Basic earnings per share $0.69
+$0.07 Amortization of acquired intangibles
+$0.01 Stock-based compensation expense, net
+$0.03 Restructuring costs - Other restructuring costs
-$0.02 Taxation on adjusting items
= Adjusted earnings per share $0.78
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| Dividends | $307M | Fiscal Year-to-date 2026 | — |
| Dollar Utilization | 47% | Fiscal Third Quarter 2026 | — |
| North America General Tool segment adjusted EBITDA non-GAAP | $767M | Fiscal Third Quarter 2026 | — |
| North America General Tool segment adjusted EBITDA margin non-GAAP | 50.3% | Fiscal Third Quarter 2026 | — |
| North America General Tool segment adjusted operating profit non-GAAP | $414M | Fiscal Third Quarter 2026 | — |
| North America General Tool segment adjusted operating profit margin non-GAAP | 27.1% | Fiscal Third Quarter 2026 | — |
| North America General Tool segment rental revenue | $1.41B | Fiscal Third Quarter 2026 | — |
| Share buybacks | $1.05B | Fiscal Year-to-date 2026 | — |
| Total returns to shareholders | $1.35B | Fiscal Year-to-date 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Rental & Leasing Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SUNB
this stock
Sunbelt Rentals Holdings, Inc.
|
$32.98B | — | +3.4% | — | 2.8% |
|
URI
United Rentals, Inc.
|
$70.75B | +38.5% | +4.9% | 28.8 | 2.2% |
|
AER
AerCap Holdings N.V.
|
$23.81B | +3.8% | +6.5% | — | 0.7% |
|
UHAL
U-Haul Holding Co /NV/
|
$14.46B | +46.8% | +3.6% | — | 0.7% |
|
R
Ryder System Inc
|
$10.08B | +37.5% | +0.2% | 21.5 | 2.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SUNB | +0.4% | +10.4% | — | +12.9% | — |
| SPY | +1.2% | +3.6% | +12.8% | +4.1% | +14.1% |
| vs SPY | -0.8% | +6.8% | — | +8.8% | — |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.