SUNB
Sunbelt Rentals Holdings, Inc.Price & Indicators
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Adjusted earnings per share non-GAAP | $0.74 | Q4 FY2026 | — |
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| Adjusted EBITDA non-GAAP | $1,067M | Q4 FY2026 | — |
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| Adjusted EBITDA margin non-GAAP | 38.7% | Q4 FY2026 | — |
| Free cash flow non-GAAP | $2,055M | Fiscal Full-Year 2026 | — |
| adjusted EPS non-GAAP | $3.72 | FY2026 call | — |
| bolt-on locations | 24 | FY2026 call | — |
| CapEx | 2.2B | FY2026 call | — |
| capital returned to shareholders (share repurchases and dividends) | 1.9B | FY2026 call | — |
| free cash flow growth | 23% | FY2026 call | — |
| greenfield openings | 51 | FY2026 call | — |
| North America adjusted EBITDA margin (excluding UK, inclusive of all company overheads) non-GAAP | 43.4% | FY2026 call | — |
| North America General Tool Q4 equipment rental revenue growth (billings per day) | 4% | Q4 FY2026 call | — |
| North America Specialty full-year growth | 6% | FY2026 call | — |
| North America Specialty Q4 growth | 14% | Q4 FY2026 call | — |
| Q4 adjusted EPS non-GAAP | $0.74 | Q4 FY2026 call | — |
| Q4 CapEx growth | 76% | Q4 FY2026 call | — |
| Q4 depreciation decline | 2.8% | Q4 FY2026 call | — |
| Q4 free cash flow | $627M | Q4 FY2026 call | — |
| Q4 rental revenue growth | 8% | Q4 FY2026 call | — |
| Q4 specialty rental revenue growth | 15% | Q4 FY2026 call | — |
| specialty business lines | 13 | FY2026 call | — |
| trailing 12-month return on investment non-GAAP | 14% | trailing 12 months FY2026 call | — |
| Dollar Utilization non-GAAP | 47% | Q3 FY2026 | — |
| North America General Tool segment adjusted EBITDA margin non-GAAP | 50.3% | Q3 FY2026 | — |
| North America General Tool segment adjusted operating profit margin non-GAAP | 27.1% | Q3 FY2026 | — |
| Return on investment non-GAAP | 14% | Q3 FY2026 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
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.
|
$30.67B | — | +3.4% | — | 2.9% |
|
URI
United Rentals, Inc.
|
$68.63B | +35.7% | +4.9% | 28.0 | 2.4% |
|
AER
AerCap Holdings N.V.
|
$23.63B | +4.5% | +6.5% | — | 0.8% |
|
UHAL
U-Haul Holding Co /NV/
|
$13.21B | +33.6% | +3.6% | — | 0.9% |
|
R
Ryder System Inc
|
$10.40B | +41.1% | +0.2% | 22.4 | 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 | +3.5% | -6.5% | — | +0.0% | — |
| SPY | +1.4% | +4.1% | +9.1% | +1.1% | +10.7% |
| vs SPY | +2.1% | -10.5% | — | -1.1% | — |
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.