Sunbelt Rentals Holdings (SUNB) Stock Overview
Engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 2/6 |
| Past Performance | 2/6 |
| Financial Health | 2/6 |
| Dividends | 4/6 |
SUNB Community Fair Values
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Analyst Price Targets
Sunbelt Rentals Holdings, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$72.34 |
| 52 Week High | US$86.68 |
| 52 Week Low | US$60.42 |
| Beta | 1.65 |
| 1 Month Change | -11.01% |
| 3 Month Change | 14.66% |
| 1 Year Change | 9.19% |
| 3 Year Change | 13.53% |
| 5 Year Change | -5.83% |
| Change since IPO | 30,041.67% |
Recent News & Updates
SUNB: Margin Recovery And Free Cash Flow Will Support Future Upside
Analysts have nudged their average price target on Sunbelt Rentals Holdings higher, with the fair value estimate moving from $78.00 to about $83.64 as they factor in updated EBITDA assumptions, a slightly higher future P/E of roughly 19x, and ongoing debate around margins and growth in the rental business. Analyst Commentary Street research on Sunbelt Rentals Holdings is mixed, with bullish analysts highlighting improving cost trends and selected upward revisions to EBITDA assumptions, while more cautious voices focus on margin pressure and the risk that profitability guidance may be difficult to achieve.Sunbelt Rentals: Strong Platform, But I Would Wait For Cleaner Margin Proof
Summary Sunbelt Rentals Holdings, Inc. receives a hold rating due to strong fundamentals but lacking margin and rental-rate recovery evidence. SUNB’s scale and Specialty segment provide competitive advantages and a long growth runway, with Specialty revenue rising from 22% to 36% over a decade. Recent Q4 results showed improved rental revenue growth (~7%), but margins declined by ~290 bps and FY27 guidance implies flat margins. SUNB trades at 17x forward P/E, reflecting its lower growth outlook versus peers; a re-rating requires accelerating growth and margin stabilization. Read the full article on Seeking AlphaRecent updates
SUNB: Margin Recovery And Free Cash Flow Will Support Future Upside
Analysts have nudged their average price target on Sunbelt Rentals Holdings higher, with the fair value estimate moving from $78.00 to about $83.64 as they factor in updated EBITDA assumptions, a slightly higher future P/E of roughly 19x, and ongoing debate around margins and growth in the rental business. Analyst Commentary Street research on Sunbelt Rentals Holdings is mixed, with bullish analysts highlighting improving cost trends and selected upward revisions to EBITDA assumptions, while more cautious voices focus on margin pressure and the risk that profitability guidance may be difficult to achieve.Sunbelt Rentals: Strong Platform, But I Would Wait For Cleaner Margin Proof
Summary Sunbelt Rentals Holdings, Inc. receives a hold rating due to strong fundamentals but lacking margin and rental-rate recovery evidence. SUNB’s scale and Specialty segment provide competitive advantages and a long growth runway, with Specialty revenue rising from 22% to 36% over a decade. Recent Q4 results showed improved rental revenue growth (~7%), but margins declined by ~290 bps and FY27 guidance implies flat margins. SUNB trades at 17x forward P/E, reflecting its lower growth outlook versus peers; a re-rating requires accelerating growth and margin stabilization. Read the full article on Seeking Alpha
Mega Project Demand And Specialty Expansion Will Support A Fairly Valued Equipment Renter
Catalysts About Sunbelt Rentals Holdings Sunbelt Rentals Holdings provides equipment rental solutions across general tools and specialty lines for construction and nonconstruction customers in North America and the U.K. What are the underlying business or industry changes driving this perspective? Although mega projects in data centers, health care, infrastructure, energy and manufacturing are supporting equipment demand, the long and gradual build and run down phases on these large sites can tie up fleet for extended periods and limit flexibility.
Mega Projects And Specialty Segments Will Drive Long Term Upside Potential
Catalysts About Sunbelt Rentals Holdings Sunbelt Rentals Holdings provides equipment rental solutions across General Tool and Specialty categories to construction and nonconstruction customers in North America and the U.K. What are the underlying business or industry changes driving this perspective? Strong activity in data centers, health care, infrastructure, energy and manufacturing mega projects, combined with recent large project wins and related fleet investment, positions Sunbelt to support multi‑year project cycles that can support rental revenue and capital efficiency.Infrastructure And Specialty Shift Will Support A Steady Long Term Outlook
Catalysts About Sunbelt Rentals Holdings Sunbelt Rentals Holdings, through the Sunbelt Rentals brand, provides equipment rental solutions across general construction, specialty end markets and non construction applications primarily in North America and the U.K. What are the underlying business or industry changes driving this perspective? Ongoing mega project and infrastructure activity, alongside a growing funnel of future projects and strong win rates with regional and national accounts, points to a sustained base of large contract work that can support equipment utilization and revenue mix on multi year timelines, with potential to support earnings through long project durations.Shareholder Returns
| SUNB | US Trade Distributors | US Market | |
|---|---|---|---|
| 7D | -2.3% | -2.3% | 1.6% |
| 1Y | 9.2% | 15.7% | 18.6% |
Return vs Industry: SUNB underperformed the US Trade Distributors industry which returned 15.8% over the past year.
Return vs Market: SUNB underperformed the US Market which returned 19.1% over the past year.
Price Volatility
| SUNB volatility | |
|---|---|
| SUNB Average Weekly Movement | 7.0% |
| Trade Distributors Industry Average Movement | 7.0% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: SUNB has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: SUNB's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1947 | 25,884 | Brendan Horgan | ir.sunbeltrentals.com |
Sunbelt Rentals Holdings, Inc., together with its subsidiaries, engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. The company operates through North America-General Tool, North America-Specialty, and United Kingdom segments. It provides construction, industrial and general equipment, such as mobile elevating work platforms, skid steers, forklifts, excavators, lighting equipment and small general tools; and power and hvac, climate control, scaffold services, flooring solutions, pump solutions, trench safety, industrial tool, film and television, temporary structures, ground protection, temporary fencing, and temporary walls.
Sunbelt Rentals Holdings, Inc. Fundamentals Summary
| SUNB fundamental statistics | |
|---|---|
| Market cap | US$29.64b |
| Earnings (TTM) | US$1.33b |
| Revenue (TTM) | US$11.15b |
Is SUNB overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SUNB income statement (TTM) | |
|---|---|
| Revenue | US$11.15b |
| Cost of Revenue | US$6.83b |
| Gross Profit | US$4.32b |
| Other Expenses | US$3.00b |
| Earnings | US$1.33b |
Last Reported Earnings
Apr 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 3.23 |
| Gross Margin | 38.74% |
| Net Profit Margin | 11.88% |
| Debt/Equity Ratio | 102.3% |
How did SUNB perform over the long term?
See historical performance and comparisonDividends
Does SUNB pay a reliable dividends?
See SUNB dividend history and benchmarks| Sunbelt Rentals Holdings dividend dates | |
|---|---|
| Ex Dividend Date | Jul 10 2026 |
| Dividend Pay Date | Jul 24 2026 |
| Days until Ex dividend | 6 days |
| Days until Dividend pay date | 20 days |
Does SUNB pay a reliable dividends?
See SUNB dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/04 08:48 |
| End of Day Share Price | 2026/07/02 00:00 |
| Earnings | 2026/04/30 |
| Annual Earnings | 2026/04/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Sunbelt Rentals Holdings, Inc. is covered by 32 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Jane Sparrow | Barclays |
| Adam Seiden | Barclays |
| James Rosenthal | Barclays |