Sunbelt Rentals (SUNB)
Industrials · Equipment Rental Services · NYSE
Sunbelt Rentals is a premier global equipment rental provider offering a comprehensive, diversified fleet of construction and specialized industrial equipment.
What Sunbelt Rentals does
Sunbelt Rentals Holdings, Inc. is a leading international equipment rental company operating a network of 1,638 stores across North America and the United Kingdom. The company provides a wide range of construction, industrial, and general equipment, as well as specialized services including power and HVAC, pump solutions, and trench safety. It serves a diverse customer base ranging from multinational businesses and industrial contractors to government entities and individual consumers.
Recent developments
Sunbelt Rentals reported record financial results for the first quarter of fiscal 2027 and raised its full-year growth guidance across revenue, rental revenue, and Adjusted EBITDA. The company completed the acquisition of Aries (Reliant Asset Management) on May 1, 2026, and noted that demand related to the FIFA World Cup contributed to its recent rental revenue growth.
From Sunbelt Rentals's filing of 2026-09-09.
Themes: construction equipment rental, industrial services, specialized equipment rental, infrastructure development, event infrastructure support
Fundamentals
- Price$77.00 as of 2026-10-20 close
- Market cap$31.6B as of 2026-09-04 (share count; price 2026-10-20)
- P/E22.99 as of 2026-10-20
- Net margin+11.9% FY2026, SEC XBRL
- Gross margin+38.5% FY2026, SEC XBRL
- ROE+17.9% FY2026, SEC XBRL
- ROIC+10.6% NOPAT / (debt + equity - cash), average capital — 10-K FY2026 (year ended 2026-04-30)
- Debt / equity1.15 borrowings, leases excluded / equity — 10-Q/10-K balance sheet 2026-07-31
- Revenue growth (YoY)+3.4% FY2026, SEC XBRL
- Revenue CAGR (3y)+1.3% SEC XBRL
- Beta1.38 as of 2026-09-02
- Last reported earnings2026-09-09 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +1.6%; 1-year non-decreasing per-share dividend streak (SEC XBRL).
How SUNB compares in its sector
- price-to-earnings ratiomiddle range 321 covered Industrials peers, as of 2026-10-20
- net profit margintop 25% 419 covered Industrials peers, as of 2026-09-02
- operating margintop 25% 394 covered Industrials peers, as of 2026-09-02
- gross marginmiddle range 255 covered Industrials peers, as of 2026-09-02
- return on equitymiddle range 434 covered Industrials peers, as of 2026-09-02
- 3-year revenue CAGRmiddle range 430 covered Industrials peers
- indicated dividend yieldmiddle range 243 covered Industrials peers, as of 2026-09-02
Position among covered Industrials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
SUNB is not currently in any published Top 10 list. Its scores are below.
Top 10 score
49.8 #710 of 1,265 scored · #116 of 230 in Industrials
Profitability 71st (operating margin 19.6%, return on equity 17.9%) and capital return 62nd (net share count bought back over the year 3.7, consecutive years of dividend increases 1 year); weakest is growth (28th, 3-year revenue CAGR 1.3%, revenue growth year over year 3.4%).
Scores as of 20 Oct 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 4.
Dividend coverage (FY2026)
Covered by reported results. In FY2026, SUNB's dividend was covered by reported results (earnings payout 35%, operating-cash-flow payout 12%). This describes past coverage, not a forecast.
- Earnings payout35% dividends / net income
- Operating-cash-flow payout12% dividends / operating cash flow — capital spending was not reported, so this does not subtract it
Coverage derived from reported SEC EDGAR XBRL figures for FY2026 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
Quarterly results
| Quarter | Revenue | Gross profit | Operating income | Net income | Diluted EPS | Operating cash flow |
|---|---|---|---|---|---|---|
| Q1 FY2027 2026-07-31 | $3.1B | $1.2B | $691M | $438M | $1.07 | $840M |
| Q4 FY2026 2026-04-30 | $2.8B† | $978M† | $410M† | $226M† | $0.56† | $950M† |
| Q3 FY2026 2026-01-31 | $2.6B | $984M | $492M | $290M | $0.69 | — |
| Q1 FY2026 2025-07-31 | $2.8B | $1.1B | $596M | $373M | $0.87 | $868M |
| Q4 FY2025 2025-04-30 | $2.5B† | $935M† | $516M† | $329M† | $0.76† | $989M† |
| Q3 FY2025 2025-01-31 | $2.6B | $990M | $532M | $325M | $0.74 | — |
† Not filed as a discrete quarter: derived from the company's own year-to-date figures (for example the fourth quarter as the fiscal year minus the first nine months). A derived per-share figure is approximate, because the share count moves within the year.
Balance sheet at 2026-07-31
- Cash and equivalents$32M
- Total debt$8.6B borrowings only; leases excluded
- Net debt$8.5B total debt − cash − short-term investments
From the company's own SEC 10-Q and 10-K filings (XBRL), re-read every week. Figures in US dollars as filed; informational only — not financial advice.
How Sunbelt Rentals looks technically
Sunbelt Rentals (SUNB): there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 10, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 56, neither overbought (above 70) nor oversold (below 30). It made a new 20-day high about 11 trading days ago. Day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 2% of the past ~6 months), which often precedes a bigger move. Trading volume is unusually light — only about 44% of its 30-day average.
Trend
8
| Distance from the 200-day | not enough price history yet — needs 200 trading sessions | n/a |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $75.00 | $75.00 |
| 200-day moving average | not enough price history yet — needs 200 trading sessions | n/a |
| Swing structure | each recent peak has been higher than the one before it and each dip has been shallower — the pattern chart-watchers call an uptrend, which describes where price has already been and not where it goes next | higher highs and higher lows |
| Last swing turn | its last significant turn was a swing high 14 calendar days ago — the swings before that are what the structure reading is measured on | 14 sessions |
| Wave structure | its recent swings can be read as a completed three-part upward correction — a pullback in the A-B-C shape Elliott-wave chartists use; the labelling fails if price closes above 79.83. It is the only labelling that fits, and it describes the swings already printed, not what comes next. | possible three-wave upward correction, complete |
| Since the 50/200 cross | not enough price history yet — needs 200 trading sessions | n/a |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 10, below the 25 that marks a real trend) | 10.2 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 56, neither overbought (above 70) nor oversold (below 30) | 55.6 |
|---|---|---|
| Position in its 14-day range | it is trading in the upper half of its 14-day range ($72.02 to $79.83) — its "stochastic" reading is 64 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 63.8 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, is in positive territory (momentum leaning bullish) | 27 sessions |
Range
7
| Since a 20-day breakout | it made a new 20-day high about 11 trading days ago | 11 sessions |
|---|---|---|
| Since a 55-day breakout | it made a new 55-day low about 33 trading days ago | 33 sessions |
| All-time high | its highest closing price on record is $86.67 (set on 2026-06-18) | $86.67 |
| Given back of the 52-week move | not available for this company yet | n/a |
| Nearest price level | not enough price history yet — needs 252 trading sessions | n/a |
| All-time low | its lowest closing price on record is $61.03 (set on 2026-04-07) | $61.03 |
| Above the all-time low | it is 26.2% above its all-time low | +26.2% |
Volatility
4
| Band width vs its own 6 months | day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 2% of the past ~6 months), which often precedes a bigger move | 2nd percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $2.73 between its high and its low — about 3.5% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $2.73 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $72.61 and $78.46 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $72.61 – $75.53 – $78.46 |
| Typical daily range (% of price) | its price moves about 3.5% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 3.5% |
Volume
1
| Volume vs its 30-day average | trading volume is unusually light — only about 44% of its 30-day average | 0.44× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
2
| Since a doji | 7 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 7 sessions ago |
|---|---|---|
| Since a bullish engulfing | today it opened below the previous session's close and finished above that session's open — a "bullish engulfing" pair, where one up day more than undid the down day before it | today |
Price gaps
3
| Gap at the open | it opened on 2026-10-20 0.7% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | -0.7% |
|---|---|---|
| Open gap | it gapped 2.1% below the previous close 9 sessions ago and has not traded back through the level it left behind at 78.53 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | -2.1% |
| Gap filled | a 2.4% gap down opened on 2026-10-15 has been "filled" 3 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it | 3 sessions ago |
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 3.7 percentage points (the stock gained 4.6% while the market gained 1.0%) | +3.7% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 3.3 percentage points (the stock gained 6.9% while the market gained 3.6%) | +3.3% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 2.1 percentage points (the stock gained 6.4% while the market gained 8.5%) | -2.1% |
| vs market, 12 months | not available for this company yet | n/a |
Signal agreement
2
| Bullish technical signals | 2 of the 7 technical signals we can compute for it are currently in a bullish state: MACD momentum is positive, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 2 of 7 |
|---|---|---|
| Bearish technical signals | 1 of the 7 technical signals we can compute for it is currently in a bearish state: lagging the market over 6 months — these describe past price behaviour, not a forecast | 1 of 7 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 2.6% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-14 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is moderate, spanning 2.5% of the share price. | +2.6% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 5% above the average price paid since 2026-03-02, so the typical buyer over that stretch is showing a gain. That average is $73.67 — a volume-weighted average of daily closes over 152 sessions, not a true tick-by-tick VWAP. | +4.5% |
|---|---|---|
| Vs the average paid since it last reported | the price is 4% above the average price paid since it last reported on 2026-09-09 (its 10-Q), so the typical buyer over that stretch is showing a gain. That average is $74.40 — a volume-weighted average of daily closes over 30 sessions, not a true tick-by-tick VWAP. | +3.5% |
Head and shoulders, bearish — forming · entry $58.08 · 62 sessions in
Wave structure
Its recent swings can be read as a three-part upward correction — the A-B-C shape chartists use for a pullback — now complete.
This labelling fails — stops being a possible reading at all — if it closes above $79.83.
It is the only labelling that fits these swings, though its proportions are not the textbook ones.
This reading has stood for 6 trading days, since 2026-10-13.
Read from daily closes as of 2026-10-20.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 50-day moving average · in a Bollinger Band volatility squeeze · trendless / choppy (low ADX) · Printed a bullish engulfing pair · Trading above the Ichimoku cloud | Learn: adx · rsi · breakout · bollinger bands · volume and relative volume
Based on daily closing prices as of 2026-10-20. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (2.00 mean, 1=Strong Buy…5=Strong Sell) — 15 analysts
- Mean price target$88.57 range $71.00 – $115.00; median $90.00
Analyst estimates, as of 2026-10-20. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for SUNB
- Consensus EPS estimate$1.26 next reporting period, as of 2026-10-20
- Readings revised upward33% of 3 comparable readings
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Exposure to cyclical commercial construction activity and general economic downturns.","Intense industry competition potentially impacting market share and rental rates.","Translation risks associated with fluctuations in currency exchange rates, primarily British pounds and Canadian dollars."]
Insider activity (SEC Form 4)
1 open-market purchase and 0 open-market sales by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-17. The 4 days since 2026-10-17 have not been checked yet.
- Last 30 days · read to 2026-10-171 buy ($1863) · 0 sells — 1 buying insider
- Last 90 days · read to 2026-10-171 buy ($1863) · 0 sells — 1 buying insider
- Last 180 days · read to 2026-10-171 buy ($1863) · 2 sells ($477518) — 1 buying, 1 selling insiders
Activity heuristic: net buying (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-10-01. Based on Form 4 filings read through 2026-10-17; anything filed since is not yet included.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about SUNB's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
4 institutional 13F filers reported holding SUNB as of 2026-06-30 (quarter-end position, filed within 45 days).
- Distinct 13F filers 4
- Reported shares held 22,856,580
- Reported value $1,709,876,167
reported quarterly holdings change (2026-03-31 → 2026-06-30): 0 new, 4 increased, 0 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Ask about SUNB's institutional holders → See what each manager we track holds →
Short interest (FINRA)
SUNB had 9,398,501 shares of reported short interest as of the 2026-09-30 FINRA settlement date (delayed, bi-monthly; not real-time).
SUNB had 2.29% of its shares outstanding sold short as of the 2026-09-30 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 1.88 days to cover at the same settlement.
- Reported short interest (shares) 9,398,501
- Short interest (% of shares outstanding) 2.29%
- Prior settlement (shares) 8,617,012
- Reported change 9.07%
- Days to cover (reported) 1.88
Reported to FINRA as of the 2026-09-30 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- United Rentals (URI)
- Herc Holdings (HRI)
- Ashtead Technology
- Aggreko
- A-Plant
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does Sunbelt Rentals (SUNB) do?
Sunbelt Rentals Holdings, Inc. is a leading international equipment rental company operating a network of 1,638 stores across North America and the United Kingdom. The company provides a wide range of construction, industrial, and general equipment, as well as specialized services including power and HVAC, pump solutions, and trench safety. It serves a diverse customer base ranging from multinational businesses and industrial contractors to government entities and individual consumers.
What sector is Sunbelt Rentals (SUNB) in?
Sunbelt Rentals (SUNB) is classified in the Industrials sector. Its industry is Equipment Rental Services. It trades on NYSE.
Does SUNB pay a dividend?
Yes — Sunbelt Rentals (SUNB) pays a dividend, with an indicated yield of about 1.63% and 1-year non-decreasing per-share dividend streak (SEC EDGAR XBRL) (market data, as of 2026-09-02). Informational only — not financial advice.
Who are Sunbelt Rentals's (SUNB) competitors?
Notable peers of Sunbelt Rentals (SUNB) include United Rentals, Herc Holdings, Ashtead Technology, Aggreko and A-Plant. This peer set is informational only — not financial advice.
Is Sunbelt Rentals (SUNB) overbought or oversold right now?
Sunbelt Rentals (SUNB) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 56, in the neutral middle (as of 2026-10-20). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on SUNB come from?
Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest; prices are market data, as of 2026-09-02; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-20.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.