Sunbelt Rentals SUNB
- Market cap
- $32.2B
- PE
- n/m
- one or more of the four quarters through 2026-07-31 missing
- Forward PE
- 18.0×
- Price to sales
- n/m
- one or more of the four quarters through 2026-07-31 missing
- EV/EBIT
- n/m
- a loss over the last year
- Revenue, 12 months
- n/m
- one or more of the four quarters through 2026-07-31 missing
- Net margin
- n/m
- one or more of the four quarters through 2026-07-31 missing
- Free cash flow yield
- n/m
- not a meaningful number
Charts
Financials
| Income statement | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|
| $2.6B | $2.5B | $2.8B | $2.6B | $2.8B | $3.1B | |
| Cost of revenue | $1.6B | $1.6B | $1.7B | $1.7B | $1.8B | $1.9B |
| Gross profit | $990M | $935M | $1.1B | $984M | $978M | $1.2B |
| SG&A | $347M | $308M | $414M | $379M | $453M | $443M |
| $532M | $516M | $596M | $492M | $410M | $691M | |
| Interest expense | $107M | $96M | $95M | $98M | $96M | $107M |
| Pre-tax income | $430M | $427M | $508M | $394M | $316M | $591M |
| $105M | $98M | $135M | $104M | $90M | $153M | |
| Net income | $325M | $329M | $373M | $290M | $226M | $438M |
| $0.74 | $0.76 | $0.87 | $0.69 | $0.55 | $1.07 | |
| 437.3M | 434M | 429M | 418M | 413.4M | 411.3M |
EPS, diluted: Q4 FY25 and Q4 FY26: quarter's net income to common over its shares, to the cent.
Diluted shares: Q4 FY25 and Q4 FY26: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q2 FY27 | $3.2B | $3.2B to $3.3B | $1.27 | $1.21 to $1.33 | 4 |
| Q3 FY27 | $2.9B | $2.9B to $2.9B | $0.92 | $0.90 to $0.93 | 4 |
| Q4 FY27 | $2.9B | $2.9B to $3B | $0.88 | $0.87 to $0.90 | 1 |
| Q1 FY28 | $3.3B | $3.3B to $3.4B | $1.28 | $1.25 to $1.30 | 1 |
| Q2 FY28 | $3.5B | $3.4B to $3.6B | $1.54 | $1.51 to $1.57 | 1 |
| Q3 FY28 | $3.2B | $3.1B to $3.2B | $1.16 | $1.14 to $1.18 | 2 |
| Q4 FY28 | $3.3B | $3.2B to $3.3B | $1.21 | $1.18 to $1.23 | 2 |
Peers
Companies in Industrials nearest Sunbelt Rentals' size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| SUNBSunbelt Rentals | $32.2B | n/m | n/a | 18.0× | n/m | n/m | n/m |
| UALUnited Airlines | $31.8B | 9.2× | 9.4× | 10.8× | 0.5× | +8% | 5.6% |
| AXONAxon Enterprise | $34.1B | 174× | 136× | 47.0× | 10.6× | +35% | 6.2% |
| OTISOtis Worldwide | $28.6B | 19.3× | 26.4× | 17.5× | 1.9× | +5% | 10.2% |
| EMEEMCOR | $28.6B | 20.1× | 20.3× | 18.6× | 1.5× | +19% | 7.7% |
| IRIngersoll Rand | $28.5B | 30.2× | 39.8× | 19.6× | 3.6× | +8% | 12.1% |
| ODFLOld Dominion Freight Line | $37.9B | 35.2× | 30.3× | 28.9× | 6.8× | −1% | 19.4% |
| CPRTCopart | $26.9B | 18.7× | 31.8× | 17.9× | 5.8× | +0% | 31.8% |
| DOVDover | $26.8B | 24.0× | 19.2× | 17.7× | 3.2× | +8% | 13.5% |
| EXPDExpeditors International of Washington | $25.5B | 28.6× | 22.6× | 24.7× | 2.1× | +7% | 7.6% |
| VLTOVeralto | $25.4B | 26.3× | 28.1× | 23.1× | 4.5× | +6% | 17.3% |
| Peer median | $28.5B | 25.2× | 27.3× | 19.1× | 3.4× | +7% | 11.1% |
Investors who own it
Investors we follow who held Sunbelt Rentals at the end of Jun 30, 2026, from their 13F filings.
- Ruane, Cunniff & GoldfarbRuane, Cunniff & Goldfarb (Sequoia Fund)5.0% of portfoliotrimmed
- Tom RussoGardner Russo & Quinn4.9% of portfoliotrimmed
- Bill NygrenHarris Associates (Oakmark)1.0% of portfoliotrimmed
- François RochonGiverny Capital0.7% of portfoliotrimmed
- Tom GaynerMarkel Group0.6% of portfolioadded
- Baillie GiffordBaillie Gifford0.2% of portfoliotrimmed
- Chris BloomstranSemper Augustus0.0% of portfolionew
More on Sunbelt Rentals
Each number over time
Its groups
About
- Industry
- Rental & Leasing Services
- Sector
- Industrials
Valuation data, not investment advice. Prices as of .