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SUSUNB

Sunbelt Rentals Holdings Inc

$SUNB·$30B·Rental & Leasing Services·Industrials
$74.89-0.2%1Y+1.5%
Price updated 3h ago·X counts updated 1d ago
SUSUNB
$SUNBSunbelt Rentals Holdings Inc
$74.89-0.23%52 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SUNB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

52X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $SUNB's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-15

Sunbelt Rentals is pressured by industrials selloff with analysts flagging that IFRS EBITDA may overstate US GAAP EBITDA and mid-term guidance underwhelming at 5% rental-revenue CAGR. Long-term posters still frame the $1.5T megaproject moat as a durable story.

Read what X is saying about $SUNB

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SUNB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Equipment-rental with a $1.5T megaproject-moat pitch but Q1 numbers ran into an industrials selloff.

Sunbelt has real customer scale but the mid-term guide is being questioned by the sell-side.

  • Fiscal Q1 print 9/9: EPS $1.18 vs $0.99 (+19.2%); FY est $3.71 → $4.19 → $4.83 → $5.45 EPS.
  • Analysts flag IFRS EBITDA may overstate US-GAAP EBITDA; mid-term guide of 5% rental-revenue CAGR is 'underwhelming'.
  • Tape: 200-day/52w range data missing (new listing); +1.7% t12m, at 50-day.
  • 24.2x P/E, 15.6x EV/EBITDA, 11.1% FCF yield — reasonable for the category.
  • D/E 1.37, op margin 19.5%, ROIC 7.9% — leveraged for cyclical.
  • State Street invested $441M — institutional accumulation.
  • Beta 1.65, float 404M — the industrials selloff shows up here.

Watch next print for rental-revenue trend and any commentary on the $1.5T megaproject pipeline pull-through.

Agrees with X sentimentThe divergent framing (megaproject bulls vs mid-term-guide bears) is a fair read; the tape is coiling because the debate hasn't resolved.

What to watch: Next earnings, rental-revenue CAGR trend, US-GAAP-vs-IFRS EBITDA reconciliation, and megaproject-portfolio bookings.

Read the AI verdict on $SUNB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Large equipment rental company providing tools, machinery, and specialty solutions to construction and industrial sectors.

Industry overviewAI analysisGenerated by AI from underlying data

Where Rental & Leasing Services sits in its cycle right now — and what that implies for $SUNB.

Rental & Leasing Services · Industrials

No material change from last week — Equipment rental benefits from reshoring and infrastructure capex acceleration as United Rentals reports large-project pipeline growth and specialty demand strength.

What this means for $SUNB

Direct beneficiary — Large equipment rental company providing tools, machinery, and specialty solutions to construction and industrial sectors.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+9.3%YTD
+10.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
24.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
38.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 9, 2026$1.18$0.99+19.2%
Q1 2026Jun 23, 2026$0.74$0.74-0.7%
Q4 2025Mar 12, 2026$0.78$0.81-3.8%

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$2.8B+8.9%-63.1%12.4%$0.55—
Q3 FY26$2.6B+2.7%37.3%18.7%$0.69$1.5B
Q2 FY26$3.0B+0.7%87.6%23.8%$1.00$566.5M
Q1 FY26$2.8B—87.4%22.9%$0.88$485.3M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$11.0B$11.0B – $11.1B$3.71$3.53 – $3.818
FY27$12.1B$12.1B – $12.2B$4.19$4.08 – $4.279
FY28$13.0B$12.9B – $13.2B$4.83$4.49 – $5.029
FY29$13.9B$13.5B – $14.3B$5.45$5.26 – $5.674
FY30$15.1B$14.7B – $15.6B$6.41$6.19 – $6.664

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 403.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.655-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 9John WashburnCOO3.4K sh$243KSellJul 8John WashburnCOO3.4K sh$235K
+ 76 other (48 awards · 21 inkinds · 7 others) in window

See when $SUNB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteSep 28-K — Item 5.07: Shareholder vote
AI summary

At Sunbelt Rentals' 2026 Annual Meeting of Stockholders held September 1, 2026, shareholders voted on all four matters presented. All 10 director nominees were elected to the Board, and shareholders approved executive compensation on an advisory basis. Shareholders also approved a one-year frequency for future say-on-pay advisory votes, and ratified PricewaterhouseCoopers LLP as the independent registered public accounting firm for fiscal year 2026.

3New insider — initial holdingsAug 43
AI summary

Singh-Bushell Ekta (Last) (First) (Middle) 1799 INNOVATION PT (Street) FORT MILL SOUTH CAROLINA 29715 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 08/01/2026 3. Issuer Name and Ticker or Trading Symbol Sunbelt Rentals Holdings, Inc. [ SUNB ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) X Director 10% Owner Officer (give title below) Other (specify below) 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: No securities are beneficially owned. /s/ Gerald W. Clanton, Attorney-in-Fact 08/04/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of SUNB, with an event date of 1473. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

3New insider — initial holdingsAug 43
AI summary

JAMISON CYNTHIA T (Last) (First) (Middle) 1799 INNOVATION PT (Street) FORT MILL SOUTH CAROLINA 29715 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 08/01/2026 3. Issuer Name and Ticker or Trading Symbol Sunbelt Rentals Holdings, Inc. [ SUNB ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) X Director 10% Owner Officer (give title below) Other (specify below) 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: No securities are beneficially owned. /s/ Gerald W. Clanton, Attorney-in-Fact 08/04/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of SUNB, with an event date of 1473. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

8-KMaterial agreementJul 158-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Sunbelt Rentals Holdings, Inc. completed a .2 billion senior notes issuance on July 14, 2026: 50 million of 4.950% Senior Notes due 2030 (priced at 99.627%) and 50 million of 5.650% Senior Notes due 2036 (priced at 99.048%), with BNY Mellon Corporate Trustee Services Limited as trustee. The aggregate debt raise significantly increases Sunbelt's leverage and likely funds growth capital or near-term refinancing needs for the equipment rental company.

8-KOfficer or director changeJul 138-K — Item 5.02: Officer or director change
AI summary

Sunbelt Rentals Holdings (SUNB) — 8-K (Item 5.02) reporting an officer or director change effective July 13, 2026. Body excerpt does not specify the individual or role. Administrative — officer/director change; refer to the full filing for executive identity and circumstances.

8-KOfficer or director changeJun 308-K — Item 5.02: Officer or director change
AI summary

Sunbelt Rentals Holdings, Inc. (SUNB) announced that its Board expanded from eight to nine members and elected Cynthia T. Jamison as a new independent director effective August 1, 2026, also appointing her to the Audit Committee. Specific compensation terms are not disclosed in the excerpt. This is a routine board expansion filing with no material operational impact, though Audit Committee membership carries governance significance for the equipment rental company.

+ 14 other (5 13Gs · 3 proxys · 1 10-Q · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

State Street Corp Invests $441 Million in Sunbelt Rentals Holdings, Inc. Common Stock $SUNBdefenseworld.net·5d agoSunbelt Rentals Holdings Inc. (SUNB) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcriptseekingalpha.com·12d agoSunbelt Rentals: Advantages To Big Players, But Not Enough Absolute Yieldseekingalpha.com·17d agoSunbelt Rentals Analysts Boost Their Forecasts After Upbeat Q1 Earningsbenzinga.com·19d agoSunbelt Rentals Holdings: Hold On To This Equipment Rental Company As They Pay Down Debtseekingalpha.com·19d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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