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SUSUNB

Sunbelt Rentals Holdings Inc

$SUNB·$29B·Rental & Leasing Services·Industrials
$84.80+4.4%1Y+14.9%
Mentions · last 7 days
2026-08-08: 1 posts2026-08-09: 0 posts2026-08-10: 2 posts2026-08-11: 1 posts2026-08-12: 7 posts2026-08-13: 8 posts2026-08-14: 10 posts29+88%
Price updated 14h ago·X counts updated 12h ago
SUSUNB
$SUNBSunbelt Rentals Holdings Inc
$84.80+4.39%29 posts+88%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $SUNB, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-08-13

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

The recently-spun North American equipment-rental leader, still finding its trading rhythm, with Q1 earnings inside three weeks.

Sunbelt Rentals Holdings is the North American general-and-specialty equipment-rental business spun out of Ashtead in early 2025 — a $29B market cap category leader alongside United Rentals in the biggest business rental market in the world.

  • Revenue growth has slowed to +9% year over year in Q4 (fiscal 2026, ending April) as the U.S. construction cycle digested — that's below the double-digit growth Ashtead investors were used to, and the market is waiting for U.S. non-residential construction to reaccelerate.
  • The two 424B5 senior notes issuances (July, totaling $1.2B at 4.95%/5.65%) are refinancing, not fresh leverage — but debt-to-equity of 1.37 shows this is a capital-intensive fleet business, and interest-cost discipline matters for margin.
  • Q4 EPS missed consensus by 3.8% and Q3 missed by 0.7% — the operational-execution track record post-spin isn't spotless, and the market is waiting for a clean beat to trust the guide.
  • At 24x TTM earnings for an 8% ROIC business with real cash generation (~11% FCF yield), valuation is neither cheap nor demanding — you're paying middling multiple for market share, cycle-torque, and a management team still building a public-company operating rhythm.

The Sept 8 Q1 earnings print is the fulcrum: a clean beat + guide raise confirms fleet-utilization strength and re-rates the stock through prior highs. Another mid-single-digit miss + flat guide flips it to cooling and revisits the $75 area. Beyond the print, the durability question is whether U.S. non-residential construction (data centers, reshoring plants) offsets residential softness — that's the macro that decides FY27.

What to watch: Sept 8 Q1 earnings — U.S. specialty rental growth rate and fleet utilization commentary. A clean beat + guide raise is the constructive read; another 3-5% EPS miss confirms operational drift. Also monitor U.S. non-residential construction leading indicators (Dodge, ABI).

On the calendar: 2026-09-08 — Q1 earnings

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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 — FTAI's aviation engine leasing and MRO products benefit from global air travel growth while Avis Budget captures leisure travel rental demand.

What this means for $SUNB

Neutral — Large equipment rental company providing tools, machinery, and specialty solutions to construction and industrial sectors; limited read-through from financial - credit services macro dynamics to this specific revenue mix.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+19.8%YTD
+23.4%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
Q1 2026Jun 23, 2026$0.74$0.74-0.7%
Q4 2025Mar 12, 2026$0.78$0.81-3.8%
Next earningsTue, Sep 8·consensus EPS $1.04

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$11.8B$11.7B – $11.9B$4.03$3.55 – $4.639
FY28$12.6B$12.4B – $12.7B$4.63$3.92 – $5.529
FY29$13.5B$13.1B – $13.8B$5.24$5.03 – $5.384
FY30$15.1B$14.7B – $15.5B$6.41$6.15 – $6.584

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.1.2×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.+10.2%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.

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
+ 59 other (35 awards · 16 inkinds · 7 others · 1 return) 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
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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

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.

8-KAcquisition completedMar 28-K — Item 2.01: Acquisition completed · Item 3.02: Unregistered equity sale · Item 3.03 · Item 4.01 · Item 5.01: Change in control · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
3New insider — initial holdingsFeb 263
3New insider — initial holdingsFeb 263
+ 26 other (12 3s · 5 13Gs · 2 proxys · 1 ARS) in window

Recent news

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

Sunbelt Rentals Appoints Ekta Singh-Bushell to Board of Directorsbusinesswire.com·33d agoSunbelt Announces Launch of Private Offering of Senior Notesbusinesswire.com·40d agoSunbelt Rentals Appoints Cynthia T. Jamison to Board of Directorsbusinesswire.com·46d agoSunbelt Rentals Q4 Earnings Call Focuses on Specialty, Margin Pathzacks.com·52d agoSunbelt Rentals Holdings Inc. (SUNB) Q4 2026 Earnings Call Transcriptseekingalpha.com·53d ago

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