Sunbelt Rentals Q3 revenue $2.64B, EPS $0.69; lifts FY rental revenue growth guidance to 2%-3%

Sunbelt Rentals Holdings, Inc.

2026-Q3 EPS reported $2.59 revenue$8,400,000,000

Total revenue $2,637M; rental revenue up 2.6% YoY.
Net income $290M ($0.69 EPS); adjusted EPS $0.78.
Adjusted EBITDA $1,082M (margin 41.0%); cash from ops $2,834M YTD.
Full-year FY2026 rental revenue growth guidance narrowed to 2%-3% from prior 0%-4%.
YTD total shareholder returns $1,354M via $1,047M buybacks and $307M dividends.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Sunbelt Rentals Holdings, Inc. updated its full-year fiscal 2026 guidance (raised).

Period: full-year fiscal 2026
Guidance: raised
Result: guidance update

Exact text from the filing

Narrowing and increasing midpoint of full-year fiscal 2026 outlook for rental revenue growth from 0% - 4% to 2% - 3%

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Sunbelt Rentals Holdings, Inc. reported fiscal third quarter of 2026 ended January 31, 2026 results: revenue $2,637 million, net income $290 million, EPS $0.69. Guidance raised.

Period: fiscal third quarter of 2026 ended January 31, 2026
Revenue: $2,637 million
Net income: $290 million
EPS: $0.69
Guidance: raised
Result: reported results

Exact text from the filing

Fiscal Third Quarter 2026 Highlights • Total revenue of $2,637 million with rental revenue growth of 2.6% • Operating income of $492 million and operating income margin of 18.7% • Net income of $290 million and earnings per share of $0.69 • Adjusted earnings per share of $0.78 • Adjusted EBITDA of $1,082 million and adjusted EBITDA margin of 41.0%

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Sunbelt Rentals Holdings, Inc. reported fiscal year-to-date 2026 ended January 31, 2026 results: net income $1,099 million, EPS $2.60.

Period: fiscal year-to-date 2026 ended January 31, 2026
Net income: $1,099 million
EPS: $2.60
Result: reported results

Exact text from the filing

Fiscal Year-to-date 2026 Highlights • Net income of $1,099 million and earnings per share of $2.60 • Adjusted earnings per share of $2.98 • Adjusted EBITDA of $3,610 million and adjusted EBITDA margin of 43.0% • Cash flow from operations of $2,834 million and free cash flow of $1,428 million • Total returns to shareholders of $1,354 million including $1,047 million of share buybacks and $307 million through dividends

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Sunbelt Rentals Holdings, Inc. filing history →

Source: SEC EDGAR

accession 0001628280-26-017014

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