{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-017014","form_type":"8-K","ticker":"SUNB","cik":"0002083785","company_name":"Sunbelt Rentals Holdings, Inc.","filed_at":"2026-03-12T23:59:59+00:00","discovered_at":"2026-05-14T18:02:37.218845+00:00","generated_at":"2026-05-15T14:23:03.358874+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Sunbelt Rentals Q3 revenue $2.64B, EPS $0.69; lifts FY rental revenue growth guidance to 2%-3%","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-017014","json":"https://secwatch.observer/filing/0001628280-26-017014.json","markdown":"https://secwatch.observer/filing/0001628280-26-017014.md","text":"https://secwatch.observer/filing/0001628280-26-017014.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/2083785/000162828026017014/0001628280-26-017014-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2083785/000162828026017014/snblt-20260312.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T14:23:03.358874+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"03fe8edfa3c793c7848357bc05a1cf2fc7eec03d","claim":"Sunbelt Rentals Holdings, Inc. updated its full-year fiscal 2026 guidance (raised).","evidence_excerpt":"Narrowing and increasing midpoint of full-year fiscal 2026 outlook for rental revenue growth from 0% - 4% to 2% - 3%","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/2083785/000162828026017014/0001628280-26-017014-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full-year fiscal 2026"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"3e8d7c3609084678e72c4ea776854719a6aac741","claim":"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.","evidence_excerpt":"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%","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/2083785/000162828026017014/0001628280-26-017014-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal third quarter of 2026 ended January 31, 2026"},{"label":"Revenue","value":"$2,637 million"},{"label":"Net income","value":"$290 million"},{"label":"EPS","value":"$0.69"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"b9a2f1f145d38c386d88bae4506673ed31db075a","claim":"Sunbelt Rentals Holdings, Inc. reported fiscal year-to-date 2026 ended January 31, 2026 results: net income $1,099 million, EPS $2.60.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/2083785/000162828026017014/0001628280-26-017014-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year-to-date 2026 ended January 31, 2026"},{"label":"Net income","value":"$1,099 million"},{"label":"EPS","value":"$2.60"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}