---
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"
generated_at: "2026-05-15T14:23:03.358874+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-017014
- JSON: https://secwatch.observer/filing/0001628280-26-017014.json
- Plain text: https://secwatch.observer/filing/0001628280-26-017014.txt

## Key facts
- Earnings Releases
  Sunbelt Rentals Holdings, Inc. updated its full-year fiscal 2026 guidance (raised).
  - Period: full-year fiscal 2026
  - Guidance: raised
  - Result: guidance update
  source text: Narrowing and increasing midpoint of full-year fiscal 2026 outlook for rental revenue growth from 0% - 4% to 2% - 3%
  evidence_url: https://www.sec.gov/Archives/edgar/data/2083785/000162828026017014/0001628280-26-017014-index.htm
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/2083785/000162828026017014/0001628280-26-017014-index.htm
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/2083785/000162828026017014/0001628280-26-017014-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.