earnings
confidence high
sentiment positive
materiality 0.70
Sunbelt Rentals Q4 revenue $2,754M, EPS $0.55; bolts on Reliant Asset Management
Sunbelt Rentals Holdings, Inc.
- Q4 total revenue $2,754M, rental revenue +8.0% YoY; net income $226M, GAAP EPS $0.55.
- Q4 adjusted EPS $0.74; adjusted EBITDA $1,067M (margin 38.7%).
- Full-year record revenue $11,154M; net income $1,325M, EPS $3.15; adjusted EPS $3.72.
- Full-year free cash flow $2,055M; shareholder returns $1,877M ($1,413M buybacks, $464M dividends).
- Dividend $0.75 final, full-year $1.125 (up 4%); transitioning to quarterly in FY2027. Bolt-on acquisition of Reliant Asset Management announced.