secwatch.observer — SEC 8-K summary
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Issuer:     Sunbelt Rentals Holdings, Inc. (SUNB)
CIK:        0002083785
Form:       8-K
Filed at:   2026-06-23T11:05:47+00:00
Accession:  0001628280-26-044797
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Sunbelt Rentals Q4 revenue $2,754M, EPS $0.55; bolts on Reliant Asset Management
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2083785/000162828026044797/0001628280-26-044797-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2083785/000162828026044797/snblt-20260623.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-044797

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer