earnings
confidence high
sentiment positive
materiality 0.85
Sunbelt Rentals Q1 revenue up 11.2% to $3.115B; raises FY2027 guidance
Sunbelt Rentals Holdings, Inc.
- Total revenue $3,115M (+11.2% YoY); rental revenue $2,927M (+12.5%).
- Adjusted EPS $1.18 (+20.4%); net income $438M (+17.4%); GAAP EPS $1.07 (+23%).
- North America Specialty rental revenue +25.3%; General Tool +7.4%; UK -1.4%.
- Raises FY2027 guidance: total revenue growth 6-9% (prior 4.5-7.5%), adjusted EBITDA $4.92-5.12B (prior $4.85-5.05B).
- Declares quarterly dividend $0.30/share payable Oct 2, 2026; record Sep 18, 2026; shifts from semi-annual to quarterly.