secwatch / observer

Sunbelt Rentals Holdings, Inc. — fact timeline

Source-grounded facts extracted from Sunbelt Rentals Holdings, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

SUNB Sunbelt Rentals Holdings, Inc. JSON
Earnings Releases

Sunbelt Rentals Holdings, Inc. updated its full-year fiscal 2026 guidance (raised).

“Narrowing and increasing midpoint of full-year fiscal 2026 outlook for rental revenue growth from 0% - 4% to 2% - 3%”
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.

“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”
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.

“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%”
M&A Transactions

Sunbelt Rentals Holdings, Inc. underwent a change of control involving Ashtead Group plc (closed 2026-02-27).

“Redomiciliation Sunbelt Rentals Holdings, Inc., a Delaware corporation (“ Sunbelt Rentals ”), has become the parent holding company of Ashtead Group plc, a company limited by shares incorporated under the laws of England and Wales (“ Ashtead ”) pursuant to a court-approved scheme of arrangement under Part 26 of the U.K.”
Auditor Changes

Sunbelt Rentals Holdings, Inc. engaged PricewaterhouseCoopers LLP, United States as its auditor.

“PricewaterhouseCoopers LLP, United Kingdom (“ PwC UK ”) audited the consolidated financial statements of Ashtead as of April 30, 2025 and 2024 and for the years ended April 30, 2025 and 2024. In connection with the completion of the U.S. Redomiciliation, on March 2, 2026, the Audit Committee of the Board of Directors of Ashtead accepted notice of the resignation of PwC UK as the Company’s independent registered public accounting firm. Subsequently, the Audit Committee of the Board of Directors of Sunbelt Rentals (the “ Board ”) appointed PricewaterhouseCoopers LLP, United States (“ PwC US ”) as the independent registered public accounting firm of Sunbelt Rentals for the fiscal year ending April 30, 2026.”
Auditor Changes

PricewaterhouseCoopers LLP, United Kingdom resigned as auditor of Sunbelt Rentals Holdings, Inc..

“on March 2, 2026, the Audit Committee of the Board of Directors of Ashtead accepted notice of the resignation of PwC UK as the Company’s independent registered public accounting firm”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.