The financials
Sunbelt Rentals Holdings, Inc. by the numbers
Sunbelt Rentals Holdings, Inc. (SUNB) reported revenue of $2.75B in Q4 2026 (quarter ended April 30, 2026), up 7.3% from the same quarter a year earlier. That came with a gross margin of 36% and net income of $226M (8.2% of revenue). For the full year FY2026, revenue was $11.2B (+3.4% year on year) and net income $1.32B. Its largest product in 2026-Q1 was Equipment Rentals at $1.97B, 72% of the disclosed total, just ahead of Other Rental Revenue Other at 7.1%.
| Income statement | Q4 2026 | Q3 2025 | Change |
|---|---|---|---|
| Revenue | $2.75B | $2.57B | +7.3% |
| Gross profit | $978M | $990M | −1.2% |
| Operating income | $410M | $532M | −23% |
| Net income | $226M | $325M | −30% |
| Diluted EPS | $0.56 | $0.74 | −24% |
| Product | Revenue | Share |
|---|---|---|
| Equipment Rentals | $1.97B | 72% |
| Other Rental Revenue Other | $196M | 7.1% |
| Other Rental Revenue Delivery And Pick Up | $194M | 7.0% |
| Rental Equipment | $105M | 3.8% |
| Rental Equipment Sales | $105M | 3.8% |
| New Equipment Merchandise And Consumables | $89M | 3.2% |
| Sales Of New Equipment Merchandise And Consumables | $89M | 3.2% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $2.75B (+2.9%)
Segment Latestquarter on quarteryear on year
- Equipment Rentals$1.97B$1.97BQoQ +2.9%year on year +2.9%+2.9%+2.9%
- Other Rental Revenue Other$196.0M$196.0MQoQ +4.8%year on year +4.8%+4.8%+4.8%
- Other Rental Revenue Delivery And Pick Up$194.0M$194.0MQoQ -1.5%year on year -1.5%-1.5%-1.5%
- Rental Equipment$105.0M$105.0MQoQ -1.9%year on year -1.9%-1.9%-1.9%
- Rental Equipment Sales$105.0M$105.0MQoQ -1.9%year on year -1.9%-1.9%-1.9%
- New Equipment Merchandise And Consumables$89.0M$89.0MQoQ +13%year on year +13%+13%+13%
- Sales Of New Equipment Merchandise And Consumables$89.0M$89.0MQoQ +13%year on year +13%+13%+13%
Rental & Leasing Services
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