Sunbelt Rentals (SUNB)
Rents general and specialty equipment through a North America-centered branch network.
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Rents general construction and industrial equipment alongside specialty solutions including power, pumps, trench safety, and temporary structures. Revenue is centered in North America, with a smaller U.K. business, and depends on fleet availability, utilization, and customers choosing rental over ownership.
Rents construction and industrial equipment through North America – General Tool, North America – Specialty, and United Kingdom operations. General Tool supplies broad job-site categories, while Specialty adds technical offerings such as power and HVAC, pumps, trench safety, scaffolding, and temporary structures.
Operates a North America-centered branch network with a smaller U.K. presence and limited operations in Ireland, Germany, and the Netherlands. Clustered locations share fleet and expertise, while digital systems support availability, delivery tracking, pricing, and cross-selling between General Tool and Specialty.
Depends on construction and industrial demand, customers choosing rental over ownership, fleet utilization, equipment supply, trained employees, safe maintenance and transport, and access to capital for replacement and expansion. Greenfield openings and bolt-on acquisitions also require disciplined integration.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 17, 2026 | Goldman Sachs | Upgrade | ||
| Sep 16, 2026 | Goldman Sachs | Upgrade | Rating: —Target: $83 | Target: $93 |
| Sep 16, 2026 | RBC Capital | Upgrade | ||
| Sep 16, 2026 | Bernstein | Reiterate | Rating: —Target: $96 | Target: $97 |
| Sep 10, 2026 | KeyBanc | Reiterate | Rating: —Target: $85 | Target: $90 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $32.0M · Total debt $12.68B · Total assets $23.61B · Shareholders' equity $7.45B
- Revenue
- $3.12B
- Operating income
- $697.0M
- Net income
- $438.0M
HistoryDividendAnnual yield
| Institutions | 80.89% | 331.47M shares | |
|---|---|---|---|
| 506 holders · as of Jun 30, 2026 | |||
| Insiders | 0.30% | 1.22M shares | |
| 16 holders · as of Sep 2, 2026 | |||
| Other | 18.81% | 77.08M shares | |
| remainder | |||
409.76M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Dodge & CoxInstitution | 13.36% | 54.76M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 7.48% | 30.66M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.93% | 20.19M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 3.70% | 15.16M | as of Jun 30, 2026 |
Wellington Management Group LLPInstitution | 2.70% | 11.06M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 9, 2026 | John Washburn | officer: Chief Operating Officer | −3,351 | $72.50 |
| Jul 8, 2026 | John Washburn | officer: Chief Operating Officer | −3,351 | $70.00 |
- United Rentals
Largest-scale overlap across North American general and specialty rentals
- Herc
Scaled North American fleet and national-account overlap
- SPDR S&P Dividend ETF
Direct U.K. overlap in tool, equipment and service rental
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Sunbelt Rentals | $75.46 | +3.58% | $29.86B | 22.0 | 17.4 | 2.6 | — |
| United Rentals | $1,047.50 | +1.71% | $64.10B | 24.9 | 19.9 | 3.8 | +11.8% |
| Herc | $145.28 | +3.23% | $4.71B | 95.7 | 17.5 | 1.0 | +20.2% |
| SPDR S&P Dividend ETF | $149.99 | +0.14% | $20.68B | — | — | — | — |
| Median | 60.3 | 18.7 | 2.4 | +16.0% |