Stocks · Industrials · Rental & Leasing Services
Sunbelt Rentals Holdings Inc SUNB
$77.10 +1.97% Close, Oct 2, 2026 · NYSE · Market cap $31.61B
High qualityInexpensive vs sector
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Revenue over the last four quarters was $11.47B, up 5.8% from a year earlier.
- Diluted EPS over the last four quarters was $3.31, down 2.9% year over year.
- Operating margin narrowed to 20.6% from 23.2% a year earlier.
PromtFinance scores
Each score is a percentile within the Industrials sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Bottom 41%
- EPS growth (TTM, YoY)Bottom 38%
- FCF growth (TTM, YoY)Top 18%
- Revenue growth, 3-year CAGRTop 49%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 39%
- Gross marginTop 18%
- Operating marginTop 10%
- Cash conversion (OCF / net income)Top 16%
- Accruals (lower is better)Top 14%
- Net debt / EBITDA (lower is better)Bottom 31%
- Interest coverTop 40%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 25%
- Free-cash-flow yieldTop 6%
- EBITDA / enterprise valueTop 19%
- Sales / enterprise valueBottom 28%
Strength and persistence of the price trend, including versus the S&P 500.
- 6-month returnTop 26%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersBottom 50%
- Consecutive EPS beatsBottom 39%
- Share of analysts rating BuyBottom 48%
- Upside to consensus price targetBottom 21%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Top 46%
- Maximum drawdown, 3 yearsTop 5%
- Net debt / EBITDA (lower is better)Bottom 31%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Gross margin | 87.8% | 44.6% | ↓ |
| Operating margin | 23.2% | 20.6% | ↓ |
| FCF margin | 18.9% | 32.2% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 5.8% | — | Bottom 41% | |
| EPS growth (TTM, YoY) | -2.9% | — | Bottom 38% | |
| Gross margin | 44.6% | 87.8% | ↓ | Top 18% |
| Operating margin | 20.6% | 23.2% | ↓ | Top 10% |
| Net margin | 12.0% | 13.7% | ↓ | — |
| Free-cash-flow margin | 32.2% | 18.9% | ↑ | — |
| Return on invested capital | 7.6% | — | Top 39% | |
| Revenue growth, 3-year CAGR | 4.9% | — | Top 49% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 2.92×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -11.2%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.9%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- -11.4 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 3.00×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 5.5×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 1.47%
- Net buyback yield (TTM)
- 0.28%
- Shareholder yield
- 1.74%
- Share count change, 1 year
- -1.9%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jul 31, 2026 (filed Sep 9, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 1
- Beats in the last 8 reports
- 1 of 3
- Average EPS surprise, last 4
- +4.9%
- Average 2-day reaction, last 8
- -1.8%
- Positive 20 days after report
- 0 of 2
Analysts
- Consensus price target
- $86.83
- Target vs current price
- +12.6%
- Analysts with a rating
- 7
- Share rating Buy or Strong Buy
- 57%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Sep 9, 2026 | +19.2% | +5.9% | +3.7% | — | — |
| Jun 23, 2026 | -0.7% | -9.4% | -12.4% | -13.4% | -13.1% |
| Mar 12, 2026 | -3.8% | -1.9% | -0.3% | -5.1% | +11.4% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Sep 9, 2026 | $1.18 | $0.99 | +19.2% | $3.12B |
| Jun 23, 2026 | $0.74 | $0.75 | -0.7% | $2.75B |
| Mar 12, 2026 | $0.78 | $0.81 | -3.8% | $2.64B |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 23.3× | — | — | Top 25% |
| P/E (forward) | 18.4× | — | — | — |
| EV / EBITDA | 10.5× | — | — | Top 19% |
| EV / Sales | 3.86× | — | — | Bottom 28% |
| Free-cash-flow yield | 11.68% | — | — | Top 6% |
| Earnings yield | 4.29% | — | — | Top 25% |
P/E over the past five years
Range 21.3× – 24.2× since Jul 31, 2025. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
Technical state
Trend checklist
- ✓ Price above 20-day average
- ✓ Price above 50-day average
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 2
- 50-day average slope (20 days)
- +0.1%
- Distance from 50-day average
- +2.6%
- RSI (14)
- 58.5
- Relative volume
- 0.48×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 41.3%
- Current drawdown from 1-year high
- -10.4%
- Maximum drawdown, 3 years
- -23.3%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Jun 18, 2026 | Sep 3, 2026 | -23.3% | 53 days | Not yet recovered |
| Mar 9, 2026 | Apr 2, 2026 | -16.5% | 18 days | 14 days (Apr 23, 2026) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $31.61B
- P/E (TTM)
- 23.3
- EPS, diluted (TTM)
- $3.31
- Revenue (TTM)
- $11.47B
- Dividend yield
- 1.36%
| FY 2022 | FY 2023 | FY 2024 | FY 2025 | FY 2026 | |
|---|---|---|---|---|---|
| Revenue | $7.96B | $9.67B | $10.86B | $10.79B | $11.15B |
| Gross profit | $7.02B | $8.56B | $9.65B | $9.50B | $4.29B |
| Operating income | $1.95B | $2.52B | $2.65B | $2.56B | $2.18B |
| Net income | $1.25B | $1.62B | $1.60B | $1.51B | $1.32B |
| EPS (diluted) | $2.79 | $2.92 | $3.68 | $3.66 | $3.17 |
| Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | Q3 2026 | Q4 2026 | Q1 2027 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.94B | $2.57B | $2.53B | $2.80B | $2.96B | $2.64B | $2.75B | $3.12B |
| Net income | $486.0M | $309.7M | $311.3M | $375.5M | $425.1M | $290.0M | $226.0M | $438.0M |
| EPS (diluted) | $1.11 | $0.71 | $0.71 | $0.88 | $1.00 | $0.69 | $0.55 | $1.07 |
| FY 2022 | FY 2023 | FY 2024 | FY 2025 | FY 2026 | |
|---|---|---|---|---|---|
| Operating cash flow | $1.50B | $1.00B | $854.6M | $2.17B | $3.78B |
| Capital expenditure | -$398.4M | -$510.0M | -$685.6M | -$455.6M | -$352.0M |
| Free cash flow | $1.10B | $490.1M | $169.0M | $1.72B | $3.43B |
| Dividends paid | -$269.3M | -$357.8M | -$436.1M | -$544.2M | -$464.0M |
| Net share buybacks | -$433.4M | -$276.9M | -$108.3M | -$427.4M | -$1.41B |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $32.0M
- Total assets
- $23.61B
- Total liabilities
- $16.17B
- Total debt
- $12.68B
- Net debt
- $12.65B
- Shareholders’ equity
- $7.45B
As of Jul 31, 2026 (filed Sep 9, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Sep 18, 2026 | $0.30 | Oct 2, 2026 |
| Jul 10, 2026 | $0.75 | Jul 24, 2026 |
Short interest
- Shares sold short
- 8,617,012
- Days to cover
- 1.00
- Change vs previous report
- -58.0%
FINRA short interest, settlement date Sep 15, 2026.
Stock splits
- Dec 30, 2025
- 4-for-1
- Aug 9, 2006
- 271-for-250
- Jul 12, 2005
- 507-for-500