Analyst Consensus ?
ConsensusHold7 ratings
Bullish457.1%
Neutral114.3%
Bearish228.6%
Sunbelt Rentals Holdings Inc · SUNB · FY2027 Q1 · Calendar Q3 2026
Sunbelt raises FY27 outlook as specialty rental demand accelerates
The quarter supports a constructive demand case: record Q1 results, specialty-rental strength, Aries integration, and raised FY27 guidance point to continued growth. The key counterweights are higher capex, utilization risk, fuel-cost recovery, and exposure to construction activity.
Reported Before market openNYSEIndustrials
$30.17B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.18
Consensus $0.99
EPS surprise
+19.2%
Reported versus consensus
Reported revenue
$3.12B
Consensus $3.00B
Revenue surprise
+3.8%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+5.9%
Event window
SPY move
-0.5%
Same window
Abnormal move
+6.4%
Stock minus SPY
Volume
2.4×
Versus trailing sessions
Subsequent drift
+0.2%
Up to 20 sessions
SUNBSPY benchmark
Ask FN2 about SUNB FY2027 Q1
Transcript, numbers and history already loaded
Why did SUNB rise 5.9% after beating EPS estimates in FY2027 Q1?What changed in SUNB's guidance and outlook in FY2027 Q1?Give me the bull and bear case for SUNB after FY2027 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter, management raised its FY27 outlook and disclosed that Aries integration contributed roughly 100 basis points to rental-revenue growth. The 2026 FIFA World Cup added an estimated 250 basis points to rental-revenue growth, while gross FY27 capex guidance increased to $2.75 billion-$3.15 billion.
Guidance delta
Management raised FY27 revenue, adjusted EBITDA, and capital-expenditure guidance, citing strong demand.
Key takeaways
- Q1 revenue rose 11% to $3.1 billion, rental revenue rose 13%, and adjusted EPS was $1.18.
- Specialty rentals outpaced General Tool, led by energy, Power & HVAC, and modular solutions.
- The completed Aries acquisition and modular-solutions expansion add cross-selling opportunities.
- Management reported strong cash generation and $363 million returned to shareholders.
- Gross FY27 capex is now expected at $2.75 billion to $3.15 billion.
Management priorities
- Expand modular solutions beyond the current 14 of the top 50 markets.
- Open approximately 55 new greenfield locations in FY27.
- Continue bolt-on acquisitions and integrate Aries assets.
- Invest in Energy Management as a Service and specialty product lines.
- Maintain dividend payments and share repurchases.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$78.87Current
$71Low
$86.5Average
$97High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 23, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| RBC Capital | Sector Perform | Sector Perform | Maintain | Sep 17, 2026 |
| Goldman Sachs | Buy | Neutral | Upgrade | Sep 17, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Sep 10, 2026 |
| JP Morgan | Underweight | Underweight | Maintain | Sep 10, 2026 |
| B of A Securities | Underperform | Underperform | Maintain | Sep 10, 2026 |
| Citigroup | Buy | Buy | Maintain | Jun 24, 2026 |
| Barclays | Overweight | Overweight | Maintain | Jun 22, 2026 |
Named analyst price targets
Upside is calculated against the persisted current price $78.87. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Goldman Sachs | Analyst unavailable | $93 | $72.35 | +17.9% | Sep 16, 2026 |
| Bernstein | Will Kirkness | $97 | $71.89 | +23.0% | Sep 16, 2026 |
| KeyBanc | Analyst unavailable | $90 | $73.42 | +14.1% | Sep 10, 2026 |
| Wells Fargo | Analyst unavailable | $71 | $73.42 | -10.0% | Sep 10, 2026 |
| Wells Fargo | Analyst unavailable | $96 | $84.8 | +21.7% | Aug 17, 2026 |
| Bernstein | Will Kirkness | $96 | $69.95 | +21.7% | Jul 21, 2026 |
| KeyBanc | Katie Fleischer | $85 | $73.8 | +7.8% | Jun 24, 2026 |
| Barclays | Adam Seiden | $90 | $86.06 | +14.1% | Jun 22, 2026 |
| RBC Capital | Karl Green | $80 | $86.06 | +1.4% | Jun 19, 2026 |
| Bernstein | Analyst unavailable | $86 | $71.93 | +9.0% | May 12, 2026 |
| Goldman Sachs | Analyst unavailable | $83 | $75.52 | +5.2% | Mar 9, 2026 |
Track every rating change on SUNB the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationSunbelt Rentals Holdings Inc. operates as a prominent equipment leasing firm, furnishing an extensive array of tools, various machinery, and customized engineering solutions. Its clientele spans diverse sectors including construction, industrial applications, and other specialized industries. The company's operations are divided into three core business units: its general tool services across North America, its specialty services also within North America, and its division in the United Kingdom. Established on February 12, 2025, Sunbelt Rentals Holdings Inc. has its corporate base located in Fort Mill, South Carolina.
Historical context
All SUNB earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| DOV Dover Corporation | FY2026 Q3 · Calendar Q4 2026 | +1.1% | -2.2% | Dover Q3: Backlog and secular demand support upper-end outlook |
| ALLE Allegion plc | FY2026 Q3 · Calendar Q4 2026 | +4.0% | +11.0% | Allegion raises outlook as Americas growth powers Q3 |
| R Ryder System, Inc. | FY2026 Q3 · Calendar Q4 2026 | +4.3% | +10.5% | Ryder raises 2026 outlook as asset-light growth gains traction |
| BE Bloom Energy Corporation | FY2026 Q3 · Calendar Q4 2026 | — | -8.7% | Bloom Energy Raises Revenue Outlook as AI Power Demand Drives Growth |
| SNA Snap-on Incorporated | FY2026 Q3 · Calendar Q4 2026 | — | -3.4% | Snap-on: C&I strength offsets tools and diesel headwinds |
| HON Honeywell International Inc. | FY2026 Q3 · Calendar Q4 2026 | — | +1.7% | Honeywell raises 2026 outlook as backlog and Forge support growth |
Latest beats and misses
Who reports nextBeat on EPS
- CRSFY2027 Q1 · October 22, 2026+6.9% EPS-20.6% move
- DOVFY2026 Q3 · October 22, 2026+1.1% EPS-2.2% move
- NOKFY2026 Q3 · October 22, 2026+25.0% EPS-14.8% move
- NDAQFY2026 Q3 · October 22, 2026+2.0% EPS+7.5% move
- DOWFY2026 Q3 · October 22, 2026+11.3% EPS+4.7% move
- ALLEFY2026 Q3 · October 22, 2026+4.0% EPS+11.0% move
Missed on EPS
- PHMFY2026 Q3 · October 22, 2026-4.5% EPS+5.8% move
- HBANLFY2026 Q3 · October 22, 2026-5.3% EPS+0.5% move
- BCSFY2026 Q3 · October 22, 2026-1.5% EPS-2.6% move
- SSBFY2026 Q3 · October 21, 2026-4.2% EPS+2.4% move
- ROLFY2026 Q3 · October 21, 2026-1.4% EPS+5.6% move
- GGGFY2026 Q3 · October 21, 2026-2.5% EPS-16.6% move
Get the SUNB recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-09-09T17:22:05.655521+00:00
- FN2 earnings calendar · 2026-09-20T01:23:12.707946+00:00
- Polygon adjusted daily market bars · 2026-09-20T23:00:46.499888+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-20T23:00:46.497161+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-09-20. For educational purposes only; not investment advice.