Sunbelt Rentals Holdings Inc · SUNB · Next earnings

Sunbelt Rentals Holdings Inc next earnings report

SUNB's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: Sunbelt raises FY27 outlook as specialty rental demand accelerates

Date not yet scheduled Industrials

What the street expects

Consensus for the coming report
Consensus EPS — Calendar consensus
Consensus revenue — Calendar consensus
Report date TBD Not yet on the calendar
Session — Session not yet known

Where SUNB left off: FY2027 Q1

Full report

Sunbelt raises FY27 outlook as specialty rental demand accelerates

EPS surprise +19.2% Reported $1.18 vs $0.99
Revenue surprise +3.8% Reported $3.12B vs $3.00B
Stock move +5.9% Event window
Subsequent drift +0.2% Up to 20 sessions

Management raised FY27 revenue, adjusted EBITDA, and capital-expenditure guidance, citing strong demand.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Demand softening could result in over-fleeting.
  • OEM capacity constraints could limit equipment supply.
  • Higher fuel costs and uncertain pass-through timing could pressure results.
  • A macroeconomic slowdown could affect non-residential construction.
  • Large capex programs create execution risk.

Questions analysts left open

  • Whether rental-rate improvements are sustainable.
  • Timing of fuel-surcharge recovery.
  • Effect of higher capex on free cash flow.
  • Utilization and time-utilization relative to historical peaks.
  • Exposure to data-center and semiconductor construction moratoriums.

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Recent SUNB quarters

All SUNB earnings
+5.9%FY2027 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.