Sunbelt Rentals (SUNB) Q3 FY26 earnings call

Sunbelt Rentals delivered solid Q3 FY26 results, marked by record free cash flow generation and strategic capital deployment, including a new share buyback program. The company narrowed and increased its full-year rental revenue growth guidance, reflecting cautious optimism from positive leading indicators in end markets, particularly mega projects. While local non-residential construction remains moderated, the business is structurally positioned for future recovery and continued market share gains.