Apr 2026 (Q4 FY26) — Jun 23, 2026
Sunbelt Rentals Q4 FY26 — Record Revenue and Free Cash Flow Driven by Specialty Growth
Read the full callSunbelt Rentals (SUNB) earnings
- Jul 2026
- Apr 2026 (Q4 FY26)
- Apr 2026
Sunbelt Rentals earnings: last reported Tue, 23 Jun 2026, for the quarter ended Apr 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 3,115 | +11.2% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 22.2 | +0.9 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 438 | +17.4% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Price
$75.79 −0.30% · −$0.23
Performance +2.7% YTD
YTD: $73.79 on 2 Mar 2026 → $75.79. High $86.06 (18 Jun 2026), low $63.09 (2 Apr 2026).
- Previous close
- $76.02
- 52-week range
- $63.09 – $86.06
Overview
- Symbol
- SUNB
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Jan 2026 (Q3 FY26) — Mar 12, 2026
Sunbelt Rentals Q3 FY26 — Record Free Cash Flow and Narrowed Guidance
Read the full callEvery analysed call
Sunbelt Rentals earnings calls (SUNB)
Financials
What the filings say
Net profit, year on year: +17% (quarter to jul 2026 against jul 2025).
| Line item | Jan 2025 | Apr 2025 | Jul 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|
| Sales | 2,567 | 2,529 | 2,801 | 2,637 | 2,754 | 3,115 |
| Operating profit | 532 | 516 | 596 | 492 | 410 | 691 |
| Operating margin | 20.7% | 20.4% | 21.3% | 18.7% | 14.9% | 22.2% |
| Profit before tax | 430 | 427 | 508 | 394 | 316 | 591 |
| Tax rate | 24.4% | 22.9% | 26.6% | 26.4% | 28.5% | 25.9% |
| Net profit | 325 | 329 | 373 | 290 | 226 | 438 |
| EPS ($ per share) | 0.74 | — | 0.87 | 0.69 | — | 1.07 |
| Line item | Apr 2024 | Apr 2025 | Apr 2026 |
|---|---|---|---|
| Equity capital | — | 82 | 4 |
| Reserves | — | 9,103 | 7,646 |
| Total liabilities | — | 14,171 | 14,859 |
| Total assets | — | 21,970 | 22,268 |
| Line item | Apr 2024 | Apr 2025 | Apr 2026 |
|---|---|---|---|
| Cash from operations | 3,664 | 3,844 | 3,784 |
| Cash from investing | -4,428 | -2,318 | -1,925 |
| Cash from financing | 755 | -1,526 | -1,851 |
| Net cash flow | -9 | 0 | 8 |
SUNB revenue by segment
North America Specialty grew from 34% to 36% of revenue over the last two quarters.
| Segment | Q3 FY2026 | Q1 FY2027 | YoY growth latest quarter |
|---|---|---|---|
| North America General Tool | 58% | 56% | — |
| North America Specialty | 34% | 36% | — |
| UK | 8% | 8% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Insider filings
97 filings between Feb 27, 2026 and Oct 11, 2026.
Open market
decisions to buy or sellPurchases
$1.9K
1 purchase by 1 insider
Sales
$477.5K
2 sales by 1 insider
Compensation
not trading decisions- 73
- Award — granted as compensation
- 21
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Washburn John | — | $477.5K | Jul 9, 2026 |
| Horgan Kyle | $1.9K | — | Oct 1, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 11, 2026 | Pease Alexander W Chief Financial Officer | Tax withheld | 1,521 | $114.3K |
| Oct 1, 2026 | Horgan Kyle Executive VP, Specialty | Purchase | 25 | $1.9K |
| Sep 19, 2026 | Horgan Brendan Chief Executive Officer | Tax withheld | 3,700 | $272.3K |
| Sep 18, 2026 | Horgan Kyle Executive VP, Specialty | Award | 31 | $0 |
| Sep 18, 2026 | Singh-Bushell Ekta Director | Award | 9 | $0 |
| Sep 18, 2026 | JAMISON CYNTHIA T Director | Award | 9 | $0 |
| Sep 18, 2026 | Pease Alexander W Chief Financial Officer | Award | 59 | $0 |
| Sep 18, 2026 | Singleton James Louis Director | Award | 9 | $0 |
| Sep 18, 2026 | Cesarone Nando Director | Award | 9 | $0 |
| Sep 18, 2026 | Cockburn Angus Director | Award | 9 | $0 |
| Sep 18, 2026 | Ribeiro Renata Director | Award | 9 | $0 |
| Sep 18, 2026 | Twite Roy Director | Award | 9 | $0 |
| Sep 18, 2026 | Washburn John Chief Operating Officer | Award | 31 | $0 |
| Sep 18, 2026 | Horgan Brendan Chief Executive Officer | Award | 196 | $0 |
| Sep 18, 2026 | Walker Paul Ashton Director | Award | 9 | $0 |
| Sep 18, 2026 | Easterbrook Jill Director | Award | 9 | $0 |
| Sep 18, 2026 | Lull Brad EVP, Strategy & Business Dev | Award | 31 | $0 |
| Sep 18, 2026 | Fuller-Andrews Lynne EVP & General Counsel | Award | 27 | $0 |
| Sep 18, 2026 | Clark Barbara SVP & Chief Accounting Officer | Award | 19 | $0 |
| Sep 1, 2026 | Singh-Bushell Ekta Director | Award | 2,354 | — |
| Sep 1, 2026 | Singleton James Louis Director | Award | 2,354 | — |
| Sep 1, 2026 | Twite Roy Director | Award | 2,354 | — |
| Sep 1, 2026 | Cockburn Angus Director | Award | 2,354 | — |
| Sep 1, 2026 | JAMISON CYNTHIA T Director | Award | 2,354 | — |
| Sep 1, 2026 | Walker Paul Ashton Director | Award | 2,354 | — |
| Sep 1, 2026 | Ribeiro Renata Director | Award | 2,354 | — |
| Sep 1, 2026 | Easterbrook Jill Director | Award | 2,354 | — |
| Sep 1, 2026 | Cesarone Nando Director | Award | 2,354 | — |
| Aug 31, 2026 | Twite Roy Director | Tax withheld | 141 | $10.2K |
| Aug 31, 2026 | Easterbrook Jill Director | Tax withheld | 121 | $8.7K |
| Aug 31, 2026 | Cockburn Angus Director | Tax withheld | 108 | $7.8K |
| Aug 31, 2026 | Walker Paul Ashton Director | Tax withheld | 162 | $11.7K |
| Aug 1, 2026 | Singh-Bushell Ekta Director | Award | 203 | — |
| Aug 1, 2026 | JAMISON CYNTHIA T Director | Award | 203 | — |
| Jul 10, 2026 | Lull Brad EVP, Strategy & Business Dev | Award | 76 | $0 |
| Jul 10, 2026 | Singleton James Louis Director | Award | 11 | $0 |
| Jul 10, 2026 | Twite Roy Director | Award | 11 | $0 |
| Jul 10, 2026 | Cockburn Angus Director | Award | 11 | $0 |
| Jul 10, 2026 | Clark Barbara SVP & Chief Accounting Officer | Award | 47 | $0 |
| Jul 10, 2026 | Pease Alexander W Chief Financial Officer | Award | 144 | $0 |
| Jul 10, 2026 | Horgan Kyle Executive VP, Specialty | Award | 76 | $0 |
| Jul 10, 2026 | Fuller-Andrews Lynne EVP & General Counsel | Award | 67 | $0 |
| Jul 10, 2026 | Horgan Brendan Chief Executive Officer | Award | 479 | $0 |
| Jul 10, 2026 | Cesarone Nando Director | Award | 11 | $0 |
| Jul 10, 2026 | Washburn John Chief Operating Officer | Award | 76 | $0 |
| Jul 10, 2026 | Walker Paul Ashton Director | Award | 11 | $0 |
| Jul 10, 2026 | Ribeiro Renata Director | Award | 11 | $0 |
| Jul 10, 2026 | Easterbrook Jill Director | Award | 11 | $0 |
| Jul 9, 2026 | Washburn John Chief Operating Officer | Sale | 3,351 | $242.9K |
| Jul 8, 2026 | Washburn John Chief Operating Officer | Sale | 3,351 | $234.6K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for Sunbelt Rentals Holdings, Inc.
Free account. Everything above stays public.
Write why you follow Sunbelt Rentals Holdings, Inc. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading