Sunbelt Rentals Holdings, Inc. Stock 12‑Month Price Target Raised to $89.81, Implies 19% Upside

Sunbelt Rentals (SUNB) reported Q1 revenue up 11.2% to $3.115B, with rental revenue up 12.5%. Management raised fiscal 2027 rental-revenue growth guidance to 7-10% and increased planned net rental-equipment capital expenditures to $2.4B-$2.8B. Adjusted EBITDA rose 8.7% to $1.315B, but free cash flow fell to $70M from $468M due to higher equipment spending.

Sunbelt Rentals (SUNB) reported Q1 2027 revenue of $3.115B, up 11.2% YoY, driven by acquisitions and FIFA World Cup demand. Adjusted EPS rose 20.4% to $1.18, and the company declared a $0.30 dividend. While adjusted EBITDA grew 8.7% to $1.315B, margins declined due to higher fuel costs and ancillary revenue growth. The UK segment saw revenue and EBITDA declines. Institutional ownership slightly increased, with Dodge & Cox as the largest shareholder.

Sunbelt Rentals Holdings Inc (SUNB) reported Q2 2026 revenues of $3.115B, up 11.2% YoY, driven by a 12.5% rise in equipment rental revenues. The company's GF Score is 49/100, indicating concerns about valuation and financial strength due to high debt levels and potential overvaluation. Despite strong profitability and growth, SUNB faces challenges from competition, economic uncertainties, and supply chain disruptions.

Sunbelt Rentals (SUNB) reported Q1 2027 revenue of $3.1B, up 11.2%, with rental revenue growing 12.5%. Adjusted EPS rose 20.4% to $1.18. Growth was driven by North American demand, the Aries acquisition, and the FIFA World Cup. The company raised full-year guidance for revenue, EBITDA, and capital expenditures. Free cash flow declined due to higher investments.

Sunbelt Rentals Holdings (SUNB) stock rose 5.9% to $73.42 after reporting Q1 2027 revenue of $3.1b (up 11% YoY) and adjusted EPS of $1.18. Adjusted operating margin expanded to 24.4%, but EBITDA margin slightly eased. Investors are divided on margins and capital intensity.

Sunbelt Rentals Holdings reported 2026 Q3 revenue of $3.12B, up 11.2% YoY, and EPS of $1.07, up 23%. Growth was driven by equipment rental demand and higher rates, with North America Specialty segment up 25%. The company expanded fleet capacity through acquisitions and capital spending, despite higher fuel and repair costs.