$SUNB

The Rental & Leasing sector is experiencing structural growth, with Sunbelt Rentals CEO citing rising rental rates and a $2T mega-project pipeline. United Rentals (URI) and Sunbelt Rentals (SUNB) show strong revenue growth but face margin compression. WillScot (WSC) is highlighted for potential undervaluation with 32.2% fair value upside, despite high leverage and negative margins. URI is noted for its scale and consistent FCF.

Citizens upgraded J.B. Hunt (JBHT) to Outperform with a $300 target, citing a 18% pullback. Goldman upgraded Sunbelt Rentals (SUNB) to Buy with a $93 target, citing strong Q1 results. Macquarie upgraded Trip.com (TCOM) to Outperform with a $53.20 target, citing Q2 earnings. Citi upgraded Haemonetics (HAE) to Buy with a $123 target, citing a supply agreement. BofA upgraded HawkEye 360 (HAWK) to Buy with a $23 target, citing strong growth. Guggenheim downgraded Lyft (LYFT) to Neutral with a $16 ta

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 Holdings (NYSE: SUNB, LSE: SUNB) repurchased 36,000 shares from September 8-11, 2026, under its $1.5 billion program. Daily volumes and prices were disclosed, with averages ranging from $68.68 to $75.64. The shares will be held in treasury.

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 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.

Sunbelt Rentals reported Q1 FY2027 revenue of $3.115B (+11.2% YoY) and raised full-year guidance. Rental revenue grew 12.5% to $2.927B, with North America Specialty up 25.3%. Operating income rose 15.9% to $691M, and EPS increased 23.0% to $1.07. The company cited strong demand and acquisitions as growth drivers.

Caleres Inc (CAL) reported Q2 earnings of $0.47 per share, beating estimates of $0.37, and raised FY26 EPS guidance. Shares rose 14.4% to $13.76. Other companies like Opus Genetics (IRD), Signet Jewelers (SIG), and Flotek Industries (FTK) also saw significant gains due to positive updates.

Sunbelt Rentals Holdings Inc. (SUNB) stock rose 3.82% in pre-market trading after reporting record Q1 fiscal 2027 results, with rental revenue up 11.2% and beating analyst expectations. The company raised full-year guidance and introduced a quarterly dividend. CEO Brendan Horgan attributed the performance to strong execution and customer focus. The stock's rally occurred despite a broader market decline and a JPMorgan price target cut.