$SUNB

Sunbelt Rentals Holdings, Inc.

AlphAI earnings readFiscal First Quarter 2027 · SEP 9Sunbelt Rentals Reports Record First Quarter Results and Raises Full-Year Fiscal 2027 GuidanceVerdict: strong

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

No enriched coverage for $SUNB in the last 7 days.

$2K
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Horgan Kyle
0%
See all $SUNB insider activity →

Horgan Kyle purchased $2K of SUNB

Horgan Kyle (Executive VP, Specialty) purchased 25 shares of Sunbelt Rentals Holdings, Inc. (SUNB) at $73.30 on 2026-10-01.

SUNB sentiment & insider activity

Recent SUNB coverage spans financial news, earnings and corporate actions.

In the last 30 days, SUNB insiders filed 1 SEC Form 4 transaction — 1 purchase ($2K) and no sales. The most active reporter was Horgan Kyle, Executive VP, Specialty, with 1 filing.

What's driving SUNB

AlphAI scores every news story that mentions SUNB with an AI model for sentiment and relevance, and aggregates insider trades from Sunbelt Rentals Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $SUNB

Score
$URILow

Rental & Leasing sector: fundamentals, sentiment, and top stock pick

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.

$JBHTLow

Lyft downgraded, Trip.com upgraded: Wall Street's top analyst calls

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

$SUNBHighAI 8/10

Looking Inside Sunbelt Rentals’ (SUNB) Record Revenues, Debt Discipline, and Uneven Segment Margins

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.

$SUNBMed

SUNB SWOT Analysis: Strong Growth Amidst Valuation Concerns Reve

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.

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