Sunbelt Rentals Holdings Inc. (SUNB) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

Sunbelt Rentals Holdings Inc. (SUNB) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

Seeking Alpha • Sep 17, 2026

Sunbelt Rentals: Advantages To Big Players, But Not Enough Absolute Yield

Sunbelt Rentals delivered a quite strong result overall on equipment rental skewed towards specialty, which has a negative mix effect. We think SUNB's scale provides access to larger, more resilient clients and strategic infrastructure projects, supporting a favorable relative value thesis based on the discount to HRI. Despite relative attractiveness, SUNB's forward free cash flow yield below 4% is insufficient for portfolio inclusion given growth and macro risks.

Seeking Alpha • Sep 11, 2026

Sunbelt Rentals Analysts Boost Their Forecasts After Upbeat Q1 Earnings

Sunbelt Rentals Holdings Inc (NYSE:SUNB) on Wednesday reported better-than-expected first-quarter financial results and raised its FY27 sales guidance.

Benzinga • Sep 10, 2026

Sunbelt Rentals Holdings: Hold On To This Equipment Rental Company As They Pay Down Debt

Sunbelt Rentals Holdings Inc. delivers strong double-digit revenue and net income growth, reflecting robust demand in the equipment rental market. SUNB's aggressive capital expenditures and shareholder returns are offset by a significant debt load and declining free cash flow. I rate SUNB as a hold due to high leverage and limited cash, despite positive industry trends and recent performance.

Seeking Alpha • Sep 10, 2026

Sunbelt Rentals Holdings Inc. (SUNB) Q1 2027 Earnings Call Transcript

Sunbelt Rentals Holdings Inc. (SUNB) Q1 2027 Earnings Call Transcript

Seeking Alpha • Sep 9, 2026

Sunbelt Rentals Reports Record First Quarter Results and Raises Full-Year Fiscal 2027 Guidance

FORT MILL, S.C.--(BUSINESS WIRE)--Sunbelt Rentals Holdings, Inc. (NYSE: SUNB, LSE: SUNB) (“the Company”), a leader in the equipment rental industry, today announced financial results for the fiscal first quarter ended July 31, 2026. Fiscal First Quarter 2027 Highlights Total revenue increased 11.2% to $3,115 million Rental revenue increased 12.5% to $2,927 million North America General Tool segment rental revenue increased 7.4% and North America Specialty segment rental revenue increased 25.3%.

Business Wire • Sep 9, 2026

Sunbelt Rentals to Attend the Morgan Stanley Laguna Conference on September 16, 2026

FORT MILL, S.C.--(BUSINESS WIRE)--Sunbelt Rentals Holdings, Inc. (NYSE: SUNB; LSE: SUNB) (“the Company”), a leader in the equipment rental industry, announced it will attend the 14th Annual Morgan Stanley Laguna Conference in Dana Point, California, on Wednesday, September 16, 2026. During the event, Brendan Horgan, chief executive officer, will participate in a fireside chat discussion. The fireside chat is scheduled to begin at 2:35 p.m. PT (5:35 p.m. ET). A live audio webcast of the fireside.

Business Wire • Sep 9, 2026

My Favorite Place To Put New Money Is Getting Cheaper

I am deploying capital into high-quality cyclical value stocks with pricing power and secular tailwinds amid ongoing market volatility. I expect inflation to remain 'higher for longer,' making inflation protection and selective stock picking crucial for long-term outperformance. Old Dominion Freight Line, Sunbelt Rentals, and TransDigm exemplify my focus: strong balance sheets, capacity advantages, and unique market positions.

Seeking Alpha • Sep 1, 2026

Sunbelt Rentals to Announce First Quarter Fiscal Year 2027 Results on September 9, 2026

FORT MILL, S.C.--(BUSINESS WIRE)--Sunbelt Rentals Holdings, Inc. (NYSE: SUNB; LSE: SUNB) (“the company”), a leader in the equipment rental industry, announced it will hold its first quarter fiscal year 2027 results call on Wednesday, September 9, 2026, at 8:30 a.m. ET.The call will be webcast live at ir.sunbeltrentals.com and a replay will be available shortly after the call concludes.The company's first quarter fiscal year 2027 results press release will be posted on the company's investor rela.

Business Wire • Aug 18, 2026

Sunbelt Rentals Appoints Ekta Singh-Bushell to Board of Directors

FORT MILL, S.C.--(BUSINESS WIRE)--Sunbelt Rentals Holdings, Inc. (NYSE: SUNB, LSE: SUNB) (“the company”), a leader in the equipment rental industry, today announced that Ekta Singh-Bushell has been appointed to the company's Board of Directors as a non-executive director, effective August 1, 2026. Ms. Singh-Bushell brings extensive public board and executive leadership experience across finance, audit, technology, business transformation and cybersecurity. She currently serves on the boards of.

Business Wire • Jul 13, 2026