SUNBSunbelt Rentals Holdings, Inc.(SUNB)Stock Analysis

AI analysis on 2,800+ stocks →
IndustrialsNYSE
Institutional-grade research for retail investors
SEC EDGAR: CIK 2083785SUNB stock profile & AI dashboard →

13F Pro Quality Score

Not in ranked universe

Pending next ranking run

This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

SUNB Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Sunbelt Rentals Holdings, Inc. (SUNB), a Industrials sector company. SUNB is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q4 2026), Sunbelt Rentals Holdings, Inc. reports quarterly revenue of $2.8B, net income of $226.0M, an operating margin of 14.9%. Top institutional holders of SUNB by reported 13-F value include DODGE & COX, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. SUNB trades on the NYSE exchange and files with the SEC under CIK 2083785. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SUNB daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Sunbelt Rentals Holdings, Inc. directly from SEC EDGAR.

Revenue

Q4 2026

$2.8B

Net Income

Q4 2026

$226.0M

Free Cash Flow

Q4 2026

$950.0M

Operating Margin

Q4 2026

14.9%

D/E Ratio

Q4 2026

1.10

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+3.4% YoY
$11.15BFY 2026
FY23 FY24 $10.86BFY25 $10.79BFY26 $11.15B

Net Income

-14.7% YoY
$1.32BFY 2026
FY23 FY24 $1.57BFY25 $1.55BFY26 $1.32B

Operating Income

-12.7% YoY
$2.18BFY 2026
FY23 FY24 $2.51BFY25 $2.50BFY26 $2.18B

EPS (Diluted)

-11.3% YoY
$3.15FY 2026
FY23 FY24 $3.58FY25 $3.55FY26 $3.15

Total Assets

+1.4% YoY
$22.27BFY 2026
FY23 FY24 FY25 $21.97BFY26 $22.27B

Total Debt

+8.4% YoY
$8.13BFY 2026
FY23 FY24 FY25 $7.50BFY26 $8.13B

Op. Cash Flow

-1.6% YoY
$3.78BFY 2026
FY23 FY24 $3.66BFY25 $3.84BFY26 $3.78B

AI Insight: SUNB Financial Trends

Sunbelt Rentals generated strong Q2 2026 operating cash flow of $950M on $2.75B revenue, but debt remains elevated at $8.1B against $7.4B equity.

Q2 2026 operating cash flow reached $950M, demonstrating robust conversion despite capital-intensive business model.

Operating income of $410M in Q2 2026 implies ~15% operating margin on $2.75B revenue.

Debt declined modestly $60M Q1–Q2 2026 ($8,193M to $8,133M) while equity compressed $206M.

Debt-to-equity ratio stands at 1.10x in Q2 2026; monitor leverage trajectory as rates remain elevated.

Only one quarter of comparable data available; trend strength cannot be assessed without historical context.

AI Insight: SUNB Ratio Trends

Insufficient historical data to establish trend; Q2 2026 shows modest profitability with elevated leverage.

Q2 2026: operating margin 14.9%, net margin 8.2%, ROIC 10.5%. Debt-to-equity rose from 1.08 to 1.10.

D/E increased 2pp quarter-over-quarter; monitor leverage trajectory given capital-intensive rental business.

Only two quarters of data available; insufficient history to assess margin sustainability or return trends.

Get alerted when SUNB's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for Sunbelt Rentals Holdings, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of SUNB

Put SUNB on your watchlist

Track score changes the day Sunbelt Rentals Holdings, Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Is SUNB a good stock to buy?

13F Pro's AI-powered analysis of Sunbelt Rentals Holdings, Inc. (SUNB) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SUNB are available on the SUNB stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own SUNB?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SUNB. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Sunbelt Rentals Holdings, Inc.'s investment landscape.