Sunbelt Rentals Holdings, Inc.(SUNB)Stock Analysis
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Rank #251 of 2,961 stocksTOP 10%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in SUNB
Events flagged as statistical outliers against SUNB's own multi-year baseline — not fixed dollar thresholds.
- Score shock2026-09-09
SUNB quality score jumped 30 points (37→68) on a new filing
View source filing →
SUNB Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Sunbelt Rentals Holdings, Inc. (SUNB), a Industrials sector company. 13F Pro's AI-powered ranking engine scores SUNB at 69.7/100 on a 32-signal composite quality model, placing it at rank #251 of 2,961 stocks — the top 10% of the AI-ranked universe. SUNB scores in the top quartile across revenue growth (93.1), institutional flow (89.7), revenue scale (87.4). Areas of concern include free cash flow (30.0) and earnings quality (30.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Sunbelt Rentals Holdings, Inc. reports quarterly revenue of $3.1B, net income of $438.0M. 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.
What's Driving SUNB's Business? Latest 10-Q Breakdown
AI-extracted from Sunbelt Rentals Holdings, Inc.'s 10-Q filed 2026-09-09 — Q1 FY2027 (quarter ended July 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Sunbelt Rentals delivered Q1 revenue of $3.1B (+11% YoY) with net income of $438M (+17% YoY), driven by strong equipment rental growth across North America segments.
Biggest Revenue Drivers
Increased rental volume in North American segments coupled with positive rental rate momentum; dollar utilization improved to 55% from 54%.
Higher volume of new equipment sales, most pronounced in North America–Specialty segment.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$3.1B
Net Income
Q2 2026
$438.0M
ROIC
Q2 2026
16.7%
D/E Ratio
Q2 2026
1.22
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+3.4% YoYNet Income
-14.7% YoYOperating Income
-12.7% YoYEPS (Diluted)
-11.3% YoYTotal Assets
+1.4% YoYTotal Debt
+8.4% YoYOp. Cash Flow
-1.6% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 |
|---|---|---|---|---|
| Revenue | $11.15B +3.4% | $10.79B -0.6% | $10.86B | — |
| Net Income | $1.32B -14.7% | $1.55B -1.2% | $1.57B | — |
| Operating Income | $2.18B -12.7% | $2.50B -0.5% | $2.51B | — |
| EPS (Diluted) | $3.15 -11.3% | $3.55 -0.8% | $3.58 | — |
| Total Assets | $22.27B +1.4% | $21.97B | — | — |
| Total Debt | $8.13B +8.4% | $7.50B | — | — |
| Operating Cash Flow | $3.78B -1.6% | $3.84B +4.9% | $3.66B | — |
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Available Research
13F Pro tracks comprehensive data for Sunbelt Rentals Holdings, Inc. including:
Top Institutional Holders of SUNB
DODGE & COX
$4.1B54,761,610 shVANGUARD CAPITAL MANAGEMENT LLC
$2.3B30,658,847 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.5B20,188,107 shBlackRock, Inc.
$1.1B15,155,059 shPRUDENTIAL PLC
$943.0M174,669 shWELLINGTON MANAGEMENT GROUP LLP
$806.8M11,057,926 shHARRIS ASSOCIATES L P
$782.6M10,461,105 shInvesco Ltd.
$773.2M10,335,785 shRothschild & Co Wealth Management UK Ltd
$634.5M8,653,829 shPRINCIPAL FINANCIAL GROUP INC
$591.4M7,934,212 sh
| Fund | Value | Shares |
|---|---|---|
| DODGE & COX | $4.1B | 54,761,610 |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.3B | 30,658,847 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5B | 20,188,107 |
| BlackRock, Inc. | $1.1B | 15,155,059 |
| PRUDENTIAL PLC | $943.0M | 174,669 |
| WELLINGTON MANAGEMENT GROUP LLP | $806.8M | 11,057,926 |
| HARRIS ASSOCIATES L P | $782.6M | 10,461,105 |
| Invesco Ltd. | $773.2M | 10,335,785 |
| Rothschild & Co Wealth Management UK Ltd | $634.5M | 8,653,829 |
| PRINCIPAL FINANCIAL GROUP INC | $591.4M | 7,934,212 |
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Popular Research
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. SUNB is classified as a large company.
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.