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SUNB

Sunbelt Rentals Holdings, Inc.

SUNB Q1 2027 earnings

Published Sep 9, 2026

AI summary

  • Adjusted EPS beat consensus.
  • Total revenue rose 11.2% to a record $3,115 million for the first quarter of fiscal 2027.
  • Net income increased 17.4% to $438 million, while diluted EPS grew 23.0% to $1.07.
  • The North America Specialty segment saw strong rental revenue growth of 25.3%.
  • The company raised its full-year fiscal 2027 guidance following strong quarterly performance.

Results vs analyst consensus

Revenue

Reported

$3.12B

Consensus not captured before release

+11% YoY

Adjusted EPS

Reported · Adjusted earnings per share

$1.18

Consensus $1.03

Beat by $0.15

GAAP EPS: $1.07

Consensus: Yahoo Finance · Q1 2027 · EPS estimate at release
Revenue display rounded; difference uses exact result.

Next quarter outlook

No guidance in this release.

What to watch

  • Adjusted EBITDA margin declined to 42.2% from 43.2% in the prior-year period.
  • Free cash flow decreased to $70 million from $468 million in the prior-year period.
Read original report

Source: Sunbelt Rentals Holdings, Inc. press release · SEC Form 8-K exhibit 99.1

Figures as stated in the company’s release; consensus from the provider named above. Not financial advice.