Sunbelt Rentals reported fiscal fourth quarter 2026 revenue of $2.75 billion, beating analyst estimates, and adjusted EPS of $0.74, meeting expectations. For the full fiscal year, the company posted record revenue of $11.15 billion with rental revenue growing 3.4%, landing within the company's guidance range.
Key Highlights
- The North America Specialty rental business was a key driver, with revenue growing 15.1% year-over-year in the quarter, while the General Tool segment grew 4.4%.
- Sunbelt introduced its outlook for fiscal 2027, projecting rental revenue growth of 5% to 8% and total revenue growth of 4.5% to 7.5%.
- Alongside results, the company announced the acquisition of Reliant Asset Management, a modular space solutions provider, for a purchase price of $650 million.