Sunbelt Rentals raises outlook. Sunbelt Rentals stock gains 2.63 percent

Published on 10/05/2026 at 17:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue rose 11.00 percent year over year to USD 3.12 billion in first quarter. Sunbelt Rentals stock costs EUR 70.30 on October 5, 2026 after EUR 68.50.

Sunbelt Rentals, US8669661048, Illustration mit AI erstellt.

Sunbelt Rentals stock (ISIN US8669661048) was trading at EUR 70.30 at Lang & Schwarz on October 5, 2026 at 4:59 p.m. CEST, up 2.63 percent versus the prior close of EUR 68.50. AJ Bell reported on September 9, 2026 that the company raised its fiscal 2027 outlook after reporting record first-quarter revenue and higher profit.

First-quarter growth widens

For the fiscal first quarter ended July 31, 2026, total revenue reached USD 3.12 billion, up 11.00 percent year over year, according to AJ Bell. Rental revenue rose to USD 2.93 billion, while net income increased to USD 438.0 million and basic earnings per share reached USD 1.07.

The operating mix is important because North America Specialty rental revenue increased 25.00 percent to USD 1.07 billion, compared with 7.40 percent growth to USD 1.65 billion in North America General Tool rental revenue. The specialty business therefore supplied the faster expansion within the latest reported quarter.

Guidance moves higher

Sunbelt now expects fiscal 2027 total revenue growth of 6.00 percent to 9.00 percent, compared with its previous range of 4.50 percent to 7.50 percent, according to AJ Bell. The company also raised its rental-revenue growth outlook to 7.00 percent to 10.00 percent from 5.00 percent to 8.00 percent.

The United Kingdom supplied a counterweight: rental revenue there fell 1.40 percent to USD 209.0 million in the fiscal first quarter, while adjusted earnings before interest, tax, depreciation and amortization declined to USD 61.0 million from USD 65.0 million. That regional split makes North American specialty demand central to the higher group outlook.

Stock remains below its yearly high

On the NYSE, Sunbelt Rentals was last at USD 78.76 on October 5, 2026 at 11:01 a.m. ET, versus USD 77.10 previously. The one-year range was USD 61.03 to USD 86.68, leaving the latest primary-market price below the yearly high, while market capitalization stood at USD 32.3 billion.

MarketBeat reported on October 2, 2026 that fifteen ratings firms had a consensus Hold rating, with eight Buy, five Hold and two Sell recommendations and an average 12-month target of USD 87.33. The company describes its operating base as more than 1,600 locations and a fleet exceeding USD 19.0 billion, according to its investor-relations page.

Price and investor reference

The Lang & Schwarz quote stood at EUR 70.30 on October 5, 2026 at 4:59 p.m. CEST, up 2.63 percent against the EUR 68.50 prior close dated October 2, 2026. The further course of trading is shown by the continuously updated real-time quote of Sunbelt Rentals stock.