Sunbelt Rentals stock gains 1.39 percent on raised outlook

Published on 10/05/2026 at 18:51 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Sunbelt Rentals stock was trading at USD 78.17 on October 5, 2026, as fiscal Q1 revenue rose 11.2 percent. Analysts set an average target of USD 88.57.

Sunbelt Rentals, US8669661048, Illustration mit AI erstellt.

Sunbelt Rentals stock (ISIN US8669661048) was trading at USD 78.17 on the NYSE on October 5, 2026, up 1.39 percent from the prior close. The latest company results showed fiscal Q1 2027 revenue rising 11.2 percent to USD 3.115 billion, giving the market a fresh earnings and guidance anchor.

Revenue growth supports guidance

According to Business Wire on September 9, 2026, rental revenue increased 12.5 percent to USD 2.927 billion for the three months ended July 31, 2026. Net income rose 17.4 percent to USD 438 million, while GAAP earnings per share increased 23.0 percent to USD 1.07.

The company also lifted its fiscal 2027 outlook. Total revenue growth is now expected at 6 percent to 9 percent, versus 4.5 percent to 7.5 percent previously, while adjusted EBITDA guidance increased to USD 4.92 billion to USD 5.12 billion from USD 4.85 billion to USD 5.05 billion, according to Business Wire.

Specialty rental leads expansion

The operating mix adds detail to the headline growth. North America Specialty rental revenue rose 25.3 percent to USD 1.070 billion in fiscal Q1 2027, while North America General Tool rental revenue increased 7.4 percent to USD 1.648 billion, per Business Wire.

Adjusted EPS reached USD 1.18, up 20.4 percent year over year, but adjusted EBITDA margin declined to 42.2 percent from 43.2 percent. That contrast matters because higher rental demand is translating into earnings growth while the business mix and ancillary revenue pressure the cash earnings margin.

Analysts see further upside

Stock Analysis reported on September 30, 2026, that 15 analysts carried a consensus Buy rating, with an average price target of USD 88.57. The target lies 13.3 percent above the USD 78.17 reference price, while the published range ran from USD 71 to USD 115.

Recent individual calls remain mixed in intensity. Stock Analysis listed Wells Fargo at Buy with a USD 104 target on September 30, 2026, while Goldman Sachs upgraded its rating to Buy and raised its target from USD 78 to USD 93 on September 16, 2026.

Stock holds above USD 78

Sunbelt Rentals stock was last at USD 78.17 on the NYSE at 12:50 p.m. ET on October 5, 2026. Its 52-week range was USD 61.03 to USD 86.68, and market capitalization stood at USD 32.0 billion.