Sunbelt Rentals Q1 FY2027: 11% Revenue Growth, $669M in Specialty Acquisitions, and $1.2B Debt Issuance
SUNB sits 19% above its 52-week low of $61.03 on elevated volume (3.1× avg).
Summary
Sunbelt Rentals reported record Q1 FY2027 results with 11% revenue growth and 17% net income growth, while deploying $669M on acquisitions and issuing $1.2B in senior notes.
Key Events · Earnings and Guidance · SUNB
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Q1 Revenue Up 11% to $3.115B
Total revenues rose 11% year-over-year, with equipment rentals up 13% to $2.927B. North America Specialty led with 25% growth to $1.070B.
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Net Income Up 17% to $438M
Net income increased $65M to $438M, with diluted EPS of $1.07 versus $0.87 a year ago. Operating income rose 16% to $691M.
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$669M in Specialty Acquisitions
Two North America Specialty acquisitions were completed during the quarter for $669M aggregate cash consideration, adding $319M in goodwill.
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$1.2B Senior Notes Issued
On July 14, 2026, the company issued $450M of 4.950% notes due 2030 and $750M of 5.650% notes due 2036, bringing total debt to $8.556B.
Analysis · SUNB · Trade & Services
A strong first quarter saw revenue climb 11% to $3.115 billion and net income rise 17% to $438 million, powered by 25% growth in the Specialty segment. To sustain that momentum, the company deployed $669 million on two North America Specialty acquisitions and issued $1.2 billion in new senior notes, extending its debt maturity profile while funding fleet expansion. Free cash flow fell sharply to $70 million from $468 million a year ago as capital expenditures more than doubled, reflecting an aggressive growth posture. The balance sheet remains solid with $3.5 billion in ABL availability and no covenant concerns.
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In the 30 days to Sep 10, 2026, 30.2% of the 2009 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.11%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, SUNB was trading at $72.44 on NYSE in the Trade & Services sector, with a market capitalization of approximately $30.1B. The 52-week trading range was $61.03 to $86.68. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.