Sunbelt Rentals

Q4 FY2026 EarningsFY26 Q4 results featured a top-line beat but a bottom-line miss compared to consensus. Total revenue reached $2,754M (+4.4% vs. $2,637M expected), driven by 15.1% rental growth in North America Specialty. However, Adjusted EPS of $0.74 missed the $0.77 consensus by 3.9%, primarily due to margin compression from internal fleet repositioning costs and higher stock-based compensation. FY27 revenue guidance of 4.5%-7.5% growth and Adjusted EBITDA of $4.85B-$5.05B indicates steady demand despite UK market headwinds.