Sunbelt Rentals Holdings, INC

Market Movers (8-K)

NYSE
Sunbelt Rentals announced record first-quarter results for fiscal 2027, exceeding expectations and leading to an upward revision of its full-year guidance.
Better than expected
NYSE
Sunbelt Rentals Holdings, Inc. reported on its 2026 Annual Meeting of Stockholders, where all ten director nominees were elected, executive compensation was approved on an advisory basis, and PricewaterhouseCoopers LLP was ratified as the independent auditor.
NYSE
Sunbelt Rentals Holdings, Inc. announced the appointment of Ekta Singh-Bushell to its Board of Directors, effective August 1, 2026, expanding the board to ten members.
NYSE
Sunbelt Rentals Holdings, Inc. announced fiscal third quarter 2026 results, reporting revenue growth and an increased full-year rental revenue outlook following its U.S. Redomiciliation and GAAP transition.
Better than expected

Quarterly Earnings (10-Q)

NYSE
Sunbelt Rentals Holdings, Inc. announced a 11% increase in total revenues to $3.115 billion for the first quarter of fiscal year 2027, driven by strong equipment rental performance across its segments.
NYSE
Sunbelt Rentals Holdings, Inc. reports a 2.7% increase in total revenues for the three months ended January 31, 2026, but a 10.8% decrease in net income, alongside a significant increase in free cash flow for the nine-month period.
Capital raise
Worse than expected

Insider Trading (Form 4)

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NYSE
Brendan Horgan, Chief Executive Officer and a Director of Sunbelt Rentals Holdings, Inc., reported multiple transactions in common stock on September 18, 2026.
NYSE
Jill Easterbrook, a Director of Sunbelt Rentals Holdings, Inc., received 9 shares of common stock on September 18, 2026.
NYSE
Brad Lull, EVP, Strategy & Business Dev of Sunbelt Rentals Holdings, Inc., received 31 shares of common stock on September 18, 2026.
NYSE
Kyle Horgan, Executive VP, Specialty of Sunbelt Rentals Holdings, Inc., received 31 shares of common stock on September 18, 2026.
NYSE
Cynthia T Jamison, a Director of Sunbelt Rentals Holdings, Inc., received 9 shares of common stock on September 18, 2026.
NYSE
Barbara Clark, SVP & Chief Accounting Officer of Sunbelt Rentals Holdings, Inc., received 19 shares of common stock on September 18, 2026.

Proxy Statements (Def-14A)

NYSE
Sunbelt Rentals Holdings, Inc. has filed its 2026 Proxy Statement detailing the upcoming Annual Meeting of Stockholders, including proposals for director elections, executive compensation, and auditor ratification.

Schedule 13G - Passive Investments

NYSE
Vanguard Capital Management has disclosed a beneficial ownership of 38,449,102 shares, representing 9.38% of the outstanding common stock of Sunbelt Rentals Holdings Inc.
NYSE
BlackRock, Inc. has filed an amendment to its Schedule 13G, reporting a beneficial ownership of 9.0% in Sunbelt Rentals Holdings, Inc. as of June 30, 2026.
NYSE
Vanguard Capital Management has disclosed a beneficial ownership of 31,469,998 shares, representing 7.61% of the outstanding common stock of Sunbelt Rentals Holdings Inc.
NYSE
Dodge & Cox has reported beneficial ownership of 12.8% of Sunbelt Rentals Holdings, Inc. common stock as of March 31, 2026.