Sunbelt Rentals reports record full year revenue of $11.2 billion

• Sunbelt Rentals Holdings (NYSE:SUNB) posted record full year FY2026 revenue of $11.154 billion with rental revenue up 3.4%.
• The company delivered adjusted EBITDA of $4.677 billion at a 41.9% margin and returned $1.877 billion to shareholders.
• The company also declared a final dividend of $0.75, bringing the full-year dividend to $1.125, up 4% year over year.

Sunbelt Rentals Holdings (NYSE:SUNB) reported fiscal fourth quarter and full-year 2026 results with record full-year total revenue of $11.154 billion.

The company generated fourth quarter total revenue of $2.754 billion, including 8% rental revenue growth, led by 15.1% growth in North America Specialty and 4.4% in General Tools.

Net income for the fourth quarter was $226 million with earnings per share of $0.55, while adjusted EBITDA reached $1.067 billion at a 38.7% margin.

Adjusted earnings per share were $0.74 for the quarter and $3.72 for the full year.

Sunbelt Rentals also generated strong cash flow from operations of $3.784 billion and free cash flow of $2.055 billion for the full year.

Elsewhere, the company announced a final dividend of $0.75 per share for a full-year total of $1.125, representing a 4% increase over the prior year, and plans to transition to quarterly dividends in fiscal 2027.

Sunbelt Rentals is a leading equipment rental provider focused on general tools and specialty equipment across North America and the United Kingdom.