Filing Flows › Sunbelt Rentals Holdings (SUNB) › Q4 FY26 › vs Q3 FY26
Sunbelt Rentals Holdings (SUNB) Q4 FY26 vs Q3 FY26 (quarter over quarter)
Sunbelt Rentals Holdings's revenue rose $117M (+4%) from $2.6B in Q3 FY26 to $2.8B in Q4 FY26. The biggest changes: Equipment rentals +$77.0M (+3%); Sales of rental equipment +$30.0M (+29%); Sales of new equipment, merchandise and consumables +$10.0M (+11%). Gross margin 35.5% against 37.3% (-1.8 pts).
Sunbelt Rentals Holdings, Q4 FY26: revenue $2.8B (+9% year over year), operating margin 14.9%, net earnings $226M, operating cash flow $950M. The chart draws each line against Q3 FY26, the increases inside each band.
Margins
| Q4 FY26 | Q3 FY26 | Change | |
|---|---|---|---|
| Gross margin | 35.5% | 37.3% | -1.8 pts |
| Operating margin | 14.9% | 18.7% | -3.8 pts |
| Net margin | 8.2% | 11.0% | -2.8 pts |
Every line
| Line | Q4 FY26 | Q3 FY26 | Change | % |
|---|---|---|---|---|
| Equipment rentals | $2.0B | $2.0B | $24.0M | +1% |
| Other | $306M | $275M | $31.0M | +11% |
| Delivery and pick-up | $216M | $194M | $22.0M | +11% |
| Equipment rentals | $2.5B | $2.4B | $77.0M | +3% |
| Sales of rental equipment | $135M | $105M | $30.0M | +29% |
| Sales of new equipment, merchandise and consumables | $99.0M | $89.0M | $10.0M | +11% |
| Revenue | $2.8B | $2.6B | $117M | +4% |
| Gross profit | $978M | $984M | −$6.0M | -0.6% |
| Cost of revenue | $1.8B | $1.7B | $123M | +7% |
| Operating profit | $410M | $492M | −$82.0M | -17% |
| Operating expenses | $568M | $492M | $76.0M | +15% |
| Pre-tax earnings | $316M | $394M | −$78.0M | -20% |
| Other expense, net | $94.0M | $98.0M | −$4.0M | -4% |
| SG&A | $453M | $379M | $74.0M | +20% |
| Other operating costs | $115M | $113M | $2.0M | +2% |
| Net earnings | $226M | $290M | −$64.0M | -22% |
| Income tax | $90.0M | $104M | −$14.0M | -13% |
| Depreciation & amortization | $581M | $113M | $468M | +414% |
| Share-based compensation | $40.0M | $6.0M | $34.0M | +567% |
Questions
How much did Sunbelt Rentals Holdings's revenue grow quarter over quarter in Q4 FY26?
Sunbelt Rentals Holdings's revenue rose $117M (+4%) from $2.6B in Q3 FY26 to $2.8B in Q4 FY26.
What drove Sunbelt Rentals Holdings's revenue change in Q4 FY26?
Equipment rentals +$77.0M (+3%); Sales of rental equipment +$30.0M (+29%); Sales of new equipment, merchandise and consumables +$10.0M (+11%).