Filing Flows › Sunbelt Rentals Holdings (SUNB) › Q4 FY26
Sunbelt Rentals Holdings (SUNB) Q4 FY26 earnings results (fourth quarter fiscal 2026)
10-K filed Jun 23, 2026
Sunbelt Rentals Holdings (SUNB) reported revenue of $2.8B for the fourth quarter fiscal 2026 (Q4 FY26), +9% from a year earlier and +4% from the quarter before. Operating margin was 14.9%, net earnings $226M (8.2% of revenue).
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 follows the revenue to costs, profit and cash.
| Q4 FY26 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $2.8B | +4% | +9% |
| Gross profit | $978M | -0.6% | +5% |
| Operating profit | $410M | -17% | -21% |
| Net earnings | $226M | -22% | -31% |
| Operating cash flow | $950M | — | -4% |
| Free cash flow | $330M | — | -53% |
What changed
Revenue was $2.8B in Q4 FY26, up 9% year over year and up 4% from the previous quarter. Equipment rentals was the largest line at 73% of revenue.
Gross margin was 35.5%, down 1.5 points from a year earlier. Operating profit was $0.41B, a 14.9% margin (down 5.5 points year over year). Operating profit fell $0.11B even though revenue rose $0.23B versus a year earlier, so costs grew faster than sales. Operating expenses grew 36% against revenue growth of 9%. The fastest-growing cost line was SG&A (+47%). Net earnings were $0.23B, down 31% year over year. The effective tax rate was 28.5%.
Operating cash flow was $0.9B (down 4% year over year), 420% of net earnings. Non-cash charges added back $0.58B of depreciation and amortization and $0.04B of share-based compensation. Working capital and other items added $0.10B. Capital expenditures of $0.62B left free cash flow of $0.33B.
Questions
What was Sunbelt Rentals Holdings' revenue in the fourth quarter fiscal 2026?
Sunbelt Rentals Holdings (SUNB) reported revenue of $2.8B for the fourth quarter fiscal 2026 (Q4 FY26), +9% from a year earlier and +4% from the quarter before.
Was Sunbelt Rentals Holdings profitable in the fourth quarter fiscal 2026?
Operating profit was $410M (14.9% of revenue) and net earnings $226M.