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Sunbelt Rentals Holdings vs EquipmentShare.com: SUNB and EQPT compared
Sunbelt Rentals Holdings is the larger company: $3.1B of revenue in its latest quarter (Q1 FY27) against $1.4B for EquipmentShare.com (Q2 2026). EquipmentShare.com is growing faster (+26% against +11% a year earlier). Sunbelt Rentals Holdings is more profitable, with an operating margin of 22.2% against 6.4%.
Where the money goes: SUNB and EQPT
Sunbelt Rentals Holdings (SUNB) · Q1 FY27
Sunbelt Rentals Holdings, Q1 FY27: revenue $3.1B (+11% year over year), operating margin 22.2%, net earnings $438M, operating cash flow $840M. The chart follows the revenue to costs, profit and cash.
EquipmentShare.com (EQPT) · Q2 2026
EquipmentShare.com, Q2 2026: revenue $1.4B (+26% year over year), operating margin 6.4%, net earnings $19.0M, operating cash flow $58.0M. The chart follows the revenue to costs, profit and cash.
| Sunbelt Rentals Holdings (SUNB) | EquipmentShare.com (EQPT) | |
|---|---|---|
| Latest quarter | Q1 FY27 | Q2 2026 |
| Revenue | $3.1B | $1.4B |
| Revenue growth, Y/Y | +11% | +26% |
| Gross margin | 40.1% | 28.4% |
| Operating margin | 22.2% | 6.4% |
| Net earnings | $438M | $19.0M |
| Net margin | 14.1% | 1.3% |
| Operating cash flow | $840M | $58.0M |
| Free cash flow | $70.0M | — |
| Market value | $32.2B | $3.3B |
| P/E | 24.3× | 82.4× |
| Analysts’ mean target | $88.97 | $30.40 |
Where the revenue comes from
Sunbelt Rentals Holdings
- Equipment rentals: $2.9B (94%)
- Sales of new equipment, merchandise and consumables: $103M (3%)
- Sales of rental equipment: $85.0M (3%)
EquipmentShare.com
- Equipment rental, parts, supplies and services: $903M (62%)
- Equipment sales: $483M (33%)
- Telematics: $34.0M (2%)
- Other: $29.0M (2%)
Questions
Which is bigger, Sunbelt Rentals Holdings or EquipmentShare.com?
Sunbelt Rentals Holdings is the larger company: $3.1B of revenue in its latest quarter (Q1 FY27) against $1.4B for EquipmentShare.com (Q2 2026).
Is Sunbelt Rentals Holdings or EquipmentShare.com growing faster?
EquipmentShare.com is growing faster (+26% against +11% a year earlier).
Which is more profitable, Sunbelt Rentals Holdings or EquipmentShare.com?
Sunbelt Rentals Holdings is more profitable, with an operating margin of 22.2% against 6.4%.
More: Sunbelt Rentals Holdings earnings · how Sunbelt Rentals Holdings makes money · EquipmentShare.com earnings · how EquipmentShare.com makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Sep 9, 2026; 10-Q filed Aug 13, 2026). Fiscal quarters can end on different dates. Not investment advice.