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United Rentals vs Sunbelt Rentals Holdings: URI and SUNB compared
United Rentals is the larger company: $4.9B of revenue in its latest quarter (Q3 2026) against $3.1B for Sunbelt Rentals Holdings (Q1 FY27). United Rentals is growing faster (+16% against +11% a year earlier). United Rentals is more profitable, with an operating margin of 28.8% against 22.2%.
Where the money goes: URI and SUNB
United Rentals (URI) · Q3 2026
United Rentals, Q3 2026: revenue $4.9B (+16% year over year), operating margin 28.8%, net earnings $920M, operating cash flow $1.6B. The chart follows the revenue to costs, profit and cash.
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.
| United Rentals (URI) | Sunbelt Rentals Holdings (SUNB) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q1 FY27 |
| Revenue | $4.9B | $3.1B |
| Revenue growth, Y/Y | +16% | +11% |
| Gross margin | 41.8% | 40.1% |
| Operating margin | 28.8% | 22.2% |
| Net earnings | $920M | $438M |
| Net margin | 18.8% | 14.1% |
| Operating cash flow | $1.6B | $840M |
| Free cash flow | — | $70.0M |
| Market value | $67.8B | $32.2B |
| P/E | 27.2× | 24.3× |
| Analysts’ mean target | $1293.43 | $88.97 |
Where the revenue comes from
United Rentals
- Equipment rentals: $4.3B (88%)
- Sales of rental equipment: $348M (7%)
- Service and other revenues: $98.0M (2%)
- Sales of new equipment: $84.0M (2%)
Sunbelt Rentals Holdings
- Equipment rentals: $2.9B (94%)
- Sales of new equipment, merchandise and consumables: $103M (3%)
- Sales of rental equipment: $85.0M (3%)
Questions
Which is bigger, United Rentals or Sunbelt Rentals Holdings?
United Rentals is the larger company: $4.9B of revenue in its latest quarter (Q3 2026) against $3.1B for Sunbelt Rentals Holdings (Q1 FY27).
Is United Rentals or Sunbelt Rentals Holdings growing faster?
United Rentals is growing faster (+16% against +11% a year earlier).
Which is more profitable, United Rentals or Sunbelt Rentals Holdings?
United Rentals is more profitable, with an operating margin of 28.8% against 22.2%.
More: United Rentals earnings · how United Rentals makes money · Sunbelt Rentals Holdings earnings · how Sunbelt Rentals Holdings makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 21, 2026; 10-Q filed Sep 9, 2026). Fiscal quarters can end on different dates. Not investment advice.