Sunbelt Rentals reports FY2026 results, closes $650M Reliant acquisition, guides FY2027 growth

Filed June 23, 2026 · Period ending June 23, 2026 · ~1 min read

Key Changes

• high

  Closed $650M acquisition of Reliant Asset Management (Aries Building Systems) on May 1, 2026, adding modular space solutions vertical; expected to be EPS-accretive while maintaining 1x-2x net leverage target.

  Exhibit 99.1 verify on EDGAR →
• high

  FY2026 revenue $11.15B (up 3.4%), net income $1.33B ($3.15/share), free cash flow $2.06B; Q4 revenue $2.75B (up 8.9%) with 8.0% rental revenue growth driven by Specialty segment strength.

  Exhibit 99.1 verify on EDGAR →
• high

  FY2027 guidance: 4.5%-7.5% total revenue growth, 5%-8% rental revenue growth, $4.85B-$5.05B adjusted EBITDA; net rental capex $2.05B-$2.45B (up from $1.42B in FY2026) signals growth investment.

  Exhibit 99.1 verify on EDGAR →