revenue $3.12B, net income $438.0M. Sunbelt Rentals posts 11% revenue growth and 17% net income rise in first quarter as U.S. parent

Filed September 9, 2026 · Period ending July 31, 2026 · ~1 min read

Key Changes

• high

  Total revenue rose 11% to $3,115 million, driven by a 25% jump in Specialty equipment rentals; net income increased 17% to $438 million.

  MD&A: Revenue & Profitability verify on EDGAR →
• high

  Free cash flow fell as rental equipment purchases nearly doubled and acquisition spending surged.

  MD&A: Free Cash Flow verify on EDGAR →
• high

  Company spent on share repurchases under its new buyback program, leaving remaining; a quarterly dividend was declared after quarter-end.

  MD&A: Capital Allocation verify on EDGAR →