Every 8-K that Sunbelt Rentals Holdings Inc (SUNB) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow SUNB and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SUNB filings page.
Sunbelt Rentals Holdings, Inc. (SUNB) reported record fiscal first-quarter 2027 results for the quarter ended July 31, 2026, with total revenue of $3,115 million, up 11.2%, and rental revenue of $2,927 million, up 12.5%. Operating income rose 15.9% to $691 million (22.2% margin), while net income increased 17.4% to $438 million and earnings per share grew 23.0% to $1.07. Adjusted EPS was $1.18, up 20.4%.
Adjusted EBITDA was $1,315 million, up 8.7%, with a margin of 42.2%. The North America Specialty segment led growth with rental revenue up 25.3%, while General Tool rental revenue grew 7.4%. Based on this performance, the Company raised full-year fiscal 2027 guidance, including higher projected total revenue growth of 6% to 9% and adjusted EBITDA of $4.92 billion to $5.12 billion.
Sunbelt Rentals Holdings, Inc. (SUNB) reports that stockholders acted on four governance items at the 2026 Annual Meeting held on September 1, 2026. All ten director nominees were elected, each receiving over 315 million votes "for" in most cases, with broker non-votes around 1.8 million for each seat.
Stockholders approved, on a non-binding advisory basis, the compensation of the named executive officers, with 254.4 million votes for and 82.7 million against. They also indicated a preference of "1 Year" for the frequency of future advisory votes on executive compensation, with about 332.8 million votes in favor of that frequency. In addition, stockholders approved the ratification of PricewaterhouseCoopers LLP as independent registered public accounting firm for the fiscal year ending April 30, 2027. The Compensation Committee will consider the frequency vote and disclose its determination in a later amendment.
Sunbelt Rentals Holdings, Inc. completed the issuance and sale of $450,000,000 aggregate principal amount of 4.950% Senior Notes due 2030 and $750,000,000 aggregate principal amount of 5.650% Senior Notes due 2036 in a transaction exempt from registration under the Securities Act. The notes were sold to qualified institutional buyers under Rule 144A and to non-U.S. investors under Regulation S and issued under an Indenture dated July 14, 2026.
The 2030 Notes mature on August 12, 2030 and the 2036 Notes on August 12, 2036, with interest payable semi-annually starting February 12, 2027. The notes rank equally with existing and future senior debt and are guaranteed by current and future domestic subsidiaries that guarantee the revolving credit facility. The company may redeem the notes before maturity at specified prices and later at 100% of principal plus accrued interest. Upon a change in control triggering event, holders can require repurchase at 101% of principal plus accrued interest. The Indenture includes covenants restricting certain sale-leasebacks, liens, and mergers or major asset sales, and provides customary events of default allowing acceleration by the trustee or holders of at least 25% in principal amount of the notes.
Sunbelt Rentals Holdings, Inc. reported that its Board of Directors approved an increase in board size from nine to ten directors, effective August 1, 2026. Ekta Singh-Bushell was elected to fill the new seat as a non-executive director and was also appointed to the Board’s Audit Committee.
The company highlights her broad experience in finance, audit, technology, business transformation and cybersecurity, including prior senior roles at Dragos Inc., the Federal Reserve Bank of New York and Ernst & Young, and current board roles at ChargePoint, Inc. and Lesaka Technologies Inc. Sunbelt Rentals describes itself as a leading global provider of rental equipment and services, with a team of 26,000 employees, a network of over 1,600 locations, and a rental fleet with assets exceeding $19 billion.
Sunbelt Rentals Holdings, Inc. is raising debt through a private notes offering to institutional and non-U.S. investors. The company has priced $450,000,000 of 4.950% Senior Notes due 2030 and $750,000,000 of 5.650% Senior Notes due 2036, both guaranteed on a senior unsecured basis by certain subsidiaries.
The notes were issued at 99.627% and 99.048% of principal, respectively, with closing expected on July 14, 2026, subject to customary conditions. Sunbelt plans to use net proceeds for general corporate purposes, including repayment or refinancing of existing debt, capital expenditures, working capital and other business opportunities.
Sunbelt Rentals Holdings, Inc. is expanding its Board of Directors and has appointed Cynthia T. Jamison as a non-executive director, effective August 1, 2026. The Board size will increase from eight to nine directors, and Ms. Jamison will also join the Board’s Audit Committee.
She brings extensive board and financial leadership experience from roles at Advance Auto Parts, Darden Restaurants, International Flavors & Fragrances, and prior CFO and COO positions across public and private companies. She will receive customary non-employee director compensation under the company’s policy, and the company states there are no related-party transactions requiring disclosure.
Sunbelt Rentals describes itself as a leading global equipment rental provider, with about 26,000 employees, a network of over 1,600 locations, and a rental fleet with assets exceeding $19 billion, serving a wide range of industries and project types.
Sunbelt Rentals Holdings, Inc. reported fiscal fourth-quarter and full-year 2026 results showing modest growth in rental activity but lower profitability. Full-year total revenue reached $11,154 million with rental revenue up 3.4%, while net income was $1,325 million and earnings per share $3.15, both below the prior year.
Adjusted metrics remained solid, with full-year adjusted EBITDA of $4,677 million and a 41.9% adjusted EBITDA margin, and free cash flow of $2,055 million. The company returned $1,877 million to shareholders, including $1,413 million of share buybacks and $464 million in dividends, and announced a final dividend of $0.75, bringing the full-year dividend to $1.125, a 4% increase. Sunbelt plans to move to a quarterly dividend in fiscal 2027.
The company also announced a bolt-on acquisition of Reliant Asset Management, ongoing restructuring costs related to its redomiciliation, U.S. listing and U.K. operational changes, and net leverage of 1.6x. Separately, Sunbelt expects to hold its first annual meeting of stockholders on September 1, 2026, with advance notice for director nominations and proposals due by July 3, 2026.
Sunbelt Rentals Holdings, Inc. reported its financial results for the quarter ended January 31, 2026 through a press release furnished as Exhibit 99.1. The results relate to the company’s new role as the parent holding company of Ashtead Group plc following a U.S. redomiciliation transaction.
Because of this move from the U.K. to the United States, Sunbelt Rentals is transitioning its accounting standards from IFRS to U.S. GAAP. To help investors understand this change, the company posted an income statement presentation prepared under U.S. GAAP by fiscal quarter starting with the first quarter of fiscal 2025, which is attached as Exhibit 99.2 and available on its investor relations website.