← Research LibraryThe BriefFY2026 10-K · headline figures audited against SEC data
Sunbelt Rentals, the former Ashtead now listed in New York, grew revenue 3.4% to $11.15B, while relisting and restructuring costs and higher repair spending cut operating margin to 19.55%
The read at a glance✓ Audited against SEC data
- Growth — Revenue up 3.4% to $11.15B; Specialty rentals up 6%Note
- Profitability — Operating margin down 361 bps to 19.55%; net income down 14.7%Watch
- Balance sheet — Total debt $7.58B, up 1.1%; equity down 5.0% after buybacksNote
- Accounting quality — Grey-zone distress score, no manipulation flag, clean auditNote
- Capital allocation — Buybacks up 313.2% to $1.41B; new $1.5 billion programNote
- Fleet — Fleet original cost $19,231 million across 1,611 storesNote
Business
Sunbelt Rentals rents construction, industrial and general equipment, from aerial work platforms and excavators to power, HVAC, climate control and other Specialty lines, through 1,611 stores in North America and the United Kingdom. It believes it is the second largest equipment rental business in North America and the largest in the UK. Formerly Ashtead Group plc of London, it redomiciled to Delaware and began trading on the NYSE on March 2, 2026, with a secondary London listing.
Where the revenue comes from
Fiscal 2026, as Sunbelt Rentals Holdings, Inc. reports it. History and quarterly detail are in the app.
- General Tool$6.5B
- Specialty$3.7B
- United Kingdom$932.0M
Leadership changes
From Sunbelt Rentals Holdings, Inc.'s own filings, the day they're filed.
- Ekta Singh-Bushell · director · appointmenteff. 2026-08-01
- Cynthia T. Jamison · director · appointmenteff. 2026-08-01
Latest filings
- 8-K · Company announcement2026-09-09
- 10-Q · Quarterly report2026-09-09
- 8-K · Company announcement2026-09-02
- DEF 14A · Annual proxy (pay & governance)2026-07-21
- 8-K · Company announcement2026-07-15
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about Sunbelt Rentals Holdings, Inc., every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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