Sunbelt Rentals Expects Q3 Revenue of $1.93B, Sees 2026 EPS Estimates Cut to $2.58

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Sunbelt Rentals is set to release Q3 2026 results on March 12, with consensus revenue of $1.93bn and EPS of $0.51. Full-year 2026 revenue forecasts held at $8.20bn while EPS estimates fell from $2.67 to $2.58 over the past 90 days.

1. Q3 2026 Earnings Forecast

Sunbelt Rentals will report Q3 2026 results on March 12, with consensus estimates forecasting revenue of $1.93 billion and earnings of $0.51 per share, reflecting analyst expectations ahead of release.

2. 2026-27 Estimate Revisions

Over the past 90 days, full-year 2026 revenue forecasts remained at $8.20 billion while EPS estimates were revised down from $2.67 to $2.58 per share; 2027 revenue forecasts dipped from $8.66 billion to $8.59 billion and EPS projections fell from $3.03 to $2.98.

3. Q2 2025 Performance Recap

In the quarter ended October 31, 2025 Sunbelt posted revenue of $2.20 billion, matching expectations, and earnings of $0.75 per share, missing the $0.82 forecast by 8.5%, after which the share price slid 0.25% in a single session.

4. Analyst Price Targets and Ratings

Analysts have set a one-year average price target of $57.12, implying 6.3% upside from the current share price, with the highest target at $68.05 and a consensus brokerage recommendation of 2.4, signaling an Outperform stance.

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