Sunbelt Rentals Reports Strong Q4 and FY 2026 Results, Announces Acquisition of Reliant Asset Management

Summary

Sunbelt Rentals Holdings, Inc. reported strong financial results for the quarter and full-year 2026, with total revenue of $2,754 million and net income of $226 million for Q4, and total revenue of $11,154 million and net income of $1,325 million for the full year. The company also announced the acquisition of Reliant Asset Management, a leading modular space solutions provider, for $650 million. This acquisition is expected to be accretive to both growth and earnings per share. The company's North America Specialty segment saw significant growth, with rental revenue increasing by 15.1% in Q4 and 5.8% for the full year. Sunbelt Rentals also declared a final dividend payment of $0.75 per share, the last under its previous scheme, as the company plans to transition to a quarterly dividend.