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Aircastle vs Sunbelt Rentals: revenue, profit, margins and growth compared

Aircastle brought in $975.1M of revenue in fiscal 2025, Sunbelt Rentals $11.2B in fiscal 2026. Revenue changed by +18.8% at Aircastle and +3.4% at Sunbelt Rentals on the year before, so Aircastle grew faster. Aircastle kept 19.9% of its revenue as net profit, Sunbelt Rentals 11.9%.

Side by side, latest fiscal year

AYRSUNB
Fiscal year endedFY2025 (February 28, 2026)FY2026 (April 30, 2026)
Revenue$975.1M$11.2B
Revenue growth+18.8%+3.4%
Net income$194M$1.3B
Net margin19.9%11.9%
Free cash flown/an/a
Free cash flow marginn/an/a
Earnings per share (diluted)n/a$3.15
Cash$179.9M$29M
Debt$5.3B$7.6B
Price to earningsn/a23.8
Market valuen/a$30.8B
Dividend yieldn/a1.47%
Rank by revenue in sector#466 of 778 · Consumer discretionary#113 of 778 · Consumer discretionary

Over the years

Revenue
AYR FY2018: $890.4MAYR FY2019: $917.9MAYR FY2020: $832.3MAYR FY2021: $769.8MAYR FY2022: $796MAYR FY2023: $855.4MAYR FY2024: $821MAYR FY2025: $975.1MSUNB FY2024: $10.9BSUNB FY2026: $10.8BSUNB FY2026: $11.2BFY18FY19FY20FY21FY22FY23FY24FY25FY26
AYR $975.1MSUNB $11.2B
Net income
AYR FY2018: $247.9MAYR FY2019: $156.6MAYR FY2020: -$333.2MAYR FY2021: -$278.2MAYR FY2022: $62.8MAYR FY2023: $83.3MAYR FY2024: $123.6MAYR FY2025: $194MSUNB FY2024: $1.6BSUNB FY2026: $1.6BSUNB FY2026: $1.3BFY18FY19FY20FY21FY22FY23FY24FY25FY26
AYR $194MSUNB $1.3B
Net margin
AYR FY2018: 27.8%AYR FY2019: 17.1%AYR FY2020: -40.0%AYR FY2021: -36.1%AYR FY2022: 7.9%AYR FY2023: 9.7%AYR FY2024: 15.1%AYR FY2025: 19.9%SUNB FY2024: 14.5%SUNB FY2026: 14.4%SUNB FY2026: 11.9%FY18FY19FY20FY21FY22FY23FY24FY25FY26
AYR 19.9%SUNB 11.9%
Revenue growth
AYR FY2019: +3.1%AYR FY2021: -7.5%AYR FY2022: +3.4%AYR FY2023: +7.5%AYR FY2024: -4.0%AYR FY2025: +18.8%SUNB FY2026: -0.6%SUNB FY2026: +3.4%FY19FY21FY22FY23FY24FY25FY26
AYR +18.8%SUNB +3.4%

Fiscal years as each company reports them; the two may end in different months.

Questions about Aircastle and Sunbelt Rentals

Which is bigger by revenue, Aircastle or Sunbelt Rentals?

Sunbelt Rentals is bigger by revenue: $11.2B in fiscal 2026, against $975.1M for Aircastle in fiscal 2025.

Which keeps more of its revenue as profit, Aircastle or Sunbelt Rentals?

Aircastle had a net margin of 19.9% in fiscal 2025; Sunbelt Rentals had 11.9% in fiscal 2026.

Which grew revenue faster, Aircastle or Sunbelt Rentals?

In their latest fiscal years revenue changed by +18.8% at Aircastle and +3.4% at Sunbelt Rentals.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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