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EquipmentShare.com vs Sunbelt Rentals: revenue, profit, margins and growth compared

EquipmentShare.com brought in $4.4B of revenue in fiscal 2025, Sunbelt Rentals $11.2B in fiscal 2026. Revenue changed by +16.3% at EquipmentShare.com and +3.4% at Sunbelt Rentals on the year before, so EquipmentShare.com grew faster. EquipmentShare.com kept 0.9% of its revenue as net profit, Sunbelt Rentals 11.9%.

Side by side, latest fiscal year

EQPTSUNB
Fiscal year endedFY2025 (December 31, 2025)FY2026 (April 30, 2026)
Revenue$4.4B$11.2B
Revenue growth+16.3%+3.4%
Net income$40M$1.3B
Net margin0.9%11.9%
Free cash flown/an/a
Free cash flow marginn/an/a
Earnings per share (diluted)$0.01$3.15
Cash$306M$29M
Debt$3.3B$7.6B
Price to earnings1735.023.8
Market value$4.4B$30.8B
Dividend yieldn/a1.47%
Rank by revenue in sector#222 of 778 · Consumer discretionary#113 of 778 · Consumer discretionary

Over the years

Revenue
EQPT FY2023: $2.6BEQPT FY2025: $3.8BEQPT FY2025: $4.4BSUNB FY2024: $10.9BSUNB FY2026: $10.8BSUNB FY2026: $11.2BFY23FY24FY25FY26
EQPT $4.4BSUNB $11.2B
Net income
EQPT FY2023: $17MEQPT FY2025: $3MEQPT FY2025: $40MSUNB FY2024: $1.6BSUNB FY2026: $1.6BSUNB FY2026: $1.3BFY23FY24FY25FY26
EQPT $40MSUNB $1.3B
Net margin
EQPT FY2023: 0.7%EQPT FY2025: 0.1%EQPT FY2025: 0.9%SUNB FY2024: 14.5%SUNB FY2026: 14.4%SUNB FY2026: 11.9%FY23FY24FY25FY26
EQPT 0.9%SUNB 11.9%
Revenue growth
EQPT FY2025: +47.2%EQPT FY2025: +16.3%SUNB FY2026: -0.6%SUNB FY2026: +3.4%FY25FY26
EQPT +16.3%SUNB +3.4%

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

Questions about EquipmentShare.com and Sunbelt Rentals

Which is bigger by revenue, EquipmentShare.com or Sunbelt Rentals?

Sunbelt Rentals is bigger by revenue: $11.2B in fiscal 2026, against $4.4B for EquipmentShare.com in fiscal 2025.

Which keeps more of its revenue as profit, EquipmentShare.com or Sunbelt Rentals?

EquipmentShare.com had a net margin of 0.9% in fiscal 2025; Sunbelt Rentals had 11.9% in fiscal 2026.

Which grew revenue faster, EquipmentShare.com or Sunbelt Rentals?

In their latest fiscal years revenue changed by +16.3% at EquipmentShare.com 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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