Sunbelt Rentals Holdings (SUNB) investor relations material

Key messages and strategic direction

• Safety is deeply embedded in company culture, with advanced tools and neuroscience driving performance and a 66% reduction in incident rates since 2019.

• Sunbelt 4.0 strategy focuses on customer obsession, growth, operational efficiency, sustainability, and disciplined investment, underpinned by people, platform, and innovation.

• Scale, breadth of solutions, and technology platforms are delivering growth, resilience, and enhanced customer experiences.

• Robust financial strength and free cash flow provide flexibility for capital allocation and investment.

• Conviction in a through-cycle growth algorithm, leveraging industry structural shifts toward rental and consolidation.

Operational and market developments

• North America rental market continues to grow, with Sunbelt gaining share and maintaining stable margins despite local non-residential downturns.

• Mega projects and non-construction end markets (maintenance, entertainment, emergency response, government, agriculture, defense) are expanding the addressable market.

• Customer base is diversified across national, regional, and SME segments, with tailored solutions and strong local networks.

• Specialty business now represents 36% of North America rental revenue and would rank as the 4th largest standalone rental company in the region.

• Ongoing investments in greenfield openings and bolt-on acquisitions are deepening market presence and fleet density.

Technology, performance, and sustainability

• Proprietary technology platforms (EDGE, Customer 360, Service 360, VDOS) drive operational excellence, customer insights, and logistics optimization.

• Market Logistics and Service Operations have reduced costs, improved asset throughput, and increased technician productivity.

• Sustainability initiatives include workforce engagement, renewable energy adoption, waste diversion, and community investment.

• Data-driven tools support customer sustainability, with innovations in fleet efficiency and emissions reduction.