What changed
SUNB printed Q1 FY27 adjusted EPS of $1.18, beating consensus of $1.03 by $0.15, or 14.3%. Revenue rose 11.2% YoY to $3,115M, and the company raised FY2027 revenue guidance to 6%-9% growth. Strength was driven by North America Specialty rental revenue up 25.3%, with the FIFA World Cup contributing ~250 bps to rental growth.
Why it matters
SUNB printed Q1 FY27 adjusted EPS of $1.18, beating consensus of $1.03 by $0.15, or 14.3%. Revenue rose 11.2% YoY to $3,115M, and the company raised FY2027 revenue guidance to 6%-9% growth. Strength was driven by North America Specialty rental revenue up 25.3%, with the FIFA World Cup contributing ~250 bps to rental growth.