金吾财讯 | Sunbelt Rentals Holdings（SUNB）美股盘前股价扬升，最新涨3.65%，报71.85美元。消息面上，Sunbelt Rentals Holdings公布一季度财报，交出创纪录业绩。公司当期非GAAP每股收益1.18美元；总营收31.2亿美元，同比增长11.4%，较市场预期高出1.3亿美元；租赁收入29.27亿美元，同比提升12.5%。市场此前一致预期其2027财年营收增速为6.51%。公司同步上调2027财年全年各项指引：总营收增速预期由此前4.5%-7.5%上调至6%-9%；租赁收入增速由5%-8%上调至7%-10%；调整后EBITDA上调至49.2亿至51.2亿美元。资本开支目标同步上调，租赁设备净资本开支、租赁业务总资本开支区间均有所抬升。
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