Sunbelt Rentals Holdings Delivery and pick-up — Topic 606 decreased by 1.5% to $194.00M in Q4 2025 compared to the prior quarter. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase suggests higher customer demand for full-service logistics or a strategic shift toward bundled service offerings, while a decrease may indicate customers are increasingly opting for self-transport or a reduction in overall rental activity.
This metric represents the revenue generated from logistics services, specifically the transportation of rented equipmen...
Peers in the equipment rental industry typically report this under ancillary or service revenue, and it is often benchmarked as a percentage of total rental revenue to assess logistics pricing power.
sunb_segment_delivery_and_pick_up_topic_606| Q4 '24 | Q4 '25 | |
|---|---|---|
| Value | $197.00M | $194.00M |
| QoQ Change | — | -1.5% |
| YoY Change | — | -1.5% |