EquipmentShare Reports Third Quarter 2026 Results with Accelerated Organic Growth and Margin Expansion

(NASDAQ:EQPT) EquipmentShare.com Inc reported financial results for the third quarter ended September 30, 2026. Total revenue for the quarter increased 55% year over year to $1,468 million. Rental Segment revenue grew 49% year over year to $1,113 million, driven by 32% growth in Original Equipment Cost (OEC). Net income for the quarter was $20 million, compared to $6 million in the third quarter of 2025. Adjusted Net Income was $46 million, up from $6 million in the prior year period. Rental Segment Adjusted EBITDA increased 52% year over year to $491 million, with margin expanding approximately 70 basis points year over year and 130 basis points sequentially to 44%. Mature rental locations achieved Adjusted EBITDA margins of 54% on a trailing twelve-month basis. For the twelve months ended September 30, 2026, total revenue was $5,476 million, up from $4,362 million in 2025. Equipment Rental and Services Operations revenue for the twelve months was $3,556 million, compared to $2,523 million in 2025. Equipment Sales revenue for the quarter was $294 million, up 76% year over year, and $1,706 million for the twelve months. All Other revenue was $61 million for the quarter and $214 million for the twelve months. Rental Segment Adjusted EBITDA for the twelve months was $1,535 million, up from $1,036 million in 2025. OWN Program Payouts were $254 million for the quarter and $906 million for the twelve months. Adjusted Core EBITDA was $594 million for the quarter and $2,080 million for the twelve months. New market start-up costs were $59 million for the quarter and $234 million for the twelve months. The company operated 448 locations as of September 30, 2026, up from 373 a year earlier. OEC under management increased to $10,663 million, comprising $4,816 million of EquipmentShare owned fleet, $5,765 million of OWN Program fleet, and $82 million of equipment on operating leases. The appraised value of the OWN Program fleet was $4,213 million as of September 30, 2026. Net rental equipment capex for the quarter was $590 million after gross purchases of $822 million, and $1,052 million after gross purchases of $2,322 million for the trailing twelve months. Total available liquidity as of September 30, 2026 was $2,298 million, including $1,939 million in undrawn credit facility availability and $359 million in cash and cash equivalents. Net leverage decreased to 3.4x from 3.7x a year earlier. The company opened 18 operational locations during the quarter, including 17 full-service rental locations and 1 building material location. For the year ending December 31, 2026, EquipmentShare's guidance includes OEC between $11,391 million and $11,613 million, full-service rental locations between 427 and 435, total revenue between $5,808 million and $6,045 million, Rental Segment revenue between $3,823 million and $3,979 million, OWN Program Payouts between $938 million and $976 million, Adjusted Core EBITDA between $2,136 million and $2,224 million, gross rental capex between $2,664 million and $2,886 million, net rental capex between $980 million and $1,060 million, and OWN Program as a percentage of OEC between 55% and 60%. Jabbok Schlacks, Founder and CEO, attributed the strong quarter to fleet absorption and network maturation, and expects over 260 mature sites by year-end, up 76 since the start of 2026. Willy Schlacks, Founder and President, highlighted advancements in touchless equipment access, safety and capture systems, and next-generation telemetry devices. The company reported stock-based compensation expense related to IPO Founders Awards of $26 million for the quarter and $68 million for the twelve months. The company will hold a conference call on November 10, 2026 at 7:30 a.m. Central Time to discuss the results.

EquipmentShare Announces Third Quarter 2026 Financial Results Conference Call

(NASDAQ:EQPT) EquipmentShare.com Inc announced that it will report its fiscal third quarter 2026 financial results after the market closes on Monday, November 9th, 2026. The company stated that management will host a conference call to discuss the results on Tuesday, November 10th, 2026 at 7:30 a.m. Central Time. The conference call will be available live via a webcast at ir.equipmentshare.com. Participants can also access the call by dialing 585-542-9983 (local) or 833-461-5787 (toll-free), using meeting ID 294197816. A replay of the webcast will be hosted on the EquipmentShare investor relations website. EquipmentShare was founded in 2015 and is headquartered in Columbia, Missouri. The company is described as a nationwide construction technology and equipment solutions provider. EquipmentShare offers proprietary technology, T3®, which is designed to empower contractors, builders, and equipment owners. The company provides a suite of solutions including a fleet management platform, telematics devices, and an equipment rental marketplace. EquipmentShare is one of the largest construction equipment rental providers in the United States. The company is listed on the Nasdaq under the ticker EQPT.

Lowey Dannenberg, P.C. is Investigating EquipmentShare.com Inc. (NASDAQ: EQPT) for Potential Violations of the Federal Securities Laws

(NASDAQ:EQPT) EquipmentShare.com Inc. completed its initial public offering (“IPO”) on or around January 23, 2026, selling 35,075,000 shares of common stock priced at $24.50 per share. On June 24, 2026, Umibōzu Research published a short report alleging that entities affiliated with EquipmentShare founders Jabbok and Willy Schlacks “have netted” at least $77 million from undisclosed related-party transactions. Following the publication of the Umibōzu report, EquipmentShare’s stock price fell significantly over the following two trading sessions, closing at $19.69 per share on June 25, 2026. Lowey Dannenberg P.C. is investigating EquipmentShare.com Inc. for potential violations of the federal securities laws. The investigation concerns whether the company and its executives provided investors with accurate and complete information about the company. Lowey Dannenberg is a national firm representing institutional and individual investors who suffered financial losses resulting from corporate fraud and malfeasance in violation of federal securities and antitrust laws. The firm has previously recovered billions of dollars on behalf of investors.

Important Notice to Long-Term Shareholders of EquipmentShare.com, Inc. (NASDAQ: EQPT); Insulet Corporation (NASDAQ: PODD); New Era Energy & Digital, Inc. (NASDAQ: NUAI) (f/k/a New Era Helium (NASDAQ: NEHC)); and Planet Fitness, Inc. (NYSE: PLNT): Grabar Law Office is Investigating Claims on Your Behalf

(NASDAQ: EQPT) Grabar Law Office is investigating potential claims on behalf of current shareholders of EquipmentShare.com, Inc. (NASDAQ: EQPT) who purchased shares on or shortly after the Company’s January 23, 2026 IPO. The investigation concerns allegations that certain officers and directors may have breached their fiduciary duties by failing to adequately oversee related-party transactions, corporate disclosures, internal controls, and conflicts of interest. According to a recently filed federal securities fraud class action complaint, EquipmentShare.com (NASDAQ: EQPT) issued a Registration Statement in connection with its January 2026 initial public offering, together with subsequent SEC filings, in which the Company failed to disclose the full extent of related-party transactions involving entities allegedly affiliated with the Company's founders and inaccurately represented that certain related-party arrangements would be terminated or substantially reduced before the IPO. (NASDAQ: PODD) Grabar Law Office is investigating claims on behalf of shareholders of Insulet Corporation (NASDAQ: PODD), with allegations that Insulet’s manufacturing controls and procedures were defective, leading to voluntary Medical Device Corrections for specific lots of Omnipod® 5 Pods on March 12, 2026 and for Omnipod® 5, Omnipod Dash®, and Omnipod® Insulin Management System (Omnipod Eros) Pods on May 26, 2026. (NASDAQ: NUAI) Grabar Law Office is investigating claims on behalf of shareholders of New Era Energy & Digital, Inc. (NASDAQ: NUAI) (formerly known as New Era Helium (NASDAQ: NEHC)), with allegations of false and misleading statements concerning the Company’s Texas Critical Data Centers project, permitting progress, environmental liabilities, and related-party oil and gas transactions, and that on December 29, 2025, reports emerged that the New Mexico Attorney General had filed suit against New Era, its subsidiary Solis Partners, LLC, and Company CEO Everett Willard Gray II. (NYSE: PLNT) Grabar Law Office is investigating claims on behalf of shareholders of Planet Fitness, Inc. (NYSE: PLNT), with allegations that the company made false and/or misleading statements regarding its national rollout of an increase to its Black Card membership tier pricing and marketing campaign, and that the company was experiencing a significant headwind in net member joins during its peak first-quarter sign-up period, rendering its previously issued fiscal 2026 guidance and long-term financial targets unachievable. The company would be required to restructure its marketing strategy and halt the planned Black Card price increase which sale projections were premised upon.

EquipmentShare Reports Strong First Quarter Financial Results and Raises Full-Year 2026 Guidance

EquipmentShare.com Inc (NASDAQ:EQPT) reported total revenue of $989 million for the first quarter ended March 31, 2026, and $4,652 million on a trailing twelve month (TTM) basis. The company posted a net loss of $29 million for the first quarter but achieved net income of $58 million on a TTM basis. Rental Segment revenue grew 37% year over year to $764 million for the quarter, and adjusted Core EBITDA reached $399 million for the quarter and $1,776 million on a TTM basis. EquipmentShare opened 22 new operational locations during the first quarter, bringing the total to 407. The company raised its 2026 outlook across the board, reflecting strong customer demand and continued expansion.