EquipmentShare.com, Inc. Equipment rental revenue — Sublease income increased by 43.3% to $351.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 43.3%, from $245.00M to $351.00M. This is a positive signal — higher values indicate stronger performance for this metric.
An increase may signal a strategy to expand fleet capacity without capital expenditure, while a decrease might reflect a preference for owned-asset utilization.
This metric captures revenue generated by subleasing equipment that the company has originally leased from third parties...
Common in rental companies that utilize broker networks or third-party fleet sourcing to supplement their own inventory.
eqpt_segment_equipment_rental_revenue_sublease_income| Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Value | $139.75M | $139.75M | $139.75M | $139.75M | $206.75M | $206.75M | $206.75M | $206.75M | $245.00M | $351.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | +47.9% | +0.0% | +0.0% | +0.0% | +18.5% | +43.3% |
| YoY Change | — | — | — | — | +47.9% | +47.9% | +47.9% | +47.9% | +18.5% | +43.3% |