Skip to content
Screener

Reported August 12, 2026 · After market close

Revenue$1.4BBeat by $296.8M
EPS$0.18Beat by $0.24
Revenue estimate$1.2B
EPS estimate-$0.06
We delivered another exceptional quarter, supported by strong customer demand, continued market share gains and disciplined execution across the business. Rental Segment revenue increased more than 39% year over year, while our mature rental locations continued to generate industry-leading margins that demonstrate the embedded earnings power of our expanding network. As customers undertake larger and more complex projects, they are increasingly consolidating spend with EquipmentShare because of our ability to combine equipment, technology and service through one integrated platform. Looking ahead, customer demand remains healthy, our mega-project pipeline continues to expand, and we remain confident in our outlook and see a meaningful opportunity for growth.
Jabbok Schlacks

Next report

Nov 11, 2026 (in 2 months)
Revenue estimate$1.3B
EPS estimate$0.06

Financials

Q2 2026

Income statement

See full
Revenue$1.4B+26.3%
Gross profit$411.0M+40.3%
Operating income$94.0M+46.9%
Net income$19.0M+18.8%

Balance sheet

See full
Cash & equivalents$443.0M
Total debt$4.6B
Total equity$1.2B+160%
Total assets$7.1B

Cash flow

See full
CapEx$689.0M+36.2%
Free cash flow-$631.0M-8.4%

Valuation & ratios

Valuation

as of 08/27/26
See full
Market cap$4.58B-39.1%
Enterprise value$8.75B
P/S1.1×

Returns & leverage

See full
Debt / equity3.8×
Current ratio2.4×

Segments

By product

See full
Equipment rental revenue$722.0M+41.8%
Equipment sales$483.0M+1.0%
Equipment parts and supplies and services$88.0M+25.7%
Delivery and pick-up$54.0M+31.7%
Services$53.0M+29.3%

By segment

See full
Equipment Rental and Service Operations$908.0M+39.5%

FAQ

When did EquipmentShare.com, Inc. report Q2 2026 earnings?
EquipmentShare.com, Inc. (EQPT) reported Q2 2026 earnings on August 12, 2026 after market close.
What were EquipmentShare.com, Inc.'s Q2 2026 revenue and EPS?
EquipmentShare.com, Inc. reported revenue of $1.4B and eps of $0.18 for Q2 2026.
Did EquipmentShare.com, Inc. beat estimates in Q2 2026?
Revenue beat the consensus estimate of $1.2B by $296.8M. EPS beat the consensus estimate of $-0.06 by $0.24.
Where can I find EquipmentShare.com, Inc.'s Q2 2026 SEC filings?
You can read the 8-K earnings release (0001693736-26-000016) and the 10-Q periodic report (0001693736-26-000020) directly on SEC EDGAR. The filing index links above go to sec.gov.