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EquipmentShare.com, Inc. EQPT Delivery and pick-up — Revenue under topic 842

Other product segments

Equipment rental and related services
$657M+38.3%
Equipment rental revenue
$607M+38.3%
Other equipment rental
$27M+35.0%
Equipment parts and supplies and services
$0—
Equipment parts and supplies sales
$0—
Equipment sales
$0—
Other
$0—
Services
$0—
Telematics
$0—

Similar metrics at other companies

Herc Holdings logo
HRIDelivery and pick-up — Topic 606
$62M+29.2%
Herc Holdings logo
HRIEquipment rental — Topic 842
$884M+32.7%
Herc Holdings logo
HRIEquipment rental — Topic 842 revenues
$919M+33.0%
Sunbelt Rentals Holdings logo
SUNBDelivery and pick-up — Topic 606
$216M+10.2%
Herc Holdings logo
HRIOther — Topic 842
$35M+40.0%
Custom Truck One Source logo
CTOSShipping and handling — Topic 842
$0—

Other financials

Income statement

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Revenue$989.0M+38.1%
Gross profit$287.0M+43.5%
Operating income$1.0M+110%
Net income-$29.0M+39.6%
EPS (diluted)$0.00+102%

Balance sheet

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Cash & equivalents$329.0M—
Total debt$4.0B—
Total equity$1.2B+145%
Total assets$6.4B—

Cash flow

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Operating cash flow-$200.0M-292%
CapEx$328.0M+11.9%
Free cash flow-$528.0M-53.5%

Valuation

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Market cap$4.97B-33.9%
Enterprise value$8.68B—
P/S1.4×—

Profitability

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Gross margin25.7%-2.5pp
Operating margin4.3%-4.1pp
Net margin-1.3%-1.8pp
FCF margin-37.4%+5.9pp

Returns & leverage

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Return on equity0.5%-2.4pp
Debt / equity3.4×—
Current ratio2.5×—

Where this comes from

Reported directly by EquipmentShare.com, Inc. in its filing.

Tagged under the XBRL concept us-gaap:RevenueNotFromContractWithCustomer.

The official record: EquipmentShare.com, Inc. ’s 10-Q, filed May 14, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is EquipmentShare.com, Inc. 's delivery and pick-up — revenue under topic 842?
EquipmentShare.com, Inc. (EQPT) reported delivery and pick-up — revenue under topic 842 of $23M in Q1 2026.
How has EquipmentShare.com, Inc. 's delivery and pick-up — revenue under topic 842 changed year-over-year?
EquipmentShare.com, Inc. 's delivery and pick-up — revenue under topic 842 increased by 43.8% year-over-year, from $16M to $23M.
What does delivery and pick-up — revenue under topic 842 mean?
This metric represents revenue generated from equipment delivery and pick-up services that is recognized under ASC 842 lease accounting standards. It captures the portion of logistics fees associated with rental contracts where the delivery service is considered an integral component of the lease arrangement. This reflects the company's ability to monetize the logistical support required to move heavy machinery to and from customer job sites.