EquipmentShare.com, Inc. Delivery and pick-up — Revenue under topic 842 increased by 43.8% to $23.00M in Q1 2026 compared to the prior quarter. This is a positive signal — higher values indicate stronger performance for this metric.
An increase suggests higher rental volume or a greater reliance on the company's logistics network to facilitate equipment deployment, while a decrease may indicate lower rental activity or a shift in how delivery services are bundled with lease contracts.
This metric represents revenue generated from equipment delivery and pick-up services that is recognized under ASC 842 l...
Comparable to logistics or ancillary service revenue reported by other heavy equipment rental companies under lease accounting standards.
eqpt_segment_delivery_and_pick_up_revenue_under_topic_842| Q1 '25 | Q1 '26 | |
|---|---|---|
| Value | $16.00M | $23.00M |
| QoQ Change | — | +43.8% |
| YoY Change | — | +43.8% |