EquipmentShare.com, Inc. EQPT Business Segments
| Q1 '26 | Q4 '25 | Q1 '25 | Q4 '24 | Q3 '24 | ||
|---|---|---|---|---|---|---|
| Total Assets by Business | ||||||
| Equipment Rental and Service Operations | $4.22B+7.0% | $3.95B— | —— | $3.03B— | —— | |
| Equipment Sales | $171M+6.9% | $160M— | —— | $213M— | —— | |
| Segment Adjusted EBITDA by Business | ||||||
| Equipment Rental and Service Operations | $323M— | —— | $209M+2.5% | $204M0.0% | $204M0.0% | |
| Equipment Sales | $26M— | —— | $25M-59.5% | $61.75M0.0% | $61.75M0.0% | |
| Cost of Revenue by Business | ||||||
| Equipment Rental and Service Operations | $216M— | —— | $165M+14.2% | $144.5M0.0% | $144.5M0.0% | |
| Equipment Sales | $146M— | —— | $113M-67.7% | $350M0.0% | $350M0.0% | |
| SELLING, GENERAL AND ADMINISTRATIVE EXPENSES by Business | ||||||
| Equipment Rental and Service Operations | $225M— | —— | $182M+13.6% | $160.25M0.0% | $160.25M0.0% | |
| Equipment Sales | $7M— | —— | $7M-3.4% | $7.25M0.0% | $7.25M0.0% | |
| Purchases of rental equipment from related parties by Business | ||||||
| Equipment Rental and Service Operations | $328M— | —— | $293M-26.1% | $396.5M0.0% | $396.5M0.0% | |
| Equipment Sales | $0— | —— | $0— | $0— | $0— | |
| Total revenues by Product | ||||||
| Equipment parts and supplies and services | $77M— | —— | $58M+47.8% | $39.25M0.0% | $39.25M0.0% | |
| Equipment rental and related services | $683M— | —— | $495M+6.1% | $466.75M0.0% | $466.75M0.0% | |
| Equipment sales | $179M— | —— | $145M-65.4% | $419M0.0% | $419M0.0% | |
| Other | $19M— | —— | $8M0.0% | $8M0.0% | $8M0.0% | |
| Telematics | $31M+244% | $9M-10.0% | $10M+25.0% | $8M0.0% | $8M0.0% | |
| Revenue under topic 842 by Product | ||||||
| Delivery and pick-up | $23M— | —— | $16M0.0% | $16M0.0% | $16M0.0% | |
| Equipment parts and supplies and services | $0— | —— | $0— | $0— | $0— | |
| Equipment parts and supplies sales | $0— | —— | $0— | $0— | $0— | |
| Equipment rental and related services | $657M— | —— | $475M+6.3% | $446.75M0.0% | $446.75M0.0% | |
| Equipment rental revenue | $607M— | —— | $439M+6.5% | $412.25M0.0% | $412.25M0.0% | |
| Equipment sales | $0— | —— | $0— | $0— | $0— | |
| Other equipment rental | $27M— | —— | $20M+8.1% | $18.5M0.0% | $18.5M0.0% | |
| Other | $0— | —— | $0— | $0— | $0— | |
| Services | $0— | —— | $0— | $0— | $0— | |
| Telematics | $0— | —— | $0— | $0— | $0— | |
| Revenue from Contract with Customer, Excluding Assessed Tax by Product | ||||||
| Delivery and pick-up | $44M— | —— | $32M+1.6% | $31.5M0.0% | $31.5M0.0% | |
| Equipment parts and supplies sales | $31M— | —— | $20M+1.3% | $19.75M0.0% | $19.75M0.0% | |
| Equipment rental revenue | $607M— | —— | $439M+6.5% | $412.25M0.0% | $412.25M0.0% | |
| Other equipment rental | $32M— | —— | $24M+4.3% | $23M0.0% | $23M0.0% | |
| Services | $46M— | —— | $38M+94.9% | $19.5M0.0% | $19.5M0.0% | |
| Other income, net ($3 and $2 from related parties, respectively) by Product | ||||||
| Construction Developer Fees | $2M— | —— | $1M+300% | $250K0.0% | $250K0.0% | |
| Property Site Purchase Rights and Transaction Services | $1M— | —— | $2M+60.0% | $1.25M0.0% | $1.25M0.0% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does EquipmentShare.com, Inc. break its business down?
- EquipmentShare.com, Inc. (EQPT) reports total assets by business across 2 parts — Equipment Rental and Service Operations and Equipment Sales. Each is extracted from the segment footnotes and tracked over time.
- Where does EquipmentShare.com, Inc. 's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in EquipmentShare.com, Inc. 's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
