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— | $3.95B+30.5% | —— | $3.03B— | —— | |
| Equipment Sales | $171M— | $160M-24.9% | —— | $213M— | —— | |
| Segment Adjusted EBITDA by Business | ||||||
| Equipment Rental and Service Operations | $323M+54.5% | —— | $209M+2.5% | $204M+7.9% | $204M+7.9% | |
| Equipment Sales | $26M+4.0% | —— | $25M-59.5% | $61.75M+101% | $61.75M+101% | |
| Cost of Revenue by Business | ||||||
| Equipment Rental and Service Operations | $216M+30.9% | —— | $165M+14.2% | $144.5M+32.9% | $144.5M+32.9% | |
| Equipment Sales | $146M+29.2% | —— | $113M-67.7% | $350M+92.3% | $350M+92.3% | |
| SELLING, GENERAL AND ADMINISTRATIVE EXPENSES by Business | ||||||
| Equipment Rental and Service Operations | $225M+23.6% | —— | $182M+13.6% | $160.25M+45.4% | $160.25M+45.4% | |
| Equipment Sales | $7M0.0% | —— | $7M-3.4% | $7.25M+3.6% | $7.25M+3.6% | |
| Purchases of rental equipment from related parties by Business | ||||||
| Equipment Rental and Service Operations | $328M+11.9% | —— | $293M-26.1% | $396.5M— | $396.5M— | |
| Equipment Sales | $0— | —— | $0— | $0— | $0— | |
| Total revenues by Product | ||||||
| Equipment parts and supplies and services | $77M+32.8% | —— | $58M+47.8% | $39.25M+38.9% | $39.25M+38.9% | |
| Equipment rental and related services | $683M+38.0% | —— | $495M+6.1% | $466.75M+23.6% | $466.75M+23.6% | |
| Equipment sales | $179M+23.4% | —— | $145M-65.4% | $419M+90.7% | $419M+90.7% | |
| Other | $19M+138% | —— | $8M0.0% | $8M-3.0% | $8M-3.0% | |
| Telematics | $31M+210% | $9M+12.5% | $10M+25.0% | $8M+52.4% | $8M+52.4% | |
| Revenue under topic 842 by Product | ||||||
| Delivery and pick-up | $23M+43.8% | —— | $16M0.0% | $16M+30.6% | $16M+30.6% | |
| 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+38.3% | —— | $475M+6.3% | $446.75M+23.5% | $446.75M+23.5% | |
| Equipment rental revenue | $607M+38.3% | —— | $439M+6.5% | $412.25M+23.5% | $412.25M+23.5% | |
| Equipment sales | $0— | —— | $0— | $0— | $0— | |
| Other equipment rental | $27M+35.0% | —— | $20M+8.1% | $18.5M+17.5% | $18.5M+17.5% | |
| 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+37.5% | —— | $32M+1.6% | $31.5M+27.3% | $31.5M+27.3% | |
| Equipment parts and supplies sales | $31M+55.0% | —— | $20M+1.3% | $19.75M+29.5% | $19.75M+29.5% | |
| Equipment rental revenue | $607M+38.3% | —— | $439M+6.5% | $412.25M+23.5% | $412.25M+23.5% | |
| Other equipment rental | $32M+33.3% | —— | $24M+4.3% | $23M+19.5% | $23M+19.5% | |
| Services | $46M+21.1% | —— | $38M+94.9% | $19.5M+50.0% | $19.5M+50.0% | |
| Other income, net ($3 and $2 from related parties, respectively) by Product | ||||||
| Construction Developer Fees | $2M+100% | —— | $1M+300% | $250K— | $250K— | |
| Property Site Purchase Rights and Transaction Services | $1M-50.0% | —— | $2M+60.0% | $1.25M— | $1.25M— |
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.
