“The increase in Segment Adjusted EBITDA was primarily due an increase in segment total revenues of $465 million from equipment rentals and the sale of parts, supplies and services, attributed to our organic growth initiatives, including the maturation of our…”10-Q · Aug 13, 2026 ↗
EquipmentShare.com Inc.
EQPT
Market read
EquipmentShare.com Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
- Management attributed higher rental revenue and fleet growth to OWN Program demand, alongside maturing and incremental growth sites.
- Size of equipment rental fleet under management (OEC and unit count) after a reported increase driven by OWN Program demand (fleet OEC and units rose as of 3/31/2026).
Invalidation: The isolated read changes if EQPT's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Management attributed higher rental revenue and fleet growth to OWN Program demand, alongside maturing and incremental growth sites.
- Size of equipment rental fleet under management (OEC and unit count) after a reported increase driven by OWN Program demand (fleet OEC and units rose as of 3/31/2026).
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating margin changed +3.5 percentage points in the latest annual period.
- Net margin changed +1.8 percentage points in the latest annual period.
No qualifying adverse evidence was identified; that is not proof there is no downside.
- P/E is 328% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
17.62Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Such adjusted EBITDA metric is calculated under the indentures governing our outstanding notes as net income before income tax provision, net financing charges, restructuring and impairment costs, allocation for support functions and other costs, and intangib…”10-Q · Aug 13, 2026 ↗
“We expect to benefit if tariffs lead to onshoring of manufacturing and result in construction of new facilities, but our results will be negatively affected if construction of energy transition infrastructure is reduced due to lower subsidies or other factors.”10-Q · Aug 13, 2026 ↗
“This increase was primarily due to higher interest expense of $12 million for the six months ended June 30, 2026 , compared to the six months ended June 30, 2025 , resulting from our higher average outstanding borrowing for the six months ended June 30, 2026…”10-Q · Aug 13, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 2.0× · EV/sales 3.4×. Comparisons use only industry-matched filing peers.
Fewer than 4 annual revenue periods; too little history to scaffold scenarios.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for EQPT. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for EQPT. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind EQPT
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
CMICummins Inc.supplierMar 19, 2026 ▾
“Original Equipment Manufacturer Suppliers We source our rental and resale equipment from a broad range of leading OEMs, including JLG, JCB, John Deere, Komatsu, Hitachi, CASE, Takeuchi, Cummins, Genie, and Toyota.”
DEDeere & CompanysupplierMar 19, 2026 ▾
“Original Equipment Manufacturer Suppliers We source our rental and resale equipment from a broad range of leading OEMs, including JLG, JCB, John Deere, Komatsu, Hitachi, CASE, Takeuchi, Cummins, Genie, and Toyota.”
Depended on by
SUNBSunbelt Rentals Holdings, Inc.competitorJun 23, 2026 ▾
“In North America, our largest national competitors include United Rentals, Herc Rentals and EquipmentShare.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
EQPT is currently a Leader in the organic co-movement group Construction Equipment Rental. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for EQPT; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.