EquipmentShare.com Inc — Form 8-K
Filed August 12, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
For Q2 2026 ended June 30, EquipmentShare reported total revenue of $1,449M (up 26% YoY) with Equipment Rental & Services revenue of $908M (up 39% YoY). Adjusted Core EBITDA was $531M (up 34% YoY), and net income was $19M. The company operates 430 locations (23 new opened in Q2), with original equipment cost under management of $9,851M. Full-year 2026 guidance: Total revenue $5,254M–$5,682M; Adjusted Core EBITDA $1,946M–$2,058M; 427–435 full-service rental locations by year-end.
Why this rating
Strong organic growth (39% rental revenue, 34% EBITDA growth) and location expansion are material relative to company size (~$6.4B assets), but Q2 net income of $19M on $1.4B revenue shows modest profitability. Growth trajectory is real but not yet transformational.
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