EquipmentShare — Third Quarter 2026 Earnings Summary

EquipmentShare reported third-quarter 2026 total revenue of $1,468 million, representing a 55% year-over-year increase driven by a 49% rise in rental segment revenue. Net income for the quarter reached $20 million, while adjusted net income rose to $46 million, supported by a 52% increase in rental segment adjusted EBITDA to $491 million. The company expanded its managed fleet to $10.663 billion in original equipment cost and opened 18 new operational locations during the quarter. Management projects full-year 2026 total revenue between $5.8 billion and $6.0 billion, with adjusted core EBITDA guidance ranging from $2.1 billion to $2.2 billion.