EquipmentShare FY 2025: Revenue $4.38B (+16%), rental rev up 34%, net income $40M

EquipmentShare.com Inc

Total revenue $4,379M in FY 2025 (+16% YoY); Q4 revenue $1,572M (+1% YoY).
Rental segment revenue reached $2,724M in FY 2025 (+34% YoY) driven by 95 new locations (385 total).
Net income for FY 2025 was $40M vs $3M in FY 2024; Adjusted Core EBITDA $1,667M (+32% YoY).
Mature rental location adjusted EBITDA margins 54% and ROIC 16.5% for FY 2025.
OWN Program payouts grew 70% to $714M in FY 2025; Original Equipment Cost $8,780M (+33%).

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

EquipmentShare.com Inc reported quarter and year ended December 31, 2025 results: revenue $1,572 million for the fourth quarter and $4,379 million for the full-year, net income Net income of $65 million for the fourth quarter and $40 million for the full-year.

Period: quarter and year ended December 31, 2025
Revenue: $1,572 million for the fourth quarter and $4,379 million for the full-year
Net income: Net income of $65 million for the fourth quarter and $40 million for the full-year
Result: reported results

Exact text from the filing

EquipmentShare Reports Fourth Quarter and Full-Year 2025 Financial Results • Total revenue of $1,572 million for the fourth quarter and $4,379 million for the full-year. •

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EquipmentShare.com Inc filing history →

Source: SEC EDGAR

accession 0001628280-26-019454

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