{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-019454","form_type":"8-K","ticker":"EQPT","cik":"0001693736","company_name":"EquipmentShare.com Inc","filed_at":"2026-03-18T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.916141+00:00","generated_at":"2026-05-15T09:54:34.416290+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"EquipmentShare FY 2025: Revenue $4.38B (+16%), rental rev up 34%, net income $40M","bullets":["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%)."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-019454","json":"https://secwatch.observer/filing/0001628280-26-019454.json","markdown":"https://secwatch.observer/filing/0001628280-26-019454.md","text":"https://secwatch.observer/filing/0001628280-26-019454.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1693736/000162828026019454/0001628280-26-019454-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1693736/000162828026019454/eqpt-20260318.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T09:54:34.416290+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"af697f0b10c14661675f5e1a7b346e67e0faade4","claim":"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.","evidence_excerpt":"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. •","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1693736/000162828026019454/0001628280-26-019454-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"quarter and year ended December 31, 2025"},{"label":"Revenue","value":"$1,572 million for the fourth quarter and $4,379 million for the full-year"},{"label":"Net income","value":"Net income of $65 million for the fourth quarter and $40 million for the full-year"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}