secwatch.observer — SEC 8-K summary
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Issuer:     EquipmentShare.com Inc (EQPT)
CIK:        0001693736
Form:       8-K
Filed at:   2026-03-18T23:59:59+00:00
Accession:  0001628280-26-019454
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1693736/000162828026019454/0001628280-26-019454-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1693736/000162828026019454/eqpt-20260318.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-019454

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer