earnings
confidence high
sentiment positive
materiality 0.70
EquipmentShare Q1 revenue up 38% to $989M, rental segment +37% YoY; raises FY2026 guidance
EquipmentShare.com Inc
- Total revenue $989M (+38% YoY); rental segment revenue $764M (+37% YoY).
- Net loss improved to $29M from $48M a year ago; adjusted net loss $12M.
- Adjusted Core EBITDA $399M (+38% YoY); TTM adjusted Core EBITDA $1,776M.
- Mature rental locations TTM adjusted EBITDA margin 55%; 22 new locations opened in Q1 (total 407).
- Company raises full-year 2026 outlook across all metrics (specific new guidance not provided).