{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-034640","form_type":"8-K","ticker":"EQPT","cik":"0001693736","company_name":"EquipmentShare.com Inc","filed_at":"2026-05-13T20:33:54+00:00","discovered_at":"2026-05-13T20:35:00.295598+00:00","generated_at":"2026-05-13T21:40:08.172953+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"EquipmentShare Q1 revenue up 38% to $989M, rental segment +37% YoY; raises FY2026 guidance","bullets":["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)."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-034640","json":"https://secwatch.observer/filing/0001628280-26-034640.json","markdown":"https://secwatch.observer/filing/0001628280-26-034640.md","text":"https://secwatch.observer/filing/0001628280-26-034640.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1693736/000162828026034640/0001628280-26-034640-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1693736/000162828026034640/eqpt-20260513.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-13T21:40:08.172953+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":"de5aacaa31294c39912d4fa5411b3c7a6412f64a","claim":"EquipmentShare.com Inc reported first quarter ended March 31, 2026 results: revenue $989 million, net income Net loss of $29 million. Guidance raised.","evidence_excerpt":"in such filing. --- EX-99.1 (EX-99.1) --- 5/13/2026 EquipmentShare Reports Strong First Quarter Financial Results and Raises Full-Year 2026 Guidance • Total revenue of $989 million for the first quarter and $4,652 million on a TTM (1) basis. • Rental Segment (2) revenue of $764 million for the first quarter, an increase of 37% year over year, and on a TTM","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1693736/000162828026034640/0001628280-26-034640-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$989 million"},{"label":"Net income","value":"Net loss of $29 million"},{"label":"Guidance","value":"raised"},{"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"}