other material
confidence high
sentiment positive
materiality 0.75
EquipmentShare raises FY2026 guidance, authorizes $500M share repurchase program
EquipmentShare.com Inc
- Full-year 2026 total revenue guidance raised to $5.254B-$5.682B (prior $5.147B-$5.575B).
- Rental segment revenue guidance raised to $3.472B-$3.748B (prior $3.366B-$3.642B), midpoint growth 33%.
- Adjusted Core EBITDA guidance raised to $1.946B-$2.058B (prior $1.883B-$1.995B).
- Board authorized $500M share repurchase program, expiring Dec 31, 2028.
- Company expects ~$2.6B liquidity at end of Q2 2026, including $1.3B net bond proceeds.