{"schema_version":"secwatch.filing_event.v1","accession":"0001693736-26-000016","form_type":"8-K","ticker":"EQPT","cik":"0001693736","company_name":"EquipmentShare.com Inc","filed_at":"2026-08-12T20:48:31+00:00","discovered_at":"2026-08-12T20:50:00.296281+00:00","generated_at":"2026-08-12T20:50:08.037168+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 Q2 revenue up 26% to $1.45B; rental segment +39% YoY","bullets":["Q2 total revenue $1,449M, up 26% YoY; TTM revenue $4,952M, up 18% YoY.","Rental segment revenue $908M, up 39% YoY; TTM $3,189M, up 37%; 23 new locations opened (430 total).","Net income $19M (+19% YoY); Adjusted Net Income $43M (+169%); Adjusted Core EBITDA $531M (+34%).","Mature rental locations TTM adjusted EBITDA margin 55%; T3 customers spend ~6x more.","Q2 Equipment Sales $483M (+1% YoY); OWN Program Payouts $234M (+35%); OEC $9,851M (+34%)."],"urls":{"canonical":"https://secwatch.observer/filing/0001693736-26-000016","json":"https://secwatch.observer/filing/0001693736-26-000016.json","markdown":"https://secwatch.observer/filing/0001693736-26-000016.md","text":"https://secwatch.observer/filing/0001693736-26-000016.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1693736/000169373626000016/0001693736-26-000016-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1693736/000169373626000016/eqpt-20260812.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-12T20:50:08.037168+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}