secwatch.observer — SEC 8-K summary
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Issuer:     EquipmentShare.com Inc (EQPT)
CIK:        0001693736
Form:       8-K
Filed at:   2026-08-12T20:48:31+00:00
Accession:  0001693736-26-000016
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

EquipmentShare Q2 revenue up 26% to $1.45B; rental segment +39% YoY
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- 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%).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1693736/000169373626000016/0001693736-26-000016-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1693736/000169373626000016/eqpt-20260812.htm
  HTML page:      https://secwatch.observer/filing/0001693736-26-000016

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