EQPT EquipmentShare.com (EQPT) Q1 FY26 earnings call
EquipmentShare delivered a strong first quarter, driven by robust demand in core end markets, continued share gains with large customers, and the differentiated T3 technology platform. The company raised its full-year 2026 outlook across key financial metrics, reflecting confidence in its organic growth strategy and the value proposition of its integrated model. Management emphasized the company's ability to scale with discipline and leverage its tech stack to drive customer value and high returns on invested capital.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
EQPT operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | This call Mar 2026 Q1 FY26 | Change vs prior quarter |
|---|---|---|---|
| Locations | 385We added 95 locations for a total of 385 locations at the end of 2025.Source: earnings call transcript | 407We opened 22 new locations and ended the quarter with 407 operational locations.Source: earnings call transcript | +5.7% |
| Mature site return on invested capital | 16.5%Mature site return on invested capital was 16.5%.Source: earnings call transcript | 16.5%We have -- because we have so much demand, because we're getting 16.5% mature site ROIC, our deployment of capital is obviously going to be very favorable from a capital deployment perspective.Source: earnings call transcript | 0 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.