EQPT EquipmentShare.com (EQPT) Q2 FY26 earnings call
EquipmentShare delivered robust Q2 FY26 results, driven by strong rental segment revenue growth and expanding fleet under management. The company's focus on national and regional customers and technology-driven operational efficiencies continue to yield high margins in mature locations. Management views the second-half guidance as conservative, anticipating potential outperformance amidst strong demand and upward pricing pressure.
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EQPT operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | 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.