Jun 2026 (Q2 FY26) — Aug 13, 2026
EquipmentShare Q2 FY26 — Strong Rental Growth and De-risked H2 Outlook
Read the full callEquipmentShare.com (EQPT) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
EquipmentShare.com earnings: last reported Thu, 13 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,449 | +26.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 6.5 | +0.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 19.0 | +18.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$13.95 +2.65% · +$0.36
Performance −57.2% YTD
YTD: $32.56 on 23 Jan 2026 → $13.95. High $34.63 (28 Jan 2026), low $13.59 (16 Oct 2026).
- Previous close
- $13.59
- 52-week range
- $13.59 – $34.63
Overview
- Symbol
- EQPT
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — May 14, 2026
EquipmentShare Q1 FY26 — Strong Rental Revenue Growth and Raised Full-Year Outlook
Read the full callDec 2025 (Q4 FY25) — Mar 19, 2026
EquipmentShare Q4 FY25 — Strong Rental Revenue Growth and Robust Mature Site Performance
Read the full callEvery analysed call
EquipmentShare.com earnings calls (EQPT)
Financials
What the filings say
Net profit, year on year: +19% (quarter to jun 2026 against jun 2025).
| Line item | Mar 2025 | Jun 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| Sales | 716 | 1,147 | 989 | 1,449 |
| Operating profit | -10 | 64 | 1 | 94 |
| Operating margin | −1.4% | 5.6% | 0.1% | 6.5% |
| Other income | -57 | -61 | -62 | -61 |
| Interest | 63 | 69 | 70 | 73 |
| Profit before tax | -67 | 3 | -61 | 33 |
| Tax rate | 28.4% | −433.3% | 52.5% | 42.4% |
| Net profit | -48 | 16 | -29 | 19 |
| Line item | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Equity capital | — | 0 | 0 |
| Reserves | — | 8 | 0 |
| Total liabilities | — | 3,943 | 5,099 |
| Fixed assets | — | 339 | 504 |
| Total assets | — | 4,816 | 5,987 |
| Line item | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|
| Cash from operations | 279 | 282 | 264 |
| Cash from investing | -614 | -419 | -980 |
| Cash from financing | 408 | 228 | 615 |
| Net cash flow | 73 | 91 | -101 |
EQPT revenue by segment
| Segment | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|
| Equipment Rental and Services Operations | 77% | 63% | — |
| Equipment Sales | 18% | 33% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
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.
Insider filings
56 filings between Jan 26, 2026 and Sep 25, 2026.
Open market
decisions to buy or sellPurchases
$4.69M
18 purchases by 5 insiders
Sales
$45.39M
4 sales by 1 insider
Compensation
not trading decisions- 8
- Award — granted as compensation
Also filed: 24 other filings, 2 dispositions to the issuer.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Chheda Neil | — | $45.39M | Aug 18, 2026 |
| Schlacks Jabbok | $2.37M | — | Sep 15, 2026 |
| Schlacks William J. | $1.47M | — | Sep 2, 2026 |
| HILL W BRYAN | $499.1K | — | May 19, 2026 |
| BHATIA NAVEEN | $242.2K | — | May 15, 2026 |
| Marquardt David | $105.0K | — | Jan 26, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 25, 2026 | BHATIA NAVEEN Director | Award | 14,409 | $0 |
| Sep 25, 2026 | Miller Harley Director | Award | 14,409 | $0 |
| Sep 25, 2026 | Giangiacomo Damian Director | Award | 14,409 | $0 |
| Sep 25, 2026 | HILL W BRYAN Director | Award | 6,657 | $0 |
| Sep 15, 2026 | Schlacks Jabbok Founder & CEO | Purchase | 22,900 | $406.7K |
| Sep 14, 2026 | Schlacks Jabbok Founder & CEO | Purchase | 2,100 | $37.8K |
| Sep 2, 2026 | Schlacks William J. Founder & President | Purchase | 10,000 | $177.9K |
| Sep 2, 2026 | Schlacks Jabbok Founder & CEO | Purchase | 10,000 | $176.9K |
| Sep 1, 2026 | Schlacks Jabbok Founder & CEO | Purchase | 15,000 | $255.5K |
| Aug 31, 2026 | Schlacks Jabbok Founder & CEO | Purchase | 15,500 | $270.6K |
| Aug 28, 2026 | Schlacks Jabbok Founder & CEO | Purchase | 9,500 | $169.8K |
| Aug 21, 2026 | Schlacks William J. Founder & President | Purchase | 2,000 | $37.3K |
| Aug 18, 2026 | Schlacks William J. Founder & President | Purchase | 4,000 | $78.2K |
| Aug 18, 2026 | Chheda Neil 10% owner | Sale | 1,285,402 | $26.50M |
| Aug 18, 2026 | Chheda Neil 10% owner | Sale | 896,945 | $18.50M |
| Aug 17, 2026 | Schlacks William J. Founder & President | Purchase | 2,098 | $44.8K |
| Aug 17, 2026 | Schlacks William J. Founder & President | Purchase | 1,002 | $21.3K |
| Aug 14, 2026 | Chheda Neil 10% owner | Sale | 7,679 | $161.7K |
| Aug 14, 2026 | Schlacks William J. Founder & President | Purchase | 1,850 | $38.5K |
| Aug 14, 2026 | Chheda Neil 10% owner | Sale | 11,006 | $231.8K |
| Jun 15, 2026 | Schlacks William J. Co-Founder & President | Purchase | 50,000 | $1.07M |
| Jun 15, 2026 | Schlacks Jabbok Co-Founder & CEO | Purchase | 28,300 | $589.5K |
| Jun 15, 2026 | Schlacks Jabbok Co-Founder & CEO | Purchase | 21,700 | $466.6K |
| May 19, 2026 | HILL W BRYAN Director | Purchase | 21,803 | $499.1K |
| May 15, 2026 | BHATIA NAVEEN Director | Purchase | 10,000 | $242.2K |
| Apr 1, 2026 | Wopata Mark EVP, Fin. & Chief Data Officer | Award | 15,000 | $0 |
| Apr 1, 2026 | Marquardt David CFO & Chief Accounting Officer | Award | 50,000 | $0 |
| Apr 1, 2026 | Marquardt David CFO & Chief Accounting Officer | Award | 15,000 | $0 |
| Apr 1, 2026 | Wopata Mark EVP, Fin. & Chief Data Officer | Award | 50,000 | $0 |
| Jan 26, 2026 | Schlacks Jabbok Co-Founder & CEO | Disposition to issuer | 18,784,472 | — |
| Jan 26, 2026 | Schlacks Jabbok Co-Founder & CEO | Other | 2,807,882 | — |
| Jan 26, 2026 | Schlacks Jabbok Co-Founder & CEO | Other | 2,807,882 | — |
| Jan 26, 2026 | Schlacks Jabbok Co-Founder & CEO | Other | 10,784,381 | — |
| Jan 26, 2026 | Schlacks Jabbok Co-Founder & CEO | Other | 714,285 | — |
| Jan 26, 2026 | Marquardt David CFO & Chief Accounting Officer | Other | 60,000 | — |
| Jan 26, 2026 | Marquardt David CFO & Chief Accounting Officer | Other | 60,000 | — |
| Jan 26, 2026 | Marquardt David CFO & Chief Accounting Officer | Purchase | 4,285 | $105.0K |
| Jan 26, 2026 | HILL W BRYAN Director | Other | 13,991 | — |
| Jan 26, 2026 | Schlacks William J. Co-Founder & President | Other | 28,392 | — |
| Jan 26, 2026 | Wopata Mark EVP, Finance & Chief Data Off. | Other | 15,100 | — |
| Jan 26, 2026 | Wopata Mark EVP, Finance & Chief Data Off. | Other | 15,100 | — |
| Jan 26, 2026 | Giacomazza Jennifer Director | Other | 80,000 | — |
| Jan 26, 2026 | Giacomazza Jennifer Director | Other | 80,000 | — |
| Jan 26, 2026 | BHATIA NAVEEN Director | Other | 302,000 | — |
| Jan 26, 2026 | BHATIA NAVEEN Director | Other | 302,000 | — |
| Jan 26, 2026 | Schlacks William J. Co-Founder & President | Other | 18,756,080 | — |
| Jan 26, 2026 | Schlacks William J. Co-Founder & President | Other | 18,756,080 | — |
| Jan 26, 2026 | HILL W BRYAN Director | Other | 13,991 | — |
| Jan 26, 2026 | Schlacks William J. Co-Founder & President | Disposition to issuer | 18,784,472 | — |
| Jan 26, 2026 | Schlacks William J. Co-Founder & President | Other | 2,807,882 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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