EquipmentShare raises 2026 revenue and Adjusted Core EBITDA guidance on strong demand
EquipmentShare raised its full-year 2026 financial guidance for a second time, citing strong customer demand, disciplined execution and rising productivity across its rental network. The higher outlook covers total revenue and Adjusted Core EBITDA, and the company says the increase reflects growth in its rental operations, though it has not yet reported actual results for the quarter ended September 30, 2026.
Key points
- Total revenue guidance is now $5,808 million to $6,045 million, up from $5,254 million to $5,682 million under prior guidance dated July 9, 2026.
- Adjusted Core EBITDA guidance is now $2,136 million to $2,224 million, up from $1,946 million to $2,058 million.
- The midpoint full-year growth outlook for the Equipment Rental and Services Operations segment revenue increased to 43% from 33%.
- Actual results for the quarter ended September 30, 2026 will be provided at the third quarter earnings call.
The filing
Written by AI on Nov 9, 2026, 8:53 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 19, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.