EquipmentShare Q2 revenue rises 26% to $1,449 million; net income $19 million
EquipmentShare reported second-quarter 2026 revenue of $1,449 million, up 26% from a year earlier, with net income of $19 million compared with $16 million. Diluted earnings per share were $0.06 in both periods, and the company reiterated its 2026 outlook, which projects total revenue of $5,254 million to $5,682 million and Adjusted Core EBITDA of $1,946 million to $2,058 million.
Key points
- Q2 2026 total revenue $1,449 million, up 26% from $1,147 million; Rental Segment revenue $908 million, up 39%
- Net income $19 million vs. $16 million a year earlier; GAAP diluted EPS $0.06 in both periods
- Adjusted Core EBITDA $531 million, up 34% from $395 million; includes $24 million of IPO Founders Awards stock compensation excluded from Adjusted Net Income
- 2026 outlook: total revenue $5,254 million to $5,682 million; Adjusted Core EBITDA $1,946 million to $2,058 million
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 August 12, 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.