Services-Equipment Rental & Leasing, NEC · SIC 7359

EquipmentShare.com Inc

EQPT

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Latest revenue

$989.0M

as of 2026-03-31

Latest net income

$-29.0M

as of 2026-03-31

Net margin

-2.9%

as of 2026-03-31

Price · 5Y

-75.0% / yr 88.7 pts / yr vs S&P 500 36.3% total
Compare:

Live market

delayed ≤15 min
$20.73
3.81%
Market cap
$1.64B
Enterprise value
$1.64B
P/E (trailing)
40.9×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$35.50
52-wk low
$17.95
Beta
Shares out
79.0M

5-year trend

What this company does

AI

EquipmentShare.com Inc and subsidiaries (“EquipmentShare” or the “Company”) was organized in 2014 and commenced operations on January 1, 2015. Effective June 30, 2025, EquipmentShare.com Inc changed its jurisdiction of incorporation from the state of Delaware to the state of Texas. As used in this report, unless otherwise indicated or the context otherwise requires, “EquipmentShare,” the “Company,” “we,” “us,” and similar terms refer to EquipmentShare.com Inc and its consolidated subsidiaries. Item 1. Business Overview EquipmentShare is a vertically integrated platform that combines proprietary technology, a connected equipment fleet, and a nationwide footprint to serve the construction…

AI summary unavailable — showing raw filing excerpt

Generated from EQPT's filing dated 2026-03-19

Key risks

AI

Item 1A. Risk Factors Our business, results of operations and financial condition are subject to numerous risks and uncertainties. In connection with any investment decision with respect to our securities, you should carefully consider the following risk factors, as well as the other information contained in this report and our other filings with the SEC. Additional risks and uncertainties not presently known to us or that we currently deem immaterial may also impair our business operations. Should any of these risks materialize, our business, results of operations, financial condition and future prospects could be negatively impacted, which in turn could affect the trading value of our…

AI summary unavailable — showing raw filing excerpt

Generated from EQPT's filing dated 2026-03-19

Profitability

Gross margin

28.3%

12.6%

Operating margin

6.8%

17.1%

Net margin

0.9%

14.0%

Return on equity

7.6%

4.0%

Return on assets

0.7%

19.6%

Leverage

Debt / equity

10.34×

33.0%

Long-term debt / equity

6.19×

34.4%

Debt / assets

91.2%

2.9%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$989.0M+38.1%$-29.0M+39.6%-2.9%

Q1 2025

2025-03-31

$716.0M$-48.0M-6.7%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Services-Equipment Rental & Leasing, NEC · SIC 7359

No data yet for industry average

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Insider activity

Insider buying

$846.3K

Insider selling

$0

Net activity

+$846.3K

Distinct insiders

3

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-19

Bryan W Hill

Director

Purchase21,803$22.89$499.1K
2026-05-15

Naveen Bhatia

Director

Purchase10,000$24.22$242.2K
2026-01-26

David Marquardt

CFO & Chief Accounting Officer

Purchase4,285$24.50$105.0K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns EQPT

Institutional value

$297.9M

Total shares held

14.7M

Distinct holders

53

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1Capital World Investors2.1M$42.9MNew
2FEDERATED HERMES, INC.1.5M$31.6MNew
3BlackRock, Inc.1.4M$28.2MNew
4VANGUARD CAPITAL MANAGEMENT LLC1.4M$28.1MNew
5JPMORGAN CHASE & CO1.4M$26.9MNew
6VANGUARD PORTFOLIO MANAGEMENT LLC1.2M$23.6MNew
7Liberty Street Advisors, Inc.975.3K$19.9MNew
8UBS Group AG960.1K$19.6MNew
9Clearbridge Investments, LLC807.2K$16.4MNew
10TimesSquare Capital Management, LLC590.6K$12.0MNew
11Walleye Capital LLC413.6K$8.4MNew
12SEVEN GRAND MANAGERS, LLC300.0K$6.1MNew
13TEACHER RETIREMENT SYSTEM OF TEXAS300.0K$6.1MNew
14Pictet Asset Management Holding SA250.1K$5.1MNew
15VANGUARD FIDUCIARY TRUST CO183.8K$3.7MNew
16Hudson Bay Capital Management LP172.0K$3.5MNew
17Nuveen, LLC162.8K$3.3MNew
18Asset Management One Co., Ltd.80.4K$1.6MNew
19DEUTSCHE BANK AG\70.0K$1.4MNew
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC53.9K$1.1MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once EQPT's latest filing finishes processing.