EquipmentShare.com Inc. (Nasdaq: EQPT) announced an updated full-year 2026 financial outlook on October 19, 2026, raising its guidance for the Equipment Rental and Services Operations segment. The company cited strong customer demand, disciplined execution, and increasing productivity across its expanding rental network as the primary drivers for the revision.
The updated guidance projects rental segment revenue growth of 43% for the year ending December 31, 2026. This represents an increase from the prior guidance of 33% growth announced on July 9, 2026.
Key financial metrics for the updated 2026 outlook include:
- Total Revenue: $5.808 billion to $6.045 million
- Rental Segment Revenue: $3.823 billion to $3.979 million
- Adjusted Core EBITDA: $2.136 billion to $2.224 million
- Full-Service Rental Locations: 427 to 435 sites
- OWN Program Payouts: $938 million to $976 million
The company also provided context regarding its fleet expansion, noting that it anticipates 262 mature rental sites by the end of 2026, up from 186 sites for the year ended December 31, 2025. EquipmentShare’s founder and CEO, Jabbok Schlacks, stated that the company believes its current location footprint supports a long-term Core EBITDA annual run rate of approximately $4 billion.
