EquipmentShare Raises 2026 Financial Outlook on Strong Performance and Customer Demand
EquipmentShare raised its full-year 2026 guidance, lifting the midpoint rental segment revenue growth outlook to 43% from 33%. Updated FY2026 total revenue guidance is $5,808M-$6,045M versus the prior $5,254M-$5,682M range, and Adjusted Core EBITDA guidance moved to $2,136M-$2,224M from $1,946M-$2,058M. Management cited strong customer demand, high fleet utilization, and maturing rental locations, and reiterated a long-term Core EBITDA annual run rate of approximately $4 billion.
Key figures
- Guidance
- FY2026 total revenue $5,808M-$6,045M (prior $5,254M-$5,682M); rental segment revenue $3,823M-$3,979M (prior $3,472M-$3,748M); Adjusted Core EBITDA $2,136M-$2,224M (prior $1,946M-$2,058M); OEC $11,391M-$11,613M; gross rental capex $2,664M-$2,886M
- Mature rental sites 2025
- 186
- Mature rental sites eoy 2026
- 262
- Own program payouts guidance
- $938M-$976M
- Adjusted core ebitda guidance
- $2,136M-$2,224M (updated), $1,946M-$2,058M (prior)
- Full service rental locations
- 427-435
- Core ebitda long term run rate
- $4 billion annual
- Rental segment revenue growth outlook
- 43% midpoint, raised from 33%
AI analysis
Red flags2 · Pro
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.