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EquipmentShare.com Inc Q2 FY2026 Earnings Call

EquipmentShare.com Inc (EQPT)

Earnings Call FY2026 Q2 Call date: 2026-07-10 Concluded

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Guidance

from the 8-K filed Jul 10, 2026

Metric	Period	Guided	Basis
OEC table Raised Year Ending December 31, 2026	Year Ending December 31, 2026	$10.58B – $11.63B	—
Total Revenue table Raised Year Ending December 31, 2026	Year Ending December 31, 2026	$5.25B – $5.68B	—
Rental Segment Revenue table Raised Year Ending December 31, 2026	Year Ending December 31, 2026	$3.47B – $3.75B	—
OWN Program Payouts table Raised Year Ending December 31, 2026	Year Ending December 31, 2026	$929M – $985M	—
Adjusted Core EBITDA table Raised Year Ending December 31, 2026	Year Ending December 31, 2026	$1.95B – $2.06B	Non-GAAP
Gross Rental Capex table Raised Year Ending December 31, 2026	Year Ending December 31, 2026	$2.66B – $2.89B	—
Net Rental Capex table Raised Year Ending December 31, 2026	Year Ending December 31, 2026	$980M – $1.06B	—
OWN Program % of OEC table Maintained Year Ending December 31, 2026	Year Ending December 31, 2026	55% – 60%	—

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