Q2 FY2026 EarningsQ2 FY26 beat consensus across the board, with revenue of $1,449M exceeding the $1,144M estimate by 26.65%. Normalized EPS of $0.07 significantly outperformed the anticipated loss of $0.037. Growth was primarily driven by Equipment Rental (+41% YoY) and the T3 Platform surge (+240% YoY), while the OWN Program expansion continues to scale fleet capacity efficiently. Post-quarter, a $1,350M notes issuance and a $500M share repurchase program signal robust capital management and shareholder confidence.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: EquipmentShare.com(EQPT) the Revenue is 1.449 B (--%), Beat estimate;the EBIT is 94 M (--%), Beat estimate;the EPS is 0.06 (--%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.45B--
1.14B--
+0.30B--%
EBITExceed expectations
0.09B--
0.04B--
+0.05B--%
EPSExceed expectations
0.06--
-0.0914--
+0.1514--%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf