EquipmentShare Raises 2026 Financial Outlook

The increased outlook reflects strong customer demand, disciplined execution, and increasing productivity across its expanding rental network, EquipmentShare said.

EquipmentShare.com, a leader in connected jobsite technology and one of the largest construction equipment rental providers in the United States, today announced a further increase to its full-year 2026 financial guidance. The increased outlook reflects strong customer demand, disciplined execution, and increasing productivity across its expanding rental network, EquipmentShare said.

The company has also posted a Business and Governance Overview on its investor relations website providing additional information on its operating model and location level performance, OWN Program, corporate governance, and financial reporting processes.

“We are raising our full-year outlook, reflecting strong customer demand and high utilization of the fleet across our network,” said Jabbok Schlacks, founder and CEO of EquipmentShare. “Our rental locations continue to mature, contributing to our growth against a strong construction backdrop. As discussed on our second-quarter 2026 earnings call, we believe our current location footprint continues to support a long-term core EBITDA annual run rate of approximately $4 billion. Customers undertaking large, complex projects need an integrated technology, fleet, and service solution more than ever, and they are increasingly choosing EquipmentShare as their provider of choice. The strength of our customer relationships and expanding project pipeline give us strong visibility through the remainder of 2026 and into 2027. We are highly optimistic about the opportunities ahead and confident in our ability to deliver strong results.”

EquipmentShare’s guidamce previously was for total revenue in the range of %5,254 million to $5,682 million. This has been raised to a range of $5,808 million to $6,045 million. The Rental Segment revenue’s guidance has been raised from a range of $3,472 million to $3,748 million, to a range of $3,823 million to $3,979 million. OWN Program Payouts’ guidance has been raised from a range of $929 to $985 to a range of $938 to $976. And adjusted core EBITDA has been raised from a range of $1,946 million to $2,058 million to a range from $2,136 million to $42,224 million.

EquipmentShare, headquartered in Columbia, Mo., is No. 4 on the RER 100. It expects to release its third quarter results on Nov. 11.

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