EquipmentShare (EQPT)
Rents and sells construction equipment through a T3-enabled service network.
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Rentals, services, equipment sales, and T3 telematics subscriptions serve construction customers through a U.S. network. T3 connects fleet and jobsite data, while the OWN Program brings participant-owned equipment onto the rental platform.
Equipment rentals, related services, equipment sales, and telematics SaaS are delivered through a U.S. branch and dealership network. T3 combines embedded telematics hardware, software applications, and real-time data for tracking mixed fleets, utilization, maintenance, security, and jobsite activity.
The Equipment Rental and Services Operations segment earns from rentals, services, parts, supplies, maintenance, and rental-customer access to T3. Equipment Sales covers new and used equipment sold through branches and dealerships, while standalone subscriptions and applications extend T3 beyond those segments.
T3 is used internally as the operating layer and sold with related hardware and subscriptions. The OWN Program adds equipment supplied by third-party participants to the rental platform; participants share rental revenue while the company manages and may remarket the equipment. The founders' Class B shares are voted as a group, giving them control of voting power.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 25, 2026 | Truist Financial | Target | Target: $38 | Target: $35 |
| Aug 20, 2026 | UBS | Reiterate | Rating: —Target: $24 | Target: $22 |
| Jul 14, 2026 | Wells Fargo | Reiterate | Rating: —Target: $41 | Target: $25 |
| Jul 2, 2026 | Truist Financial | Target | Target: $41 | Target: $38 |
| Jun 29, 2026 | BNP Paribas | Target | Target: — | Target: $22 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $443.0M · Total debt $4.81B · Total assets $7.11B · Shareholders' equity $1.58B
- Revenue
- $1.45B
- Operating income
- $94.0M
- Net income
- $19.0M
No dividends on record.
| Institutions | ≈ 42.80% | 108.01M shares | |
|---|---|---|---|
| 157 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Other | ≈ 57.20% | 144.37M shares | |
| remainder | |||
252.38M company shares as of Aug 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Anchorage Capital Group, L.L.C.Institution | 7.04% | 17.77M | as of Jun 30, 2026 |
Insight Holdings Group, LLCInstitution | 5.36% | 13.53M | as of Jun 30, 2026 |
BDT Capital Partners, LLCInstitution | 4.18% | 10.55M | as of Jun 30, 2026 |
Wellington Management Group LLPInstitution | 3.39% | 8.56M | as of Jun 30, 2026 |
Price T Rowe Associates Inc /MD/Institution | 3.27% | 8.27M | as of Jun 30, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| EquipmentShare | $18.54 | +2.04% | $4.59B | 193.1 | 40.4 | 0.9 | — |
| United Rentals | $1,052.16 | +2.16% | $64.10B | 24.9 | 20.0 | 3.8 | +11.8% |
| Sunbelt Rentals | $75.73 | +3.95% | $29.86B | 22.0 | 17.4 | 2.6 | — |
| Herc | $145.21 | +3.18% | $4.71B | 95.7 | 17.5 | 1.0 | +20.2% |
| Custom Truck One Source | $9.49 | +1.12% | $2.13B | 99.9 | 43.5 | 1.0 | +10.2% |
| Samsara | $38.30 | +0.66% | $21.96B | 236.6 | 45.2 | 11.9 | +29.9% |
| Median | 95.7 | 20.0 | 2.6 | +16.0% |