Loading…
Rents construction equipment and provides proprietary telematics/fleet-management software to contractors.
Rents construction equipment and provides proprietary telematics/fleet-management software to contractors.
Rents out its own fleet of equipment to contractors by the day, week or month and sells used machines as they age out, while its T3 software tracks machines and jobsites and is sold as an additional product. Rental and used-equipment sales carry the business, so earnings follow construction activity and equipment prices.
In one line: A tech-enabled United Rentals challenger.
Moat: narrow (scale, data, switching costs). Proprietary telematics platform embedded in contractor workflows differentiates from commodity equipment rental.
Headquarters: Columbia, Missouri, United States · Founded: 2015 · Employees: 8,206
Size EquipmentShare.com (EQPT) is a United States Industrials company (Internet Software/Services) with a market value of $3.73B, the 1390th largest of 3,117 United States companies the cockpit tracks. Shares closed at $14.68 on 6 Nov 2026.
Performance Over six months the shares fell 32.7%, against -6.0% for the median peer and -1.1% for the United States market (cap-weighted) — 7th lowest of 21 in its peer set.
Growth Revenue grew 18.2% over the last twelve months (peer median +9.8%); the operating margin is 6.8% (peer median 9.6%).
Valuation It trades at 29.0× forward earnings against a peer median of 13.7× (2nd most expensive of 18).
Capital Return on invested capital runs 4.1 points below its cost of capital (8.4% WACC).
Short interest Short interest is 8.7% of the free float (15 Oct 2026).
Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $4.95B | $4.38B | $3.76B | $2.56B | $1.73B |
| Revenue growth | — | +16% | +47% | +48% | — |
| Gross profit | $1.39B | $1.20B | $918M | $749M | $539M |
| EBITDA | $752M | $662M | $550M | $545M | $382M |
| Net income | $59.3M | $38.0M | $2.60M | $17.3M | $26.3M |
| Free cash flow | n/a | -$1.76B | -$1.50B | -$1.00B | -$1.18B |
| Capital expenditure | n/a | $2.07B | $1.82B | $1.31B | $1.42B |
| Total debt | $4.81B | $4.35B | $3.48B | $3.31B | n/a |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| EquipmentShare.com EQPT | $3.73B | -33% | +18% | 7% | 29.0× | n/a |
| United Rentals URI | $65.4B | +13% | +9% | 26% | 17.8× | 19.7% |
| Sunbelt Rentals SUNB | $31.6B | +5% | +3% | 21% | 17.7× | 8.8% |
| Herc HRI | $5.08B | +14% | +19% | 14% | 14.2× | n/a |
Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | EQPT | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.3% | -4.4% | 10th lowest of 21 |
| 6-month return | -32.7% | -6.0% | 7th lowest of 21 |
| Distance from 52-week high | -58.6% | -21.6% | 5th lowest of 21 |
| Revenue growth (TTM) | +18.2% | +9.8% | 6th highest of 20 |
| Operating margin | 6.8% | 9.6% | 10th lowest of 21 |
| Forward P/E | 29.0× | 13.7× | 2nd most expensive of 18 |
| ROIC minus cost of capital | -4.1 pp | +1.3 pp | 5th lowest of 20 |
| EV / EBITDA | 11.1× | 10.7× | 8th most expensive of 16 |
| Net debt / EBITDA | 5.7× | 0.8× | most indebted of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| EquipmentShare.com EQPT | United States | $3.73B | -33% | +18% | 7% | 29.0× | n/a | n/a |
| Mueller Water Products MWA | United States | $3.75B | -9% | +6% | 21% | 15.3× | 2.4% | +5.8% |
| Brady BRC | United States | $3.69B | 0% | +10% | 16% | 12.0× | 1.0% | +7.7% |
| GEO GEO | United States | $3.66B | +28% | +15% | 12% | 13.5× | 6.8% | +2.3% |
| Argan AGX | United States | $3.89B | -59% | +29% | 15% | 20.5× | 0.3% | +19.2% |
| Everus Construction ECG | United States | $3.91B | -53% | +33% | 8% | 12.2× | 13.9% | +11.5% |
| Primoris Services PRIM | United States | $3.52B | -38% | -5% | 3% | 13.7× | 22.8% | +16.8% |
| Firefly Aerospace FLY | United States | $3.48B | -48% | +179% | -116% | n/a | n/a | n/a |
| Exponent EXPO | United States | $3.99B | +37% | +15% | 21% | 32.6× | 10.8% | +7.8% |
| Corporacion America Airports CAAP | United States | $4.00B | -3% | +16% | 23% | 9.6× | -6.3% | +26.4% |
| Kadant KAI | United States | $3.46B | -14% | +17% | 16% | 21.7× | 15.5% | +10.6% |
| MAXIMUS MMS | United States | $3.43B | +2% | -3% | 11% | 7.9× | -8.5% | +9.4% |
| Archer Aviation ACHR | United States | $3.42B | -31% | n/a | -13,570% | n/a | n/a | n/a |
| HNI HNI | United States | $3.42B | +41% | +104% | 6% | 10.7× | 8.4% | +7.7% |
| MYR MYRG | United States | $4.09B | -40% | +23% | 6% | 18.1× | 14.0% | +10.2% |
| UniFirst UNF | United States | $4.10B | -7% | +4% | 5% | 27.9× | 18.9% | +6.7% |
| Korn Ferry KFY | United States | $4.11B | +11% | +7% | 13% | 13.0× | 2.0% | +10.1% |
| ZIM Integrated Shipping Services ZIM | United States | $3.37B | +5% | -25% | 6% | 3.7× | 2.7% | +11.6% |
| Franklin Electric FELE | United States | $4.16B | -5% | +7% | 13% | 18.0× | 9.2% | +11.3% |
| X-Energy XE | United States | $4.24B | -65% | -9% | -156% | n/a | n/a | n/a |
| Robert Half RHI | United States | $4.28B | +55% | -3% | 1% | 23.5× | 26.7% | +1.0% |