Latest Earnings Results: Q3 '26
Estimated EPS
$0.14
Reported EPS
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Surprise
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Estimated Rev
$1.28B
Reported Rev
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Surprise
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• Reported GAAP EPS of $0.07 down -58.82% YoY • Reported revenue of $1.45B up 26.33% YoY • EquipmentShare anticipates full-year 2026 total revenue between $5,254 million and $5,682 million, with Adjusted Core EBITDA projected to range from $1,946 million to $2,058 million for the fiscal year ending 2026.
Bullish Takeaway
EquipmentShare delivered strong revenue growth in its Rental Segment, expanded Adjusted Core EBITDA through site maturation, and realized increased customer spending from the adoption of the integrated T3 platform.
Bearish Takeaway
EquipmentShare experienced a decline in certain equipment sales, higher income tax provisions impacting net income, and remains subject to various market and operational risks inherent in the construction rental industry.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | -- | $0.24 | -- | N/A |
Q3 '26 | $0.14 | -- | -- | N/A |
Q2 '26 | -$0.06 | $0.18 | 402.84% | BEAT |
Q1 '26 | -$0.23 | -$0.11 | 52.77% | BEAT |
Q4 '25 | $0.12 | $0.24 | 95.92% | BEAT |