Rents construction equipment and provides related parts, supplies, services, equipment sales, and jobsite technology to contractors and construction and industrial companies.
10-K for FY2025, filed Mar 19, 2026EquipmentShare is a vertically integrated platform that combines proprietary technology, a connected equipment fleet, and a nationwide…View ↗
In addition to equipment rentals, we also offer complementary products and services, such as equipment parts, supplies, services, and…View ↗
CustomersView ↗
We are engaged principally in the business of renting equipment that is managed by and fully enabled with ourView ↗
Ancillary to our principal business of equipment rental and related services, we also sell used rental equipment, sell new equipment and…View ↗
Construction customers rent equipment and pay during the rental term, with billing when the monthly rental charge is reached or the rental ends. They pay for equipment, parts, and supplies when picked up or delivered; customers also subscribe to T3 software.
10-K for FY2025, filed Mar 19, 2026As a lessor of rental equipment to customers, the Company recognizes revenue from equipment rentals in the period earned on a straight-line…View ↗
As a lessor of rental equipment to customers, revenue is recognized in the period earned on a straight-line basis over the contract term…View ↗
Equipment sales (new and used) and equipment parts and supplies sales: The Company recognizes revenue on sales of new equipment and used…View ↗
In addition to equipment rentals, we also offer complementary products and services, such as equipment parts, supplies, services, and…View ↗
10-K for FY2025, filed Mar 19, 2026
FY2025 revenue by product or service ↗$4.4B
10-K for FY2025, filed Mar 19, 2026
$4.4B ↗| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Equipment rental, parts, supplies and services
|
62% |
Equipment rental, parts, supplies and services, FY2025
$2.7B Sources
|
|
|
Equipment sales
Sold outright
10-K for FY2025, filed Mar 19, 2026 |
35% |
Equipment sales, FY2025
$1.5B Sources
|
Sold outright |
|
Telematics
Recurring
|
1.5% |
Telematics, FY2025
$66M Sources
|
Recurring |
|
Sales of building materials, small tools, and hardware supplies
Sold outright
|
1.4% |
Sales of building materials, small tools, and hardware supplies, FY2025
$63M Sources
|
Sold outright |
Contractors and construction and industrial firms rent equipment and buy related services through the branch network; equipment is also sold through branches and dealership sites. T3 subscriptions and devices serve customers managing their own fleets.
10-K for FY2025, filed Mar 19, 2026CustomersView ↗
We serve a broad base of customers from local contractors to national construction and industrial firms from our 352 rental branches, 9…View ↗
We maintain dedicated sales teams aligned to each of our core revenue streams: equipment rental and related services, equipment sales…View ↗
Our commercial model is designed to support customers in managing fleet deployment, logistics, and operational workflows across complex and…View ↗
In addition to equipment rentals, we also offer complementary products and services, such as equipment parts, supplies, services, and…View ↗
10-K for FY2025, filed Mar 19, 2026
Our top five rental customers accounted for only 3.8% of equipment rental and related services revenue during the year ended December 31…View ↗
Yes. It kept 1 cent of every revenue dollar as net income in FY2025.
10-K for FY2025, filed Mar 19, 2026
10-Q for Q2 FY2026, filed Aug 13, 2026
Open tableView ↗
8-K, filed Jul 10, 2026
Also on July 9, 2026, the Company announced it has raised its full-year 2026 financial expectations as follows:View ↗
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