Every 8-K that EquipmentShare.com Inc (EQPT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow EQPT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EQPT filings page.
EquipmentShare.com Inc reported strong second-quarter 2026 results with total revenue of $1,449 million, up 26% year over year, driven mainly by its Equipment Rental and Services Operations segment. Rental Segment revenue rose to $908 million, a 39% increase, supported by network expansion and a larger managed fleet.
Net income was $19 million for the quarter and $62 million on a TTM basis, while Adjusted Net Income reached $43 million for the quarter and $103 million TTM, excluding IPO Founders Awards stock compensation. Adjusted Core EBITDA increased 34% to $531 million for the quarter and $1,911 million TTM, with mature rental locations generating 55% adjusted EBITDA margins on a TTM basis. The company operated 430 locations as of June 30, 2026, and managed original equipment cost of $9,851 million. Liquidity was $1,424 million (and $2,763 million including a July 1, 2026 bond issuance adjustment), and the net leverage ratio improved to 3.0x from 3.4x a year earlier. Guidance for 2026 calls for total revenue of $5,254–$5,682 million and Adjusted Core EBITDA of $1,946–$2,058 million.
EquipmentShare.com Inc. announced a new share repurchase program authorizing purchases of up to $500 million of Class A common stock through December 31, 2028, executed opportunistically via open-market and other permitted transactions at the company’s discretion.
The company also raised its full-year 2026 outlook, guiding Total Revenue to $5,254–$5,682 million (from $5,147–$5,575 million) and Rental Segment Revenue to $3,472–$3,748 million (from $3,366–$3,642 million). Adjusted Core EBITDA guidance increased to $1,946–$2,058 million (from $1,883–$1,995 million), with higher planned Gross Rental Capex of $2,664–$2,886 million and Net Rental Capex of $980–$1,060 million. Expected OEC is now $10,577–$11,627 million.
The company anticipates 264 mature rental locations by year-end 2026, up from 186 in 2025, and cites expected pro forma liquidity of about $2.6 billion after recent bond proceeds, supporting both growth investments and the repurchase authorization.
EquipmentShare.com Inc closed a private offering of $1,350 million of new senior secured second lien notes due 2034, adding a large long-term debt layer to its capital structure. The notes carry a fixed interest rate of 7.125% per year, with interest payable each January 1 and July 1 starting in 2027.
The notes are secured on a second-lien basis by substantially all company and future guarantor assets and rank pari passu with EquipmentShare’s existing second-lien notes, but junior to its asset-based revolving credit facility. The indenture includes typical high-yield covenants that restrict additional debt, dividends, asset sales, affiliate transactions, and mergers, along with standard events of default.
EquipmentShare.com Inc upsized and priced a private offering of $1,350 million aggregate principal amount of 7.125% senior secured second lien notes due 2034. The deal increases the offering size by $300 million and sells the notes at 100% of principal.
The notes are secured on a second-priority basis by liens on substantially all assets that secure EquipmentShare’s first-lien obligations and are being sold privately to qualified institutional buyers and certain non-U.S. investors. EquipmentShare plans to use the net proceeds mainly to repay borrowings under its asset-based revolving credit facility, pay related fees and expenses, and for general corporate purposes.
EquipmentShare.com Inc has launched a private offering of $1,050 million in senior secured second lien notes due 2034. The notes are being sold in the U.S. to qualified institutional buyers and to certain non-U.S. investors under Regulation S, and will not be registered under the Securities Act.
EquipmentShare intends to use the net proceeds to repay borrowings under its asset-based revolving credit facility, pay related fees and expenses and for general corporate purposes. The company also estimates it has incurred an additional $555 million of borrowings under this revolving credit facility since March 31, 2026.
EquipmentShare.com Inc held its annual shareholder meeting where all board nominees were elected and all proposals passed. Shareholders ratified KPMG LLP as auditor for the fiscal year ending December 31, 2026, approved executive compensation on a non-binding advisory basis, and supported holding this say-on-pay vote every year.
Shortly after its initial public offering, board members Henry Yeagley and John Weinstein resigned, with the company stating the resignations were not due to any disagreement and were part of an orderly transition. The board appointed Damian Giangiacomo, co-founder and managing partner of Nexus Capital Management, and Harley Miller, founder and CEO of Left Lane Capital, as new directors, and determined both are independent under Nasdaq and SEC rules. Giangiacomo will also join the Audit Committee, and each new director will receive $250,000 in compensation, payable in stock, cash, or a mix of both.
EquipmentShare.com Inc reported strong first-quarter 2026 results, with total revenue of $989 million, up 38% from $716 million a year earlier. Rental Segment revenue grew 37% to $764 million as the company expanded to 407 locations and increased its managed fleet.
The quarter showed a net loss of $29 million, but on a trailing twelve-month basis EquipmentShare generated $58 million of net income and $1,776 million of Adjusted Core EBITDA. Liquidity was solid at $1,605 million and the net leverage ratio improved to 2.8x from 3.2x.
The company raised its full-year 2026 outlook, increasing guidance for total revenue to $5,147–$5,575 million and Adjusted Core EBITDA to $1,883–$1,995 million. Management highlighted strong unit economics at mature rental locations, where trailing twelve-month adjusted EBITDA margins reached 55%.
EquipmentShare.com Inc reported strong fourth-quarter and full-year 2025 results, highlighting rapid growth in its rental-focused model. Total revenue reached $1,572 million in the fourth quarter and $4,379 million for 2025, up from $3,764 million in 2024. Rental Segment revenue rose 35% in the quarter to $772 million and 34% for the year to $2,724 million, while Equipment Sales revenue declined. Net income was $65 million for the quarter and $40 million for the year, compared with $3 million in 2024. Adjusted Core EBITDA increased to $559 million in the quarter and $1,667 million for 2025. The company expanded to 385 locations and ended 2025 with Original Equipment Cost under management of $8,780 million. For 2026, it projects revenue between $5,051 million and $5,471 million and Adjusted Core EBITDA between $1,813 million and $1,925 million.