EquipmentShare.com Inc (EQPT)
Industrials · Construction equipment rental and digital fleet management · Nasdaq
A vertically integrated equipment rental platform combining a nationwide branch network with proprietary T3 cloud telematics software to deliver jobsite visibility and control for construction companies.
What EquipmentShare.com Inc does
EquipmentShare is a vertically integrated equipment rental and technology company serving the construction industry through 352 full-service branches, 9 dealership sites, and 24 building materials stores across 45 U.S. states. The company operates a proprietary cloud-based T3 platform that integrates embedded telematics hardware, software applications, and real-time data to enable equipment tracking, fleet optimization, maintenance management, and jobsite security. Beyond equipment rentals, EquipmentShare offers new and used equipment sales, parts and supplies, SaaS telematics subscriptions, and jobsite support services. The company's innovative "OWN Program" enables a capital-light growth model where third-party participants purchase equipment enabled with T3 technology, which the company then manages and places for rental with revenue sharing arrangements.
Themes: ["Equipment rental / fleet management"]
Fundamentals
- Price$18.65 as of 2026-07-10 close
- Market cap$4.7B as of 2026-07-12
- 1-year return-42.7% as of 2026-07-10 close
- P/E117.87 as of 2026-07-12
- Net margin+0.9% as of 2026-07-12
- Gross margin+28.3% as of 2026-07-12
- ROE+4.5% as of 2026-07-12
- Debt / equity2.14 as of 2026-07-12
- Revenue growth (YoY)+36.2% as of 2026-07-12
- Revenue CAGR (3y)+30.9% SEC XBRL
- Beta2.14 as of 2026-07-12
Key risks (from latest filing)
["High competitive intensity in a fragmented equipment rental market with over 9,600 U.S. providers, which could pressure market share and rental pricing"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-12. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-10.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.