EquipmentShare reports Q4 adjusted EBITDA $559M vs. $418M last year

Reports Q4 revenue $1.57B, consensus $1.55B. “We delivered strong results in 2025, with Rental Segment revenue growing 34% to $2.7 billion,” said Jabbok Schlacks, Co-Founder and Chief Executive Officer of EquipmentShare (EQPT). “I am proud of how our team executed through the IPO process while continuing to scale the business, opening 95 new sites and ending the year with 385 operational locations. Looking to 2026, we see a supportive industry backdrop as infrastructure, data center, manufacturing, and energy projects continue to drive larger and more complex jobsites. We believe our position as a fully integrated jobsite solutions provider, enabled by T3 and supported by the capital-efficient scaling of the OWN Program, positions us to continue gaining share through disciplined growth.”